Steven King is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2003, following a brief tenure at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by proprietary research and technology.

Abigail Valentine is a Series 65 licensed financial advisor with OSAIC in Carlsbad, CA, with one year of industry experience. She has worked at Guide My Finances (RUZAM, LLC) and Osaic Wealth, Inc. since 2023. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Wyatt Wilson is a financial advisor with Edward Jones in Oceanside, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Rancho Bernardo Inn and Vineyard Golf Course. 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 offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Troy Koepplin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 13 years. Outside of his advisory work, he is also an enrolled agent providing tax preparation and accounting services. 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 broad range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Thomas Seidel is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with various Morgan Stanley entities since 1997, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Katharine Downey is a Series 66-licensed financial advisor at Morgan Stanley with 22 years of industry experience. Her career includes 17 years at Merrill and five years at Banc of America Investment Services before joining Morgan Stanley Smith Barney in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates a variety of investment services including relationships with private funds and structured product activities.

Stella Hui is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab since 1998, including 21 years at Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a large integrated platform and extensive operational resources.

Michael Schmitz is a financial advisor with Edward Jones in San Marcos, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2026, he worked at Yorkshire Wealth Management for one year and has held positions at FedEx Express, Kaiser Permanente, and TechniArt. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Phillip Kaplan is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations, offering a program that emphasizes client decision-making and incorporates ESG eligibility criteria.

Christopher Landwair is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and has 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Lincoln Investment, Capital Analysts Inc, and Citigroup Global Markets. He is also involved in fixed insurance sales conducted at his branch location. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various investment strategies and operational tools.

Arthur Shooter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his role at Wells Fargo, he owns Kelley Shooter Financial Services and serves as trustee of the FINET 401K Plan. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

Braden Hutten is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previously worked at Top Golf and attended Arizona State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning focused on various topics such as retirement and estate planning. The firm separates its planning services from managed accounts and does not provide portfolio management for institutional clients.

John Lohrenz is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He worked at Merrill from 1997 to 2009 before joining LPL Financial, where he has been since 2009. Outside of his advisory role, Lohrenz is an author working on a book through The Prosperity Project. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with multiple investment strategies and technology tools while managing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Ryan Peterson is a financial advisor at UBS Financial Services in San Diego, CA, holding a Series 66 designation with six years of industry experience. His work history includes multiple roles at UBS since 2017 and prior experience in various sectors including education and the U.S. Marine Corps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Claire Shinholser is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in San Diego, CA. She has previously worked at firms including Overland and Shanahan and Voya Financial Partners. Outside of her advisory role, she is involved with independent insurance services through The Producer's Group and High Bluff Private Wealth. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Diana Molina is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Before entering finance, she worked at Sushiya and Eastlake High School. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Chad Marentette is a financial advisor with Edward Jones in Oceanside, CA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Murray Johnson III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Cambridge, he worked at UBS Financial Services from 2001 to 2004. Outside of his advisory role, he is involved in several business ventures, including serving as managing member of LocalBeyond LLC, which facilitates opportunities for individuals to live and work abroad. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Angela Alldredge is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at CitiGroup, Bank of America, and Merrill. Outside of her advisory role, she manages a rental property through a family trust. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Joseph Kitaen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Outside of finance, he has been involved in a short-term entrepreneurial venture named Rent a Frog. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of affiliated portfolio services.