Jordan Gales is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2020 and previously was affiliated with Sequoia Wealth Management, JMC Wealth Management, and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Robin Alefi is a financial advisor at Charles Schwab with six years of industry experience and holds the Series 66 designation. Prior to joining Schwab, Alefi worked at TD Ameritrade and has been involved with Epic Volleyball Club since 2014. 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, offering a combination of non-discretionary and discretionary investment services supported by centralized custody and operational infrastructure.

Robin Bechtel is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Cetera, Bechtel worked at Independent Financial Group and also has experience with Pampered Chef. Outside of advising, Bechtel volunteers with the Foundation for Personal Financial Education, providing financial counseling and education on a pro bono basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning services, and access to third-party money managers.

John Mckay is a financial advisor at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2006 and holds Series 63 and Series 66 licenses. Outside of his advisory duties, he is involved with Compass Investment Consulting Group, where he is engaged in fixed insurance products including disability, annuities, long-term care, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both in-house and third-party sources.

Anthony Meade is a financial advisor at Edward Jones in Poway, CA, with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he operated his own business, Anthony John Meade, from 2004 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Miguel A. Ortega is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2008. With a career in the financial industry beginning in 2005, Miguel specializes in helping clients develop personalized financial strategies by understanding their short- and long-term financial objectives. His areas of expertise include education planning, family wealth management strategies, liquidity management, portfolio management services, retirement income, and investment strategies for individuals and corporations. Miguel holds a bachelor's degree in Finance from San Diego State University and an associate degree from San Diego Mesa College. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in both English and Spanish, Miguel is committed to building strong client relationships and guiding them through critical financial decisions. Residing in San Diego with his wife Andrea and their child Roman, Miguel is active in his community. He supports organizations such as the Boys and Girls Club, One More Win, and Support The Enlisted Project (STEP), reflecting his commitment to giving back. Outside of work, he enjoys basketball, biking, cooking, fishing, golfing, soccer, spending time with family, and traveling.

Henry De Matteis III is a CFP®-designated financial advisor with Edward Jones in San Marcos, CA, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Uber Eats and operated Elmhurst Entertainment for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Kevin Linggi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. 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, retirement plan consulting, and brokerage services.

Michael Sperlinga is a financial advisor with Morgan Stanley in Carlsbad, CA, holding Series 63 and 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. 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 employs a structured planning process that utilizes firm-approved tools and scenario modeling.

Natalie Slemp is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior roles include positions at Benn Digital, 180Commerce, CPC Strategy, and USAopoly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

Liam Reid is a Series 66-credentialed financial advisor with Charles Schwab in Carlsbad, CA, and has one year of industry experience. Prior to joining Charles Schwab & Co., Inc. and Charles Schwab Bank, he worked in education and held roles at Troon Golf and Pristine Auction. Charles Schwab & Co., Inc. serves a large client base of 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from its Schwab Center for Financial Research.

Brenda Quinn is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of advising, she works as an independent consultant for a cosmetics company, focusing on skin care sales. 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 combines large-scale resources, research, and analytics to offer both brokerage and advisory solutions across a range of financial products.

Cody Lenahan is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Golden State Orthopaedics and San Marcos Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Nga Ying Chan is a financial advisor with Wells Fargo Clearing in Carlsbad, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and external sources while providing both brokerage and advisory solutions.

Paul Pintek is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2013. He specializes in assisting wealthy families, entrepreneurs, and business executives in setting and achieving specific financial goals. His practice focuses on clients nearing or seeking liquidity events, providing tailored solutions by coordinating with their trusted advisors and subject matter experts. These solutions often address generating post-liquidity event income, philanthropic gifting, and family legacy planning. Paul holds a bachelor's degree in Communication from the University of Arizona and a Master of Business Administration from the University of San Diego, with a concentration in investments and international business. He holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to his career in wealth management, Paul served seven years on active duty as a Marine Officer with multiple deployments to Afghanistan and throughout the Asia Pacific. He is actively involved in the veteran community, having served as President of the University of San Diego Alumni Veteran Network and as a trustee for the Mount Soledad Memorial Association. Paul resides in La Jolla with his wife and son and enjoys surfing and hiking Torrey Pines.

Casey Camacho Jones is a Series 66-licensed financial advisor with 12 years of industry experience, currently working at UBS Financial Services since 2016. Based in San Diego, CA, Jones has spent a decade with UBS, focusing on client financial advisory services. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brendan Mcnamara is a financial advisor at LPL Financial with 21 years of industry experience and holds Series 63 and Series 66 designations. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining LPL Financial in 2023. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Michael Del Vecchio Jr. is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2016. In addition to his advisory role, he is a member of the Poway Chamber of Commerce in California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Timothy Cole is a financial advisor with LPL Financial, holding a Series 66 credential and based in Carlsbad, CA. He has prior experience at Fidelity Investments and a background in the medical device industry with NuVasive and DePuy Synthes J&J. 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, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Skylar Momsen is a financial advisor at J.P. Morgan Securities with two years of industry experience. They hold the Series 66 designation and have worked at various J.P. Morgan entities since 2023. Prior to entering the financial industry, Skylar was employed at Crumbl Cookies in 2021 and attended Villanova University from 2020 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.