Matin Shayan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2025, he worked at Equitable Financial Life Insurance and Equitable Advisors from 2023 to 2025. Outside of his advisory role, he is a part owner of two real estate land development companies, Shayan Capital LLC and Shayan Capital Ventures. 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 delivers recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Kaitlyn Dobbins is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and First Allied Securities Inc prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options, supporting over 10,000 advisors and $256 billion in assets under management.

Brian Neault is a financial advisor with RBC Capital Markets in San Diego, CA, holding a Series 66 designation and 16 years of industry experience. He has worked with RBC Capital Markets since 2012 and has been with City National Bank since 2016. Outside of finance, he consults on horse racing investments for LFG Racing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, providing comprehensive portfolio management and financial planning services.

Sofia Mundy is a financial advisor with RBC Capital Markets in San Diego, holding a Series 66 designation and two years of industry experience. She has been with RBC Capital Markets since 2021 and previously worked at Merrill for 14 years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Maureen O'Donnell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Finra and Wells Fargo Advisors. 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 incorporating an ESG eligibility framework in its recommendations.

Michael Matta is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, tailoring strategies to each client's risk profile and utilizing both in-house and third-party investment managers.

Jose Lopez Villa is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2014. Prior to his financial career, he was a professional boxer from 2011 to 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

Justin Frame is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2020. He previously worked at Morgan Stanley Smith Barney for 11 years. Outside of his advisory role, he is involved in publishing and speaking through his business, Consilium, LLC, and co-owns Prime Emergency Services, LLC, which provides GIS and logistical support for emergency incidents. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor client strategies.

Connor Walton is a Financial Advisor at Merrill Lynch Wealth Management, where he works alongside his father, Neal Walton, as part of a multi-generational team. Together, they serve affluent individuals, families, executives, and business owners by providing personalized, goals-based financial planning and investment management strategies. Their approach emphasizes uncovering what matters most to clients and building trusted relationships anchored in fiduciary responsibility and a consistent standard of care. Prior to joining Merrill, Connor graduated from Brigham Young University with a bachelor's degree in Finance and completed a two-year mission for The Church of Jesus Christ of Latter-Day Saints in São Paulo, Brazil. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Connor is involved with the BYU Alumni San Diego Chapter and the Financial Planning Association San Diego Chapter. Outside of his professional work, Connor enjoys surfing, skiing, and spending time with his wife, their toddler, and their dog in San Diego. He actively participates in community activities through The Church of Jesus Christ of Latter-Day Saints.

Katherine Tschida is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Morgan Stanley and LPL Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and banking services.

Victor Ng is a Wealth Management Advisor with Merrill Lynch Wealth Management and Bank of America. He began his career with these firms in 2010 and is a San Diego native. Victor is an active member of the Asian Leadership Network and the Bank of America Regional Council. He collaborates with in-house specialists to provide coordinated services across wealth management areas such as banking and lending, investment management, trust and estate planning, and business and succession planning. Victor holds several advanced professional designations, including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA™), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA). He attended Mt Carmel High School, completed an Accredited Certificate Program at Yale University, and also studied at San Diego State University. His expertise encompasses corporate executive services, divorce transition planning, executive and equity compensation, family wealth management strategies, legacy and philanthropic planning, small business strategies, and tax minimization. Outside of his professional commitments, Victor enjoys baseball, biking, billiards, bowling, cooking, golfing, reading, rock climbing, traveling, and spending time with his family. He is married with a young daughter. Victor is involved in community service organizations such as Fathers Joe's Villages, Feeding San Diego, and Susan G Komen for the Cure.

Vanessa Vieira Arouca is a Series 66-licensed financial advisor with Morgan Stanley in San Diego, CA, and has three years of industry experience. Her prior roles include positions at Ameriprise and Nacional Financiera SNC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured planning processes and advanced tools to support client goals and manages approximately $2.74 trillion in client assets.

Daniela Moreno is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 credential. She has been with Morgan Stanley since 2020 and previously worked at Wells Fargo Bank from 2015 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market outlook models.

Jeffrey Fidel is a financial advisor with Merrill in San Diego, CA, holding a Series 66 designation and 23 years of industry experience. His career includes eight years each at Merrill and Bank of America, as well as eight years at TDAmeritrade. 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 a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Peter Mero is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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, demographics, and risk tolerances.

Christopher Bostick is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients primarily in California with a focus on the Bay Area and San Diego. He works closely with individuals, couples, and families to create personalized wealth management strategies, including family wealth management, legacy planning, and personal retirement planning. His approach centers on helping clients feel informed and confident in their financial decisions through clear communication and ongoing planning. Chris has over two decades of experience in the financial industry, having joined Merrill in 2011 after seven years with Bank of America. He holds professional designations such as the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA). Chris earned a bachelor's degree in Speech and Communications Studies from San Francisco State University, where he was also a collegiate wrestler. Beyond his professional work, Chris values community involvement, volunteering with local organizations. His personal interests include baseball, billiards, boxing, traveling, and practicing Brazilian Jiu-Jitsu.

Bruce Porter is a CFP® professional with 24 years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at Cambridge Investment Research, Cooper Financial Group, Securities America, and Edward Jones. He serves as an elected board member of the Santa Barbara County Board of Education. 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 financial planning and advisory programs with discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

Mitch Ruibal is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in buying sports cards as a business activity. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Berry is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Berry serves on the board and investment committee of the San Diego Downtown Breakfast Rotary Club Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mario Rosas is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with UBS Financial Services since 2010 and has worked with UBS International Inc. since 2006. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.