Jose Thomas is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 designations. 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 through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Isaac White is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served at the San Diego County Sheriff's Office for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Stephane Hpay is a financial advisor with Cetera holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sara Jaurequi is an advisor with LPL Financial who has been with the firm since 2025. She has additional experience working with Parley for the Oceans and SNJ Media. Outside of her financial advisory role, she has a background in media and environmental organization involvement. 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 with a large network of investment adviser representatives and combines advisory platforms with non-advisory financial services.

Jeremy Shaffer is a financial advisor with Charles Schwab in Vista, California, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked primarily at Charles Schwab since 2016, with brief tenures at several other firms in 2019 and 2020. Outside of his advisory role, he performs independent contracting work with Uber and DoorDash and rents vehicles through Turo. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investment process within a centralized operational framework.

Robert Menz is a financial advisor with LPL Financial in Fallbrook, CA, holding a Series 66 designation and 19 years of industry experience. He previously worked at National Planning Corporation for eight years and UBS Financial Services for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jason Davis is a financial advisor with LPL Financial in San Marcos, CA, holding a Series 66 designation and 10 years of industry experience. He has worked at California Bank & Trust since 2019 and previously held roles at Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo Clearing. Outside of his advisory work, he acts in a fiduciary capacity for the Davis Family Trust. 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 portfolios, and institutional platforms, supported by extensive resources and a large network of advisors.

Olga Mazhar is a financial advisor with Primerica Advisors in Vista, CA, holding Series 63 and Series 65 licenses and four years of industry experience. She has work history including roles at Rensana, PFS Investments Inc., and Primerica Financial Services since 2021. Outside of her advisory work, she holds a membership interest in Dialysis Management Group, a healthcare organization management firm. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trades and custody through Pershing and BNY Mellon Advisors.

Jennifer Forsstrom is a financial professional with Cetera and holds a Series 66 designation. She has four years of industry experience, including roles at Cetera Wealth Services, LLC and First Financial Equity Corporation. Outside of her advisory work, she is an independent wellness advocate for doTERRA, where she teaches others about the use of essential oils. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform that supports bespoke and model portfolio strategies.

Don Williams is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with LPL Financial and has held positions at several firms including CUSO Financial Services and Thrivent Advisor Network. Williams is involved with Financial Advocates, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a broad range of advisory and brokerage services, employing various investment strategies and technology tools.

Brock Bracamontes is a financial advisor at Edward Jones in San Marcos, CA, holding Series 63 and Series 66 designations with two years of industry experience. His prior work experience includes roles at Northwestern Mutual Wealth Management and Anheuser Busch InBev. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robert Crane is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Secretary of the San Diego Adult Baseball League Charity for Kids, a nonprofit supporting adult baseball and youth sports initiatives in the San Diego area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services with an emphasis on written recommendations across various financial topics.

Mona Corbett is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Woodbury Financial Services and U.S. Bancorp Advisors. Outside of her advisory work, she is involved in establishing a wellness center called Serenity Ranch and operates a sole proprietorship focused on financial wellness solutions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a range of discretionary and third-party manager strategies.

Vicente Hinojosa III is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Edward Jones, and Comerica Securities. He is actively involved in his community, serving as president of the Vista Optimist Club and the Vista Education Foundation, and as a board member of the Vista Chamber of Commerce. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization techniques and is notable for its scale, complex affiliate network, and recent consolidation activities.

Raymundo Catalan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with J.P. Morgan-affiliated firms since 2019 and previously with Axa from 2016 to 2019. Catalan serves as a board member and Treasurer for the Escondido Chamber of Commerce, a local nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Patrick Weishan is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Sagepoint Financial, Inc. and operating his own financial services firm since 1997. Outside of advisory work, he serves as Vice President of Operations for Pacific Custom Systems, Inc., where he oversees operations, budgeting, and contract negotiation. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through multiple programs and a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by advanced tools and a variety of discretionary and non-discretionary strategies.

Russell Fujii is a financial advisor with Edward Jones in Carlsbad, CA, holding a Series 66 credential and possessing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a trustee for a family living trust. 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 through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized services.

Robert Otwell is a Series 66-licensed financial advisor with over 21 years of industry experience. He is affiliated with LPL Financial and has worked concurrently at Lincoln Park Financial Group since 2004. Otwell also has a longstanding association with Commonwealth Financial Network and is connected to Loyola University Chicago. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, incorporating various portfolio management options and institutional platforms.

Hector Del Castillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mission Fed Investment Services, Integrated Wealth Concepts, LPL Financial, and Wells Fargo. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sonja Sun is a financial advisor with Merrill, holding a Series 66 credential and over four years of industry experience. She has been with Merrill since 2013. Outside of her advisory role, she is a co-owner of family rental properties in Topeka, Kansas, and Murrieta, California. 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 a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.