Lisett Didonatoyoung is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 licenses. She has 27 years of industry experience, including over a decade at UBS Financial Services and UBS International Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and alternative investment products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Ivan Rodriguez is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial and Altegris Investments. He is currently based in San Diego, CA. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Yousif Helo is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo and JPMorgan Chase Bank, N.A. He is a silent partner and investor in Midway Express Car Wash, Inc. 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 manager due diligence and an ESG eligibility framework.

Amethyst Lewis is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 credential and six years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. She also served with Tohi Care Homes, Inc. from 2016 to 2021. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, leveraging firm-approved tools and strategies such as Monte Carlo simulations and Secular Return Estimates to support tailored planning.

Kevin Yoneda is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at Sagepoint Financial, Inc. Yoneda is also a partner at Independent Capital Management, where he has been involved for over 25 years. He serves as trustee and power of attorney for his mother’s financial and personal affairs. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes, and supports both discretionary and non-discretionary account management.

Blake Dorvillier is a financial advisor with LPL Financial in La Jolla, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Jones Lang LaSalle and multiple positions at the University of Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Joel Rohn is a financial advisor with LPL Financial in La Mesa, CA, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is the president and proprietor of JL Rohn Investments, Inc. 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 investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

William Campana is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Charles Schwab and Amazon. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm uses proprietary research and model-based asset allocations to tailor plans and offers institutional trading capabilities alongside wealth management services.

Jennifer Casselberry is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at multiple Cetera entities since 2021 and prior experience with LPL Financial and Independent Financial Group. Outside of her advisory work, she has been a contract driver for Lyft since 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary approaches, and manages over $256 billion in assets across more than 10,000 advisors.

Yueh Ling Hsiung is a Series 66-licensed financial advisor with UBS Financial Services in San Diego, CA, and has four years of industry experience. Prior to joining UBS in 2021, Yueh worked in various roles including at Villa Rancho Bernardo and Nekter Juice Bar. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Michael Lord is a financial advisor with Cetera Wealth Services, LLC in San Diego, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has previously worked with Avantax Advisory Services and 1st Global Advisors, Inc. Outside of financial advising, he serves as CFO and Treasurer for Lord Insurance Group, Inc. and has a longstanding role as a paraplanner at Armstrong, Fisch & Tutoli Law Firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures.

Skyler Mc Curine is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, Skyler worked at Bank of America and Merrill. Outside of finance, Skyler owns Le Red Balloon, a coaching business focused on negotiation, speaking, and professional development, and is also a commercial model in San Diego. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large nationwide presence and operates under a fiduciary standard.

Ronald Warner is a financial advisor with Cetera, holding a Series 66 credential and 20 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as treasurer for the San Diego Business Group, a local networking organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various investment strategies and program options, supported by a nationwide network of more than 10,000 advisors.

David Bigler is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes 20 years at UBS Financial Services and a one-year tenure at Arb. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a broad range of advisory programs.

Bobby Ho is a financial advisor with Merrill in La Jolla, CA, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, and TD Ameritrade Inc. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eram Qureshi is a financial advisor with Merrill in San Diego, CA, holding a Series 66 designation and three years of industry experience. Prior to Merrill, she worked at Bank of America and JP Morgan Chase. She serves as a co-trustee of a family trust. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Alexander Galantino is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in the technology and payroll sectors, including roles at Paycor, Oracle NetSuite, and FIS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Gerald Goldmann is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 designations and with 38 years of industry experience. He has worked at UBS Financial Services since 2008. Outside of his advisory role, he is a co-owner of Innovation and Investments LLC, which holds real estate assets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michael Callahan is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has been in the financial services industry for over 30 years and joined Merrill Lynch in 2008. Prior to this, he served as an Associate Branch Manager at Citi Group Smith Barney. His professional focus areas include portfolio management services, women and wealth, and retirement income. Michael holds a Bachelor of Arts degree in English Literature from San Diego State University and a Teaching Credential with a Cross Cultural Bilingual Emphasis from the same institution. He is registered with FINRA under Series 65, 63, 31, 7, 8, and SIE, and holds the Personal Investment Advisor (PIA) designation. Fluent in Spanish, Michael integrates his language skills to serve a diverse client base. Outside of his professional career, Michael enjoys a variety of personal interests including antiquing, basketball, football, gardening, music, spending time with family, traveling, watching movies, and writing. He has been married for 39 years.

Kirby Morrison is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2008. Morrison also operates a separate business under the name Morrison Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.