Blake Baxter Jr. is a financial advisor with LPL Financial based in Encinitas, CA, holding a Series 66 designation and seven years of industry experience. He is also involved in Baxter Law Corp, a law practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies.

Samer Bordcosh is a financial advisor with Merrill in Carlsbad, CA, holding a Series 66 designation and 20 years of industry experience. He has worked at Bank of America and Merrill since 2012. 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 individuals, high-net-worth clients, and various organizations.

Dekker Stebel is an advisor with LPL Financial, holding Series 63 and Series 65 credentials. He has been in the industry since 2025, previously working at PURE Insurance and spending four years at Vassar College. He also operates Stebel Financial Group, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jacob Margozewitz is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His work history includes roles at Grand Canyon University and Point Loma Nazarene University, as well as experience in orthodontics and education before joining the financial industry. 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 portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Todd Stucker is a financial advisor with Edward Jones in San Marcos, CA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at 24 Hour Fitness from 2011 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

James Lindsay is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 45 years of industry experience. His prior work includes roles at Summit Financial Group Inc and Summit Brokerage Services before joining Cetera Wealth Services, LLC in 2019. He has been with Cetera since 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and third-party managers.

Bryan Stebel is a financial advisor with LPL Financial, holding CFP® and Series 63 credentials and bringing 31 years of industry experience. He previously worked at Cambridge Investment Research for 16 years and Fidelity for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Vladimira Scott is a Series 66-licensed financial advisor with UBS Financial Services in San Marcos, CA, where she has worked since 2007, totaling 17 years of industry experience. Outside of her advisory role, she is a team manager for a girls’ competitive soccer team at Sporting California USA and serves as co-executor of an estate. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and operates across multiple capital markets functions.

Gabriel Yanez Jr. is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in independent insurance brokering and owns a business unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendation reports through a centralized consulting team.

Nicholas Mc Spadden is a CFP® certificant with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also been affiliated with JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Samuel Altamirano Ramirez is a financial advisor at Merrill with Series 63 and Series 65 registrations. He has one year of industry experience, including current roles at Merrill and Bank of America. Prior to his career in finance, he held positions outside the industry, including work at Tino and Sons Drywall Finishers and Rudolph and Sletten, Inc. 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 individuals, high-net-worth clients, and institutional entities.

Vincent Alessi is a financial advisor at Edward Jones in Carlsbad, CA, holding a Series 66 designation with 16 years of industry experience, all at Edward Jones since 2010. Outside of his advisory role, he is involved in professional surfing, participating in occasional photo shoots and managing related communications. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.

Brandon Cass is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for eight years. He is also the founder and president of Intrepid Wealth Management, where he manages his client base and recruits financial advisors. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and multiple third-party resources to construct diversified portfolios.

Serena Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior experience includes roles at SRK Consulting Services, Dickerson, Word & Brown Health, the CA Health Benefit Exchange, and Prudential Insurance Company of America. She is also the owner of SRK Consulting Services, a marketing and business administrative consulting firm. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach using portfolios developed internally and by third-party strategists, and offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Rachel Currington is a CFP® professional with nine years of industry experience, all with Edward Jones. She is based in Escondido, CA and has been with Edward Jones since 2015. Outside of advisory work, she owns a graphic design hobby business called Doodleoo, which provides custom items to schools and non-profits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of advisory services supported by a large network of financial advisors and branch offices nationwide.

Thomas Stout is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior experience includes roles at Navy Federal Brokerage Services, California Credit Union, and Comerica Securities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Mark Kohn is a financial advisor with LPL Financial based in Carlsbad, CA, holding a Series 63 designation and over 34 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1997. Outside of investment advising, he is involved in non-variable insurance through Kohn Wealth Management and as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by technology tools and a broad network of over 22,800 advisors.

Glori Crumpley is a financial advisor with Ameriprise in Fallbrook, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her prior roles include positions at Davies Financial Advisors, Optivest, Inc., and Gramercy Securities, Inc. She also owns Crumpley Consulting Services LLC, a business offering consulting, bookkeeping, and notary services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Stephen Rohde is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Southwest Securities Inc., Hilltop Securities Inc., STIFEL, Crowell, Weedon & Co., and A.G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in real estate rental activities in Fallbrook, California. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a broad network of investment adviser representatives.

Valerie Arenas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.