Peter Mondero is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, with earlier tenure at Morgan Stanley Smith Barney LLC and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Rodrigo Oliva is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2005. Outside of advising, he is a co-owner of NJ2CA, LLC, a business unrelated to his financial advisory role. 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 recommendations and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Alexander Kaiser is a financial advisor with Morgan Stanley in Carlsbad, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools to model outcomes.

Tyler Slavin is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and manages custom portfolios tailored to his clients' individual needs. Tyler specializes in areas such as retirement income planning, wealth building strategies, company retirement plans, and tax minimization techniques. His client service model emphasizes communication, goal tracking, portfolio management, and personalized advice. Tyler holds a Bachelor's Degree in Finance from San Diego State University. He earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® designation through the Investments and Wealth Institute and the CERTIFIED PLAN FIDUCIARY ADVISOR® designation through NAPA. Prior to joining Merrill Lynch, Tyler spent several years working in banking. Outside of his professional pursuits, Tyler resides in Rancho Peñasquitos with his wife Kayleigh and their two children, Owen and Harper. He enjoys activities such as mountain biking, running, hiking, and paddle boarding. Tyler also participates in community volunteering, reflecting the Merrill tradition of serving the communities where they work.

Hunter Otjen is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has prior experience as a paraplanner and insurance agent with Intrepid Wealth Management. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies.

Darion Haggerty is a CFP® professional with four years of industry experience, currently advising at Edward Jones since 2022. Before joining Edward Jones, he worked at DaVita and held various roles at Target, Primerica, and Starbucks. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cristina Haggerty is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Wells Fargo Advisors Financial Network LLC from 2011 to 2017. She holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and advanced modeling tools.

Jason Snow is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Cooper Capital Advisors and American Funds Distributors. Outside of his advisory work, he owns Fish Tale, LLC, a business that facilitates boat charters through charter captains. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, supported by tools such as machine learning for research and operational assistance.

Janet Calcagno is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, utilizing structured discovery conversations and firm-approved planning tools.

Alex Ostrove is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analysis.

Kenneth Kim is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014, with a brief tenure at Citigroup from 2019 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Saul Serano is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab and Co., Inc., and TD Ameritrade. 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, offering both non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Rasaan Moshesh is a Series 66-licensed financial advisor with Edward Jones, based in Encinitas, CA, and has five years of industry experience. Prior to joining Edward Jones in 2022, he worked at MyVest and Clear Capital, Inc. He also owned and managed a rental property in Truckee, CA, from 2019 to 2022. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies supported by a nationwide network of more than 23,700 advisors.

Xiner Zhang is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, Zhang held various roles in education and technology, including positions at the University of California, Berkeley, Mo-Yi Tech, and KuraCare Inc. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and proprietary planning tools in its financial planning process.

Cody Meza is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley, he worked at Merrill Lynch for six years and has held positions in various industries including hospitality and automotive. Outside of his advisory role, he is involved with Sunset Trivia, a limited liability company based in San Diego. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and modeling techniques.

Richard French is a financial advisor with Morgan Stanley in Carlsbad, CA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been associated with various Morgan Stanley entities since 1997. Outside of his advisory role, he is involved in managing real estate rental properties in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Steven Schuknecht is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and previously worked at RS Hughes Co, Inc. and ImpactOrtho, among other roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Brady Suter is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior roles include positions at Aztec Shops and Bullseye Reporting. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep solutions.

Nicholas Mc Coy is a CFP® with four years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to joining Stifel, he worked for the Los Angeles Angels for five years. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Alan Sweeten is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked with LPL Financial since 2005 and also operates Flight Plan Financial Services, established in 2010. Outside of his advisory work, he is involved in Sweet Renovation Projects, a custom woodworking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services supported by model portfolios, third-party subadvisors, and technology tools for operational and research support.