Logan Wright is a financial advisor with LPL Financial in San Diego, CA. He holds a Series 66 designation and has experience working in various roles since 2016, including positions at San Diego Tax Service and Aya Healthcare. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.

Brenda Contreras is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC prior to her current role. Outside of her advisory work, she teaches exercise classes at 24 Hour Fitness and produces weekly videos on healthy lifestyle topics such as nutrition, exercise, budgeting, and stress reduction. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Evelyn Lara is a CFP® professional with 23 years of experience in the financial industry, currently working at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Craig Solenzio is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Brian Donaghy is a financial advisor with Merrill, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Merrill since 2013, based in La Jolla, CA. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ivan Lopez is a Financial Advisor at Merrill Lynch Wealth Management. He provides advice and guidance to executives, small business owners, and families, helping align their investments with their life goals through tailored planning processes. Ivan employs risk management strategies designed to achieve his clients' financial objectives. With over 18 years of combined experience in investment, planning, banking, and client relations, Ivan's career encompasses work with small start-ups, large businesses, individual planning, trust and estate planning strategies, and wealth management. He holds the FINRA Series 7, 63, and 65 registrations, as well as the Chartered Retirement Planning Counselor (CRPC) designation. Ivan is fluent in English and Spanish. Born and raised in San Diego, Ivan has a passion for his faith and spends quality time with his family. He is involved in community organizations including Baja Bound Ministries, Diocese of San Diego, and San Diego Food Bank. His personal interests include baseball, biking, boxing, football, hiking, reading, soccer, traveling, and watching movies.

Nicholas Remer is a CFP® professional with 10 years of industry experience, currently serving at Cetera since 2019. He previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Outside of his advisory role, he owns and operates Remer Filmmaking and serves as president of the Canyonview Homeowners Association board. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm supports a multi-manager platform with various program structures and serves over 800,000 clients through more than 10,000 advisors.

Roberto Vasquez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2008. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis supported by a centralized due-diligence framework.

Steven Kerston is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Redwood Credit Union and Cuso Financial Services LP prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, supported by both discretionary and non-discretionary management approaches.

Elizabeth Pille is a financial advisor at Morgan Stanley with 43 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1998. Outside of finance, she is involved with the Living Right Wellness Center, a healthcare and wellness facility. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Eugenio Pedraza is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 66 and Series 63 licenses. He has six years of industry experience and has previously worked at JPMorgan Chase Bank and Wells Fargo Clearing Services. His background includes roles in marketing and banking, as well as experience at New Mexico State University. 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.

Phillip Wendt is a CFP®-certified financial advisor with Wells Fargo Clearing, based in San Diego, CA, and has six years of industry experience. He has worked at various Wells Fargo entities since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory. The firm includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Shelby Lewis is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. Lewis has worked at multiple Cetera entities since 2020 and previously at First Allied Securities and Pacific Wealth Strategies Group. Outside of advisory work, Lewis holds a part-time real estate license. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Dorian Grady is a financial advisor at UBS Financial Services with 15 years of industry experience. He has held positions at Diversify Advisory Services, DFPG Investments, Nationwide Investment Services Corp, and TD AMERITRADE. He holds the Series 66 designation and is based in San Diego, CA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, 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 client plans.

Richard Steinmeier is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2018 and previously spent six years with UBS. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jeffery Sweesy is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Linsco Private Ledger since 2004. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

James Shea is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2010 and holds a Series 63 designation. Based in San Diego, CA, Mr. Shea's career includes extensive work in financial advisory roles. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions for its clients.

Katelyn Montijo is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Her career includes prior roles at Fidelity Investments, Merrill Lynch, and TD Ameritrade. She is based in San Diego, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven strategies.

Ashley Walters is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Walters holds the Series 63 designation and is based in San Diego, CA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated broker-dealer and insurance companies.

Charles Mackay is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Advisors for 11 years. Outside of his advisory role, he is involved with Advisors Choice Insurance Brokerage Services as an external advisor. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.