Britney Lundgren is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, where she worked for a combined eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Saul Juarez is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, CUNA Brokerage Services, and Allstate Financial Services. From 2023 to 2025, he operated Platinum Mortgage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by model portfolios and research.

Robbin Preciado is a financial advisor at LPL Financial with 19 years of industry experience. They hold the Series 66 designation and have worked previously at UnionBanc Investment Services and Union Bank for 13 years. Preciado is also associated with Flagstar Bank and Members Trust Co. 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, financial planning, and retirement consulting, utilizing model portfolios, research, and various management strategies.

Gina Wu is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Wu holds a real estate license in California. 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.

Huy Nguyen is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Girard Securities, Inc. and Cetera Advisor Networks LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by various model portfolios and research resources.

Danielle Vigneault is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has previously worked at Ameriprise Financial Services and Merrill. 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 model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Paulina Morales is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 21 years of industry experience. She has been associated with Linsco/Private Ledger since 2005. Outside of her advisory role, she holds a notary public license in California and notarizes documents for both clients and nonclients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Dongsoo Lee is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2018. Outside of finance, he owns and operates LA Costar Education Inc., a tutoring business specializing in Math, English, and Korean. 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 model-based and discretionary investment strategies for a range of individual and institutional clients.

Salvador Lancaster is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 63 designation and 32 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in operating a small online retail business. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, including tailored financial planning services supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that encompass retail and institutional offerings alongside specialized investment and planning resources.

Alejandro Valle is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of finance, Valle engages in freelance acting in the arts and culture sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Logan Hessel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held roles in technology and production companies, including Tealium and Harambe Production Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Natalie Gamarra Loza is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with Wealth Management Advisors and a team of specialists to understand clients' goals and objectives, assisting in building personalized financial plans. Her professional experience includes serving as a Wealth Management Associate at Morgan Stanley from 2020 to 2022, a Registered Client Associate at TD Ameritrade from 2019 to 2020, and a Financial Advisor at Patelo Credit Union from 2017 to 2018. She holds a California Insurance License.

Douglas Gundermann is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at UnionBanc Investment Services, MUFG Union Bank, and U.S. Bank. Outside of his advisory work, he serves as a board member for the Steele Canyon Estates Home Owners Association in La Mesa, California. 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 model-based and discretionary strategies for a range of individual and institutional investors.

Thomas Russell III is a financial advisor with LPL Financial holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Bank of America and Merrill. He is based in San Diego, CA. 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 variety of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Jack Rousso is a financial advisor with LPL Enterprise LLC in San Diego, CA. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he worked at Windrose Investments and has experience in education through positions at the University of San Diego, Santa Barbara City College, and Santa Barbara High School. Outside of financial advising, he is involved with two hospitality businesses, Cloak and Petal and Snake Oil Craft Cocktails. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Laura Decker is a CFP® professional with 19 years of industry experience, currently with Cetera since 2019. Her prior experience includes roles at Foresters Advisory Services, Foresters Financial Services, and managing her own LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Brett Rowe is a CFP® professional with two years of experience in the financial services industry. He has worked at LPL Financial since 2022 and previously spent six years at eMoney Advisor. Brett is based in San Diego, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Emily Nguyen is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors in 2026, she worked at the San Diego Registrar of Voters and attended San Diego State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers advisory and brokerage/insurance channels to implement client recommendations.

Susan Bowers is a CFP® professional with eight years of industry experience, currently advising at LPL Financial. She previously worked at Seapoint Wealth Advisors LLC and AlphaCore Capital LLC, and has been involved with the Future Legends Scholarship Fund. Outside of her advisory role, she is associated with Red Grass Partners Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Barin De La Torre is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2024, having worked at JPMorgan Chase Bank, N.A. since 2014. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.