Brian Lundberg is a financial advisor with Edward Jones in San Marcos, CA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019, following prior roles at Diversyfund and Rich Uncles LLC/Brix Invest. Outside of his advisory work, Lundberg has ownership in rental properties managed through a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national presence with approximately 23,701 financial advisors and over $1 trillion in assets under management.

Rodrigo Oliva is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2005. Outside of advising, he is a co-owner of NJ2CA, LLC, a business unrelated to his financial advisory role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Tyler Slavin is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and manages custom portfolios tailored to his clients' individual needs. Tyler specializes in areas such as retirement income planning, wealth building strategies, company retirement plans, and tax minimization techniques. His client service model emphasizes communication, goal tracking, portfolio management, and personalized advice. Tyler holds a Bachelor's Degree in Finance from San Diego State University. He earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® designation through the Investments and Wealth Institute and the CERTIFIED PLAN FIDUCIARY ADVISOR® designation through NAPA. Prior to joining Merrill Lynch, Tyler spent several years working in banking. Outside of his professional pursuits, Tyler resides in Rancho Peñasquitos with his wife Kayleigh and their two children, Owen and Harper. He enjoys activities such as mountain biking, running, hiking, and paddle boarding. Tyler also participates in community volunteering, reflecting the Merrill tradition of serving the communities where they work.

Hunter Otjen is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He has previously worked as a paraplanner and holds a license to transact life, health, accident, or sickness insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm combines brokerage and advisory services with integrated financial planning and employs various asset-allocation tools and third-party money managers to construct diversified portfolios.

Darion Haggerty is a CFP® professional with four years of industry experience, currently advising at Edward Jones since 2022. Before joining Edward Jones, he worked at DaVita and held various roles at Target, Primerica, and Starbucks. Edward Jones is a full-service wealth management firm serving over 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.

Jaime Niesley is a financial advisor at Cetera with 10 years of industry experience. He holds the CFP® designation and Series 63 license. Jaime has worked at Cetera since 2021 and is also the owner of Wollman Wealth Designs, a financial services firm. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and custodial relationships.

Rasaan Moshesh is a Series 66-licensed financial advisor with Edward Jones, based in Encinitas, CA, and has five years of industry experience. Prior to joining Edward Jones in 2022, he worked at MyVest and Clear Capital, Inc. He also owned and managed a rental property in Truckee, CA, from 2019 to 2022. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies supported by a nationwide network of more than 23,700 advisors.

Alan Sweeten is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked with LPL Financial since 2005 and also operates Flight Plan Financial Services, established in 2010. Outside of his advisory work, he is involved in Sweet Renovation Projects, a custom woodworking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services supported by model portfolios, third-party subadvisors, and technology tools for operational and research support.

Edward Quinlan is a financial advisor at Osaic Wealth, Inc. based in Carlsbad, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, previously working for FSC Securities Corporation for 14 years prior to joining Osaic in 2023. Quinlan operates a business named Quinlan Financial, through which he provides registered products as well as life, health, and disability income insurances. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Martin Garcia is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Enterprise Mobility, Qualitas Insurance Company, Deloitte, and the University of California San Diego. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Veronica Rodriguez is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Philip Alabi is a financial advisor with Primerica Advisors in Carlsbad, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he worked at Vividion Therapeutics and has academic tenure at the University of California San Francisco, Brown University, and Southern Illinois University Edwardsville. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-based portfolio strategies.

John Taylor is a financial advisor at LPL Financial in Encinitas, CA, holding Series 65 and Series 66 credentials with two years of industry experience. His prior experience includes roles at HSBC and multiple tenures at LPL Financial and Lifetime Financial Advisors. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Karla Mesta is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in speech-language therapy from 2019 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Christopher Melton is a CFP® with 44 years of experience in the financial services industry. He is affiliated with Raymond James Financial and is the owner of Melton Wealth Management, LLC, which he established in 2018. His career includes roles at Wells Fargo Clearing Services and Concurrent Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Aleksandra Drake is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill and Bank of America since 2017 and previously spent two years with JPMorgan Securities LLC and JPMorgan Chase Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Kennedy is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously served in the U.S. Navy from 2016 to 2024 before entering the financial services sector. He provides investment advice and wealth management services through Forrest Investment Services. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options with discretionary and non-discretionary authorities, supported by a large network of independent advisors and a variety of affiliated and third-party investment resources.

Russell Jacobs is a financial advisor with Ameriprise in Fallbrook, CA, holding a Series 66 designation and 18 years of industry experience. He worked at Edward Jones from 2007 to 2018 before joining Ameriprise Financial Advisors Inc., where he served from 2018 to 2020, and then Ameriprise from 2020 to the present. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to client needs, supported by a centralized consulting team and algorithmic processes overseen by a Retirement Income Oversight Committee.

John Jacobson is a financial advisor at OSAIC with 36 years of industry experience. He holds the ChFC® designation and Series 63 and Series 66 licenses. His prior work includes positions at Sagepoint Financial, Wealth Preservation Group, and LPL Financial. Additionally, he operates a sole proprietorship as a life insurance agent. OSAIC serves a wide range of clients, including individual, high-net-worth, institutional, and corporate investors. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

John Steccato is a financial advisor with Equitable Advisors holding a Series 66 designation and five years of industry experience. His prior roles include positions at AXA and experience at San Diego State University. Outside of his advisor duties, he has operated a small business in the food service sector. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs primarily through a network of Investment Adviser Representatives and third-party managers.