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.

Charles Kayl is a financial advisor at UBS Financial Services in La Jolla, CA, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, U.S. Bancorp Investments, JP Morgan Chase Bank, and U.S. Bank. Kayl also served in the United States Marine Corps and Marine Corps Reserve from 2013 to 2025. UBS Financial Services 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, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

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.

Robert Manness is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2025. In this position, he focuses on guiding affluent families through the complexities of multi-generational wealth, tailoring strategies to their unique circumstances. He is committed to building lasting partnerships that deliver enduring value for clients and their families. Mr. Manness has been with Fidelity Investments since 2015, progressing through several positions including Vice President Wealth Planner (2018-2025), Financial Consultant (2017-2018), and Investment Consultant (2015-2017). Prior to joining Fidelity, he worked as a Financial Advisor at Wells Fargo Advisors from 2013 to 2015. He holds a CA Insurance License. Outside of his professional work, Robert engages in activities such as baseball, sailing, tennis, and volunteering. He also enjoys family activities and exploring culinary interests.

Alicia Antala is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and three years of industry experience. Prior to her current role at LPL Financial, she worked at Fairmont Austin Hotel and Barton Creek Resort and Spa. 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.

Frances Hara is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JP Morgan Chase Bank, Commonwealth Financial Network, and various Cetera entities. 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 offers a range of brokerage and advisory solutions supported by research and analytics.

Manuia Sotoa is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual Investment Services LLC, and MBO Partners. Outside of advising, he is involved in real estate rental property ownership. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Patricia Lockwood is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2024 and previously spent 11 years with Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a fiduciary role when providing investment advice and options for discretionary plan-level investment management.

Maria Aguilar Julian is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in October 2009 after a career with Bank of America and Banc of America Investment Services. With over 20 years of experience in the financial services industry, she works with high net worth families and business owners to address complex financial needs. She employs wealth management planning tools and strategies including asset allocation, asset preservation, retirement and college planning, insurance analysis, and collaborates closely with clients' attorneys and Certified Public Accountants to provide comprehensive financial strategies and life planning. Maria holds a Bachelor's Degree in International Business with an emphasis in Spanish and Latin America from San Diego State University and holds the Personal Investment Advisor (PIA) designation. Fluent in Spanish and English, Maria is involved in professional and community organizations such as Business Network International: BNI Enlace Latino San Diego and The Rock San Diego. She lives in Chula Vista with her husband and son and enjoys hiking, photography, spending time with her family, traveling, and yoga.

Marq Corona is a Financial Advisor with Merrill Lynch Wealth Management based in San Diego. He specializes in helping clients organize their financial affairs by creating personalized investment strategies that align with their goals. Marq works extensively with tech professionals, executives, and attorneys to simplify complex financial decisions and provide guidance on equity compensation strategies, retirement planning, tax-efficient wealth management, and portfolio management. With over eight years of experience in the finance industry, Marq holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He earned his bachelor's degree from San Diego State University. Marq’s client focus areas include employee benefits planning, executive compensation, family wealth management, legacy planning, tax minimization, and retirement income planning. In his personal time, Marq pursues interests such as chess, cooking, golfing, pickleball, and traveling. He strives to empower clients by helping them make informed financial decisions and develop roadmaps to preserve wealth and achieve confidence throughout their financial lives.