Ethan Park is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. He has also worked at Charles Schwab and JPMorgan Chase Bank. Outside of finance, he advises his family-owned restaurant, The Original Pancake House in Fort Collins, on business decisions including cash management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Raymundo Catalan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior experience at Axa and Medline Industries. He serves as a board member and treasurer for the Escondido Chamber of Commerce, a nonprofit organization supporting local businesses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Andrew Axelson is a CFP® with 16 years of experience in the financial services industry. He currently works at Morgan Stanley and has held positions at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services ranging from retail to institutional offerings.

Mario Contreras is a financial advisor with LPL Financial in San Diego, CA. He holds Series 63 and Series 65 designations and has 26 years of industry experience, including 11 years with LPL Financial. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Kevin Fennell is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 credential with eight years of industry experience. His prior roles include positions at UBS Financial Services and BDO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and processes supported by its Global Investment Committee.

Stephanie Van Hook is a financial advisor with LPL Financial in San Diego, CA, holding Series 66 and Series 63 credentials and 17 years of industry experience. She has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers 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.

John Faustino is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Waddell & Reed, John Burnham Insurance, and service as a board member of the Kiwanis Club of Poway. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering diverse advisory programs and financial planning services.

Francis Dempsey is a financial advisor with Edward Jones in San Diego, CA, holding Series 63 and Series 65 designations and offering over 32 years of industry experience. He has been with Edward Jones since 1993. In addition to his advisory role, he works part-time as a college instructor at the University of La Verne in Naples, Italy. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,000 advisors.

Thomas Domogma is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. He also spent one year at The Startup Garage. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

Jessica Cuevas is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2009 to 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Melinda Woodell is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked within Wells Fargo Bank and Wells Fargo Advisors, LLC since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Victor Gonzalez is a financial advisor with Ameriprise in San Diego, holding Series 66 and Series 65 licenses and five years of industry experience. His prior roles include positions at Aya Healthcare, ALPS Distributors, and Brandes Investment Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rene' Flores is a CFP® professional with 29 years of industry experience, currently serving at Edward Jones since 1998. He holds Series 63 and Series 65 licenses and is based in Escondido, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

Curt Beyer is a financial advisor with LPL Financial in Escondido, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior experience includes roles at City National Bank and RBC Capital Markets LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Luis Garcia is a Financial Consultant at Fidelity Investments, a role he has held since 2022. His approach to client engagement emphasizes relationship building and understanding clients' personal goals and concerns to develop financial plans aimed at achieving financial security. Prior to his current position, he served as an Investment Consultant and Financial Representative at Fidelity Investments, and has held roles including Jr Financial Advisor at Financial Plan Design, Brokerage Associate at Wells Fargo Advisors, and Insurance Agent at State Farm. Luis holds a California Insurance License and has experience across various facets of financial advising and insurance services. Outside of his professional work, he has personal interests that include attending concerts, playing golf, military service, parenthood, and caring for pets.

Jonathan Mendoza is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2013 and concurrently associated with JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, Mendoza operates an e-commerce business selling a personal collection of trading cards. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Richard Reimers is a CFP® professional with 29 years of experience in the financial services industry. He currently works at LPL Financial, where he has been since 2023, following a 14-year tenure at Stifel Nicolaus & Co Inc. He serves as trustee for family trusts, including the Reimers Family Trust and the Reimers Revocable Trust. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Laura Fetterman is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2005. 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 delivers advice using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Jonathan Bourgeois is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2011. Outside of financial advising, he serves as a business development consultant for HL Welding Inc. and owns JB Bourgeois LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Yesenia Gil is a Series 66-licensed financial advisor at Morgan Stanley with two years of experience in her current role. She previously worked at Wells Fargo Private Bank for six years and held other positions within the Wells Fargo organization from 2010 to 2018. 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 uses structured discovery processes and advanced modeling tools in its financial planning services.