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 the Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He is based in San Diego, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of discretionary and non-discretionary strategies supported by advanced operational and research tools.

Lorena Boyce is a Senior Financial Advisor with Merrill Lynch Wealth Management. She initially joined Merrill in 1983 as a futures and options specialist in Capital Markets at the Sears Tower in Chicago. From 1987 to 2015, she concentrated on fixed income securities sales to insurance companies before rejoining Merrill in 2016 to focus on alternative and private equity investments. Her expertise centers on the Merrill Private Equity and Alternatives Platform, providing private equity solutions tailored for foundations, endowments, institutions, and high-net-worth individuals. Lorena’s client focus areas include divorce transition planning, family wealth management strategies, and both individual and corporate investment strategies. She holds a Bachelor's Degree and a Master of Business Administration (MBA), both from the University of Virginia. She also holds the Personal Investment Advisor (PIA) professional designation. Lorena’s professional affiliations include membership in the Illinois Society of Colonial Warriors. Outside of her professional work, Lorena has been engaged in equestrian activities throughout much of her life, having ridden hunter-jumpers and, in more recent years, participated in race-horse ownership. She also enjoys biking, horseback riding, music, and skiing. In the community, she has volunteered with Lake Forest Hospice.

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 in Escondido, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at Benn Digital and several other firms in various roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating 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 worked at Janney Montgomery Scott for seven years before joining Wells Fargo Clearing in 2016. Outside of financial services, she has been an independent consultant for Jafra Cosmetics International since 1983, involved in skin care cosmetics sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and uses diversification and modern portfolio theory in its investment evaluation.

Cody Lenahan is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Golden State Orthopaedics for five years and was employed by the San Marcos Unified School District for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.

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 worked at Wells Fargo Clearing since 2016, with prior roles at Ameriprise and LPL Financial. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Timothy Canty is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His work history includes two separate tenures at Wells Fargo Clearing and eight years at Wedbush Securities Inc. He serves on the Architectural Review Committee for the Del Mar Country Club Estates Homeowners Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment principles to offer both brokerage and advisory solutions.

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 with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Merrill, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational and research tools.

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 at LPL Financial based in Carlsbad, CA. He holds the Series 66 designation and has recently entered the industry, with experience beginning in 2026. Prior to joining LPL Financial, he worked at Fidelity Investments and has a background in the medical device industry with NuVasive and DePuy Synthes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing a variety of investment strategies and tools to support its network of over 22,800 advisors.

Skylar Momsen is a financial advisor at J.P. Morgan Securities with two years of industry experience. They hold a Series 66 designation and have worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. Prior to their financial career, Skylar was employed at Crumbl Cookies in 2021 and attended Villanova University from 2020 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates derivatives and commodities capabilities not commonly offered by similar firms.

Edward Rodriguez is a financial advisor with Raymond James & Associates in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James-affiliated firms since 2007, including one year at Raymond James & Associates and 19 years at Raymond James Financial Services, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary services.

Dex Yudelson is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and has nine years of industry experience. He has been with Charles Schwab Bank since 2017 and with Charles Schwab & Co., Inc. since 2016, based in San Diego, CA. Charles Schwab & Co., Inc. serves a large client base, 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 relationships and access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and centralized operational support.

Brian Sward is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Charles Schwab in San Diego, CA. His work history includes roles at Charles Schwab Bank, Pro Unlimited, and Olatu S.L. He was also involved with APEX Fun Run Southern California in 2022. Charles Schwab & Co., Inc. serves a large client base primarily comprised of 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 buy/sell recommendations and access to discretionary separately managed accounts using multi-asset model portfolios and a centralized operational structure.

Egan Yamamura is a financial advisor with Ameriprise in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in business ownership of a McDonald's franchise in Hawaii. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficient strategies to provide comprehensive, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.