Jorge Orozco is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory role, he serves on the Finance Council at Christ the King Catholic Church, a nonprofit organization supporting parish financial stewardship and risk management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Mark Marcelo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Investment Services, LLC before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and a broad range of derivatives and commodities capabilities.

Anthony Gee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he supports clients in addressing a range of financial objectives, including retirement planning, funding education expenses, and developing customized strategies to meet long-term family goals. Anthony holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from San Diego State University. His approach emphasizes aligning financial planning with each client's unique priorities, aiming to simplify the investment process and enhance transparency throughout the wealth management journey.

Daniel Cohn is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, operating out of the Del Mar San Diego office. He collaborates with clients to create financial plans and investment strategies tailored to their personal goals, providing ongoing advice as their needs change. His expertise includes areas such as college education planning, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, and tax minimization. Daniel holds a Bachelor of Science degree in Mathematical & Computational Science from Stanford University and maintains professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to joining Merrill Lynch, he accumulated experience on Wall Street in New York working with a large wealth management team, commodities and rates trading desks, and contributing to a large-cap value institutional mutual fund and equity research team covering several sectors. Outside of his professional responsibilities, Daniel enjoys fishing, golfing, pickleball, running, soccer, and tennis.

Arben Qirjazi is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His prior experience includes 24 years at Waterhouse Securities, Inc. and a year at Charles Schwab and Co., Inc. He is based in San Diego, CA. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Donaven Yousif is a financial advisor at Edward Jones in La Mesa, CA, holding a Series 66 credential with eight years of industry experience. He previously worked at Wells Fargo Bank for one year before joining Edward Jones in 2017. 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.

Nadine Allo is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at Bank of America from 2010 to 2021 before joining Merrill in 2021. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Juan Cabanas Ramirez is an International Wealth Advisor and a member of the Cabanas-Malfavon team located in downtown San Diego. He began his career at Merrill Lynch Wealth Management in early 2023 and works with a select group of global families, executives, retirees, and entrepreneurs across the United States and Mexico. Juan focuses on creating personalized financial plans that encompass all aspects of wealth management, including investing, retirement planning, and behavioral finance education. His expertise lies in family wealth management strategies, international wealth management, and portfolio management services. Juan strives to provide research-backed investment guidance and navigates complex financial situations for his clients. He takes a personal approach to advising, aiming to be a key part of his clients' lives by helping them achieve their financial goals. Juan graduated in 2022 from the University of San Diego with a bachelor's degree in finance. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. He is proficient in both English and Spanish. In his free time, Juan enjoys music, playing pickleball, reading, skiing, and spending time with his family.

Traci Sherrod is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of industry experience. Her career includes roles at multiple Cetera entities since 2013 and at Girard Securities, Inc. from 2013 to 2017. She also serves as a FINRA and NFA arbitrator, a role she has held since 2010 and 2012 respectively. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, operating at scale with over $256 billion in assets and more than 10,000 advisors.

Nicole Gilbert is a financial advisor with LPL Financial in La Mesa, CA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Company. Gilbert is also a notary and co-trustee of a revocable trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and technology tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Ari Feldman is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Manuel Castilla is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with UBS Financial Services since 2010 and previously worked at UBS International Inc. and Banc of America Investment Services, Inc. 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 services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Quinn O'Connor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, O'Connor held roles at New York Life and worked in various other capacities including at the Mineta Transportation Institute and the YMCA. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and is notable for its use of systematic methodologies and a formal advisory role to multiple registered investment companies.

Natasha Newman is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2019, with prior roles including positions at JPMorgan Chase Bank, N.A. and 3PlxSalsa. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Benjamin Otte is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior firms include Commonwealth Financial Network and Kestra Financial, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services with various portfolio management options and utilizes technology tools to support its advisors.

Tommy Tominna is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1995. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on investment models implemented with oversight from BNY Mellon Advisors.

Robert Mcclinton is a financial advisor with Primerica Advisors in Spring Valley, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

William Perri is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of finance, he is a part owner of Jacobsen Perri Cellars LLC, a winery that produces and sells wine from grapes sourced in California’s Central Coast. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process utilizes centralized due diligence and combines quantitative and qualitative research, with recommendations limited to eligible strategies and the potential inclusion of an ESG eligibility framework.

Michael Manning is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds a Series 63 designation and previously spent 15 years with Commonwealth Financial Network. In addition to his advisory role, he is the CEO and majority owner of The Manning Companies, which provides wealth management and retirement plan services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporate pension plans, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Atwood is a financial advisor with Cetera in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Merrill and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, supported by a nationwide network of over 10,000 advisors.