Nathan Tournahu is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Redwood Credit Union, Bank of America, Merrill, Prudential Insurance Company of America, and Pruco Securities LLC. He also worked for Graton Resort and Casino for eleven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and LPL Research.

John Eyer is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervision and custody arrangements.

Glenn Morey is a financial advisor with LPL Financial in La Mesa, CA, holding a Series 63 license and 43 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER, since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Bryce Porter is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at LPL Financial since 2016 and is also associated with DB Wealth Management Group, LLC, where he has been involved since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios, research, and various technology-driven strategies.

Carson Cushing is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Fidelity Investments in 2025, he worked at Veritude from 2016 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in formal advisory roles to multiple registered investment companies.

Oliver Kearney is a Financial Advisor with Merrill Lynch Wealth Management based in La Jolla. He provides advice and guidance tailored to clients' family goals and priorities, focusing on a client-centered approach rather than market trends. He collaborates with clients to adjust financial plans as their needs and market conditions evolve. Oliver specializes in areas including corporate benefits, corporate executive services, education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. He follows a disciplined process that begins with understanding clients' financial situations and what matters to their families. Oliver holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Southern California. Outside of his professional work, Oliver has been involved with the USC Alumni Association from 2020 to 2023. His personal interests include golfing, pickleball, running, skiing, spending time with family, surfing, swimming, tennis, traveling, and volleyball.

Brian Lifferth is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Matthew Sweeney and Gardner Brown. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Sandra Sanchez Heredia is a financial advisor with UBS Financial Services in San Diego, CA. She holds a Series 66 designation and has five years of industry experience, including seven years at UBS Wealth Management Mexico prior to joining UBS Financial Services in 2020. UBS Financial Services Inc. 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, supported by proprietary research and a broad range of capital markets solutions.

Peter Martin is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2006 and also has a background at Piper Jaffray & Co dating back to 2004. He holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and investment solutions.

Brian Bickford is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a partner in Bickford Ltd., an entity used for tax purposes. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model.

Gary Bjornson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. He has been with LPL Financial since 2004. 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 provides a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Octavio Tudela is a financial advisor with Morgan Stanley Wealth Management in San Diego, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merit Financial Group, LPL Financial, Avantax Advisory Services, and Reason Financial. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment analysis, with approximately $2.74 trillion in client assets under management.

Michelle Anderson is a Series 66-licensed financial advisor with LPL Financial in San Diego, CA, where she has worked since 2015. She has 6 years of industry experience. 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 access to model portfolios, third-party research, and various management strategies.

Jorge Orozco is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with J.P. Morgan Securities since 2014. Outside of his advisory role, he serves on the Finance Council at Christ the King Catholic Church, where he is involved in stewardship of the parish’s financial assets and risk management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Max Zimet is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Chase and Palomar College. Outside of Ameriprise, he is employed by SD Socal Group LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jason Mochi is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., serving clients there for a total of 17 and 11 years, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 with access to various model portfolios and research sources.

Mark Marcelo is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Joseph Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers customized solutions delivered on a non-discretionary basis.

Michael Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior experience includes eight years at SCF Investment Advisors and SCF Securities, and he has operated Kelly Financial since 1995. Outside of finance, he has been the owner of Pampered Pooch 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Anthony Gee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he supports clients in addressing a range of financial objectives, including retirement planning, funding education expenses, and developing customized strategies to meet long-term family goals. Anthony holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from San Diego State University. His approach emphasizes aligning financial planning with each client's unique priorities, aiming to simplify the investment process and enhance transparency throughout the wealth management journey.

Cristian Ardelean is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following prior roles at T3 Trading Group, LLC and Hold Bros. Capital, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.