Taimur Baig is a financial advisor with Raymond James & Associates in San Diego, CA, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. Outside of advising, he is involved in real estate brokerage and owns a rental property. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipalities. The firm offers financial planning, investment consulting, and municipal advisory services, utilizing a variety of portfolio management styles supported by extensive research and affiliated resources.

Joel Thorp is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010. Outside of his advisory role, he is co-owner of ZJ Ranch LLC, a land management company focused on unimproved land used primarily for recreation and timber harvesting. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Jaclyn Mazur is a CFP® professional with 22 years of experience in the financial services industry. She is currently affiliated with OSAIC and has previously worked at Woodbury Financial Services, Securities America, and RSG Partners. Mazur is the founder of the Financial Behavior Institute, where she trains and coaches financial professionals in behavioral finance concepts and practice management. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and investment advisory services. The firm utilizes various asset-allocation tools and third-party managers to construct portfolios and supports both discretionary and non-discretionary account management.

Lea Ziesing is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and six years of industry experience. Prior to joining UBS, she worked in media at News 10 and held a position with Senator Dodd in California State Government. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances. The firm offers a broad range of services, including discretionary portfolio management, financial planning, and capital markets activities.

Sheryl Stern is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2017 and has also been involved with Simply Mentored, a coaching and consulting business, since 2009. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a variety of portfolio management and model-based solutions tailored to client objectives.

Brandon Dalgarno is a CFP® professional with 20 years of industry experience, currently serving at Cetera since 2025. His prior experience includes roles at Avantax Investment Services and Diehl Evans & Co. LLP. Dalgarno holds leadership positions in financial services entities, including director and managing member roles. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a multi-manager platform serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm supports a large nationwide network of advisors with access to diverse investment strategies and custodial arrangements.

Jordan Gales is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2020 and previously was affiliated with Sequoia Wealth Management, JMC Wealth Management, and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Robin Alefi is a financial advisor at Charles Schwab with six years of industry experience and holds the Series 66 designation. Prior to joining Schwab, Alefi worked at TD Ameritrade and has been involved with Epic Volleyball Club since 2014. 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, offering a combination of non-discretionary and discretionary investment services supported by centralized custody and operational infrastructure.

Robin Bechtel is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Cetera, Bechtel worked at Independent Financial Group and also has experience with Pampered Chef. Outside of advising, Bechtel volunteers with the Foundation for Personal Financial Education, providing financial counseling and education on a pro bono basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning services, and access to third-party money managers.

John Mckay is a financial advisor at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2006 and holds Series 63 and Series 66 licenses. Outside of his advisory duties, he is involved with Compass Investment Consulting Group, where he is engaged in fixed insurance products including disability, annuities, long-term care, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both in-house and third-party sources.

Anthony Meade is a financial advisor at Edward Jones in Poway, CA, with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he operated his own business, Anthony John Meade, from 2004 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Miguel A. Ortega is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2008. With a career in the financial industry beginning in 2005, Miguel specializes in helping clients develop personalized financial strategies by understanding their short- and long-term financial objectives. His areas of expertise include education planning, family wealth management strategies, liquidity management, portfolio management services, retirement income, and investment strategies for individuals and corporations. Miguel holds a bachelor's degree in Finance from San Diego State University and an associate degree from San Diego Mesa College. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in both English and Spanish, Miguel is committed to building strong client relationships and guiding them through critical financial decisions. Residing in San Diego with his wife Andrea and their child Roman, Miguel is active in his community. He supports organizations such as the Boys and Girls Club, One More Win, and Support The Enlisted Project (STEP), reflecting his commitment to giving back. Outside of work, he enjoys basketball, biking, cooking, fishing, golfing, soccer, spending time with family, and traveling.

Henry De Matteis III is a CFP®-designated financial advisor with Edward Jones in San Marcos, CA, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Uber Eats and operated Elmhurst Entertainment for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Kevin Linggi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Michael Sperlinga is a financial advisor with Morgan Stanley in Carlsbad, CA, holding Series 63 and 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and scenario modeling.

Natalie Slemp is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior roles include positions at Benn Digital, 180Commerce, CPC Strategy, and USAopoly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

Liam Reid is a Series 66-credentialed financial advisor with Charles Schwab in Carlsbad, CA, and has one year of industry experience. Prior to joining Charles Schwab & Co., Inc. and Charles Schwab Bank, he worked in education and held roles at Troon Golf and Pristine Auction. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from its Schwab Center for Financial Research.

Brenda Quinn is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of advising, she works as an independent consultant for a cosmetics company, focusing on skin care sales. 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 combines large-scale resources, research, and analytics to offer both brokerage and advisory solutions across a range of financial products.

Cody Lenahan is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Golden State Orthopaedics and San Marcos Unified School District. 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 strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Nga Ying Chan is a financial advisor with Wells Fargo Clearing in Carlsbad, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and external sources while providing both brokerage and advisory solutions.