Terry Lecompte is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica Advisors in 2024, Terry worked at Transamerica Financial Advisors and World Financial Group, Inc. Terry’s business activities include sales of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

Christine Day Reyes is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at UnionBanc Investment Services and MUFG Union Bank. Outside of advising, she is involved in a family business, New Millennium Courier Service, Inc., where she serves as an accounts receivable specialist. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christian Reuter is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at RBC Capital Markets for 13 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Forseti Enterprises LLC, a business entity for tax and investment purposes. 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, financial planning, and retirement consulting, utilizing model portfolios, research, and various management approaches.

Rosamond Moylan is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and five years of industry experience. Her work history includes positions at UBS, GID, and Second Beach, as well as roles outside the financial sector such as at TwoTen Oyster Bar and Boston College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to customize financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes brokerage, investment advisory, custody, and capital markets functions.

Gary Soble is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with LPL Financial since 1993 and has been involved in direct sales with USANA since 1995, where he earns residual income from a nutritional network marketing company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 model portfolios and research.

Spencer Johnston is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior roles include positions at The Gensler Group, Johnston Accountancy, Heritage Wealth Management, The Kocen Financial Group, and Financial Goal Securities. Outside of financial advising, he has worked as a driver for ride-sharing services. 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 provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Callero is a Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management, where he has been employed since 2017. Based in the La Jolla office, he partners with colleagues to guide affluent families in making comprehensive financial decisions. Jeffrey’s areas of expertise include corporate executive services, executive and equity compensation, institutional investment consulting, liquidity management, personal retirement planning, portfolio management, and tax minimization strategies. He holds a Bachelor's Degree from Miami University and is currently pursuing an MBA at UCLA Anderson School of Management, where he is involved with the Investment Finance Association. Jeffrey is also a Personal Investment Advisor (PIA) and participates in community volunteering through Bank of America. Outside of work, he enjoys an active lifestyle with interests such as hiking, surfing, running, basketball, and volleyball, valuing time spent with family and friends.

Mcrae Kirmse is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Fidelity, Nationwide Investment Services Corp, and Quicken Loans. 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, offering various advisory programs, financial planning, and retirement plan consulting.

Kevin Branham is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Ronald Joe Branham, Inc. Outside of his advisory role, he is a partner in Let's Go Sales Co., a snack food distribution business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Rana Maida is a financial advisor at Edelman Financial Engines in San Diego, CA, holding Series 65 and Series 63 licenses with 15 years of industry experience. She has been with Edelman Financial Engines and its predecessor entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions, planner-led wealth management, and online advice. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term investment orientation.

Robert Lester is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 45 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he owns and operates PFC Lester, Inc., a fixed insurance business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored written recommendations. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions.

Ian Beed is a financial advisor with Wells Fargo Clearing based in La Jolla, CA. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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.

Jasmine Turner is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 credentials and has 29 years of industry experience. She has been with UBS since 1998. Outside of advising, Turner is involved in several real estate rental activities, including properties in Puerto Rico and the U.S. Virgin Islands. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of financial and capital markets services.

David Maurer is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 30 years of industry experience. Prior to joining OSAIC in 2023, he worked for Sagepoint Financial, Inc. for 14 years. He is also president and a board member of Ofite Corporation, where he collaborates on business strategies. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a variety of investment options in discretionary or non-discretionary accounts.

Sean Reynolds is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm uses structured planning tools and investment modeling while offering a broad range of retail and institutional services.

Keith Paglierani is a financial advisor with Ameriprise in La Mesa, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory work, Paglierani serves on the Board of Directors for Hope NH Inc., a nonprofit organization in Manchester, NH. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Elissa Knaebel is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having eight years of industry experience. Her prior roles include positions at TD Ameritrade, First Hawaiian Bank, Raymond James Financial Services, Edward Jones, Cetera Investment Services, and J.P. Morgan Chase Bank. She is based in Coronado, CA. Charles Schwab & Co., Inc. serves 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 offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Luis Ayala Bautista is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Primerica Financial Services, Landscape, and Honeycutt Farms. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Giang Tran is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2025, Giang worked at Cetera, Cetera Wealth Services, LLC, Wells Fargo Clearing, and WELLS FARGO Advisors. 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, financial planning, and retirement plan consulting, supported by proprietary research, third-party subadvisors, and various portfolio management options.

Levi Cass is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Investment Corp, and Securities America. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.