Farnaz Tajadod is a financial advisor at Ameriprise in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2025, she was with LPL Financial LLC from 2021 to 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning, dependable income sources, and tax-aware withdrawal strategies.

Pablo Serna is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Silicon Valley Bank, Boston Private Wealth LLC, and Banc of America Investment 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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.

Zachary Anthony is a financial advisor at Stifel with one year of industry experience. He previously worked at Whole Foods for five years before joining Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Joseph Adamo is a financial advisor with Morgan Stanley in Rancho Santa Fe, CA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is the sole proprietor of Adamo Braun LLC, a restaurant and nightclub business in Kings Beach, Lake Tahoe. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Steven Nartker is a CFP® and PFS™ with 17 years of experience in financial advisory and accounting. He is currently with LPL Financial and has previously worked at firms including Cetera, Avantax, and Cambridge Investment Research Advisors. He also operates a tax preparation and accounting practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services with a broad selection of investment strategies and platforms.

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.

Christopher Demmler is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2003. He has over twenty years of experience in the financial services industry. His areas of focus include family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, sports and entertainment, individual and corporate investment strategy, and retirement income. Christopher holds a Bachelor's degree and an MBA in Finance from Loyola Marymount University. He earned the Chartered Retirement Planning Counselor™ designation in 2008 and the Certified Private Wealth Advisor® designation in 2019. He has been named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 through 2026. In his spare time, Christopher enjoys playing golf and volunteering in youth sports. He and his wife, Allison, have two sons.

Nicole Carner is a financial advisor with Morgan Stanley, holding a Series 66 designation and 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and modeling techniques as part of its process and manages approximately $2.74 trillion in client assets.

Lisa Licini is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services since 2008. 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 utilizes proprietary research and model-based asset allocations to tailor investment strategies.

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.

Christian Ortiz Gonzalez is a financial advisor with Morgan Stanley in Rancho Santa Fe, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Bank of America and Merrill from 2019 to 2024. Outside of finance, he is involved in education and the arts, serving as a marching band coach and as an officer with a youth arts nonprofit organization. Morgan Stanley Wealth Management is a large institutional firm offering a wide array of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm‑approved planning tools.

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.