Britney Lundgren is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, where she worked for a combined eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Saul Juarez is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, CUNA Brokerage Services, and Allstate Financial Services. From 2023 to 2025, he operated Platinum Mortgage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, including discretionary and non-discretionary management supported by model portfolios and research.

Robbin Preciado is a financial advisor at LPL Financial with 19 years of industry experience. They hold the Series 66 designation and have worked previously at UnionBanc Investment Services and Union Bank for 13 years. Preciado is also associated with Flagstar Bank and Members Trust Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various management strategies.

Jared Hegardt is a Senior Financial Advisor at Merrill Lynch Wealth Management, joining the Hegardt, Steelman, Carroll & Associates team in 2019. His professional experience includes roles in finance at AEG Facilities, a major owner and operator of sports and music venues, and sales development at OneRent Inc., a Silicon Valley property management startup integrating technology into tenant and landlord experiences. Jared holds a Bachelor's Degree in Finance from Santa Clara University, where he also played Division I soccer, and a Master's Degree in Finance from the University of San Diego. He has earned the Personal Investment Advisor (PIA) designation. A native of San Diego, Jared is involved in his community through volunteer work with Make-a-Wish San Diego. His personal interests include soccer, hiking, and skiing in California.

Gina Wu is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Wu holds a real estate license in California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Finley is a financial advisor with Morgan Stanley in Rancho Santa Fe, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2014. Outside of his advisory role, he is involved in several baseball-related activities, including consulting for the San Diego Padres, teaching at Major League Baseball camps internationally, and broadcasting for Fox Sports San Diego. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers both direct and employer-based financial planning solutions.

Devon Hawley is a Series 66 licensed advisor with Merrill, based in Rancho Santa Fe, CA, and has seven years of industry experience. His prior roles include positions at the University of San Diego and the California Innocence Project. He serves as a trustee for a private trust. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Huy Nguyen is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Girard Securities, Inc. and Cetera Advisor Networks LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by various model portfolios and research resources.

Danielle Vigneault is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has previously worked at Ameriprise Financial Services and Merrill. 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 offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Paulina Morales is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 21 years of industry experience. She has been associated with Linsco/Private Ledger since 2005. Outside of her advisory role, she holds a notary public license in California and notarizes documents for both clients and nonclients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Dongsoo Lee is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2018. Outside of finance, he owns and operates LA Costar Education Inc., a tutoring business specializing in Math, English, and Korean. 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 investment strategies for a range of individual and institutional clients.

Tyler Webb is a Series 66-licensed financial advisor with seven years of industry experience, currently with UBS Financial Services in San Diego, CA. His prior experience includes roles at Lucia Capital Group and involvement in Webb Construction. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Logan Hessel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held roles in technology and production companies, including Tealium and Harambe Production Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Natalie Gamarra Loza is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with Wealth Management Advisors and a team of specialists to understand clients' goals and objectives, assisting in building personalized financial plans. Her professional experience includes serving as a Wealth Management Associate at Morgan Stanley from 2020 to 2022, a Registered Client Associate at TD Ameritrade from 2019 to 2020, and a Financial Advisor at Patelo Credit Union from 2017 to 2018. She holds a California Insurance License.

Douglas Gundermann is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at UnionBanc Investment Services, MUFG Union Bank, and U.S. Bank. Outside of his advisory work, he serves as a board member for the Steele Canyon Estates Home Owners Association in La Mesa, California. 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 a range of individual and institutional investors.

John Corotis is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation. He has experience working at Edward Jones since 2026, following prior roles at Checkbook Inc. and Jumper Media. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Thomas Russell III is a financial advisor with LPL Financial holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Bank of America and Merrill. He is based in San Diego, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Jack Rousso is a financial advisor with LPL Enterprise LLC in San Diego, CA. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he worked at Windrose Investments and has experience in education through positions at the University of San Diego, Santa Barbara City College, and Santa Barbara High School. Outside of financial advising, he is involved with two hospitality businesses, Cloak and Petal and Snake Oil Craft Cocktails. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Laura Decker is a CFP® professional with 19 years of industry experience, currently with Cetera since 2019. Her prior experience includes roles at Foresters Advisory Services, Foresters Financial Services, and managing her own LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Brett Rowe is a CFP® professional with two years of experience in the financial services industry. He has worked at LPL Financial since 2022 and previously spent six years at eMoney Advisor. Brett is based in San Diego, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.