Matthew Schrady is a financial advisor at Ameriprise with 33 years of industry experience. He has held roles at Ameriprise Financial Advisors Inc. and Ameriprise Financial Services, LLC since 2016. His credentials include Series 63 and Series 65 licenses. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Danielle Martinez is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Lincoln Financial Group, and the University of Hawaii at Manoa. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 plans to clients’ goals and risk tolerances.

Lindsey Feeney is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and bringing 20 years of industry experience. She has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Francisco Tirado is a financial advisor at Ameriprise with 17 years of industry experience, including 12 years at Edward Jones before joining Ameriprise in 2020. He holds a Series 66 designation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alexandra Vidal is a financial advisor with LPL Financial in San Diego, CA, holding Series 65 and Series 63 credentials and bringing 22 years of industry experience. She has previously worked with firms including 1ST Global Advisors, Inc. and Householder Group Estate & Retirement Specialists. Outside of advising, she is an ordained minister and owns Trident's Theories, LLC, a research business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Stephen Cote is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides proactive financial advice and guidance to help clients manage their goals, focusing on retirement planning, investment selection, and cash management. Stephen works with affluent individuals, families, and business owners to manage, preserve, and grow their wealth in a tax-efficient manner, addressing areas such as executive compensation, legacy planning, family wealth management strategies, socially responsible investing, and retirement income. Stephen has obtained the Certified Portfolio Manager (CPM®) designation through a collaboration between the Academy of Certified Portfolio Managers and NYU Stern. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, emphasizing the pre- and post-retirement needs of individuals, in addition to the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Roger Williams University. Residing in La Jolla, California, Stephen maintains a residence in the Bay Area. In his personal time, he enjoys outdoor activities including golf, volleyball, running, baseball, cooking, fishing, and competition. He is also committed to community involvement, volunteering with organizations in the communities he serves.

Cindy Le is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo and San Diego County Credit Union prior to her current role. Cindy also serves as a Regional Manager at San Diego County Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Peter Mc Mahon is a financial advisor at OSAIC with 21 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior roles include positions at Lincoln Financial Advisors and J.P. Morgan Securities. In addition to his advisory work, he is licensed as an insurance agent offering disability and traditional life insurance as well as fixed and indexed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with a range of portfolio construction tools and access to third-party money managers and managed-account solutions.

Lisa Koyama is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Clearing and several firms within the Cetera network, among others. She is also a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and third-party research to support diversified investment strategies.

Michelle Gray is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans developed through a structured process using firm-approved tools.

Jake Fleischer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he worked at Raymond James & Associates from 2017 to 2024 and spent one year at The Greyhound. In addition to his advisory work, Fleischer is involved with Ing Wealth Strategies and Simpatico, where he serves in financial advisor roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using risk profiling and analytical tools, and it supports advisory programs and institutional consulting through a large network of advisors.

Chase Puente is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at TD Ameritrade and operated a real estate business, Chase Puente, Real Estate, for one year. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Colin Parker is a financial advisor at UBS Financial Services in La Jolla, CA, holding a Series 66 designation with 11 years of industry experience. He previously worked at Merrill from 2012 to 2016 and has been with UBS since 2018. 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 uses proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Phillip Nuttall is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial in San Diego, CA. His prior work includes roles at Stratos Wealth Advisors, Capital One Investing, and HSBC Bank USA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Dunyong Wen is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 and Series 63 licenses. His prior experience includes roles at Bank of America, Merrill, Nylife Securities LLC, and Industrial Bank of China (Wuhan Branch). Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Bryce Morley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at One Pacific Financial Strategies and Emerson Equity. Prior to his advisory career, he was involved with Curl Market and has a background that includes studies at The Ohio State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and technology-driven strategies.

Richard Tuton is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Reliant Direct Insurance Services and the American College of Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary portfolios, fund advisory, and model portfolios.

Kevin Aufmann is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in selling personally held sporting event tickets on SeatGeek. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Neilrey Ochoa is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Madeleine Bricken is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Prior to her advisory career, she attended Denison University from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.