Bryan Plank is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 35 years of experience to his role. Born in Queens, New York, he has been part of a team serving clients in California for over four decades. Bryan specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from the University of Southern California and a Professional Investment Advisor (PIA) designation. Bryan emphasizes creating personalized financial strategies that align with clients’ long-term goals, offering access to the investment insights of Merrill and the banking and lending solutions of Bank of America. Committed to community involvement, he participates in local volunteer activities in keeping with Merrill’s tradition. Outside of work, Bryan enjoys gardening, music, and writing.

Jose Trevino is a financial advisor at Edward Jones with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Trevino has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

Lawrence Andrews Jr. is a CFP® with over 42 years of experience in the financial industry. He is currently with Morgan Stanley, having previously worked at City National Bank, RBC Capital Markets LLC, and Merrill. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Hue Simone is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2018, Simone worked at B of I Federal Bank and held roles at Amazon Prime Now and the University of San Diego. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Michele Colon is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and having one year of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Marisa Clayton is a financial advisor with Wells Fargo Clearing in La Jolla, CA, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent nine years at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Lance Pelky is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with firms such as VOYA Financial Advisors and America's Tax Solutions and has operated his own business, Lance Pelky & Associates, since 1998. Outside of finance, he owns Fine Wine Purveyors, a business unrelated to investment activities. 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 utilizing model portfolios, third-party management, and customized strategies, supported by technology tools, while overseeing over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Christina Cleveland is a Series 66-licensed financial advisor with LPL Financial, based in San Diego, CA, and has 13 years of industry experience. Prior to joining LPL in 2024, she worked for nine years at Lincoln Financial Securities. Outside of her advisory role, she is active as a notary public and holds non-investment-related administrative roles at SDIS, Inc. and Piano Financial & Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 extensive operational and research tools.

Allison Wong is a financial advisor at Merrill with 7 years of industry experience. She holds the Series 66 designation and has been with Bank of America and Merrill since 2010. She is based in San Diego, CA. 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. The firm offers model-based and discretionary strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, and various institutional investors.

Gabriel Ruz is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Tesla Inc and Solar City. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by a nationwide network of more than 23,000 financial advisors. The firm manages over $1 trillion in assets and offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and other financial services.

Christopher Ouimet is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with various Cetera entities since 2019 and was previously associated with Foresters Financial Services. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with diverse investment program options.

Alejandro Valle is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds the Series 63 designation. 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, managing approximately $2.74 trillion in client assets.

Faustina Kerr is a financial advisor with Cetera holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with several firms, including First Allied Advisory Services and multiple Cetera entities. Outside of her advisory role, she serves on the board of directors for North Park Little League and is an inspirational author, coach, and mentor through her business, Guided Connections. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment and consulting services through a multi-manager platform that includes discretionary and non-discretionary portfolio management options.

Jennifer Appel is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and eight years of industry experience. She has been with LPL Financial since 2016. Jennifer is also involved with McKenna Financial, a business entity related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various investment strategies and technology tools to support advisors.

Tom Gengler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Internal Wholesaler at American Funds Distributors and held positions at Janus Capital and Oppenheimer Funds. Tom holds a California Insurance License. His approach centers on gaining a thorough understanding of clients' personal and financial priorities, assessing their risk tolerance, and creating customized plans to help achieve their goals. Outside of his professional work, Tom enjoys activities such as golf, traveling, outdoor adventures, spending time at the beach, exploring culinary experiences, and cars.

Jason Lavely is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. He has been with Edward Jones since 2015, working out of San Diego, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Loughlin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. He has been with Fidelity Investments since 2009, progressing through roles including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, he served as AVP, Financial Advisor at Banc of America Investment Services from 2007 to 2009, and held financial advisor roles at TD Ameritrade, Inc. and AXA Advisors, LLC. With over two decades of experience in financial planning, David has worked with a diverse range of clients to develop, implement, and maintain long-term financial plans. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional work, David enjoys baseball, football, golf, puzzles, reading, and traveling.

Trent Seybold is a CFP® and CFA® with seven years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with OSAIC, FSC Securities Corporation, and Marangola Financial Group. Outside of his advisory role, he has experience in tax preparation and insurance sales through Marangola Financial Group. 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 and model portfolio programs, supported by a broad platform of technology and affiliated financial services.

Simon Petro is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he has been involved with Access Destination Services since 2015 and previously worked in event production at SD Event Production. 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 that utilizes firm-approved tools and modeling techniques.

Torrey Olson is a financial advisor with Ameriprise in San Marcos, CA. He holds a Series 66 designation and has recent experience at Ameriprise beginning in 2026. Prior to his advisory role, Olson worked at California State University San Marcos and Academy of Art University. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.