Martha Alonso Hara is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services since 2010 and has been associated with UBS International Inc. since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Raymond Dexter is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial since 1990. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a 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 with access to model portfolios and research.

Erik Anderson is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2008. 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, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Aeryonna Ware is a financial advisor with Morgan Stanley in San Diego, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she worked at Charles Schwab and held positions in the hospitality industry with Marriott International, Kimpton Hotels, and Evolution Hospitality. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an advisory focus that generally excludes individual security recommendations and ERISA fiduciary responsibilities unless separately engaged.

Samuel Alt is a financial advisor with Mass Mutual Investors Services in San Diego, CA, holding a Series 66 credential and six years of industry experience. His prior roles include work at Morgan Stanley, Wells Fargo Clearing, and The Prudential Insurance Company of America. Outside of financial services, he is involved as a brand ambassador for a waterless skincare product company and works as a server at a restaurant/bar. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goals analysis and written recommendations.

Jocelyn Senaha is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. She is based in San Diego, CA. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services through a wide array of financial and estate planning strategies.

Paola Leal Cervantes is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Via Capital and Banana Republic. Paola’s background also includes roles in healthcare and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using model-based asset allocations and research from its Chief Investment Office and global resources to tailor client plans. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Margaret Molli Alvey is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2004. Outside of her advisory work, she serves as the treasurer for Girl Scouts San Diego Troop 4968. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Tayvin Donaldson is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he partners with clients to understand their financial goals, create personalized strategies, and provide ongoing guidance as their needs evolve. He focuses on simplifying complex financial decisions and serving as a trusted resource to help clients stay focused on what matters most to them. Donaldson's expertise extends beyond investments to helping clients make informed decisions and feel confident about their future. His approach includes assisting clients in planning for retirement, funding education, navigating liquidity events, and balancing financial demands related to family and life. He holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his high school education at Coronado High School. In addition to his professional work, Donaldson is involved with the San Diego Food Bank.

Sanya Mulhern is a financial advisor with RBC Capital Markets in San Diego, CA, holding a Series 66 designation and 21 years of industry experience. She has worked with City National Bank and RBC Capital Markets, LLC for the past 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Calixta Padilla is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Cardinal Group Management from 2021 to 2024 and has experience in roles outside the financial industry, including at Zara and San Diego State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Maria Basauri is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 designation with 5 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Robert Brower is a financial advisor with UBS Financial Services in San Diego, holding a Series 63 designation and 41 years of industry experience. He has been with UBS since 1984. Outside of his advisory role, he serves as Treasurer and board member for the San Diego Alpine League, which organizes ski races, and holds a similar officer position with the ROKKA ski racing league affiliated with the Los Angeles Council of Ski Clubs. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers services such as custody, underwriting, and proprietary research to tailor client solutions.

Samuel Mendel is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as entrepreneurial ventures dating back to 2014. Outside of his advisory work, he teaches music and performs as a touring bass player. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary strategies through a nationwide network of over 10,000 advisors.

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.

Robert Mckinney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at AJM Packaging Corporation and PFS Investments Inc, alongside seven years of service in the US Navy. Outside of his advisory work, he manages a motivational physical fitness business and works as an Instacart shopper. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

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.

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.

Edwin Espinal is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Charles Schwab and its affiliated banking entity since 2015. Charles Schwab & Co., Inc. provides wealth advisory and managed-account services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

William Sparks is an International Wealth Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, international wealth management, and portfolio management services. William holds a master's degree from the Thunderbird School of Global Management and a bachelor's degree from the California State University System. He holds the Personal Investment Advisor (PIA) designation. He is affiliated with the professional organization Los Angelitos de Encinitas and actively participates as a community volunteer. Outside of his professional work, William enjoys baseball, biking, camping, reading, swimming, traveling, and spending time with his family. His approach to advising centers on working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals.