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.

Douglas Karney is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Karney also serves as a trustee for a personal family trust with his spouse. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and partners with various program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Matthew Ryan is a Series 66 licensed financial advisor with UBS Financial Services in San Diego, CA. He has six years of experience at UBS and four years of prior experience at Arizona State University. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Christopher Brown is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in capital markets and institutional trading. He focuses on delivering personalized financial strategies by thoroughly understanding each client's goals, risk attributes, and individual circumstances. His expertise includes college education planning, executive compensation, portfolio management services, tax minimization, and retirement income. Chris holds a Bachelor's Degree from Purdue University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English and Spanish, which supports his ability to serve a diverse client base. Outside of his professional responsibilities, Chris serves as a Board Member of the MAGIC Charities Foundation. He resides in New Hope, PA with his wife and three children. His personal interests include adventure sports, running marathons, and skiing.

Arun Rajaram is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Merrill Lynch, and several other financial services firms. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of financial planning, consulting, and asset management services through an integrated platform combining advisory programs with brokerage and insurance products.

Jesse Aragon is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has a background that includes roles at Southern California Gas Company and San Diego Gas & Electric. Outside of his advisory work, Jesse operates a CPA practice and a golf-related sole proprietorship. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by in-house and third-party research.

Dominic Bruno is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and six years of industry experience. He has worked at several related firms, including First Republic Bank and First Republic Investment Management Inc., before joining J.P. Morgan in 2023. J.P. Morgan Securities 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.