Dongsoo Lee is a financial advisor with Merrill in La Jolla, CA, holding Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked at Bank of America and Merrill since 2018. Outside of his advisory role, he owns and operates LA Costar Education Inc., a tutoring business specializing in Math, English, and Korean. 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.

Tyler Webb is a Series 66-licensed financial advisor with seven years of industry experience, currently with UBS Financial Services in San Diego, CA. His prior experience includes roles at Lucia Capital Group and involvement in Webb Construction. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Logan Hessel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held roles in technology and production companies, including Tealium and Harambe Production Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jeffrey Mccoy is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a board member for Nu Shoe Inc. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

John Corotis is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation. He has experience working at Edward Jones since 2026, following prior roles at Checkbook Inc. and Jumper Media. 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 under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Thomas Russell III is a CFP® with 41 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously held positions at LPL Financial LLC, Bank of America, N.A., and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions, with a broad planning menu that includes specialized areas such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and tools, and clients may implement these through brokerage or advisory programs on a discretionary basis.

Jack Rousso is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has worked at LPL Enterprise since 2025 and also maintains roles in the hospitality sector with Snake Oil Craft Cocktails and Cloak and Petal. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to insurance products and affiliated trust services.

Brett Rowe is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial in San Diego, CA. Prior to joining LPL Financial, he spent six years with eMoney Advisor. LPL Financial is a national broker-dealer and SEC-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 access to third-party asset management, supported by a large network of investment adviser representatives.

Stephen Seidel is a financial advisor at Morgan Stanley with a Series 66 credential and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following a three-year tenure at American Funds Distributors. 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. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone planning services.

Jonathan Doering is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he has collected residual income from prior health insurance sales with Blue Cross/Anthem. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a variety of financial planning topics. The firm’s approach separates planning from portfolio management and emphasizes client engagement through its WealthPlan consolidated billing option.

Emily Nguyen is a financial advisor with Equitable Advisors holding a Series 66 designation. She joined the firm in 2026 and has experience working with the San Diego Registrar of Voters and San Diego State University in prior roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Susan Bowers is a CFP®-certified financial advisor with LPL Financial, based in Del Mar, CA, and has eight years of industry experience. She has worked with firms including Seapoint Wealth Advisors LLC and AlphaCore Capital LLC. Bowers is also involved in tax preparation and accounting through Pro Tax Direct. 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, third-party asset management, and institutional platforms.

Barin De La Torre is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2014. 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 combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Johnny Aguilar is a financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab in 2022, he spent several years in education and operated Janet's Cafe & Deli. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Marco Godwin is a financial advisor at LPL Financial with 26 years of industry experience. He has held previous roles at Equitable and AXA-related firms spanning from 2014 to 2021. He holds Series 63 and Series 65 licenses and is based in San Diego, CA. 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, leveraging both proprietary research and third-party strategies.

Ian Holmes is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and has also worked with Wells Fargo Bank NA 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kenneth Shaw 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. He previously worked at Wells Fargo Investments, LLC for seven years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is involved in business development for SAFR SPORTS, educating friends and former NFL colleagues on helmet protectors designed to reduce head and brain trauma. 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 substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Gabriel Mendoza is a financial advisor at Morgan Stanley with six years of industry experience. He previously worked at UBS Financial Services for eight years and has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2025. Mendoza is the managing member of Ticket Chomp LLC, a technology firm based in Carlsbad, California. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Gavin Holmes is a financial advisor at Morgan Stanley with a Series 66 credential and no prior industry experience. Before joining Morgan Stanley, he worked at RemoteLink Solutions and has experience in educational roles at San Diego State University and High Tech High Chula Vista. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Joshua Rayburn is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2006, he has held various leadership roles within the organization. In his current position, Joshua and his team serve a multi-generational client base consisting of individuals, families, business owners, and executives, providing wealth planning solutions tailored to client goals and circumstances. Joshua’s approach centers on connecting clients to personalized strategies that address their unique ambitions, such as planning for education funding, retirement lifestyle, and potential healthcare costs. His team emphasizes clear and concise advice that considers more than just financial numbers, translating client goals into actionable steps toward desired outcomes. He earned a Bachelor’s Degree from the State University of New York System and a Juris Doctorate from Syracuse University College of Law. Joshua holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his role at Merrill, Joshua does not provide legal advice.