Terry Lecompte is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica Advisors in 2024, Terry worked at Transamerica Financial Advisors and World Financial Group, Inc. Terry’s business activities include sales of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

Christine Day Reyes is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at UnionBanc Investment Services and MUFG Union Bank. Outside of advising, she is involved in a family business, New Millennium Courier Service, Inc., where she serves as an accounts receivable specialist. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Rosamond Moylan is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and five years of industry experience. Her work history includes positions at UBS, GID, and Second Beach, as well as roles outside the financial sector such as at TwoTen Oyster Bar and Boston College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to customize financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes brokerage, investment advisory, custody, and capital markets functions.

Gary Soble is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with LPL Financial since 1993 and has been involved in direct sales with USANA since 1995, where he earns residual income from a nutritional network marketing company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 alongside model portfolios and research.

Jeffrey Callero is a Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management, where he has been employed since 2017. Based in the La Jolla office, he partners with colleagues to guide affluent families in making comprehensive financial decisions. Jeffrey’s areas of expertise include corporate executive services, executive and equity compensation, institutional investment consulting, liquidity management, personal retirement planning, portfolio management, and tax minimization strategies. He holds a Bachelor's Degree from Miami University and is currently pursuing an MBA at UCLA Anderson School of Management, where he is involved with the Investment Finance Association. Jeffrey is also a Personal Investment Advisor (PIA) and participates in community volunteering through Bank of America. Outside of work, he enjoys an active lifestyle with interests such as hiking, surfing, running, basketball, and volleyball, valuing time spent with family and friends.

Kevin Branham is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Ronald Joe Branham, Inc. Outside of his advisory role, he is a partner in Let's Go Sales Co., a snack food distribution business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Ian Beed is a financial advisor with Wells Fargo Clearing based in La Jolla, CA. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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.

Jasmine Turner is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 credentials and has 29 years of industry experience. She has been with UBS since 1998. Outside of advising, Turner is involved in several real estate rental activities, including properties in Puerto Rico and the U.S. Virgin Islands. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of financial and capital markets services.

Sean Reynolds is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm uses structured planning tools and investment modeling while offering a broad range of retail and institutional services.

Elissa Knaebel is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having eight years of industry experience. Her prior roles include positions at TD Ameritrade, First Hawaiian Bank, Raymond James Financial Services, Edward Jones, Cetera Investment Services, and J.P. Morgan Chase Bank. She is based in Coronado, CA. 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. The firm offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Luis Ayala Bautista is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Primerica Financial Services, Landscape, and Honeycutt Farms. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Matthew Ryan is a Series 66 licensed financial advisor with UBS Financial Services in San Diego, CA. He has six years of experience at UBS and four years of prior experience at Arizona State University. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Christopher Brown is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in capital markets and institutional trading. He focuses on delivering personalized financial strategies by thoroughly understanding each client's goals, risk attributes, and individual circumstances. His expertise includes college education planning, executive compensation, portfolio management services, tax minimization, and retirement income. Chris holds a Bachelor's Degree from Purdue University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English and Spanish, which supports his ability to serve a diverse client base. Outside of his professional responsibilities, Chris serves as a Board Member of the MAGIC Charities Foundation. He resides in New Hope, PA with his wife and three children. His personal interests include adventure sports, running marathons, and skiing.

Flavio Castillo is a financial advisor at Edward Jones in San Diego, CA, with six years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, Castillo owns and operates Castle Endeavors, LLC, a cleaning company based in Chula Vista, CA. 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.

Patrick Howard is a Series 66-licensed financial advisor with LPL Financial, based in El Cajon, CA, and has six years of industry experience. Prior to joining LPL Financial in 2023, he worked at Avantax Investment Services and Avantax Advisory Services from 2019 to 2023, and at 1st Global Advisors and 1 St Global Capital from 2018 to 2019. In addition to his advisory role, Howard has extensive experience in accounting and tax preparation, including ongoing involvement with HNK, CPAS LLP and his own business entity, Patrick Howard, CPA, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Mariana Mazon is a financial advisor with Morgan Stanley in San Diego, holding a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory role, she serves on the investment committee of the Mingei International Museum, a cultural institution in San Diego. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm utilizes structured financial planning tools and serves clients through both direct and corporate financial planning agreements.

Laura Taylor is a CFP® professional with 10 years of experience in the financial services industry. She is currently affiliated with Cetera and Everstead Financial Group, having worked at Cetera Wealth Services, LLC since 2016. Her prior roles include positions at Cetera and Everstead Financial Group. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and custodial relationships.

Michael Gondek is a financial advisor at Charles Schwab with 22 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 18 years before joining Charles Schwab. Outside of his advisory role, he is a part owner of Nomad Donuts, a retail cafe in San Diego. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Haris Gailani is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Wells Fargo during his career. Outside of advising, he owns a rental property. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Evan Angone is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He previously worked at TD Ameritrade and Family First Life, among other firms, and has experience in both advisory and financial services roles. Outside the financial sector, he has worked in hospitality services at the Beverly Hills Hotel. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and a range of advisory, brokerage, and custody solutions.