Andrew Norolahi is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Duyen Tran is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 63 designation and 14 years of industry experience. Tran has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Tran also has a long tenure with Wells Fargo Bank, N.A., dating back to 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is based on investment policy statements and modern portfolio theory, and it includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

John Page is a CFP® and ChFC® with 16 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera, CETERA Advisor Networks LLC, and First Financial Equity Corporation. He also operates Life Style Financials and has maintained a family trust since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Edward Hawley is a financial advisor with LPL Financial in San Diego, CA, holding Series 66 and Series 65 credentials and possessing 19 years of industry experience. His prior experience includes roles at Primeview Capital, LLC and Homebridge Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services supported by research and multiple portfolio management options.

Rachel Chryssostomides is a CFP® professional with 11 years of industry experience, currently advising at LPL Financial since 2026. She previously worked at Ameriprise and FSC Securities, and has entrepreneurial experience running The Root Cellar LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios, third-party research, and a variety of discretionary and non-discretionary management approaches.

Avyn Strahlendorff is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping clients with college education planning, personal retirement planning, and women and wealth. Avyn emphasizes a relationship-based approach and provides thoughtful guidance tailored to each client's unique situation, values, and aspirations. Her professional designation includes Personal Investment Advisor (PIA). Avyn earned a Bachelor's Degree from San Diego State University. She believes that financial planning is about more than numbers; it involves understanding what matters most to people and using their resources to support the lives they want to live. Outside of her professional work, Avyn enjoys baseball, basketball, cooking, golfing, music, photography, pickleball, running marathons, softball, and spending time with her family.

Daniel Gunderson is the Vice President and Branch Leader at Fidelity Investments, where he leads a team focused on client-first strategies. He aims to simplify complex financial concepts and collaborates with clients to develop plans aligned with their goals. He has been with Fidelity Investments since 2009, progressing through various roles including Financial Representative, Investments Representative, Financial Consultant, Regional Planning Consultant, and now Branch Leader. His experience encompasses financial consulting and regional planning. Daniel holds a California Insurance License.

Miles Haug Jones is a financial advisor with Edward Jones in La Jolla, CA, holding a Series 66 registration and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Caroline Talebi is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked at Shenasa Medical Inc for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Scott Hagopian is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cambridge Investment Research Advisors, Inc. and The Mutual Life Insurance Company of New York. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a large network of investment adviser representatives.

Jamie Meronoff is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to this, he worked at Wells Fargo Clearing from 2020 to 2024 and Edward Jones from 2010 to 2020. He owns and operates JAM WEALTH, LLC, an independent financial practice based in La Jolla, CA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options and integrates advisory services with other financial products and referral channels.

David Martin is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Quest Accounting & Financial Services, Inc. for eight years and The Argen Corporation for twenty years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and technology solutions.

Sven Meza is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he serves as a non-public FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by research and model portfolios.

Steven Montgomery is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm operates on a large scale with integrated brokerage, advisory, custody, and cash management services.

Wade Steverson is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he owns a rental property in San Diego. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm is notable for including insurance-related vehicles and bank deposit sweep options in its investment menus.

Andrew Duhovic is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera Advisors and Pruco Securities LLC, as well as employment with the University of San Diego in various capacities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Christopher Kosmo is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo in various roles from 2008 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jason Mubarak is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is involved as a winemaker at a family-owned vineyard and winery. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, serving clients through both direct and corporate agreements.

Robert Demmler is a financial advisor at Merrill with Series 63 and Series 65 licenses and 51 years of industry experience. He has worked with Merrill and its predecessor firms since 1971 and has been associated with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Seperack is a financial advisor at UBS Financial Services in San Diego, CA with 11 years of industry experience. He has been with UBS since 2014 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers research and lending programs as part of its platform.