Austin Kuetgens Brooks is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and approximately one year of industry experience. His background includes service roles at various establishments such as Puesto Bar and Grill and LA Fitness. Equitable Advisors serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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.

Sarah Herrington is a financial advisor with LPL Financial in San Diego, CA. She holds the Series 66 designation and has 11 years of industry experience, having been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms.

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 financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and with 9 years of industry experience. He has been with LPL Financial since 2007. 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 services including financial planning, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

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 credentials and bringing 27 years of industry experience. He joined LPL Financial in 2008 after a brief tenure at Edward Jones. Outside of his advisory role, he operates a bookkeeping and tax preparation business under Messenger Wealth Management. 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 services including financial planning, model portfolios, and access to third-party asset management, supported by a broad platform of tools and resources.

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 credentials and bringing 10 years of industry experience. Her career includes seven years at Wells Fargo Clearing and additional roles within Wells Fargo affiliates. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Saul Juarez is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at firms including J.P. Morgan Securities, Merrill, and CUNA Brokerage Services. From 2023 to 2025, he operated Platinum Mortgage. 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 advisors with various operational and research tools.

Robbin Preciado is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2025, Robbin worked at Unionbanc Investment Services and Union Bank from 2010 to 2023, and Wells Fargo Investments from 2005 to 2010. 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 such as the Bank Wealth Program.

Huy Nguyen is a Series 66 licensed financial advisor with 19 years of industry experience, currently associated with LPL Financial in San Diego, CA. His career includes roles at Girard Securities, First Allied Advisory Services, and Cetera Advisor Networks prior to joining 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 financial planning and advisory services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Danielle Vigneault is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise Financial Services and Merrill prior to joining LPL. 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 other institutions. The firm offers various investment solutions including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

Paulina Morales is a Series 66-credentialed financial advisor with 21 years of experience, currently affiliated with LPL Financial in San Diego, CA. She has worked at Linsco/Private Ledger since 2005. In addition to her advisory role, she holds a notary public license in California and provides notary services to both clients and non-clients. 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, supported by advanced operational and research tools.

Salvador Lancaster is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 63 designation and 32 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in operating a small online retail business. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, including tailored financial planning services supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that encompass retail and institutional offerings alongside specialized investment and planning resources.

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.

Logan Hessel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held roles in technology and production companies, including Tealium and Harambe Production Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.