Fiduciary Team
Our advisors are CFP® professionals who have completed extensive training and experience requirements, and are required to engage in ongoing education. We are committed to CFP Board's ethical standards that require us to be fiduciaries, which means putting clients' interests first. Partnering with us will provide you with a holistic, personalized approach to your financial plan. Visit the 'Our Process' page for more information on the areas of financial planning we address and the steps we take to help you reach your goals.
Junette McCarthy, CFA, CFP®
Wealth Manager and CERTIFIED FINANCIAL PLANNER™
Junette has devoted her career to attending to the needs of her clients and incorporates sophisticated, state-of-the art technology to ensure that her clients and their financial needs are properly cared for.
Formerly a “rocket scientist” with a background in engineering and space satellite design, Junette found that her true passion was in personal finance. Today she uses her technical skills combined with her passion to serve others to create long-term investment and planning strategies that empower her clients to help achieve their financial goals. Junette finds it gratifying to help her clients find clarity and confidence in making educated financial and life decisions.
Jeorjia Sun, CFP®, CPFA®
Wealth Manager and CERTIFIED FINANCIAL PLANNER™
Jeorjia (pronounced: jor-juh, like the state!) has years of experience in the financial services industry since 2008. She knows what truly makes a financial strategy come to fruition – and it's not the portfolio value. It's how well you connect with the people you are trying to help and understanding their personal needs – financial or otherwise. She is passionate about educating clients on their options and guiding them to reach their goals, always giving careful attention to the client’s best interest. Her past experiences with Raymond James Financial Services and LPL Financial have enabled her to communicate complex financial concepts clearly.
Stephanie Robson, CFP®
Wealth Manager and CERTIFIED FINANCIAL PLANNER™
Stephanie Robson is passionate about helping clients make smart decisions with their hard-earned money. She began her journey in financial planning by earning her Personal Financial Planning Certificate from the University of California, Irvine. She has completed extensive training in the following areas of financial planning: Investment Planning, Estate Planning, Retirement Savings and Income Planning, Tax Planning, and Risk Management and Insurance Planning. Her educational background also includes a Bachelor of the Arts degree from Stanford University with a minor in German Language.
Lucas Karnes
Wealth Manager
Lucas Karnes has built his career around helping clients navigate important life and financial decisions. As a Wealth Manager, he is committed to providing thoughtful advice and personalized strategies that help individuals and families pursue their goals with clarity and confidence.
Lucas brings a disciplined and strategic approach to wealth management, shaped by his experience as a U.S. Air Force pilot. Drawing on the structure, precision, and forward-thinking mindset required in high-stakes aviation, he helps clients chart a clear path toward their financial future.
Jessica Alicea
Operations Specialist
Jessica Alicea is a Operations Specialist who joined McCarthy Wealth Management (MWM) in 2024. She assists in administrative matters and is dedicated to ensuring clients have an ongoing positive experience. She discovered her passion for the financial services industry right out of college and is going on five years of administrative and operational experience in Wealth Management. Jessica shares the MWM culture of continuous education and is excited to advance her knowledge to serve our clients at a high level.
Angela Marcel-Gavin
Operations Specialist
Angela is an Operations Specialist who joined MWM Planners in 2025. Working closely with the Operations team, she supports administrative functions to help ensure a seamless and positive client experience. In addition, she leads the firm’s marketing initiatives, overseeing the planning, coordination, and execution of marketing efforts for MWM events, client engagements, and firm-wide initiatives.