Thomas Russell III is a CFP® with 41 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously held positions at LPL Financial LLC, Bank of America, N.A., and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions, with a broad planning menu that includes specialized areas such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and tools, and clients may implement these through brokerage or advisory programs on a discretionary basis.

Jack Rousso is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has worked at LPL Enterprise since 2025 and also maintains roles in the hospitality sector with Snake Oil Craft Cocktails and Cloak and Petal. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to insurance products and affiliated trust services.

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 industry experience, currently affiliated with LPL Financial in San Diego, CA. Prior to joining LPL Financial, he spent six years with eMoney Advisor. 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 access to third-party asset management, supported by a large network of investment adviser representatives.

Emily Nguyen is a financial advisor with Equitable Advisors holding a Series 66 designation. She joined the firm in 2026 and has experience working with the San Diego Registrar of Voters and San Diego State University in prior roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Susan Bowers is a CFP®-certified financial advisor with LPL Financial, based in Del Mar, CA, and has eight years of industry experience. She has worked with firms including Seapoint Wealth Advisors LLC and AlphaCore Capital LLC. Bowers is also involved in tax preparation and accounting through Pro Tax Direct. 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.

Justin Timko is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked in fitness and coaching roles, including with CAM Fitness SD LLC and Studio Outside. He also hosts and edits a podcast focused on fantasy topics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including fund advisory and model portfolios, and serves as an adviser to registered investment companies.

Marco Godwin is a financial advisor at LPL Financial with 26 years of industry experience. He has held previous roles at Equitable and AXA-related firms spanning from 2014 to 2021. He holds Series 63 and Series 65 licenses and 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging both proprietary research and third-party strategies.

Ian Holmes is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and has also worked with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Mengyao Lin is a financial advisor at Merrill with five years of industry experience. She holds Series 66 and Series 63 licenses. Prior to her current role, she worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2018 to 2023. 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 offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Shaw is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Wells Fargo Investments, LLC for seven years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is involved in business development for SAFR SPORTS, educating friends and former NFL colleagues on helmet protectors designed to reduce head and brain trauma. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Richard Rojeck is a financial advisor at OSAIC with 45 years of industry experience. He holds a Series 63 credential and previously worked for Lincoln Financial Advisors Corporation and Osaic FA, Inc. Rojeck is also an author and public speaker, involved in promoting his book through a personal media business. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Bao Truong is a financial advisor at J.P. Morgan Securities with six years of industry experience and a Series 66 designation. He has been with J.P. Morgan in various capacities since 2016. Outside of his advisory role, he is involved in several entrepreneurial activities including car rentals through Turo and managing multiple rental properties, and he also pursues gardening as a hobby. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers recommendations that may include ESG criteria, supported by affiliated investment management services.

Aaron Mulvaney is a financial advisor at Edelman Financial Engines with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Charles Schwab from 2003 to 2015 and multiple entities affiliated with Edelman Financial Engines since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified model portfolios and long-term investment strategies.

Dylan King is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined both in 2025. His prior roles include three years at Edward Jones and five years at JPMorgan Chase Bank, N.A. Before his finance career, he worked at Giovanni's Italian Restaurant for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research and incorporates an ESG eligibility framework within its investment recommendations.

Anneliese Keil is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 66 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2011, following prior roles at LPL Financial and Securities America Advisors. She serves on the Kappa Alpha Theta Advisory Board at San Diego State University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Schuyler White Jr. is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Ignite Visibility and GoSite. Outside of advising, he serves as a trustee for a family friend’s trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, allowing clients to implement recommendations through various brokerage and advisory programs.

Joseph Eben is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Primerica Advisors since 1993 and also works with H & R Block since 2013. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Jason Theisen is a financial advisor with Cetera in San Diego, CA, holding Series 66 and Series 63 designations with 11 years of industry experience. His prior roles include positions at Truuwater Financial, Stratos Wealth Partners, and Ibis Capital. He is also registered as Practice Operations Coordinator for Pushpin Financial, a Cetera business. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with varied program options and custodial relationships.

Andrew Udvari is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. 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 advisory relationships alongside discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.