Dorian Grady is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has held positions at Diversify Advisory Services, DFPG Investments, Nationwide Investment Services, and TD AMERITRADE. He is based in San Diego, CA. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

James Shea is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2010 and holds a Series 63 designation. Based in San Diego, CA, Mr. Shea's career includes extensive work in financial advisory roles. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions for its clients.

Angeli Forster is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. Her career includes roles at UBS Financial Services, Sentra Securities Corporation, National Planning Corporation, and SagePoint Financial. She also owns and manages rental properties. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Diego Macedo is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2016, following an 11-year tenure at Merrill. Macedo is also a sole proprietor of a rental property in Solana Beach, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Carlos Vasquez is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He is based in San Diego, CA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with additional activities such as investment company relationships and principal trading.

Tais De Rada is a financial advisor at Charles Schwab with seven years of industry experience. They hold a Series 66 designation and have worked at several firms including TD Ameritrade, Morgan Stanley, and Taiyo Yuden. Their current tenure at Charles Schwab and Charles Schwab Bank spans six years. Charles Schwab 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. The firm offers a combination of non-discretionary and discretionary investment management, supported by centralized custody and operational infrastructure.

Jorge Valenzuela is a financial advisor at Merrill with 14 years of industry experience. He holds Series 66, 63, and 65 licenses and has been with Merrill and Bank of America since 2005. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Enrique Valadez is a financial advisor with Merrill in Chula Vista, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. 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 individuals, high-net-worth clients, and various institutional investors.

Michael Alvarez is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial in 2024, he worked at UnionBanc Investment Services and MUFG Union Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with diverse investment platforms, including model portfolios, third-party asset management, and institutional programs.

Travis Mitchen is a financial advisor with Cetera, holding a Series 66 license and five years of industry experience. He has held roles at multiple firms including Avantax Advisory Services, Ozark Financial Group, and Mitchen Wealth Management, where he also serves as an associate. Outside of his advisory work, he manages Ozark Financial Group, a financial services firm involved in client financial planning and portfolio management. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors, serving individual, corporate, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform allowing advisors to implement various model portfolios and customized strategies.

Brian Wisniewski is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1997 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support diversified investment strategies.

Robert Manness is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2025. In this position, he focuses on guiding affluent families through the complexities of multi-generational wealth, tailoring strategies to their unique circumstances. He is committed to building lasting partnerships that deliver enduring value for clients and their families. Mr. Manness has been with Fidelity Investments since 2015, progressing through several positions including Vice President Wealth Planner (2018-2025), Financial Consultant (2017-2018), and Investment Consultant (2015-2017). Prior to joining Fidelity, he worked as a Financial Advisor at Wells Fargo Advisors from 2013 to 2015. He holds a CA Insurance License. Outside of his professional work, Robert engages in activities such as baseball, sailing, tennis, and volunteering. He also enjoys family activities and exploring culinary interests.

Patricia Lockwood is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2024 and previously spent 11 years with Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a fiduciary role when providing investment advice and options for discretionary plan-level investment management.

Maria Aguilar Julian is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in October 2009 after a career with Bank of America and Banc of America Investment Services. With over 20 years of experience in the financial services industry, she works with high net worth families and business owners to address complex financial needs. She employs wealth management planning tools and strategies including asset allocation, asset preservation, retirement and college planning, insurance analysis, and collaborates closely with clients' attorneys and Certified Public Accountants to provide comprehensive financial strategies and life planning. Maria holds a Bachelor's Degree in International Business with an emphasis in Spanish and Latin America from San Diego State University and holds the Personal Investment Advisor (PIA) designation. Fluent in Spanish and English, Maria is involved in professional and community organizations such as Business Network International: BNI Enlace Latino San Diego and The Rock San Diego. She lives in Chula Vista with her husband and son and enjoys hiking, photography, spending time with her family, traveling, and yoga.

Marq Corona is a Financial Advisor with Merrill Lynch Wealth Management based in San Diego. He specializes in helping clients organize their financial affairs by creating personalized investment strategies that align with their goals. Marq works extensively with tech professionals, executives, and attorneys to simplify complex financial decisions and provide guidance on equity compensation strategies, retirement planning, tax-efficient wealth management, and portfolio management. With over eight years of experience in the finance industry, Marq holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He earned his bachelor's degree from San Diego State University. Marq’s client focus areas include employee benefits planning, executive compensation, family wealth management, legacy planning, tax minimization, and retirement income planning. In his personal time, Marq pursues interests such as chess, cooking, golfing, pickleball, and traveling. He strives to empower clients by helping them make informed financial decisions and develop roadmaps to preserve wealth and achieve confidence throughout their financial lives.

Brian Sherwood is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2006 and has additional work experience at Mercury Defense Systems. Outside of investment advising, he is involved in sales of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies and discretionary separately managed accounts supported by third-party managers and custodians.

Ryan Franco is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as brief positions outside finance at a restaurant and a health services agency. 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 a combination of non-discretionary and discretionary investment options with centralized custody and operational support.

Ronald Appling is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management and fund advisory, with a noted use of algorithmic methods and AI in its investment process.

Ann Barlow is a CFP® with 14 years of industry experience, currently affiliated with J.P. Morgan Securities in San Diego, CA. She has held roles at JPMorgan Chase Bank, N.A., Avantax Investment Services, Inc., HD Vest Investment Services, and other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Andrea Wright is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved planning tools, serving clients with tailored financial planning and various investment services.