Daniela Jimenez Bribiesca is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and three years of industry experience. She previously worked at UBS Financial Services Inc and Schneider Electric USA Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to assist clients.

Adrianne Hoy is a Series 66 licensed financial advisor with 16 years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of capital markets services.

Jesus Beltran is a financial advisor with Cetera in San Diego, CA, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Principal Securities, LPL Financial, and Purshe Kaplan Sterling Investments. He has also been involved with Seaside Wealth Management, Inc. as an operations manager. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services, managing more than $256 billion in assets.

Gary Gunning is a financial advisor at OSAIC with over 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Marsh & McLennan Agency, MMA Securities LLC, Sagepoint Financial, Inc., and Barney & Barney, LLC. Outside of his advisory role, he offers life, annuities, long-term care, and disability insurance, and serves as managing member of an LLC that owns farmland. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable investors through a large network of advisers and advisory platforms. The firm utilizes asset-allocation tools and integrated investment services to construct portfolios across multiple asset classes and offers support for legacy accounts, third-party managed solutions, and various advisory programs.

Meriam Abbo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Pursch is a CFP® with 17 years of industry experience and has been with RBC Capital Markets since 2014. He holds the Series 66 designation and is based in San Diego, CA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Ada Frausto is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and with 6 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-linked financial planning agreements.

David Willsey is a CFP® professional with 12 years of industry experience, currently affiliated with Charles Schwab in La Jolla, CA. He has held various roles within Charles Schwab and its affiliated entities since 2007. Outside of his advisory work, he is a part-owner and manager of residential rental properties in Jacksonville, FL, and Cincinnati, OH. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management via multi-asset model portfolios and affiliated SMAs. The firm is notable for its scale, integrated structure, and a client relationship model that combines advisory services with brokerage and custody capabilities.

Kathleen Baez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and several other firms over the past two decades. Outside of her advisory role, she is an associate employee at Invested Consulting, Inc., where she serves as a registered administrator supporting financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nathan Hockstra is a financial advisor with Edward Jones in San Diego, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Gems Publishing, Ditch The Game, and Knowledge For Men. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

Jennifer Duggan is a financial advisor with Merrill in San Diego, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Merrill since 2013. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jackson Montgomery is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Interactive Brokers LLC and LPL Financial. His background also includes roles outside finance, such as working for Pizza Hut and involvement with the Cal South Soccer Organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jacob Bauchmann is a CFP® and CFA® with 14 years of industry experience. He has been affiliated with LPL Financial since 2011. Outside of advisory work, he provides bookkeeping and videography services for his wife's family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

Kirkland Myers is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 65 designation and has previously worked at the La Jolla Beach and Tennis Club, In-N-Out, San Diego State University, and Oxnard High School. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.

Zevida Sasser is a Planning Consultant at Fidelity Investments, where she works closely with clients to develop personalized financial plans that align with their goals and family needs. She prioritizes building relationships rooted in trust and aims to be a reliable, knowledgeable partner for her clients. Zevida has held multiple roles at Fidelity Investments, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant. Prior to joining Fidelity, she worked as a Bank Teller at Wells Fargo. She holds a California Insurance License. Outside of her professional role, Zevida has interests in fitness, food, golf, pets, snowboarding, and soccer.

Evan Fowler is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following seven years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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, supported by proprietary research and a broad platform of capital markets services.

David Harding is a financial advisor with Edward Jones in San Diego, CA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Stave Apps for one year. Outside of advising, he owns and maintains rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Eric Bresnick is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities since 2009. He is based in San Diego, CA. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process uses firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

David Peterson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in San Diego, CA. Outside of his advisory role, he owns rental properties, including a vacation cabin in Big Bear Lake, CA, and is involved in a partnership that renovates and lists short-term rental properties. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

James Mckenna is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with LPL Financial since 2010. Mckenna also operates McKenna Financial, which provides tax preparation services in addition to investment advisory activities. 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, third-party asset management, and institutional platforms, supporting its advisors with research tools and a variety of investment options.