Tayvin Donaldson is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he partners with clients to understand their financial goals, create personalized strategies, and provide ongoing guidance as their needs evolve. He focuses on simplifying complex financial decisions and serving as a trusted resource to help clients stay focused on what matters most to them. Donaldson's expertise extends beyond investments to helping clients make informed decisions and feel confident about their future. His approach includes assisting clients in planning for retirement, funding education, navigating liquidity events, and balancing financial demands related to family and life. He holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his high school education at Coronado High School. In addition to his professional work, Donaldson is involved with the San Diego Food Bank.

Christopher Pegg is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Private Wealth Advisors in La Jolla, CA. His prior experience includes roles at First Republic Investment Management, Brown Wealth Management, and Wells Fargo Private Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lawrence Andrews III is a financial advisor with Morgan Stanley in La Jolla, CA, holding a Series 66 designation and nine years of industry experience. His career includes roles at City National Bank, RBC Capital Markets, and Adobe prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, including customized financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning programs.

Justin Moore is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been in the financial services industry since 2025. Prior to joining LPL Enterprise, he worked at National Life Group and has a background that includes service in the United States Navy. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by a platform that integrates investment advice, model portfolios, third-party asset management, and access to various financial products.

Sanya Mulhern is a financial advisor with RBC Capital Markets in San Diego, CA, holding a Series 66 designation and 21 years of industry experience. She has worked with City National Bank and RBC Capital Markets, LLC for the past 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Calixta Padilla is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Cardinal Group Management from 2021 to 2024 and has experience in roles outside the financial industry, including at Zara and San Diego State University. 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, supported by a large network of financial advisors and branch offices nationwide.

Brian Rosenfield is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has worked at Wells Fargo affiliates since 2015. Outside of his advisory role, he is involved in event services through ownership of an event production company and holds a partial ownership interest in a beauty services business operated by his wife. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 advisors.

Maria Basauri is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 designation with 5 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Jonathan Groberg is a financial advisor with LPL Financial in San Diego, CA, holding CFP® and ChFC® designations and over 25 years of industry experience. He previously worked extensively with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he owns and maintains a personal web blog featuring non-financial content. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolio strategies and incorporating technologies such as machine learning.

Robert Brower is a financial advisor with UBS Financial Services in San Diego, holding a Series 63 designation and 41 years of industry experience. He has been with UBS since 1984. Outside of his advisory role, he serves as Treasurer and board member for the San Diego Alpine League, which organizes ski races, and holds a similar officer position with the ROKKA ski racing league affiliated with the Los Angeles Council of Ski Clubs. 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 and offers services such as custody, underwriting, and proprietary research to tailor client solutions.

Robert Taylor is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory work, he is a partner in Olivenhain Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, with approximately $2.74 trillion in client assets under management.

David Dains is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009, including its transition into Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and the Global Investment Committee’s resources. The firm manages approximately $2.74 trillion in client assets and offers services directly to clients as well as through employer-sponsored financial planning agreements.

Dmitriy Bgatov is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Edward Jones. Based in San Diego, CA, he has been with LPL Financial since 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and technology-driven strategies to provide both discretionary and non-discretionary management.

Maher Malaab is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Malaab has worked with Wells Fargo in various capacities since 2007 and is also co-owner of Genie Car Wash, an independent business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Mc Grath is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and two years of industry experience. He has held prior roles at The Motley Fool, Proficio, and several other organizations in various capacities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Samuel Mendel is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. He also supports touring artists and teaches music as a bass player. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and consulting services through a large network of independent advisors.

Jonathan Friess is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019, following three years at Woodbury Financial Services. Based in San Diego, CA, he is part of a national network of advisors serving a broad client base. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven tools.

Guy Zamohi is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has been involved in the locksmith business as the owner of Pro Locksmith since 2010. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and insurance products through affiliated entities.

Ann Marie Tyrrell is a CFP®-certified financial advisor at LPL Financial with 18 years of industry experience. She previously worked at Stifel Nicolaus for 11 years before joining LPL Financial in 2024. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rachel Gibson is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Linsco/Private Ledger Corp, affiliated with LPL Financial, since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by comprehensive research and technology solutions.