James Shea is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2010 and holds a Series 63 designation. Based in San Diego, CA, Mr. Shea's career includes extensive work in financial advisory roles. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions for its clients.

Katelyn Montijo is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Fidelity Investments, Merrill Lynch, and TD Ameritrade. 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 advisory and brokerage services, utilizing both proprietary and third-party investment strategies supported by advanced research and operational tools.

Ashley Walters is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Walters holds the Series 63 designation and is based in San Diego, CA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated broker-dealer and insurance companies.

Angeli Forster is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. Her career includes roles at UBS Financial Services, Sentra Securities Corporation, National Planning Corporation, and SagePoint Financial. She also owns and manages rental properties. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Diego Macedo is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2016, following an 11-year tenure at Merrill. Macedo is also a sole proprietor of a rental property in Solana Beach, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Michael Stephens Jr. is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Ameriprise Financial Services from 2014 to 2026 and CIE from 2014 to 2016. Outside of his advisory work, he is involved in several business ventures including co-ownership of a software and data analysis firm and administrative roles in operational support companies. 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 and employs model portfolios, third-party subadvisors, and customized investment strategies, supported by advanced operational and research tools.

Jeffrey O'Neill is a financial advisor at Morgan Stanley with a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market models.

Carlos Vasquez is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He is based in San Diego, CA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with additional activities such as investment company relationships and principal trading.

Arman Ahranjani is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors, GoodeSelling, and Coastal Sports. Outside of advising, he is involved in rental property ownership. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Tais De Rada is a financial advisor at Charles Schwab with seven years of industry experience. They hold a Series 66 designation and have worked at several firms including TD Ameritrade, Morgan Stanley, and Taiyo Yuden. Their current tenure at Charles Schwab and Charles Schwab Bank spans six years. Charles Schwab serves 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 and discretionary investment management, supported by centralized custody and operational infrastructure.

Aaron Scheg is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 designation and based in La Jolla, California. He began his advisory career in 2024 and has prior experience working with Shorelight Wealth Group, as well as roles outside the financial industry including positions at Aztec Aquaplex, Cheesecake Factory, Millie's American Kitchen, and Rudgear Estates Swim Club. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services such as comprehensive financial planning and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent industry consolidation.

Scott Bush is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Charles Schwab, TDAmeritrade, and Grove Point Investments. 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 and model portfolio programs, and supports advisors with various investment strategies and operational tools.

Evan Nassar is a financial advisor at Equitable Advisors with four years of industry experience and holds the Series 66 designation. His career includes roles at Discoveryblock and DoorDash as well as concurrent involvement with the University of San Diego. Equitable Advisors serves a diverse client base including individuals across wealth levels, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jorge Valenzuela is a financial advisor at Merrill with 14 years of industry experience. He holds Series 66, 63, and 65 licenses and has been with Merrill and Bank of America since 2005. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kelly Newell is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 28 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Merrill for 11 years. Newell is involved in mortgage brokerage services through Home and Loan Finders, dedicating a portion of his time to this activity. 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, model portfolios, third-party asset management, and institutional platforms.

Marco Cuneo is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Edward Jones, The Prudential Insurance Company of America, and IllumeSense, Inc., among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Enrique Valadez is a financial advisor with Merrill in Chula Vista, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Alvarez is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial in 2024, he worked at UnionBanc Investment Services and MUFG Union Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with diverse investment platforms, including model portfolios, third-party asset management, and institutional programs.

Travis Mitchen is a financial advisor with Cetera, holding a Series 66 license and five years of industry experience. He has held roles at multiple firms including Avantax Advisory Services, Ozark Financial Group, and Mitchen Wealth Management, where he also serves as an associate. Outside of his advisory work, he manages Ozark Financial Group, a financial services firm involved in client financial planning and portfolio management. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors, serving individual, corporate, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform allowing advisors to implement various model portfolios and customized strategies.

Brian Wisniewski is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1997 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support diversified investment strategies.