Maria Maldonado is a Series 66-registered financial advisor with UBS Financial Services in San Diego, CA, and has 11 years of industry experience. Her career includes over a decade at UBS, interrupted by a brief tenure at AlphaCore Wealth Advisory. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Leo Walker Jr. is a financial advisor with Wells Fargo Clearing based in San Diego, CA. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior roles include positions at Wells Fargo Investments, Banc of America Investment Services, and Morgan Stanley DW Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Mitra Rafii is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She previously worked at Wells Fargo Investments, LLC from 2001 to 2006. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

Nicole Griffiths is a Series 66-licensed financial advisor with 16 years of industry experience, currently associated with LPL Financial since 2026. Her prior roles include positions at Commonwealth Financial Network, Abd Retirement Services, Inc., and FIDELITY Brokerage Services LLC. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various strategic investment options.

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 at Osaic with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at AIG Financial Advisors since 2005. Outside of his advisory role, Simmons is involved in estate planning services through the Citadel Law Firm and has experience in mortgage origination loans. Osaic Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and utilizing multiple custodial and legacy arrangements.

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 in San Diego, CA, holding Series 63, Series 65, and Series 66 licenses 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 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

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 Series 66-credentialed financial advisor at Merrill with three years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and held positions in insurance, credit union services, and public safety. Outside of finance, she is employed part-time at a fashion boutique in San Diego. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services and investment strategies to Bank of America fiduciary clients, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations through model-based and discretionary approaches.

Vicente Cesar Gonzalez is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Primerica Advisors, he worked at GA-ASI and has been self-employed. Outside of his advisory role, he is the owner of StarryBell, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third parties and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jeramy Larson is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a three-year tenure at Citigroup Global Markets. Outside of his advisory work, Larson co-owns a photography business with his spouse. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

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.

Cesar Fierro is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including TD Ameritrade, Independent Financial Group, and Wells Fargo Clearing. Charles Schwab & Co., Inc. serves a large client base ranging from high- to ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management solutions, supported by centralized custody, research, and alternative investment programs.

Aaron Mayer is a financial advisor with LPL Enterprise in San Diego, CA, holding Series 65 and Series 63 licenses and five years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Mayer serves as a hockey coach for the Ray & Joan Kroc Center and the San Diego Saints Hockey Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities, utilizing a model-driven investment approach and offering access to third-party asset managers and wrap programs.

Jeremy Alexander is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has spent much of his career at various iterations of Equitable Advisors and AXA Advisors since 2007. In addition to his financial services career, he is an active member of the California Bar and maintains a non-practicing law license. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, nonprofit organizations, and other institutional clients. The firm utilizes both proprietary and third-party advisory models to tailor services according to client needs and risk tolerance.