John Jacobson is a financial advisor with Osaic, holding the ChFC® designation and Series 63 and 66 licenses, and has 36 years of industry experience. His prior work includes positions at Sagepoint Financial, Wealth Preservation Group, LPL Financial, Merrill, and U.S. Bancorp Advisors. Outside of his advisory role, he operates a sole proprietorship as a life insurance agent. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various advanced tools and strategies, and is notable for its scale and complex affiliate network.

Alisha Leone is a CFP® and holds a Series 66 license, with 10 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

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.

Jeannette Fonoti is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked within JP Morgan Chase Bank and its affiliates since 2015. Outside of her advisory role, she owns Recruiting Mentality, a business that guides parents through the athletic recruitment process from high school to college. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach incorporates centralized due diligence and may include ESG eligibility criteria.

Robert Smith is a financial advisor with Edward Jones in Carlsbad, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Dynatronics, Inc. and Breg, Inc., and spent a year self-employed. He serves as President of the Teen Volunteers in Action SD5 Chapter in Encinitas, CA, a parent-son volunteer organization partnering with local nonprofits. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Nicole White is a financial advisor with Edward Jones in Vista, California. She holds the ChFC® designation and Series 66 license and has eight years of industry experience, all with Edward Jones since 2018. Prior to joining the firm, she took two years away from the industry as a stay-at-home mom. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated financial services, managing over $1 trillion in assets through a large nationwide advisor and branch network.

Jeffrey Johnson is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sagepoint Financial, Inc. for 14 years and DePauw Johnson Inc. for 18 years, where he is also the owner providing tax preparation, bookkeeping, payroll, and other business services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and flexible implementation options through a complex platform supported by multiple affiliates and alternative investment opportunities.

Kenneth Klauber is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2009. His prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Scott Tompkins is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process supported by firm-approved tools and methodologies.

John Tchen is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley since 2013 and has been involved with Thai Market since 2005. Tchen holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its advisory process.

Brendan White is a CFP® with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked with JPMorgan Chase Bank, Na and its affiliates since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting. The firm’s investment process includes centralized due diligence and a combination of quantitative and qualitative research, incorporating an ESG eligibility framework in its recommendations.

Jeffrey Todd is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James since 2008, as well as operating Todd Financial Group since 2008. Outside of his advisory work, he assists with a vacation rental business in Carlsbad, California. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals, supported by analytical tools and a broad advisor network.

Griffin Gaughran is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and three years of industry experience. His prior work includes roles at Thrivent Financial and Pacific Dental Services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, providing ongoing financial planning, asset management, and educational seminars.

Yoko Wickersham is a CFP® professional with 28 years of industry experience, currently with LPL Financial since 2013. She previously worked at Wells Fargo Clearing for 10 years and Prudential Equity Group, LLC for three years. Outside of advising, she maintains a business managing property rentals. 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 supported by various investment platforms and tools.

Adrian Concepcion is a CFP® and ChFC® with 27 years of industry experience. He is currently with Ameriprise and has previously worked at WCG Wealth Advisors, LPL Financial, Bank of America, and Merrill. Outside of his advisory role, he serves as Vice President of the San Diego - Imperial Counties Kids Wrestling Association and as Kids Director for California USA Wrestling, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Stephen Gurley is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Gurley holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

William Tychsen II is a financial advisor at OSAIC with over 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including First Tech Federal Credit Union and Addison Avenue Investment Services. Tychsen is also the CEO of Tychsen Advisory Group, where he provides financial advice. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that emphasizes portfolio optimization and risk management.

Gregory Stringari is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2012. Stringari is also a co-founder of Trailhead Wealth Management LLC, where he devotes significant time to operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory solutions with various banking and lending products.

Christopher Szot is a financial advisor with Wells Fargo Advisors who holds the ChFC® designation and has 21 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Szot owns Crown Wealth Management, LLC, an investment-related business based in Vista, California. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations based on Wells Fargo research and planning tools, with services designed to address various financial planning needs, including niche areas such as business-owner transition and special-needs planning.

Kenneth Patterson Jr. is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as a head official and assists in training novice referees for adult recreational sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large network of advisors and branch offices.