Juan Gomez is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and four years of industry experience. His career includes prior roles at Stifel, UBS Financial Services, Shulson Collective, and Bank of America Merrill Lynch. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.

Thomas Kaplan is a Financial Consultant currently with Fidelity Investments, where he has been since 2023, progressing from the role of Investment Consultant to Financial Consultant in 2024. Prior to this, he worked as a Financial Consultant at E*TRADE from Morgan Stanley between 2019 and 2023, and as a Financial Advisor at Baystate Financial from 2018 to 2019. Thomas' professional approach focuses on partnership, aiming to help clients connect their financial decisions to their life goals. He works collaboratively with clients to create customized wealth strategies that evolve as their circumstances change, providing ongoing support to help clients and their families navigate the future with confidence. He holds a California Insurance License. Outside of his professional work, Thomas is interested in family activities, exploring food, golf, scuba diving, tennis, and traveling.

Kaleb Nortridge is a financial advisor with LPL Financial in San Diego, CA, holding Series 65 and Series 63 credentials and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Equitable Advisors and has experience in both education and hospitality sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

James D'Alessio is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his financial services career in 1991, he has developed a client-centered approach focused on building lasting relationships and helping clients navigate the complexities of investing and wealth management. He works with a diverse client base including high net worth individuals, business owners, and non-business owners, offering expertise in retirement planning, investment strategies, liability and credit management, wealth accumulation, and estate transfer. James holds a Bachelor's degree in Finance from San Diego State University and has earned professional designations including Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His practice emphasizes understanding clients' unique financial needs and goals, incorporating the emotional aspects of financial decision-making, and providing diversified solutions that align with risk tolerance and expectations. Communication and trust are central to his approach, aiming to deliver personalized and transparent financial guidance. Outside of his professional role, James enjoys spending time outdoors and with family. His personal interests include playing the saxophone, football, golfing, billiards, camping, hiking, and music. He lives in San Diego with his wife Lisa and their three children.

Scott Ida is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and spent 19 years with Lincoln Financial Advisors prior to joining OSAIC. Outside of his advisory role, he is also an insurance agent offering life, disability, long-term care insurance, and fixed and indexed annuities. OSAIC Wealth serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and a network of affiliated broker-dealer and RIA relationships.

Carmen Garcia Sevillano is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2022, she worked at UC San Diego Health for three years. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Yoon is a CFP®-credentialed financial advisor with 37 years of industry experience. He is currently with Ameriprise, where he has worked since 2023, following a 27-year tenure at Edward D. Jones & Co., L.P. and Edward Jones. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jennifer Dunn is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, she worked with organizations including the Academy of Country Music, the Los Angeles Chargers, Fox Sports, USC Football, and the University of Southern California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including discretionary portfolio management and capital markets solutions.

Chase Uejo is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and introduces solutions available through Merrill and Bank of America. He focuses on empowering clients to take control of their financial lives and select platforms that align with their current needs. Chase holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the California State University System. His approach involves helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Scott Henderson is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. He has worked at Linsco/Private Ledger and Axa Advisors, LLC since 2005 and 2006 respectively. 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 portfolios, third-party asset management, and institutional platforms.

Jack Iler is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His work history includes multiple roles at Charles Schwab since 2021 and prior experience at Vidsig and 925 Junk. He also attended Purdue University from 2018 to 2022. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment options, using multi-asset model portfolios and a combination of advisory, brokerage, custody, and cash-sweep services.

Eduardo Lemus Garcia is a financial advisor with Wells Fargo Clearing in San Diego, CA. He holds the Series 66 designation and has four years of industry experience, including ten years at Merrill prior to joining Wells Fargo. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Danielle May is a financial advisor at OSAIC in San Diego, CA, with nine years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at Brio Financial Group and TD Ameritrade. OSAIC serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with tools such as risk-tolerance questionnaires and portfolio optimization, supporting multiple advisory strategies and third-party manager selections.

Nathan Treadwell is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, based in the La Jolla office. Since joining the firm in 1999, he has partnered with Senior Financial Advisor Christopher Hokokian to provide comprehensive financial guidance. Nathan employs a goals-based approach, developing tailored roadmaps to help clients achieve their unique intermediate and long-term objectives. His expertise spans investment strategies involving ETFs, individual stocks and bonds, mutual funds, managed accounts, alternative investments, and variable annuities, with a focus on wealth accumulation and preservation. Additionally, he offers services in estate planning, life insurance, income replacement, business succession, and long-term care planning. Nathan's client focus includes college education planning, divorce transition planning, executive compensation, services for endowments, foundations, and non-profits, defined benefit plans, managing new wealth, personal retirement, philanthropic planning, portfolio management, and women and wealth. He works with executives and business owners across all stages of the business lifecycle, providing access to Business Finance Specialists and facilitating strategies such as concentrated stock plans, 401k plans, cash management, group benefit plans, financing solutions, company valuations, corporate divestiture, and succession planning. He holds a Bachelor's degree in Business Administration with an emphasis in finance from the University of California, Riverside. Nathan possesses the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Fluent in English and Spanish, he resides in Point Loma with his wife Katie and children Zachary and Mackenzie. Outside of work, Nathan enjoys adventure sports, biking, boating, camping, fishing, hiking, hunting, swimming, traveling, and spending time with his family.

Clinton Curtright is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and its Private Bank division since 2014, following three years at Callan Capital, LLC. 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 emphasizes a structured financial planning process that uses scenario modeling and firm-approved tools.

Don Adrian Ventura is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., Independent Capital Management, and Ameriprise. He is also involved with Independent Capital Management, Inc. in a non-variable insurance capacity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research tools and a broad suite of financial products.

Armand Bryant is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Scottrade, Bank of America, and Merrill. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and due diligence on alternative investments.

Paul Neves is a financial advisor with LPL Financial based in San Diego, CA. He holds the CFP® and ChFC® designations and has 36 years of industry experience. Prior to joining LPL Financial in 2024, he worked with Securities America Advisors Inc. and Financial Strategies And Insurance Inc. He is involved in a wealth management business under FSI Wealth Management. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and tools.

Aaron Curtis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity Investments in 2021, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. In his role, Aaron partners with individuals and families to develop comprehensive financial plans by assessing current financial situations and future goals. He holds a California Insurance License. Outside of his professional work, Aaron's personal interests include golf, pets, reading, skiing, surfing, and table tennis.

Luis Izaguirre is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.