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, California, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bradford Best is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 26 years of industry experience. He has held roles with several firms including First Allied Securities, Inc. and Summit Brokerage Services, Inc. He serves on the advisory council for the University of California, Irvine, reviewing continuing education programs for professionals. Additionally, he hosts a pinball streaming channel focused on entertainment and education. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program platforms, utilizing both affiliated and third-party managers.

Alexandra Vidal is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. Her career includes prior roles at firms such as 1st Global Advisors, Ameriprise Advisor Services, and Householder Group Estate & Retirement Specialists. In addition to her advisory work, she is an ordained minister and owns Trident's Theories, LLC, a research business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by extensive technology and research resources.

Victoria Sazunic is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2003. Outside of her advisory role, she has been involved with San Diego Civic Theaters since 2005. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services including financial planning and estate strategies.

Cindy Le is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, as well as Wells Fargo Bank. She also serves as a Regional Manager for San Diego County Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a large network of advisors with a range of investment strategies.

Erin Arellano is a financial advisor with LPL Financial in La Mesa, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2014, Erin worked at Advisors Asset Management, Inc. and U.S. Bancorp Advisors, LLC. Outside of advisory work, Erin owns Coordinated Contract Services, a transportation business serving disabled adults, and provides tax preparation services as an enrolled agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives, serving individual and institutional clients with a range of financial planning, asset management, and retirement solutions.

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, holding a Series 66 designation and 13 years of industry experience. She has worked at several firms, including Wells Fargo Clearing and multiple Cetera entities, before joining LPL Financial in 2021. Koyama is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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.

Phillip Nuttall is a CFP® professional based in San Diego, CA, with 15 years of industry experience. He is currently affiliated with LPL Financial and has worked previously with Stratos Wealth Advisors, Capital One Investing, and HSBC Bank. His credentials include Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Dunyong Wen is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill and East West Bank. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, employing a multi-manager platform with both discretionary and non-discretionary program options.

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. Outside of finance, he has experience in entrepreneurial and service roles, including operating Curl Market and working in house painting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Pablo Mateo Ventura is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at J.P. Morgan Securities for five years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and supports a large network of financial advisors offering both brokerage and advisory solutions.

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.

Karen Sennes is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2009 and Bank of America since 2011. Outside of her advisory role, she serves as a consultant and independent contractor for FML Enterprises, LLC. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

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.