Jason Mango is a financial advisor at LPL Financial with 7 years of industry experience. He holds a Series 66 designation and has been with LPL Financial for 11 years. Based in San Diego, CA, his career has been focused within the same firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal research, third-party subadvisors, and advanced technologies.

Preston Goldwag serves as a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting successful professionals, individuals experiencing significant wealth events, and clients within the sports and entertainment industry. Preston focuses on understanding each client's unique goals to develop personalized investment and wealth management strategies that aim to preserve, grow, and transfer wealth effectively. His expertise encompasses retirement planning, investment management, wealth preservation, education funding, and legacy planning. With a client-first philosophy, Preston emphasizes building long-term relationships founded on trust, transparency, and open communication. He strives to simplify complex financial concepts and provide guidance that enables clients to make informed decisions through changing financial markets and life circumstances. Preston holds a Personal Investment Advisor (PIA) designation and received his high school diploma from Mira Costa. He also attended the University of Colorado System without obtaining a degree. Outside of his professional work, Preston has interests in basketball, cooking, music, reading, and surfing.

Austin Kuetgens Brooks is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has a diverse work background including roles at Puesto Bar and Grill, LA Fitness, and Chipotle Mexican Grill prior to joining Equitable Advisors. Austin is based in San Diego, CA. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to provide advisory and brokerage solutions.

Natan Rozen is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019 and previously spent nine years with IPG Investment Advisors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and insights from its Global Investment Committee.

Washington Nabong is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partner in a real estate business, Posh Living and Housing Services, which he co-manages with his husband. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Jose Garcia is a Series 66-licensed financial advisor with LPL Financial in San Diego, CA, and has nine years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a 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, and consulting services.

David Kelter is a Series 63-registered financial advisor with Ameriprise in Encinitas, CA, with 31 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years before joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement, typically those with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kimberly Guha is a CFP® and holds a Series 66 license with 10 years of experience in the financial services industry. She has worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. She is based in San Diego, CA. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning that incorporates structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Madeleine Smith is the Vice President, Wealth Planner at Fidelity Investments. In this role, she focuses on providing clients with a comprehensive understanding of the services offered by Fidelity, aiming to support them in achieving their financial goals. She prioritizes understanding the unique needs of each client and their family to deliver tailored financial planning. Before her current position, Madeleine served as a Financial Consultant at Fidelity Investments from 2020 to 2025, and prior to that, she was a Senior Financial Consultant at TD Ameritrade from 2017 to 2020. She holds a California Insurance License, which supports her work in financial planning and consulting. Madeleine is dedicated to educating and empowering clients throughout their financial planning journey, emphasizing a client experience-focused approach.

Frank Messenger Jr. is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in accounting and tax preparation through Messenger Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Leila Castaneda is a financial advisor at RBC Capital Markets with eight years of industry experience. She previously worked at UBS for eight years and Rincon Technology, Inc for seven years. Outside of her advisory role, she is the founder and CEO of Screen Free Kids, a private company focused on educating parents about the effects of screen time on children through community events and speaking engagements. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jacob Mahony is a financial advisor with Morgan Stanley in San Diego, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Arup and Atrendia ApS, and he has been with Morgan Stanley since 2020, including the Morgan Stanley Private Bank since 2024. Outside of his advisory work, he is involved with Happening Times LLC, a restaurant and nightlife business based in San Diego. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and strategies.

Britney Lundgren is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, where she worked for a combined eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Saul Juarez is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, CUNA Brokerage Services, and Allstate Financial Services. From 2023 to 2025, he operated Platinum Mortgage. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by model portfolios and research.

Robbin Preciado is a financial advisor at LPL Financial with 19 years of industry experience. They hold the Series 66 designation and have worked previously at UnionBanc Investment Services and Union Bank for 13 years. Preciado is also associated with Flagstar Bank and Members Trust Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 model portfolios, research, and various management strategies.

Huy Nguyen is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Girard Securities, Inc. and Cetera Advisor Networks LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions 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 various model portfolios and research resources.

Paulina Morales is a Series 66 licensed financial advisor at LPL Financial with 20 years of industry experience. She has been working in the financial services sector since 2005, including extensive tenure at Linsco/Private Ledger. Outside of her advisory role, she holds a notary public license in California and provides notarization services to both clients and non-clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and various technology-driven strategies.

Dongsoo Lee is a financial advisor with Merrill based in La Jolla, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to Merrill and Bank of America, Lee owned LA Costar Education Inc., a tutoring business specializing in Math, English, and Korean. He has managed this business concurrently with his financial advisory career. 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 that includes individuals, high-net-worth clients, and institutional investors. The firm integrates its capabilities with Bank of America’s broader corporate platform, providing extensive product access and related financial services.

Salvador Lancaster is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he operates an online retail business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and market simulations to support its financial planning services.

Alejandro Valle is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of finance, Valle engages in freelance acting in the arts and culture sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.