Shaurya Chauhan is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Northwestern Mutual Life Insurance Company, and Sagepoint Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Robert DeVoe is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In this position, he partners with clients to understand their personal and professional situations, conducts thorough analyses, and discusses tailored financial strategies that align with their preferences. Prior to his current role, Robert served as a Sales Manager specializing in Fixed Income at TD Ameritrade from 2014 to 2021. Robert holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Outside of his professional responsibilities, he has personal interests that include cars, family activities, hiking, pets, and table tennis.

Gabriel Garibay is a Wealth Management Senior Relationship Manager who partners with self-directed ultra-high-net-worth clients. In this role, he serves as the primary point of contact and provides comprehensive support to address both their financial and service needs. His professional experience includes positions at Fidelity Investments from 2020 to 2026, where he progressed from Financial Representative to Planning Consultant. Prior to that, he worked at JP Morgan Chase Bank N.A. from 2010 to 2020 in roles ranging from Relationship Banker to Private Client Banker. Gabriel holds a California Insurance License. Outside of his professional career, Gabriel has interests in comedy, hiking, music, parenthood, pets, and traveling.

Russell Handler is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked for eight years at Putnam Retail Management before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Anthony Ceccacci is a financial advisor at LPL Financial with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Kevin Dowell is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. He previously worked at Edward Jones and has a background that includes roles in automotive and collision repair industries. He serves as a board member for the Aviaro Oaks PTA in Carlsbad. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

David Moran is a financial advisor with Equitable Advisors in La Mesa, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, previously associated with Axa Advisors. Outside of his advisory role, Moran serves as a board member of the East County Chamber of Commerce and owns Five2 Studios, a non-investment related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Ahmed Elemary is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at E*TRADE Securities, E*TRADE Capital Management, Bank of America, and Merrill. Outside of advising, he owns a donut bar franchise and is involved in developing a child safety device through his personal business ventures. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Diana Moreno is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

James Needy is a financial advisor with Edward Jones in San Diego, CA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at NYLife Securities and work in sports coaching, including as a high school football coach and pitching coach. Outside of finance, he serves as president of a community group and coaches multiple youth sports teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options.

Stephen Cota is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is involved in the life insurance business through non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Sanchit Suneja is a Series 66 licensed financial advisor at UBS Financial Services with one year of experience. Prior to joining UBS in 2025, he spent four years at the University of California San Diego and seven years at Modern School Barakhamba Road. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

George Alessandria is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Based in San Diego, CA, Alessandria has been with LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management and utilizing model portfolios and research from multiple sources.

Janet Leahy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Painewebber for 25 years and at UBS Financial Services for 34 years. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to client risk profiles through a combination of in-house and third-party investment managers.

Steven Thu is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Steven's expertise spans various aspects of financial planning and retirement benefits consulting. He earned his High School Diploma/GED from Monte Vista High School. Steven's role involves advising clients on wealth management strategies aligned with their retirement and investment goals.

Robert Brisbane is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Theodore Miller is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios and research from internal and third-party sources.

Pablo Folco is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 13 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Bruce Lutomski II is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Preston Kern is a financial advisor at J.P. Morgan Securities with CFP®, CFA®, and Series 66 designations and five years of industry experience. His prior roles include positions at First Republic Investment Management, First Republic Securities, First Republic Bank, and Wells Fargo. Kern is based in San Diego, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its investment recommendations.