Giang Tran is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2025, Giang worked at Cetera, Cetera Wealth Services, LLC, Wells Fargo Clearing, and WELLS FARGO Advisors. 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 advisory programs, financial planning, and retirement plan consulting, supported by proprietary research, third-party subadvisors, and various portfolio management options.

Levi Cass is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Investment Corp, and Securities America. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Douglas Karney is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Karney also serves as a trustee for a personal family trust with his spouse. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and partners with various program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Matthew Ryan is a Series 66 licensed financial advisor with UBS Financial Services in San Diego, CA. He has six years of experience at UBS and four years of prior experience at Arizona State University. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Christopher Brown is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in capital markets and institutional trading. He focuses on delivering personalized financial strategies by thoroughly understanding each client's goals, risk attributes, and individual circumstances. His expertise includes college education planning, executive compensation, portfolio management services, tax minimization, and retirement income. Chris holds a Bachelor's Degree from Purdue University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English and Spanish, which supports his ability to serve a diverse client base. Outside of his professional responsibilities, Chris serves as a Board Member of the MAGIC Charities Foundation. He resides in New Hope, PA with his wife and three children. His personal interests include adventure sports, running marathons, and skiing.

Arun Rajaram is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Merrill Lynch, and several other financial services firms. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of financial planning, consulting, and asset management services through an integrated platform combining advisory programs with brokerage and insurance products.

Jesse Aragon is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has a background that includes roles at Southern California Gas Company and San Diego Gas & Electric. Outside of his advisory work, Jesse operates a CPA practice and a golf-related sole proprietorship. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by in-house and third-party research.

Dominic Bruno is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and six years of industry experience. He has worked at several related firms, including First Republic Bank and First Republic Investment Management Inc., before joining J.P. Morgan in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Randy Pickering is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at ProEquities, Inc. for 17 years. He is also president of Pickering Insurance Services, an insurance agency specializing in health and life insurance, a role he has held since 1980. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and various investment strategies.

Terrence Woo is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014 in various capacities. Outside of his advisory role, he is involved with LDGN UNLTD, LLC, a non-investment related business. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management strategies and a variety of research and model portfolio options.

Athena Plencner is a Series 66-licensed financial advisor at LPL Financial with 20 years of industry experience. She has been with LPL Financial Services since 2004. Outside of her advisory work, she teaches rock climbing on weekends as an instructor for Wilderness Outings and is an author. 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 advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and technology solutions.

Shafik Tadros is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs supported by research and technology-driven portfolio management solutions.

Christopher Carter is a financial advisor with LPL Financial based in San Diego, CA. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including prior roles at J.P. Morgan Securities and Redwood Credit Union. Outside of his advisory work, he maintains an Airbnb hosting activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Thomas Garretson is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 credential and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles.

Flavio Castillo is a financial advisor at Edward Jones in San Diego, CA, with six years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, Castillo owns and operates Castle Endeavors, LLC, a cleaning company based in Chula Vista, CA. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Patrick Howard is a Series 66-licensed financial advisor with LPL Financial, based in El Cajon, CA, and has six years of industry experience. Prior to joining LPL Financial in 2023, he worked at Avantax Investment Services and Avantax Advisory Services from 2019 to 2023, and at 1st Global Advisors and 1 St Global Capital from 2018 to 2019. In addition to his advisory role, Howard has extensive experience in accounting and tax preparation, including ongoing involvement with HNK, CPAS LLP and his own business entity, Patrick Howard, CPA, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Heather Broderick is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Steven Talia is a Series 66-licensed financial advisor with Morgan Stanley, based in San Diego, CA, and has 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for 11 years before joining Morgan Stanley in 2023. Outside of his advisory role, he is involved with several private business ventures in real estate and technology through his positions with SRT REAL ESTATE LLC, 3T Brothers, LLC, and SRT FAMILY HOLDINGS LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm‑approved tools for modeling potential outcomes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Mariana Mazon is a financial advisor with Morgan Stanley in San Diego, holding a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory role, she serves on the investment committee of the Mingei International Museum, a cultural institution in San Diego. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm utilizes structured financial planning tools and serves clients through both direct and corporate financial planning agreements.

Kyle Younan is a financial advisor at Wells Fargo Clearing with two years of industry experience. He previously worked at StepStone Group and has a background that includes roles at the University of California - San Diego and Valhalla High School. Outside of his advisory work, he holds a minority ownership stake in a car wash business in Tustin, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.