Monique Neal Corotis is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Blake Foster is a CFP® with 29 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in managing rental properties in California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Timothy Gardner is a financial advisor with Ameriprise in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dean Pfremmer is a financial advisor at Morgan Stanley in San Diego, CA, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Hector Del Castillo is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo Clearing Services, and Mission Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Noelle Ohmann is a financial advisor with Equitable Advisors in San Diego, CA, holding the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked in various customer service roles including at The Cheesecake Factory, where she continues to work as a waitress alongside her advisory career. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Stasia Krahling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Chad Anderson is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Digital Capital Management, Securian Financial Services, Minnesota Life Insurance, and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and both discretionary and non-discretionary management options.

Emmett Lichtenberg is an Investment Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients to help them build and maintain tailored financial plans designed to align with their financial goals. Prior to this, Emmett worked as a Financial Solutions Advisor at Merrill Lynch from 2024 to 2025. He holds a California Insurance License.

Brian Rissman is a financial advisor at LPL Financial in San Diego, CA, holding a Series 65 designation. He has 17 years of industry experience, including 16 years with US Bank before joining LPL Financial in 2026. 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 range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from in-house and third-party sources.

Jacob Yu is a Planning Consultant at Fidelity Investments, where he collaborates with wealth management teams to develop financial plans tailored to clients' goals and needs. He has held several roles within Fidelity Investments since 2020, including Relationship Manager, Central Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Associate Banker at Chase from 2019 to 2020. Jacob holds a California Insurance License, supporting his work in financial planning and client services. Outside of his professional responsibilities, he engages in activities such as camping, fitness, golf, skiing, tennis, and participates in social events with friends.

Matthew Schrady is a financial advisor at Ameriprise with 33 years of industry experience. He has held roles at Ameriprise Financial Advisors Inc. and Ameriprise Financial Services, LLC since 2016. His credentials include Series 63 and Series 65 licenses. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Lindsey Feeney is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and bringing 20 years of industry experience. She has been with LPL Financial since 2006. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Francisco Tirado is a financial advisor at Ameriprise with 17 years of industry experience, including 12 years at Edward Jones before joining Ameriprise in 2020. He holds a Series 66 designation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alexandra Vidal is a financial advisor with LPL Financial in San Diego, CA, holding Series 65 and Series 63 credentials and bringing 22 years of industry experience. She has previously worked with firms including 1ST Global Advisors, Inc. and Householder Group Estate & Retirement Specialists. Outside of advising, she is an ordained minister and owns Trident's Theories, LLC, a research business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Much is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Cox Communications and several other organizations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cindy Le is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo and San Diego County Credit Union prior to her current role. Cindy also serves as a Regional Manager at San Diego County Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Peter Mc Mahon is a financial advisor at OSAIC with 21 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior roles include positions at Lincoln Financial Advisors and J.P. Morgan Securities. In addition to his advisory work, he is licensed as an insurance agent offering disability and traditional life insurance as well as fixed and indexed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with a range of portfolio construction tools and access to third-party money managers and managed-account solutions.

Lisa Koyama is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Clearing and several firms within the Cetera network, among others. She is also a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and third-party research to support diversified investment strategies.

Michelle Gray is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its client service approach.