Grant Kane is a financial advisor at UBS Financial Services with Series 66 credentials and has been in the industry since 2025. Prior to joining UBS, his background includes a period as a student and brief unemployment. 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, providing a broad range of investment and capital markets solutions.

Michael Lerner is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Cetera Advisor Networks LLC, CWM, LLC, and Nautica Wealth Advisors, where he has maintained a longstanding connection. In addition to his advisory work, Lerner is a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Marcus Hennen is a CFP®-designated financial advisor with 29 years of industry experience, currently with Equitable Advisors since 2026. He previously worked at SharMarc Financial Advisors, Inc. for 20 years and LPL Financial LLC for 28 years. He also provides financial planning and consulting services through SharMarc Financial Advisors, an independent registered investment advisor firm he has operated since 2006. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, primarily operating through LPL-sponsored programs and endorsed third-party managers.

Lloyd Manzanilla is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Carlsbad, CA. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Albin is a Vice President, Financial Consultant at Fidelity Investments. He partners with individuals, families, and business owners to support them in working towards their unique financial goals. Ryan holds the designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant, reflecting his advanced training and knowledge in financial planning. Ryan has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President Financial Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2014 to 2015. He holds a California Insurance License. Outside of his professional role, Ryan has personal interests in art, the beach, football, museums, sailing, and traveling.

Scott O'Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been contributing since 2008. In this role, Scott focuses on developing personalized financial strategies for high net-worth individuals, families, and institutions. His approach takes into account each client’s risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. Scott offers expertise across a broad range of services including cash management, custom financial strategies, risk management, retirement planning, educational savings plans, estate planning, corporate 401(k) plans, commercial real estate loans, and customized lending through Bank of America, N.A. (NMLS#1537122). Scott holds a Bachelor of Science degree from the College of Liberal Arts and Sciences at Arizona State University. He has earned the Accredited Asset Management Specialist™ (AAMS) certification awarded by the College for Financial Planning Institutes Corp and has completed the Longevity Training Program at the University of Southern California’s Davis School of Gerontology. Additionally, his professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Apple Valley, Minnesota, Scott currently lives in San Diego, California. Outside of work, he enjoys hiking, fishing, music, reading, and spending time with his family. Scott is engaged in community service and values volunteering with local organizations in alignment with Merrill’s tradition of community participation.

Spencer Birch is a financial advisor with Edward Jones in San Marcos, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for nine years at Quantum Learning Network. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Taimur Baig is a financial advisor with Raymond James & Associates in San Diego, CA, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. Outside of advising, he is involved in real estate brokerage and owns a rental property. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipalities. The firm offers financial planning, investment consulting, and municipal advisory services, utilizing a variety of portfolio management styles supported by extensive research and affiliated resources.

Joel Thorp is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010. Outside of his advisory role, he is co-owner of ZJ Ranch LLC, a land management company focused on unimproved land used primarily for recreation and timber harvesting. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Anthony Meade is a financial advisor at Edward Jones in Poway, CA, with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he operated his own business, Anthony John Meade, from 2004 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Miguel A. Ortega is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2008. With a career in the financial industry beginning in 2005, Miguel specializes in helping clients develop personalized financial strategies by understanding their short- and long-term financial objectives. His areas of expertise include education planning, family wealth management strategies, liquidity management, portfolio management services, retirement income, and investment strategies for individuals and corporations. Miguel holds a bachelor's degree in Finance from San Diego State University and an associate degree from San Diego Mesa College. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in both English and Spanish, Miguel is committed to building strong client relationships and guiding them through critical financial decisions. Residing in San Diego with his wife Andrea and their child Roman, Miguel is active in his community. He supports organizations such as the Boys and Girls Club, One More Win, and Support The Enlisted Project (STEP), reflecting his commitment to giving back. Outside of work, he enjoys basketball, biking, cooking, fishing, golfing, soccer, spending time with family, and traveling.

Darlene Diehl is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Edward Jones since 1993. In addition to her advisory role, she serves as a FINRA arbitrator assisting in dispute resolution cases. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Henry De Matteis III is a CFP®-designated financial advisor with Edward Jones in San Marcos, CA, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Uber Eats and operated Elmhurst Entertainment for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Natalie Slemp is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior roles include positions at Benn Digital, 180Commerce, CPC Strategy, and USAopoly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

Cody Lenahan is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Golden State Orthopaedics and San Marcos Unified School District. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Kristina Klamer is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2019, following nine years at Bank of America NA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Sward is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Charles Schwab in San Diego, CA. His work history includes roles at Charles Schwab Bank, Pro Unlimited, and Olatu S.L. He was also involved with APEX Fun Run Southern California in 2022. Charles Schwab & Co., Inc. serves a large client base primarily comprised of 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 a combination of non-discretionary buy/sell recommendations and access to discretionary separately managed accounts using multi-asset model portfolios and a centralized operational structure.

Egan Yamamura is a financial advisor with Ameriprise in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in business ownership of a McDonald's franchise in Hawaii. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficient strategies to provide comprehensive, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Paul Zawilenski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Scot Fairchild is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes roles at RJL Wealth Management and Lucia Securities, and he has operated Success Financial Advisors since 1996. Outside of investment advisory, he is involved in tax preparation and accounting services through Success Financial Advisors and holds a role in Montecito Venture Partners. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of advisers. The firm offers various advisory programs, retirement consulting, and brokerage services, with access to model portfolios and research from multiple sources.