Jeffrey Fidel is a financial advisor with Merrill in San Diego, CA, holding a Series 66 designation and 23 years of industry experience. His career includes eight years each at Merrill and Bank of America, as well as eight years at TDAmeritrade. Merrill, along 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 investment strategies for a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Christopher Bostick is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients primarily in California with a focus on the Bay Area and San Diego. He works closely with individuals, couples, and families to create personalized wealth management strategies, including family wealth management, legacy planning, and personal retirement planning. His approach centers on helping clients feel informed and confident in their financial decisions through clear communication and ongoing planning. Chris has over two decades of experience in the financial industry, having joined Merrill in 2011 after seven years with Bank of America. He holds professional designations such as the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA). Chris earned a bachelor's degree in Speech and Communications Studies from San Francisco State University, where he was also a collegiate wrestler. Beyond his professional work, Chris values community involvement, volunteering with local organizations. His personal interests include baseball, billiards, boxing, traveling, and practicing Brazilian Jiu-Jitsu.

Bruce Porter is a CFP® with 24 years of industry experience and is currently affiliated with LPL Financial. He has held advisory roles at Cambridge Investment Research, Cooper Financial Group, Securities America, and Edward Jones. Porter serves as an elected board member of the Santa Barbara County Board of Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Robert Berry is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Berry serves on the board and investment committee of the San Diego Downtown Breakfast Rotary Club Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mario Rosas 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. He has been with UBS Financial Services since 2010 and has worked with UBS International Inc. since 2006. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Richard Duarte is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior employers include Morgan Stanley Private Bank and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages a broad range of capital markets activities.

Joshua Hudecek is a financial advisor at RBC Capital Markets in San Diego, CA, holding a Series 66 designation. He joined RBC Capital Markets in 2026 after roles at Bank of America and San Diego County Credit Union. He has less than one year of industry experience. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Elizabeth Good is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at The Vanguard Group, Inc. for seven years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Stephen Schwarz is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stephen Fagas is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 1998. His other business activities include operating Banner Wealth and Investment Services, a DBA for his LPL business. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Courtney Liddy is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2013 and holds Series 63 and Series 65 credentials. Outside of her advisory work, she is a fractional owner of an airplane through Piper One Media LLC. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory solutions, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to offer a broad range of investment products and capital markets services.

Benjamin Krzyzewski is a CFP® professional with seven years of experience serving clients through LPL Financial since 2019. Prior to his financial advisory career, he worked at Voith Hydro Inc. for twelve years. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network with multiple investment platforms, including model portfolios, third-party asset management, and institutional programs, emphasizing a broad suite of strategic and tactical allocation options.

Ryan Maul is a CFP® with 26 years of industry experience, currently serving at Cetera in San Diego, CA. His career includes roles at multiple Cetera affiliates since 2009 and prior positions with First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and reported over $256 billion in assets under management.

Sylvia Sendoda is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS and UBS International Inc. since 2009 and 2010, respectively. Outside of her advisory role, she serves as co-trustee of a family revocable trust. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Victoria Utecht is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she co-owns a rental property in Imperial Beach, California, with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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.

Stephen Geribo Jr. is a financial advisor with Ameriprise in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Ameriprise in 2021, he worked for eight years at Independent Financial Group. Outside of his advisory role, he serves as Vice-President on the Board of Directors for his homeowners association and coordinates Financial Peace University at his church. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jamileth Saleh is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Advice Analytics, Inc. and Charles Schwab & Co., Inc. She has a background in education spanning several years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and broad investment resources in its services.

Liliana Rurup is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones from 2017 to 2021. Outside of her financial advisory role, she is involved in energy healing through Inlight Intuitive Wisdom-Lili of the Valley. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using both proprietary and third-party strategies.

Joshua Stein is a Series 66 licensed financial advisor at UBS Financial Services in San Diego, CA, with 12 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Amanda Weese is a financial advisor with Cetera in San Diego, CA, holding Series 65 and Series 63 licenses and having four years of industry experience. Her prior work includes roles at Guardian Life Insurance, Park Avenue Securities, and Wealth Navigation Advisors. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with diverse program options and manages over $256 billion in assets.