Kristin Krueger is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has a background that includes service in the United States Navy for 20 years, as well as roles at Booz Allen Hamilton and Big Block Realty. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a network of around 23,701 financial advisors and 15,121 branch offices nationwide.

Colin Parker is a financial advisor at UBS Financial Services in La Jolla, CA, holding a Series 66 designation with 11 years of industry experience. He previously worked at Merrill from 2012 to 2016 and has been with UBS since 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Phillip Nuttall is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial in San Diego, CA. His prior work includes roles at Stratos Wealth Advisors, Capital One Investing, and HSBC Bank USA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Dunyong Wen is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 and Series 63 licenses. His prior experience includes roles at Bank of America, Merrill, Nylife Securities LLC, and Industrial Bank of China (Wuhan Branch). Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Bryce Morley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at One Pacific Financial Strategies and Emerson Equity. Prior to his advisory career, he was involved with Curl Market and has a background that includes studies at The Ohio State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and technology-driven strategies.

Pablo Mateo Ventura is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he worked at JPMC Bank NA (Southwest) and has experience in retail and grocery sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes a non-discretionary approach and incorporates an ESG eligibility framework in its investment strategies.

Ian Currier is a financial advisor with Fidelity Investments based in San Diego, CA, holding Series 63 and Series 66 licenses and having eight years of industry experience. His previous roles include positions at Wells Fargo Bank, N.A., and Wells Fargo Clearing Services LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.

William Dutton is a financial advisor with OSAIC based in San Diego, CA, holding Series 63 and Series 66 registrations and over 25 years of industry experience. He previously worked at Woodbury Financial Services, San Diego County Credit Union, and LPL. Outside of finance, he is a bandleader and musician for the Rockin Jazz Big Band, a 20-piece ensemble performing at various events. OSAIC serves retail and institutional clients through a broad network of financial advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset allocation tools and automated rebalancing to construct diversified portfolios, managing accounts on both a discretionary and non-discretionary basis.

Michelle Colombo is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2016. Outside of her advisory role, she is involved with LiamFinn - Allford Wealth Strategies, a support company unrelated to investment activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Madeleine Bricken is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Prior to her advisory career, she attended Denison University from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.

Karen Sennes is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a consultant and independent contractor for FML Enterprises, LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Travis Harrington is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Damon Snell is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Morgan Stanley in La Jolla, CA. Prior to his current role beginning in 2022, he was with E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2011 to 2020. Outside of advising, he is involved in managing rental property, which is handled primarily by his wife. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of investment services, including both retail and institutional offerings.

Kelli Winslow is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 14 years of industry experience. She has been with LPL Financial since 2005. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Randle Schumacher is a financial advisor with Equitable Advisors, holding Series 66, 63, and 65 licenses and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Rubber Tree Productions, and AXA Advisors. He is also a trustee for various immediate family trusts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

William Routh is a CFP® certificant with 17 years of industry experience. He currently works at LPL Financial and has held prior roles at Cetera Advisors LLC and First Allied Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Suzan Alias is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and Wells Fargo Bank NA since 2016. Outside of her advisory role, she is involved as a caregiver in the In-Home Supportive Services program. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Sean Badgett is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he serves as a trustee for the Badgett Family Trust. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, emphasizing non-discretionary, client-directed investment recommendations.

Brian Kim is a financial advisor with LPL Financial in San Diego, CA. He holds the CFA® designation and Series 63 license and has 15 years of industry experience. His prior roles include positions at Cetera Financial Group from 2015 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Daniel Castro is a financial advisor with Merrill in Chula Vista, CA, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Bank of America, PNC, BBVA Securities, and Wells Fargo. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of discretionary and model-based investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.