Harrison McCarey is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and previously worked at New Way Van Life LLC, Aegon, and Getting Instruments. Outside of advising, he is involved in a non-variable insurance agency business in San Diego, CA. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation.

Marianna Sada is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Cuso Financial Services, and TD Ameritrade. 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.

Donald Hankins III is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and over 39 years of industry experience. He has been with LPL Financial since 1986. Outside of his advisory role, he is involved in tax preparation and accounting, providing California and federal income tax return services. 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 financial planning, asset management, and retirement advice services through a large network of investment adviser representatives.

Taylor Parrillo is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and previously at Bayview Asset Management. Parrillo serves on the advisory board of a nonprofit organization at the University of California, Riverside, and is involved in tax preparation services through a separate business. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Charles Kraft III is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Credit Suisse Securities (USA) LLC. He is also the owner of Kraft Wealth Management, a business operating under the Cetera umbrella. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Hannah Stanek Chu is a financial advisor at OSAIC with four years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2025, she worked at Lincoln Financial Advisors from 2020 to 2025. Outside of her advisory role, she performs as a live music artist and singer in San Diego. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools within a large multi-advisor platform.

Earl Thompson is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with UBS Financial Services since 1985. UBS Financial Services Inc. 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, providing a broad range of financial products and research to tailor client strategies.

Danial Lopez is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His prior roles include positions at UnionBanc Investment Services, Wells Fargo Clearing, and Banc of America Investment Services. He is based in San Diego, CA. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jacob Bentley is a financial advisor with Cetera Investment Advisors LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cetera in 2026, he worked for Axos Invest and has been involved with organizations including the South American Jewish American Community and Hillel International. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and advisory services delivered through a large nationwide network of independent advisors.

Ace Baker is currently a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Ace works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. Ace holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the California State University System. Ace's approach involves helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals.

Robert Gilbert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Merrill for 12 years before joining Wells Fargo in 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and provides both brokerage and advisory solutions at a national scale.

Anthony Wood is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2023. Prior to his advisory role, he attended the University of Miami and The Bishop's School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Mario Pometta III is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Sorrento Pacific Financial, CUSO Financial Services, LP, and Redwood Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Nicholas Mattlin is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Danyelle Comer is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at JPMORGAN Chase Bank, N.A. in various roles since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Patrick Vande Bossche is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he has experience with educational services including Hawkes Learning Systems and Mathnasium. 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 financial planning and investment management services through a large network of representatives, utilizing both proprietary and third-party strategies.

Julian Myers is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and six years of industry experience. His career includes roles at Commonwealth Financial Network and Independent Financial Group, among others. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Julia Rhea is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 33 years of industry experience and has previously worked at firms including Oasis Wealth Partners, Commonwealth Financial Network, Lincoln Financial Advisors, and Voya Financial. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Monica Bezy is a financial advisor with Edward Jones in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at TD Ameritrade Institutional for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm 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.

Crystal Locklear is a financial advisor with LPL Financial in San Diego, CA, holding the Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2024, she worked at Charles Schwab from 2022 to 2024, ICON plc from 2020 to 2022, and Arrow Asset Management from 2018 to 2020. 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 and access to various portfolio management options, supported by advanced research and operational tools.