James Needy is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to Edward Jones, he has worked at NYLife Securities and has experience in sports-related roles, including coaching football and baseball for local high school teams and serving as president of a community group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Stephen Cota is a financial advisor at LPL Financial with 30 years of industry experience. He has worked at LPL Financial since 2008 and previously held positions at Wamu Investments, Inc. and Morgan Stanley DW Inc. He also has a non-variable life insurance business under Reliance Financial Services. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sanchit Suneja is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previous experience at the University of California San Diego and Modern School Barakhamba Road. 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, providing clients with proprietary research and a broad range of capital markets solutions.

George Alessandria is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at Merrill for 19 years and Bank of America for 13 years before joining LPL Financial in 2022. 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, and institutional platforms, supported by advanced operational and research tools.

Janet Leahy is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior work includes 25 years at Painewebber and a long tenure at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles.

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 La Jolla, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill, and Charles Schwab. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates an ESG eligibility framework.

Theodore Miller is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Cetera Advisors LLC, and Wells Fargo. Theodore is based in San Diego, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Pablo Folco is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support advisors.

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 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and incorporating both quantitative and qualitative research.

Preston Kern is a CFP® and CFA® with five years of experience in the financial industry. He is currently with J.P. Morgan Securities in San Diego, CA, and has prior work experience at First Republic Investment Management and Wells Fargo. 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 integrates quantitative and qualitative research, and recommendations may incorporate an ESG eligibility framework.

Kimberly Kurek is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Endry Surjanto is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. His prior roles include positions at First Tech Federal Credit Union and Raymond James Financial Services. He is president of ATS Wealth Circle LLC and EACS Corporation, both involved in financial and wealth management services. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Robert Young III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Planmember Securities Corporation and One2One Wealth Strategies. Outside of advising, he is involved with Young Financial Services, Inc., a business entity focused on tax and investment matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a range of investment strategies, combining proprietary research, third-party management, and technology tools across a large network of advisors.

Ryan Ramirez is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Bryant University and Torrey Pines High School. 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 wealth management with institutional trading capabilities, including futures commission merchant activities and principal trading.

Wesley Cope is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Commonwealth Financial Network, Fidelity Investments, and Wells Fargo Clearing Services LLC. 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 through a comprehensive platform that includes financial planning, model portfolios, third-party asset management, and institutional solutions.

Matthew Luckham is a CFP®-designated financial advisor with 21 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Osaic Wealth, Inc, Wealth Manager Group II, and Royal Alliance Associates. 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 financial planning, portfolio management, and institutional platforms, combining its advisory services with extensive non-advisory financial activities.

Robert Farwell is a CFP® with six years of experience at Edward Jones and five years in the financial industry overall. Prior to joining Edward Jones in 2020, he worked at ProLearning Source Inc for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

James Lynch is a financial advisor with RBC Capital Markets in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Raymond James Financial, and Wells Fargo Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Luc Bretin is a financial advisor at Equitable Advisors in San Diego, CA, holding a Series 66 designation. He has no prior industry experience and has held multiple roles in educational and association settings before joining Equitable Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers solutions through a network of Investment Adviser Representatives and offers a range of programs, including referrals to third-party asset managers and LPL-sponsored advisory options.