Rebecca Eastom is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. She has worked at LPL Financial in two separate periods, totaling 12 years, with additional experience at State Farm VP Management Corp. and Lori Brandner Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Reid Stogner is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes a decade at BDT & Associates, Inc. Reid is also an independent insurance agent and owner of Equipoise Financial Services LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of portfolio management approaches across multiple platform arrangements, combining proprietary models and access to unaffiliated strategists.

John Ellis is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with LPL Financial since 2018. He previously worked at Lucia Securities and RJL Wealth Management. Ellis also operates Ellis Financial Group, a business related to his work with LPL Financial. 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 advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various management options.

Timothy Cusick is a financial advisor with Wells Fargo Clearing and holds a Series 63 designation. He has 44 years of industry experience, including roles at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing since 2016. He serves as an investment committee member for Rise Up Industries, contributing to investment policy discussions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ryan Belmer is a financial advisor at Morgan Stanley with 31 years of industry experience. He previously worked at UBS Financial Services for ten years before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves on the finance committee of Meals On Wheels in San Diego, a nonprofit organization that provides meals and wellness checks to seniors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and analyses to assist in strategy development.

Mark Allen is a Planning Consultant within the Wealth Management Team at Fidelity Investments, a role he has held since 2025. He works closely with clients to develop financial strategies tailored to their individual situations, emphasizing trust and openness throughout the process. Prior to this, Mark served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and began his career there as a Financial Representative in 2023. Mark holds a California Insurance License, supporting his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in cars, fitness, gardening, motorcycles, pets, and tennis.

Olivia Zuniga is a financial advisor with Merrill in San Diego, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Jackson Hewitt and has been with Merrill since 2020. Olivia serves as secretary on the board of the Monte Vista High School PTSA. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kha Hoang is a financial advisor with LPL Financial based in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial, he worked at Prudential Insurance Company of America and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Jack Plew is a financial advisor with J.P. Morgan Securities in Del Mar, CA, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior experience includes roles at Merrill Lynch and Northwestern Mutual. 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.

Jeffrey Morgan is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has worked at Cetera and Avantax Advisory Services prior to joining LPL Financial. In addition to his advisory work, he serves as a tax manager at Stern, Kory, Sreden and Morgan, an accountancy corporation, where he is involved in income tax preparation, tax planning, and consulting. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Dan Surette is a Planning Consultant at Fidelity Investments, where he collaborates closely with Wealth Management Teams to develop and implement financial plans tailored to clients' goals, values, and financial needs. In this role, he partners with advisors to address client priorities throughout their relationship with the team. Dan has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position as Planning Consultant. He holds a California Insurance License. Outside of his professional work, Dan enjoys activities such as beach outings, football, golf, movies, snowboarding, and traveling.

David Mcquade is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 1998 to 2020 before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various portfolio management approaches and research resources.

Victor Galvez is an International Wealth Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Victor is fluent in Spanish and English and holds a Bachelor's Degree from the University of San Diego. With extensive experience working with ultra high net worth clients, Victor focuses on areas such as college education planning, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and values-based investing including socially responsible and ESG investing. He emphasizes building strong relationships with clients through trust, transparency, and open communication to support their unique financial goals. Victor is involved in several advisory councils and business councils, including serving as 2022 Chair of the International Wealth Advisor (IWA) Advisory Council To Management (ACTM), participation in the Hispanic Latino Advisory Council (HLAC) at Merrill Lynch, and involvement with the Hispanic Latino Business Council (HLBC) in San Diego (BAC). His personal interests include antiquing, biking, boating, golfing, hiking, running, scuba diving, skiing, spending time with his family, and yoga.

Eric Runyon is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase, Prudential, Northwestern Mutual, and New York Life. Outside of his advisory work, he serves as a volunteer board member for the San Diego Rancho La Cresta 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 offers both brokerage and advisory solutions, managing roughly $671 billion in assets through more than 14,000 financial advisors.

Laura Pomeroy is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1998 and joined Merrill Lynch in 2006. Laura specializes in retirement planning, focusing on creating financial strategies for high-net-worth individuals, their families, and businesses to help them achieve both short- and long-term financial goals. Her approach to wealth management is consultative, involving thorough review of client financial situations, preferences, and objectives; providing tailored asset allocation recommendations; and conducting ongoing discussions on investments, retirement planning, estate services, and philanthropy as appropriate. Laura holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED FINANCIAL PLANNER (CFP) designations, along with Series 7 and 66 FINRA registrations. She earned a Bachelor of Science degree in History from Brigham Young University. Laura lives in San Diego with her husband, Tim, and their three children. In her personal time, she enjoys cooking, playing pickleball, reading, and spending time with her family.

Gregg Patenaude is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 designations and has 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved with Patenaude Wealth Management, a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by model portfolios, third-party research, and technology-driven investment strategies.

Ivan Jones is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked at multiple firms, including The Prudential Insurance Company of America and Guardian Life. Outside of his advisory role, Ivan is involved in fitness coaching and works as a rideshare driver. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, and institutional clients, offering advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a variety of financial and insurance products through an integrated platform.

Ryan Campbell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience in the financial industry since 2018. His prior roles include positions at Wells Fargo Bank, First Republic Bank, JPMorgan Chase Bank, and Gap Inc. Before entering finance, he worked at Hobie Surf Shop for six years. J.P. Morgan Securities LLC 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Madeleine Ennis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held various roles including positions at Villanova University and Roland Park Country School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Daniel Lee is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Western International Securities, Inc. and Financial West Group. Since 2008, he has been involved with DCL Financial Services, Inc., a separate business entity for tax and investment purposes. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from various sources.