Itamar Erster is a Financial Advisor specializing in wealth management at Merrill Lynch Wealth Management. He has been building his career in financial services since 2018, focusing on helping clients achieve their financial goals through personalized strategies. His client focus areas include education planning, family wealth management, retirement planning, portfolio management, tax minimization, and legacy planning. In his role, Itamar also connects clients to Bank of America specialists for banking, credit, home financing, and small business solutions. Itamar was raised near Los Angeles by Israeli immigrant parents and developed a strong foundation of determination and resilience. He pursued higher education at Sonoma State University, where he earned a bachelor's degree with a double concentration in Financial Management and Marketing, graduating Magna Cum Laude. During college, he took on leadership roles in the Phi Delta Theta Fraternity, including Treasurer and Scholarship Chair. Itamar holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Itamar enjoys spending time with his family and friends, playing basketball, hiking, traveling, and listening to music. He is involved in community service through the Phi Delta Theta Fraternity's Philanthropy Committee. He is bilingual in English and Hebrew.

Alexandra Banham is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at the Board of Governors of the Federal Reserve System and AXA Advisors LLC. She has also been affiliated with the University of Maryland since 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Maksim Ivanchuk is a financial advisor at Edward Jones with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Edward Jones, Ameriprise, North Island Credit Union, Bbva/PNC, and US Bank. In addition to his advisory role, Maksim is starting a side business in used auto sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

David Laub is a financial advisor at Merrill with 25 years of industry experience. He has held his current position at Merrill since 2008 and holds Series 63 and Series 65 designations. 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, pension plans, corporations, and charitable organizations.

March Doolittle is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and three years of industry experience. She has been with LPL Financial since 2018. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Daniel Robinson is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Craig Hunter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo since 2011, initially with Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a trustee and executor for a friend’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Theresa Kumar is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She previously worked at U.S. Bancorp Investments and U.S. Bank for seven years before joining Wells Fargo Bank and Wells Fargo Clearing in 2023. Wells Fargo Advisors serves individual, corporate, and institutional clients by offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Jennifer Clyde is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2024. Prior to joining LPL, she worked at Geneos Wealth Management and has operated Kenny Clyde Financial since 2010, where she also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by internal and third-party research.

Alan Dehesa is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC before joining Morgan Stanley Private Bank and Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

Christopher Baldoni is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors. He is also associated with Addison Avenue Investments, where he provides advice and planning support to members of First Tech Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored non-discretionary planning using risk profiling and analytical tools and supports these services through a large network of advisors.

Brian Gemmell is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he owns Gemmell Enterprises, a sole proprietorship providing notary services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

William Fox is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes multiple roles at LPL Financial since 2017, along with experience at Educational Employees Credit Union and Fresno Pacific University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Ezra Whipple is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and having 12 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Dunham & Associates Investment Counsel from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Aidan Holechek is a financial advisor at Wells Fargo Clearing in San Diego, CA, holding Series 65 and Series 63 licenses. He began his career at Wells Fargo in 2026 and has prior experience in various roles, including self-employment and full-time education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets across more than 14,000 advisors.

Blake Davidson is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. His background also includes roles with Associated Students, Inc. and California Polytechnic State University. 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 research and model portfolios.

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.

Jonathan Stahley is a financial advisor with Ameriprise in La Jolla, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team, emphasizing assets held in Ameriprise Managed Accounts.

Eric Schleppenbach is a financial advisor at Edward Jones in San Diego, CA, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at TD Ameritrade before joining Edward Jones in 2020. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Lucia is a ChFC® credentialed financial advisor with 34 years of industry experience. He is currently with LPL Financial and has held prior roles at Integrity Alliance, H. Beck, Morgan Stanley, Citigroup Global Markets, RJL Financial Network, and Raymond J. Lucia Companies. Outside of advisory work, he manages a business supporting his daughter's dance career and serves as CEO of an insurance marketing and sales company. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.