Diwani Biglang Awa is a Series 66-licensed financial advisor with UBS Financial Services in San Diego, CA, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she owns and operates Brixton Interiors LLC, a residential interior design and home décor business, and Tiny Baubles LLC, a handmade jewelry retail venture. She also serves on the executive board of Alamosa Park Elementary PTA as an auditor and communications coordinator. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Hunter Otjen is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has prior experience as a paraplanner and insurance agent with Intrepid Wealth Management. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies.

Darion Haggerty is a CFP® professional with four years of industry experience, currently advising at Edward Jones since 2022. Before joining Edward Jones, he worked at DaVita and held various roles at Target, Primerica, and Starbucks. 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, operating under a fiduciary standard.

Cristina Haggerty is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Wells Fargo Advisors Financial Network LLC from 2011 to 2017. She holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and advanced modeling tools.

Jerry Dressel is a financial advisor at LPL Financial with Series 63 registration and two years of industry experience. He has also been involved with F & B Associates Inc since 2020 and has operated Dressel Advisory Group since 1999. 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 and access to various portfolio management options, supported by technology and a large network of advisors.

Jaime Niesley is a financial advisor at Cetera with 10 years of industry experience. He holds the CFP® designation and Series 63 license. Jaime has worked at Cetera since 2021 and is also the owner of Wollman Wealth Designs, a financial services firm. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and custodial relationships.

Dylan Miller is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their specific goals and needs. He joined Fidelity Investments in 2021 and has held several roles within the company, including Financial Representative and Relationship Manager, before becoming a Planning Consultant in 2025. Dylan holds a California Insurance License, supporting his work in financial planning and wealth management. Outside of his professional responsibilities, he engages in activities such as attending concerts, fitness, social events with friends, golf, military service, and traveling.

Jayne Byrne is a CFP® and Series 66-registered financial advisor with LPL Financial, based in San Diego, CA, and has 41 years of industry experience. She has worked at LPL Financial in various capacities since 1985 and was also affiliated with Cetera Advisor Networks and CWM, LLC. Outside of her advisory work, she is involved with a non-variable insurance business and operates Nautica Wealth Advisors, LLC, a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jason Snow is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Cooper Capital Advisors and American Funds Distributors. Outside of his advisory work, he owns Fish Tale, LLC, a business that facilitates boat charters through charter captains. 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 and access to various portfolio management programs, supported by tools such as machine learning for research and operational assistance.

Paul Dunnicliffe is a financial advisor with LPL Financial and holds the Series 66 designation. He has 19 years of industry experience and has worked at firms including Commonwealth Financial Network, TIAA-CREF, TD Ameritrade, Morgan Stanley, and Citigroup Global Markets. He is also the owner of Lago Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary platforms.

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.

Janet Calcagno is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, utilizing structured discovery conversations and firm-approved planning tools.

Alex Ostrove is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analysis.

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.

Kenneth Kim is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014, with a brief tenure at Citigroup from 2019 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

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.