Lea Ziesing is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and six years of industry experience. Prior to joining UBS, she worked in media at News 10 and held a position with Senator Dodd in California State Government. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances. The firm offers a broad range of services, including discretionary portfolio management, financial planning, and capital markets activities.

Sheryl Stern is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining Cambridge in 2017, she worked at Trilogy Capital Inc and Trilogy Financial Services. Stern is also involved in coaching through her business, Simply Mentored, which she has operated since 2009. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, managing a multi-billion dollar asset base through a wide network of financial professionals.

Robin Bechtel is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Cetera, Bechtel worked at Independent Financial Group and also has experience with Pampered Chef. Outside of advising, Bechtel volunteers with the Foundation for Personal Financial Education, providing financial counseling and education on a pro bono basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning services, and access to third-party money managers.

John Mckay is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He worked at Morgan Stanley from 2002 to 2006 before joining LPL Financial, where he has been since 2006. In addition to his advisory role, he is involved in managing non-variable insurance products such as fixed disability insurance, fixed annuities, long-term care, and health insurance through Compass Investment Consulting Group. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor tools and extensive non-advisory financial activities.

Anthony Meade is a financial advisor at Edward Jones in Poway, CA, with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he operated his own business, Anthony John Meade, from 2004 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Miguel A. Ortega is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2008. With a career in the financial industry beginning in 2005, Miguel specializes in helping clients develop personalized financial strategies by understanding their short- and long-term financial objectives. His areas of expertise include education planning, family wealth management strategies, liquidity management, portfolio management services, retirement income, and investment strategies for individuals and corporations. Miguel holds a bachelor's degree in Finance from San Diego State University and an associate degree from San Diego Mesa College. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in both English and Spanish, Miguel is committed to building strong client relationships and guiding them through critical financial decisions. Residing in San Diego with his wife Andrea and their child Roman, Miguel is active in his community. He supports organizations such as the Boys and Girls Club, One More Win, and Support The Enlisted Project (STEP), reflecting his commitment to giving back. Outside of work, he enjoys basketball, biking, cooking, fishing, golfing, soccer, spending time with family, and traveling.

Darlene Diehl is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Edward Jones since 1993. In addition to her advisory role, she serves as a FINRA arbitrator assisting in dispute resolution cases. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Henry De Matteis III is a CFP®-designated financial advisor with Edward Jones in San Marcos, CA, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Uber Eats and operated Elmhurst Entertainment for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Kevin Linggi is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of discretionary and non-discretionary strategies supported by advanced operational and research tools.

Lorena Boyce is a Senior Financial Advisor with Merrill Lynch Wealth Management. She initially joined Merrill in 1983 as a futures and options specialist in Capital Markets at the Sears Tower in Chicago. From 1987 to 2015, she concentrated on fixed income securities sales to insurance companies before rejoining Merrill in 2016 to focus on alternative and private equity investments. Her expertise centers on the Merrill Private Equity and Alternatives Platform, providing private equity solutions tailored for foundations, endowments, institutions, and high-net-worth individuals. Lorena’s client focus areas include divorce transition planning, family wealth management strategies, and both individual and corporate investment strategies. She holds a Bachelor's Degree and a Master of Business Administration (MBA), both from the University of Virginia. She also holds the Personal Investment Advisor (PIA) professional designation. Lorena’s professional affiliations include membership in the Illinois Society of Colonial Warriors. Outside of her professional work, Lorena has been engaged in equestrian activities throughout much of her life, having ridden hunter-jumpers and, in more recent years, participated in race-horse ownership. She also enjoys biking, horseback riding, music, and skiing. In the community, she has volunteered with Lake Forest Hospice.

Natalie Slemp is a financial advisor at Edward Jones in Escondido, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at Benn Digital and several other firms in various roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Quinn is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. She worked at Janney Montgomery Scott for seven years before joining Wells Fargo Clearing in 2016. Outside of financial services, she has been an independent consultant for Jafra Cosmetics International since 1983, involved in skin care cosmetics sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and uses diversification and modern portfolio theory in its investment evaluation.

Cody Lenahan is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Golden State Orthopaedics for five years and was employed by the San Marcos Unified School District for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.

Timothy Canty is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His work history includes two separate tenures at Wells Fargo Clearing and eight years at Wedbush Securities Inc. He serves on the Architectural Review Committee for the Del Mar Country Club Estates Homeowners Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment principles to offer both brokerage and advisory solutions.

Casey Camacho Jones is a Series 66-licensed financial advisor with 12 years of industry experience, currently working at UBS Financial Services since 2016. Based in San Diego, CA, Jones has spent a decade with UBS, focusing on client financial advisory services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brendan Mcnamara is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Merrill, and Fidelity. 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 institutional platforms, supported by a large network of advisors and advanced operational and research tools.

Michael Del Vecchio Jr. is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2016. In addition to his advisory role, he is a member of the Poway Chamber of Commerce in California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Timothy Cole is a financial advisor at LPL Financial based in Carlsbad, CA. He holds the Series 66 designation and has recently entered the industry, with experience beginning in 2026. Prior to joining LPL Financial, he worked at Fidelity Investments and has a background in the medical device industry with NuVasive and DePuy Synthes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing a variety of investment strategies and tools to support its network of over 22,800 advisors.

Skylar Momsen is a financial advisor at J.P. Morgan Securities with two years of industry experience. They hold a Series 66 designation and have worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. Prior to their financial career, Skylar was employed at Crumbl Cookies in 2021 and attended Villanova University from 2020 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on 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 derivatives and commodities capabilities not commonly offered by similar firms.

Dex Yudelson is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and has nine years of industry experience. He has been with Charles Schwab Bank since 2017 and with Charles Schwab & Co., Inc. since 2016, based in San Diego, CA. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and centralized operational support.