Jacob Bauchmann is a CFP® and CFA® with 14 years of industry experience. He has been affiliated with LPL Financial since 2011. Outside of advisory work, he provides bookkeeping and videography services for his wife's family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

Kirkland Myers is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 65 designation and has previously worked at the La Jolla Beach and Tennis Club, In-N-Out, San Diego State University, and Oxnard High School. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.

Zevida Sasser is a Planning Consultant at Fidelity Investments, where she works closely with clients to develop personalized financial plans that align with their goals and family needs. She prioritizes building relationships rooted in trust and aims to be a reliable, knowledgeable partner for her clients. Zevida has held multiple roles at Fidelity Investments, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant. Prior to joining Fidelity, she worked as a Bank Teller at Wells Fargo. She holds a California Insurance License. Outside of her professional role, Zevida has interests in fitness, food, golf, pets, snowboarding, and soccer.

Evan Fowler is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following seven years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

David Harding is a financial advisor with Edward Jones in San Diego, CA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Stave Apps for one year. Outside of advising, he owns and maintains rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Benjamin Meyers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2009, focusing on developing strategies for high-net-worth individuals, their families, and their businesses to help meet both short- and long-term financial goals. Benjamin's approach to wealth management is consultative and objective. He begins by listening carefully to client financial situations, preferences, and goals, then offers recommendations aligned with each client's income and growth expectations. His follow-up discussions cover a range of opportunities, including investments, retirement, estate planning services, and philanthropy. He holds professional designations as a Certified Investment Management Analyst (CIMA) and as a Personal Investment Advisor (PIA). Benjamin earned an Accredited Certificate Program from the University of Pennsylvania and a Bachelor's Degree from Arizona State University.

Eric Bresnick is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities since 2009. He is based in San Diego, CA. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process uses firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Jose Alexis Olivares Nevarez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Aerotek, and OB Perio. J.P. Morgan Securities LLC 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, providing advisory services alongside affiliated brokerage and investment management capabilities.

David Peterson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in San Diego, CA. Outside of his advisory role, he owns rental properties, including a vacation cabin in Big Bear Lake, CA, and is involved in a partnership that renovates and lists short-term rental properties. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

James Mckenna is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with LPL Financial since 2010. Mckenna also operates McKenna Financial, which provides tax preparation services in addition to investment advisory activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research tools and a variety of investment options.

Marcos Mendoza is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Minnesota Life Insurance Company, Tax & Financial Group, Securian Financial Services, and Automatic Data Processing (ADP). Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Austin Sandoval is a financial advisor at Merrill with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial and Bank of America. Outside of finance, Sandoval has experience in the hospitality sector, including roles at Le Papagayo and Belly Up Tavern. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ashley Leightner is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at Wells Fargo Clearing since 2024 and previously spent 12 years at Edward Jones. She is based in La Jolla, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Carlos Jimenez is a financial advisor with Wells Fargo Clearing in La Jolla, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Duggan Jr. serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he offers a comprehensive approach to managing wealth, beginning with understanding a client's financial situation and family priorities. He then helps create customized wealth management strategies that are adaptable to changing market conditions, leveraging investment insights from Merrill and banking and lending services from Bank of America. With over 25 years of experience, John has worked extensively with business owners, senior executives, and their families, particularly in areas such as executive compensation, equity compensation, legacy planning, and retirement income strategies. He is part of a team known for high-touch, planning-driven service that addresses complex wealth management needs, including managing liquidity events, succession planning, and tax minimization. John holds a Certified Investment Management Analyst (CIMA) designation and a Personal Investment Advisor (PIA) credential. He earned his high school diploma from Hilltop High School and attended Foothill College without earning a degree. Outside of work, he engages in activities such as biking, boating, camping, fishing, golfing, hiking, surfing, traveling, yoga, and spending time with his family. He also participates in community volunteer activities.

Brooke Sorchy is a CFP® certified financial advisor with LPL Financial, based in La Mesa, CA, and has four years of industry experience. Her work history includes roles at LPL Financial, MW Asset Management, Michelle Warner Real Estate, and Einstein Bagels. She also spent 17 years working in education. 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 portfolio programs, third-party asset management, and institutional platforms.

Meena Sher is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. In addition to her advisory role, she provides notary public services in San Diego, CA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services under a consolidated billing option called “WealthPlan.”

Amy Brooks is a financial advisor with UBS Financial Services in Troy, MI, holding a Series 66 designation and 24 years of industry experience. She has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. 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 utilizes proprietary research to tailor client plans.

Cole Rener is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience in the fitness industry and real estate as a sales associate with Realty Benefit Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models delivered through a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions.

Brett Morris is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at TD Ameritrade and TIAA-CREF. He serves as a housing board member for the Cowlitz Indian Tribe, reviewing housing assistance needs for tribal members. Charles Schwab & Co., Inc. provides wealth management services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary managed accounts with a multi-asset investment approach.