Jason Kaimer is a financial advisor at UBS Financial Services with 26 years of industry experience. He previously worked at First Republic Securities Company LLC and First Republic Bank for over two decades. He holds Series 66 and Series 63 designations and is based in San Diego, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Brett Everhart is a CFP® professional with 43 years of experience in the financial services industry. He is currently with Raymond James Financial and has held roles at several firms, including First Investments & Planning and Addison Avenue Financial Partners. Outside of his advisory work, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools, and supports a broad network of advisors with additional municipal and SIMPLE IRA advisory services.

Wyatt Farmer is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2015. Stifel serves a diverse range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jennifer Mitchell is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial in 2024, she worked for ten years at Poway Unified School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources and providing both discretionary and non-discretionary management options.

Gary Sengle is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Sagepoint Financial, Inc. and Royal Alliance before joining OSAIC in 2023. Outside of his advisory career, he owns and operates a plumbing business and is developing public speaking and coaching activities centered on leadership principles. OSAIC serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with comprehensive portfolio management tools and access to multiple third-party money managers.

Timothy Wright is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial in Carlsbad, CA. His prior roles include positions at PNC Investments and The Prudential Insurance Company of America. Outside of finance, he has worked at several wineries, including Odette Winery and Villa Maria Winery. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by extensive research and diversified investment strategies.

Jee Eun Decker is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Wells Fargo, LPL Financial, and Lucia Management Co LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jerwin Paz is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market-return modeling.

Thomas Kokjohn is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including work with Morgan Stanley Private Bank, National Association. He is based in San Diego, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Tracy Schechter is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1999, as well as with Bank of America since 2026. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Scott Hood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Blake Muchnick is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2026. Prior to this role, he held positions as an Investment Consultant and Planning Consultant at Fidelity Investments from 2023 to 2026. Blake's professional experience also includes roles as a Business Development Associate at Gottlieb Wealth Management and Integrated Partners, as well as an internship at Centura Wealth Advisory. He holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Blake focuses on partnering with clients and their families to develop tailored financial strategies that align with their objectives and preferences, utilizing the resources available at Fidelity. Outside of his professional endeavors, Blake enjoys golf, skiing, soccer, traveling, and volunteering.

John Prokos Jr. is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been affiliated with LPL Financial since 2020 and has concurrently maintained roles at Lucia Securities, LLC and RJL Wealth Management, LLC. He has also been involved with SOKORP since 1989. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and technology-driven strategies.

Harrison Bickmore is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant from 2024 to 2025 and as a Financial Representative from 2023 to 2024 within the same organization. He holds a California Insurance License. Harrison focuses on detailed financial planning for his clients, emphasizing areas where they can achieve savings and work toward their desired life goals. He particularly enjoys analyzing complex financial challenges faced by individuals. Outside of his professional work, Harrison engages in activities such as gardening, golf, reading, and scuba diving.

Katelynne Conser is a CFP® certificant and holds a Series 66 license with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at Veyo LLC and TUV SUD America, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kelly Rosenthal is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Wells Fargo in 2018, she worked at Origin Tax and Financial Services and US Bank NA. Outside of her advisory role, she co-owns a business involved in buying and selling clothes, shoes, video games, and DVDs online. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Katherine Robinson is a financial advisor with Raymond James & Associates in Carlsbad, CA, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting with access to a range of portfolio management styles and affiliated research.

Jeffrey Feinberg is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 designations and having 38 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He was also involved with A Street Financial Advisors, Inc., a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various portfolio options.

Amy Violante is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for eight years and Ameriprise Financial Services, Inc. for six years. She serves as co-trustee of her father's living revocable trust, assisting with cash flow and investment decisions. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs a range of asset-allocation tools and portfolio construction techniques to manage diverse investment accounts on both discretionary and non-discretionary bases.

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.