Tristan Macelli is a financial advisor with Morgan Stanley in La Jolla, CA, holding a Series 66 designation. He joined Morgan Stanley in 2026 and has prior work experience across technology and industrial sectors, including roles at Saama Technologies, Icon Technologies, and Taurex Drill Bits. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that encompass both direct individual plans and corporate financial planning agreements.

Miguel Herrera Fraga is a financial advisor at Charles Schwab with a Series 66 designation and recent entry into the industry. Prior to joining Schwab, his background includes roles at Vuori and involvement with Surfboardbroker Inc, alongside several years engaged in full-time education. 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 related managed-account and financial planning services. The firm provides a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and offers a distinctive integrated operational structure.

Pablo Davila is a Series 66 licensed financial advisor with nine years of industry experience, currently serving clients at LPL Financial since 2018. His prior work experience includes roles at Uber, Proven Recruiting, and Thrivent Financial. Outside of his advisory role, he has participated in rideshare driving for Lyft and Uber. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Kim Collins is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, Wells Fargo Clearing, and Oppenheimer. Outside of his advisory role, Collins is a co-owner of a commercial real estate business with his spouse. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nelly Warner is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, she worked at Commonwealth Financial Network for five years and has experience in hospitality from positions at Catamaran Resort Hotel & Spa and The Lodge at Torrey Pines. She also spent two years at San Diego University for Integrative Studies. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Vignevic is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 21 years of industry experience. His prior work history includes positions at Merrill, Banc of America Investment Services, Inc., and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Samson Ewing is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles in marketing, insurance brokerage, and education. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary advisory models and access to discretionary separately managed accounts, employing a multi-asset investment approach supported by research from Schwab Center for Financial Research.

Kenneth Wong is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. and Securities America, Inc. Wong is also president of Resource One, a sole proprietorship offering life, health, and long-term care insurance as well as financial advice and planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and customized investment strategies supported by proprietary tools and third-party managers.

Jesse Gonzales Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Wells Fargo bank since 2005 and joined Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a notary public and works as a sales associate at The Home Depot. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Iris Marcovich is a financial advisor with Morgan Stanley in San Diego, holding a Series 66 license and 11 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following several years at BBVA-affiliated firms. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, with a wide range of investment and advisory services.

Alin Goryoka is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG considerations and supported by affiliates for implementation and portfolio services.

Juan Gomez is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and four years of industry experience. His career includes prior roles at Stifel, UBS Financial Services, Shulson Collective, and Bank of America Merrill Lynch. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.

Kaleb Nortridge is a financial advisor with LPL Financial in San Diego, CA, holding Series 65 and Series 63 credentials and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Equitable Advisors and has experience in both education and hospitality sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

James D'Alessio is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his financial services career in 1991, he has developed a client-centered approach focused on building lasting relationships and helping clients navigate the complexities of investing and wealth management. He works with a diverse client base including high net worth individuals, business owners, and non-business owners, offering expertise in retirement planning, investment strategies, liability and credit management, wealth accumulation, and estate transfer. James holds a Bachelor's degree in Finance from San Diego State University and has earned professional designations including Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His practice emphasizes understanding clients' unique financial needs and goals, incorporating the emotional aspects of financial decision-making, and providing diversified solutions that align with risk tolerance and expectations. Communication and trust are central to his approach, aiming to deliver personalized and transparent financial guidance. Outside of his professional role, James enjoys spending time outdoors and with family. His personal interests include playing the saxophone, football, golfing, billiards, camping, hiking, and music. He lives in San Diego with his wife Lisa and their three children.

Scott Ida is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and spent 19 years with Lincoln Financial Advisors prior to joining OSAIC. Outside of his advisory role, he is also an insurance agent offering life, disability, long-term care insurance, and fixed and indexed annuities. OSAIC Wealth serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and a network of affiliated broker-dealer and RIA relationships.

Carmen Garcia Sevillano is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2022, she worked at UC San Diego Health for three years. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Yoon is a CFP®-credentialed financial advisor with 37 years of industry experience. He is currently with Ameriprise, where he has worked since 2023, following a 27-year tenure at Edward D. Jones & Co., L.P. and Edward Jones. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jennifer Dunn is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, she worked with organizations including the Academy of Country Music, the Los Angeles Chargers, Fox Sports, USC Football, and the University of Southern California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including discretionary portfolio management and capital markets solutions.

Chase Uejo is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and introduces solutions available through Merrill and Bank of America. He focuses on empowering clients to take control of their financial lives and select platforms that align with their current needs. Chase holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the California State University System. His approach involves helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Scott Henderson is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. He has worked at Linsco/Private Ledger and Axa Advisors, LLC since 2005 and 2006 respectively. 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.