Gunner Robinson is a financial advisor at RBC Capital Markets holding a Series 66 designation. He began his career in financial services in 2025 and has prior experience working at the City of Eugene, University of Oregon, and Sapient Private Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized portfolio management and financial planning services through various wrap fee advisory programs, utilizing both in-house and third-party investment managers.

Brian Lopez is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and 66 licenses and three years of industry experience. He has previously worked at U.S. Bancorp Investments, Charles Schwab, and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management through a range of offerings, including financial planning, portfolio management, and capital markets services.

Mary Gubler is a financial advisor with LPL Financial in San Diego, CA, holding Series 65 and Series 63 credentials and 16 years of industry experience. She has worked at multiple firms including Securities America Advisors and Commonwealth Financial Network. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technological tools for operational and research purposes.

Juan Lujan Valladolid is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is a minority shareholder in a family advertising business and serves on several educational and community boards, including the University of California San Diego Rady School of Management Dean's Advisory Council and the UCSD Foundation Investment Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct relationships and corporate agreements.

Meghann Connelly is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Troy Darrock is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, and Edward Jones. He also has experience in the retail sector, having worked at Pura Vida Bracelets and Clae Footwear. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Bitterlin is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee for family and friends in San Diego, CA, and Mooresville, NC, managing investment-related responsibilities. 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, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Scott Sugarman is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves on the board and the Budget and Finance committee of the San Diego Museum of Art. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Brian Elefante is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. He operates through Elefante Financial Services, a business entity associated with his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with offerings that include financial planning, model portfolios, and institutional platforms.

Emily Ueno is a financial advisor at RBC Capital Markets in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining RBC Capital Markets, she worked in roles at Rivian and Agile Pursuits, among other organizations. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s capital markets capabilities and affiliated asset management resources.

Kimberlie Sonnenberg is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Commonwealth Financial Network, Cambridge Investment Research Advisors, and Valic Financial Advisors. She is also the owner of a private entity facilitating securities, advisory, and insurance business. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Samantha Zetouna is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kasey Shen is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, Shen worked at AuguStar Financial and held various other roles, including experience outside the financial sector. 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts via its integrated and large-scale platform.

Christopher Fantini is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and provides oversight of sub-advisers while addressing potential conflicts of interest.

Riley Moulton is a financial advisor at Fidelity with a Series 66 designation and recent entry into the industry. Prior to joining Fidelity, Riley held roles in various sectors including education, legal services, and environmental regulation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm also employs algorithmic methods and AI in its investment process and serves as an advisor to multiple registered investment companies.

Leif Jacobsen serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch in Temecula. He specializes in offering comprehensive wealth management services that begin with understanding clients' family, financial situations, and priorities to create flexible, personalized strategies. He provides access to Merrill's investment insights and Bank of America's banking and lending solutions to help clients pursue their financial goals. Jacobsen graduated with a business degree emphasizing finance from California State University San Marcos. Since joining Merrill in 2004 as a Financial Advisor, he has advanced to his current roles and holds Series 7, 9, 10, 31, and 66 FINRA registrations. He is also a Portfolio Advisor within the firm's Investment Advisory Program and holds the Personal Investment Advisor (PIA) professional designation. Residing in Temecula with his wife and family since 1997, Jacobsen is engaged in community activities and volunteers with local organizations, following Merrill's tradition of community involvement. His personal interests include biking, hiking, pottery, surfing, traveling, and watching movies.

Mahmoud Abdelhalem is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2008, following four years at Ameriprise. Outside of his advisory work, he is also an artist and may sell his original artwork in the future. 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 institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both proprietary research and technology tools.

Michael Swain is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved with Swain Wealth Management, which focuses on fixed term life, whole life insurance, fixed annuities, and health insurance. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a network of over 22,800 advisors.

Kevin Liu is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SAGEPOINT FINANCIAL and INDEPENDENT CAPITAL MANAGEMENT. Outside of his advisory work, he is involved in mortgage brokerage and refers clients for estate planning services through a certified estate planning organization. OSAIC Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of advisory and brokerage services, utilizing model-based asset allocation and portfolio optimization tools.

Ricardo Tiscareno is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their unique ambitions and family priorities. His approach focuses on providing clarity and simplicity in investment planning while addressing key goals such as education funding, retirement income, managing new wealth, and legacy planning. Ricardo also incorporates values-based areas of focus including socially responsible and ESG investing, as well as LGBT wealth planning and tax minimization. Ricardo holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Addison Trail High School. He is bilingual in English and Spanish, allowing him to serve a diverse client base. Outside of his professional work, Ricardo enjoys outdoor activities such as badminton, camping, hiking, rock climbing, running marathons, skiing, and spending time with his family. His client-centered philosophy emphasizes uncovering what matters most to each family to guide the creation of tailored financial strategies.