San Diego, CA 1011 Camino Del Rio South Office

Alyssa Saad is a financial advisor at PlanMember Securities Corporation in San Diego, CA, holding a Series 66 designation with one year of industry experience. She has worked in various roles since 2017, including positions at MPD Wealth and DRS Daylight Solutions. Saad’s background includes administrative and client service responsibilities related to investment activities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including personalized retirement planning and separation counseling.

David Moller is a financial advisor with PlanMember Securities Corporation in San Diego, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Outside of advising, he works as a senior manufacturing engineer at DRS Daylight Solutions, a defense contractor. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Victoria Winkelman is a CFP® professional with 43 years of industry experience. She is affiliated with Planmember Securities Corporation and has worked there since 2005, alongside her ongoing role at Barrett Financial & Investment Services, Inc. DBA MPD Wealth, where she is an owner and provides insurance and securities services. Planmember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and provides education and support services to plan sponsors and participants.

Kyle Riharb is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with MPD Wealth and Barrett Financial and Investment Services. Outside of financial advising, he is a co-founder of Shaka Bites, an energy bar manufacturing company. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual-fund portfolios ranging from conservative to aggressive, supplemented by education and support services for plan sponsors and participants.

Barbara Meyers is a CFP®-certified financial advisor with 42 years of industry experience. She is currently with PlanMember Securities Corporation and MPD Wealth, having previously worked with WestPark Capital, Woodbury Financial Services, and Crown Capital Securities. Meyers has been an independent contractor at Meyers Financial Group since 1977, where she offers fixed annuities and fixed life insurance. She also serves as a board member of the nonprofit Women of Temple Bat Yahm. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and supports plan sponsors and participants through education, personalized planning, and counseling, utilizing a top-down strategic asset allocation framework and risk-based mutual fund portfolios.