Allison Jewett is a Financial Advisor at Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) designation and has obtained two bachelor's degrees from the University of Cincinnati. Allison works closely with clients to develop personalized financial plans that address their unique ambitions, including funding education, retirement planning, and managing potential healthcare costs. Her approach emphasizes simplicity and transparency to help clients navigate the complexities of investing and wealth planning.

Marco Alessio is a financial advisor with Morgan Stanley in La Jolla, California, holding a Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Patrick Denis is a ChFC® with 25 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2023. His prior experience includes roles at Concourse Financial Group Securities, Protective Life Insurance Company, AIG Capital Services, and American General Life Insurance. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Ian Ott is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He is a co-owner of Warmen & James Private Wealth, a private entity involved in securities, advisory, and insurance business. Ott has worked at several firms including Commonwealth Financial Network, Royal Alliance, and Mountain West Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning and investment management solutions, combining scale with a broad range of financial activities and oversight of significant discretionary assets.

Brian Mahoney is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Commonwealth Financial Network, JM Financial Strategies, Appellate Defenders Inc., and Wealth Legacy Group, Inc. 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, with advice delivered through a large network of investment adviser representatives.

Conor Devany is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012, also working at Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gracielle Zanial is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016 and is also affiliated with California State University since 2012. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Lexie Jimenez is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. She has worked at Merrill since 2026 and previously held positions at J.P. Morgan Securities and Safe Credit Union. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isaac Morales Osuna is a financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of his advisory role, he is the owner of a rental property. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Hayley Beard is a CFP® with 18 years of industry experience and has been with Edward Jones since 2015. She holds the Series 63 and Series 66 licenses and is based in Coronado, CA. 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 range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jordan Skolnick is a financial advisor with LPL Enterprise in La Jolla, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a business owner and partner at La Jolla Integrated Financial Solutions & Insurance Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Melissa Mueller is a Series 66 licensed financial advisor with Morgan Stanley in La Jolla, California, bringing 15 years of industry experience. She has been affiliated with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate financial planning agreements.

Susan Boas is a financial advisor at Merrill with 30 years of industry experience. She has held her position at Merrill since 2007 and holds Series 63 and Series 65 designations. 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 plans, corporations, and charitable organizations.

David Hankin is a CFP®-designated financial advisor with 31 years of industry experience. He is currently with Cetera, where he has worked since 2013, including time at Cetera Advisors LLC. Outside of his advisory role, he serves as a committee member for the Willow Creek Homeowners Association, reviewing property improvement applications to ensure compliance with guidelines. Cetera Investment Advisers LLC is an SEC-registered adviser supporting individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Greg Stafford is a financial advisor at LPL Financial based in San Diego, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and The Gensler Group. Stafford was 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Helena Xu is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. She has been with UBS Financial Services since 2010. Outside of her advisory role, she is involved with the San Diego Women's Foundation in community service. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Matt Murphy is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with JP Morgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s approach combines quantitative screens and qualitative research to deliver non-discretionary written asset allocation advice and customized performance reporting.

Karla Camarena Villarreal is a financial advisor with Merrill in San Diego, CA, holding a Series 66 credential and 18 years of industry experience. She has worked at Merrill since 2019 and previously spent five years at RBC Capital Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diana Canales is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank NA and JP Morgan Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Galewski is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and 27 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.