Kevin Yoneda is a financial advisor at OSAIC with 30 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. and 20 years at Independent Capital Management. He also serves as president and owner of KJY LLC, an LLC involved in property purchasing and improvements. OSAIC Wealth serves a broad client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering comprehensive financial planning and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, utilizing both proprietary and third-party investment strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

Blake Dorvillier is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Jones Lang LaSalle and Symbio Financial Partners, among other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and emphasizes both advisory and non-advisory financial activities.

Joel Rohn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He worked at Edward Jones from 2010 to 2013 before joining LPL Financial in 2013. Outside of his advisory role, he is the president and proprietor of JL Rohn Investments, Inc., an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives using a range of strategies and research tools.

William Campana is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Charles Schwab and Amazon. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm uses proprietary research and model-based asset allocations to tailor plans and offers institutional trading capabilities alongside wealth management services.

Jennifer Casselberry is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at LPL Financial and the Independent Financial Group. Outside of her advisory career, she has worked as a contract driver for Lyft. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Yueh Ling Hsiung is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to UBS, she held positions including roles at Talentwave, Villa Rancho Bernardo, Nekter Juice Bar, and McDonald’s. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets offerings.

Michael Lord is a financial advisor with Cetera Wealth Services, LLC in San Diego, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has previously worked with Avantax Advisory Services and 1st Global Advisors, Inc. Outside of financial advising, he serves as CFO and Treasurer for Lord Insurance Group, Inc. and has a longstanding role as a paraplanner at Armstrong, Fisch & Tutoli Law Firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures.

Skyler Mc Curine is a financial advisor at Edward Jones in San Diego, CA, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Edward Jones in 2022, Skyler worked at Bank of America and Merrill. Outside of finance, Skyler owns Le Red Balloon, a coaching and professional development business, and is involved in commercial modeling through San Diego Model Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets and operating a large nationwide network of financial advisors and branch offices.

Ronald Warner is a financial advisor with Cetera, holding a Series 66 credential and 20 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as treasurer for the San Diego Business Group, a local networking organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various investment strategies and program options, supported by a nationwide network of more than 10,000 advisors.

David Bigler is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes 20 years at UBS Financial Services and a one-year tenure at Arb. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a broad range of advisory programs.

Tasha Posa is a financial advisor with Merrill in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill Lynch since 2009. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Bobby Ho is a financial advisor with Merrill in La Jolla, CA, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, and TD Ameritrade Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eram Qureshi is a financial advisor with Merrill in San Diego, CA, holding a Series 66 designation and three years of industry experience. Prior to Merrill, she worked at Bank of America and JP Morgan Chase. She serves as a co-trustee of a family trust. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Alexander Galantino is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in the technology and payroll sectors, including roles at Paycor, Oracle NetSuite, and FIS. 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, supported by a large national network of financial advisors and branch offices.

Gerald Goldmann is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 designations and with 38 years of industry experience. He has worked at UBS Financial Services since 2008. Outside of his advisory role, he is a co-owner of Innovation and Investments LLC, which holds real estate assets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michael Callahan is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has been in the financial services industry for over 30 years and joined Merrill Lynch in 2008. Prior to this, he served as an Associate Branch Manager at Citi Group Smith Barney. His professional focus areas include portfolio management services, women and wealth, and retirement income. Michael holds a Bachelor of Arts degree in English Literature from San Diego State University and a Teaching Credential with a Cross Cultural Bilingual Emphasis from the same institution. He is registered with FINRA under Series 65, 63, 31, 7, 8, and SIE, and holds the Personal Investment Advisor (PIA) designation. Fluent in Spanish, Michael integrates his language skills to serve a diverse client base. Outside of his professional career, Michael enjoys a variety of personal interests including antiquing, basketball, football, gardening, music, spending time with family, traveling, watching movies, and writing. He has been married for 39 years.

Kirby Morrison is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Edward Jones for one year. He also operates a DBA under the name Morrison Wealth Management. 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 including financial planning, model portfolios, and institutional platforms.

Matin Shayan is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role beginning in 2025, he worked at Equitable Financial Life Insurance and Equitable Advisors. Outside of his advisory work, he is a part owner of two real estate land development companies, Shayan Capital LLC and Shayan Capital Ventures. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments by providing non-discretionary consulting services focused on asset allocation, investment manager searches, and customized reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers access to strategies including ESG-eligible investments, supported by affiliated portfolio implementation services.

Kaitlyn Dobbins is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and First Allied Securities Inc prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options, supporting over 10,000 advisors and $256 billion in assets under management.

Brian Neault is a financial advisor with RBC Capital Markets in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. His career includes prior roles at Morgan Stanley and City National Bank. Outside of finance, he consults independently in the horse racing industry, advising on the purchase of shared interests in horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.