Brett Levinson is a financial advisor at Stifel with 31 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and municipalities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Robert Taylor is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory work, he is a partner in Olivenhain Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, with approximately $2.74 trillion in client assets under management.

David Dains is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009, including its transition into Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and the Global Investment Committee’s resources. The firm manages approximately $2.74 trillion in client assets and offers services directly to clients as well as through employer-sponsored financial planning agreements.

Jacob Lincoln is a financial advisor at LPL Financial with three years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at Onyx Bridge Wealth Group LLC, Elite Investment Team LLC, and Coastal Tax Advisors. He has also been involved with Coastal Tax Advisors, formerly Lincoln Tax and Wealth Planning, since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Dmitriy Bgatov is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Edward Jones. Based in San Diego, CA, he has been with LPL Financial since 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and technology-driven strategies to provide both discretionary and non-discretionary management.

Maher Malaab is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Malaab has worked with Wells Fargo in various capacities since 2007 and is also co-owner of Genie Car Wash, an independent business. 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 options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Mc Grath is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and two years of industry experience. He has held prior roles at The Motley Fool, Proficio, and several other organizations in various capacities. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Samuel Mendel is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. He also supports touring artists and teaches music as a bass player. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and consulting services through a large network of independent advisors.

Donna Luna De La Fuente is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 40 years of experience in the financial services industry. She began her career with Merrill in 1978 and has developed a comprehensive approach to wealth management that starts with understanding each client's individual goals. Her expertise includes family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Donna holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. Donna earned her High School Diploma from Patrick Henry. Outside of her professional work, she enjoys gardening, spending time with her family, traveling, and practicing yoga.

Jonathan Friess is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019, following three years at Woodbury Financial Services. Based in San Diego, CA, he is part of a national network of advisors serving a broad client base. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven tools.

Guy Zamohi is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has been involved in the locksmith business as the owner of Pro Locksmith since 2010. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and insurance products through affiliated entities.

Jordan Bellows is a Financial Consultant currently at Fidelity Investments, where he has been serving since 2025. He has held various roles within Fidelity, including Investment Consultant from 2024 to 2025 and Planning Consultant from 2021 to 2024. Prior to joining Fidelity, Jordan worked as a Financial Planner at Goldman Sachs from 2019 to 2021. Jordan focuses on helping families achieve their financial goals by developing personalized investment strategies that align with their priorities. He holds a California Insurance License, which supports his ability to provide comprehensive financial guidance. Outside of his professional work, Jordan has interests in cars, fitness, hiking, outdoor adventures, pets, and traveling.

Ann Marie Tyrrell is a CFP®-certified financial advisor at LPL Financial with 18 years of industry experience. She previously worked at Stifel Nicolaus for 11 years before joining LPL Financial in 2024. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rachel Gibson is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Linsco/Private Ledger Corp, affiliated with LPL Financial, since 2004. 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 supported by comprehensive research and technology solutions.

Tyler Bentley is a financial advisor at LPL Financial based in Coronado, CA, holding a Series 66 designation. He has experience with the US Navy and Navy Reserves spanning from 2007 to 2025 and has held positions at Blackstone and LPL Financial since 2025. 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 brokerage services supported by model portfolios, research, and technology-driven risk management.

Andrew Cap is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His career includes roles at Charles Schwab Bank, Realty Income, and self-employment, with prior work in real estate-related businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and advisory infrastructure.

Christopher George is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he is a partner overseeing property management at a retail shopping center partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and asset allocation models.

Jonathan Nash is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, CalChoice, Covered California, Dickerson Employee Benefits, and The Prudential Insurance Company of America. 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 and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs, distinguishing it among large institutional advisers.

Kevin Hoskins is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to create, implement, and monitor customized financial plans, aiming to provide a world-class planning experience through genuine, straightforward, and attentive service. Kevin has been with Fidelity Investments since 2014, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant before his current role. Prior to joining Fidelity, he worked as an Investment Consultant at Scottrade from 2013 to 2014. He holds a California Insurance License. Outside of his professional work, Kevin has interests in baseball, fitness, football, social events with friends, and reading.

Nicola Hanna is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and over 21 years of industry experience. Prior to joining LPL Financial in 2025, Hanna worked for Raymond James Financial and Raymond James Financial Services from 2008 to 2025, and at Cavanaugh Financial Group from 2012 to 2018. Outside of advising, Hanna is a business owner of Big Lick Racing Inc and is involved in sports memorabilia sales. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.