Drue Cicchetto is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct diversified portfolios and uses various risk management strategies including tax-aware processes and defensive tactics.

William Fox is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at Educational Employees Credit Union and Fresno Pacific University. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Lee is a CFP® with seven years of industry experience and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Grassroots Outdoor Alliance and had a brief period of unemployment in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

Ezra Whipple is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Dunham & Associates Investment Counsel for four years and Merrill for one year. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Carlos Robert Guadalajara is a Series 66-licensed financial advisor with UBS Financial Services in San Diego, CA, where he has worked since 2010. He has 18 years of industry experience. He served on the board of the International Wine & Food Society of London Tijuana Chapter from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm uses proprietary capital market assumptions and research to tailor portfolio management and financial planning services and combines institutional trading capabilities with wealth management.

Michael Legacy is a Series 66–licensed financial advisor with 13 years of industry experience, currently with Thrivent Investment Management. He previously worked at Commonwealth Financial Network for 12 years and Morgan Stanley for one year. Outside of his advisory role, Legacy serves as Vice President of Business Development at Legacy Realty, a real estate sales firm in San Diego. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without offering discretionary portfolio management or institutional advisory services.

Aidan Holechek is a financial advisor with Wells Fargo Clearing in San Diego, CA. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to joining Wells Fargo Clearing, his background includes roles in banking and self-employment, as well as periods of full-time education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Sarah Martin is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments in multiple roles since 2008, including her current position since 2021. Her prior experience also includes tenure at Charles Schwab and Independent Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a process combining fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base including registered investment companies and a Charitable Gift Fund.

Blake Davidson is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. His background also includes roles with Associated Students, Inc. and California Polytechnic State University. 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, utilizing both proprietary and third-party investment strategies, supported by technology tools for operational and research purposes.

Matthew Henry is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and operates Independent Capital Management. Henry serves on the board of directors for Water 4 Life Global, a nonprofit organization providing clean water to at-risk communities. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Cesar Padilla is a CFP®-certified financial advisor with Edward Jones, based in Chula Vista, CA, and has 31 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he serves as a board member of the Kiwanis Club of Chula Vista. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Nathan Tournahu is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 license and two years of industry experience. His prior roles include positions at Redwood Credit Union, Bank of America, Merrill, and The Prudential Insurance Company of America. He also worked for over a decade at Graton Resort and Casino. 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 portfolio programs, third-party asset management, and institutional platforms.

John Eyer is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervision and custody arrangements.

Glenn Morey is a financial advisor with LPL Financial in La Mesa, CA, holding a Series 63 designation and bringing 43 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004 and previously worked at WS Griffith Securities, Inc. from 1998 to 2004. Outside of his advisory work, he operates a real estate rental property that is managed externally. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, leveraging model portfolios, customized strategies, and technology tools to support advisors.

Bryce Porter is a CFP® with 11 years of industry experience, currently serving as an advisor at LPL Financial since 2016. He previously worked at DB Wealth Management Group, LLC from 2012 to 2024. 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 a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

Jonathan Stahley is a financial advisor with Ameriprise in La Jolla, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team, emphasizing assets held in Ameriprise Managed Accounts.

Carson Cushing is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Veritude from 2016 to 2019 before joining Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and funds-of-funds structures.

Sandra Sanchez Heredia is a financial advisor with UBS Financial Services in San Diego, CA. She holds a Series 66 designation and has five years of industry experience, including seven years at UBS Wealth Management Mexico prior to joining UBS Financial Services in 2020. 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, supported by proprietary research and a broad range of capital markets solutions.

Brian Bickford is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. Outside of advising, he is a partner in Bickford Ltd., a separate business entity used for tax purposes. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and fiduciary services for qualified plans.

Gary Bjornson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 48 years of industry experience. He has been with LPL Financial since 2004. 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 a range of financial planning and asset management solutions, including model portfolios and third-party management, supported by advanced technology tools.