Jessie Deck is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing research-based, model-driven financial planning and portfolio management.

Yun Yu Szu is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cadaret, Grant & Co. Inc and LPL Financial. In addition to her advisory role, she is involved with Addison Avenue Investment Services, providing support to financial advisors and client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisory capabilities within its large institutional framework.

Kevin Mayer is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He works with a diverse client base, including active and retired physicians and business owners, many of whom are members of the LGBTQ community, across San Diego, California, and over ten other states. His advisory services focus on areas such as corporate benefits, family wealth management strategies, services for defined benefit plans, LGBT wealth planning, personal retirement planning, socially responsible investing, and tax minimization. Kevin holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc., and is a Personal Investment Advisor (PIA). He earned his Bachelor's degree from the University of Phoenix. Leveraging his banking background and comprehensive expertise, Kevin develops multi-pronged strategies that include risk-managed investing, retirement planning, estate planning, insurance, Social Security and Medicare planning, as well as long-term care considerations. He emphasizes educating clients and works collaboratively to align financial plans with their goals and values. In addition to his professional activities, Kevin is involved with the Financial Planning Association and volunteers for San Diego Pride. He enjoys adventure sports, skiing, spending time with his family, and traveling.

Leo Walker Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Mitra Rafii is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Fuentes is a Series 66-registered financial advisor with Charles Schwab, based in San Diego, CA, and has two years of industry experience. His prior work includes roles at Mutual of Omaha and Pacific Home Care, as well as five years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios backed by research from the Schwab Center for Financial Research.

David Jones is a Series 66 licensed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015, working in El Cajon, CA. 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.

Randy Schechter is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Charles Schwab since 1996 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options within an integrated operational structure.

Steven Simmons is a financial advisor with Osaic Wealth, Inc. in San Diego, CA. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining Osaic in 2023, he worked at AIG Financial Advisors for 21 years. His outside activities include providing estate planning services and mortgage origination loans. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation tools, risk assessment, and a broad range of investment options across multiple platforms.

Rachel Arendt is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2016. Outside of her advisory work, she owns and manages rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor portfolios. The firm integrates institutional trading capabilities with wealth management, offering a wide range of financial products and services.

Maria Granlund is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Morgan Stanley. Outside of her advisory role, she serves as a Notary Public in San Diego County, California. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with a broad range of brokerage and advisory solutions.

Jake Harrison is a Series 66-licensed financial advisor with Ameriprise, based in Carlsbad, CA, and has nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony Richardson is a financial advisor with LPL Financial holding Series 63, 65, and 66 credentials and nine years of industry experience. His prior roles include positions at Grove Point Investments, CUSO Financial Services, Charles Schwab & Co., and TD Ameritrade Institutional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, supported by extensive research and model portfolios.

Matthew Molstre is a financial advisor with Thrivent Investment Management in Del Mar, CA, holding a Series 66 registration and with 20 years of industry experience. He has been with Thrivent Financial and its investment management affiliate since 2003 and 2005, respectively. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning and modeling tools covering diverse topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Fernando Vivanco is a Series 66-licensed financial advisor with Merrill in San Diego, CA, with nine years of industry experience. He has been associated with both Merrill and Bank of America since 2011. Outside of his advisory role, Vivanco is involved in personal music production and songwriting, where he plays instruments, writes songs, and posts music on various streaming platforms. 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, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Kaleah Yearwood is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Logix Federal Credit Union, and various other firms. Outside of finance, she works part-time at a fashion boutique in San Diego. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Vicente Cesar Gonzalez is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Primerica, he worked at GA-ASI and has been self-employed in the past. Outside of his advisory work, he is the owner of StarryBell, LLC, a non-investment related business based in San Diego, CA. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Mary Hoffman is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Vistage Worldwide. Mary holds a Series 66 designation. 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. The firm offers a range of advisory programs with a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Eugene Plahotnii is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing, Avantax Advisory Services, FSC Securities Corp, and ATS Advanced Trustee Strategies. Eugene is based in San Diego, CA. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Aaron Mayer is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and four years of industry experience. He has worked at LPL Enterprise since 2024 and previously at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Mayer is involved in sports coaching, serving as a hockey coach for the Ray & Joan Kroc Center and the San Diego Saints Hockey Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.