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 licenses and having 20 years of industry experience. He has been with LPL Financial since 2010 and operates under the DBA McKenna Financial, which also provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options and access to proprietary and third-party research.

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 Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Thrivent Financial and Bank of America N.A. outside of his advisory career. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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® with four years of industry experience, currently affiliated with LPL Financial. Her prior work includes roles at MW Asset Management, Michelle Warner Real Estate, and Einstein Bagels. Outside of her advisory work, she is a brand ambassador for Ruby Moon, a retail business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and retirement plan consulting supported by research and model portfolios from various sources.

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 with Equitable Advisors in San Diego, CA, holding a Series 66 designation and one year of industry experience. His background includes roles at Equinox Gym and Lifetime Fitness, as well as operating Rener Team, Inc. He is also active as a sales associate with Realty Benefit Services. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services to client goals and risk tolerance.

Brett Morris is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade for 12 years. Outside of his advisory role, Morris serves as a housing board member for the Cowlitz Indian Tribe, reviewing housing assistance needs for tribal members. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Rosemary Carlisle is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns a specialty home products business focusing on refabricated cabinet sales. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Katherine Tawoda is a financial advisor at UBS Financial Services with 22 years of industry experience. She has held roles at UBS since 2021 and previously worked at Wells Fargo Advisors for 12 years. Her credentials include Series 63 and Series 65 licenses. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lindy Pickinpaugh is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Based in San Diego, CA, she works within one of the largest financial advisory networks at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering 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 services, supported by proprietary research and a broad service platform.