Grace Galloway is a financial advisor at Ameriprise with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and related entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Shaurya Chauhan is a financial advisor at J.P. Morgan Securities in San Diego, CA, with five years of industry experience. He holds Series 63 and Series 66 designations and has held positions at JPMorgan Chase Bank, Northwestern Mutual, and Sagepoint Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Robert DeVoe is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In this position, he partners with clients to understand their personal and professional situations, conducts thorough analyses, and discusses tailored financial strategies that align with their preferences. Prior to his current role, Robert served as a Sales Manager specializing in Fixed Income at TD Ameritrade from 2014 to 2021. Robert holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Outside of his professional responsibilities, he has personal interests that include cars, family activities, hiking, pets, and table tennis.

Russell Handler is a financial advisor with LPL Financial based in San Diego, CA. He holds Series 63 and Series 65 designations and has 11 years of industry experience. Prior to joining LPL Financial in 2022, he worked for eight years with Putnam Retail Management. 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, supported by a large network of over 22,800 advisors.

Anthony Ceccacci is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors. He has been with LPL Financial since 2018. 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 variety of financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and technology tools to support its advisory network.

Kevin Dowell is a financial advisor with LPL Enterprise holding a Series 66 credential and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Edward Jones from 2023 to 2025. He serves on the board of the Aviaro Oaks PTA in Carlsbad, CA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrapped portfolio programs.

Orsolya Gyokeres is a financial advisor with Morgan Stanley in Carlsbad, CA, holding a Series 66 designation and six years of industry experience. She has prior experience at Bank of America, Merrill Lynch, and Related Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured planning tools and scenario modeling but generally does not provide individual security recommendations in its standalone planning services.

Ahmed Elemary is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at E*TRADE Securities, E*TRADE Capital Management, Bank of America, and Merrill. Outside of advising, he owns a donut bar franchise and is involved in developing a child safety device through his personal business ventures. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Diana Moreno is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo since 2016 and previously spent a year at RBC Capital Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Needy is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to Edward Jones, he has worked at NYLife Securities and has experience in sports-related roles, including coaching football and baseball for local high school teams and serving as president of a community group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Kristin Norby is a financial advisor with Morgan Stanley who holds the Series 63 and Series 66 designations and has 40 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, following a six-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Sanchit Suneja is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previous experience at the University of California San Diego and Modern School Barakhamba Road. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing clients with proprietary research and a broad range of capital markets solutions.

George Alessandria is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at Merrill for 19 years and Bank of America for 13 years before joining LPL Financial in 2022. 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, and institutional platforms, supported by advanced operational and research tools.

Janet Leahy is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior work includes 25 years at Painewebber and a long tenure at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Robert Brisbane is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates an ESG eligibility framework.

Theodore Miller is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Cetera Advisors LLC, and Wells Fargo. Theodore is based in San Diego, CA. 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 financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Pablo Folco is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support advisors.

Raymond Lucia Jr. is a financial advisor with LPL Financial based in San Diego, CA, holding Series 63 and Series 65 designations and over 25 years of industry experience. His career includes founding roles at Lucia Wealth Management, Lucia Capital Management, and Lucia Securities. He is also the host of the podcast Vaulted Views. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, combining a broad network of advisors with operational tools and a diverse suite of financial products.

Bruce Lutomski II is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and incorporating both quantitative and qualitative research.

Preston Kern is a CFP® and CFA® with five years of experience in the financial industry. He is currently with J.P. Morgan Securities in San Diego, CA, and has prior work experience at First Republic Investment Management and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research, and recommendations may incorporate an ESG eligibility framework.