Michael Mc Quarrie is a financial advisor with OSAIC in San Diego, CA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Securities America, Inc. and CFG Wealth Management, as well as positions outside finance at Whole Foods and the Magdalena Ecke Family YMCA. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization through various managed portfolio options and third-party manager programs.

Jeffrey Tanaka is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Northern Trust Company for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Lance Peters is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Lucia Capital Group and the University of San Diego. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

Marcus Gavino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Hall Capital Partners LLC and Gatehouse Capital Partners LLC before joining J.P. Morgan in 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and utilizing a range of affiliated services.

Wade Shumway is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017, with prior experience at National Planning Corporation. Outside of his advisory role, Shumway is also involved in investment-related activities with Lucia Capital Group and Westland Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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 access, and institutional platforms, supported by a large network of investment adviser representatives.

Howard Meyerson is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses. He has 46 years of industry experience, including prior roles at Bank of America, Merrill, A. G. Edwards & Sons, and Pershing LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through its network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Dashiell Weiner is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan Securities in 2015, he spent three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Joseph Gompers is a financial advisor at LPL Financial with two years of industry experience. His prior roles include positions at New York Life Insurance Company and Carofin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial services.

Sara Hecht is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked across multiple Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary and non-discretionary portfolio management, fund advisory, and model portfolios.

Saul Serano is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab and Co., Inc., and TD Ameritrade. 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 both non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Mark James is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He previously worked at First Republic Bank for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Shu Chi Liu Ouk is a Series 66-licensed financial advisor with LPL Financial, based in San Diego, CA, and has 18 years of industry experience. Prior to joining LPL Financial in 2012, Liu Ouk worked at Edward Jones from 2008 to 2012. Outside of his advisory role, he operates SL Wealth Management, Inc., providing portfolio analysis, retirement planning, and educational seminars through LPL Financial. 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 advisory and brokerage services with various investment strategies and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

Rasaan Moshesh is a Series 66-licensed financial advisor with Edward Jones, based in Encinitas, CA, and has five years of industry experience. Prior to joining Edward Jones in 2022, he worked at MyVest and Clear Capital, Inc. He also owned and managed a rental property in Truckee, CA, from 2019 to 2022. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies supported by a nationwide network of more than 23,700 advisors.

Anthony Perkins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has extensive experience in financial consulting, having previously served as Regional Vice President at Fisher Investments from 2021 to 2022, Senior Financial Consultant at TD Ameritrade from 2013 to 2021, and Licensed Financial Consultant at PNC Investments from 2009 to 2013. Anthony holds a California Insurance License. He approaches financial planning as a collaborative process, aiming to build financial plans with clients in a friendly and conversational manner. He believes that effective planning is essential and strives to help clients reduce financial stress through this process. Outside of his professional work, Anthony's personal interests include cars, fitness, food, hiking, scuba diving, and tennis.

Diego Ruiz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in the technology and fitness sectors, including roles at FIT3D, ForUsAll, DoorDash, and Microsoft. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, serving a broad range of investors including registered investment companies and charitable funds.

Xiner Zhang is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, Zhang held various roles in education and technology, including positions at the University of California, Berkeley, Mo-Yi Tech, and KuraCare Inc. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and proprietary planning tools in its financial planning process.

Adam Rubin is a financial advisor at J.P. Morgan Securities with Series 66 registration and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he spent 12 years at The Informed Momentum Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes access to broader derivatives and commodities capabilities.

Richard Dahl is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and having 43 years of industry experience. His career includes roles at CUSO Financial Services, LP and Sorrento Pacific Financial, LLC prior to his current position at LPL Financial. 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 portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Cody Meza is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley, he worked at Merrill Lynch for six years and has held positions in various industries including hospitality and automotive. Outside of his advisory role, he is involved with Sunset Trivia, a limited liability company based in San Diego. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and modeling techniques.

Konrad Pi is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2022. Prior to that, he was with Morgan Stanley for three years and worked in consulting from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program delivers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.