Rebecca Eastom is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Edward Jones, and State Farm VP Management Corp. Eastom has been with LPL Financial in two separate periods totaling over a decade. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

John Ellis is a CFP® professional with 18 years of industry experience, currently serving as an advisor at LPL Financial since 2018. His prior experience includes roles at Lucia Securities, LLC, RJL Wealth Management, LLC, and Raymond J. Lucia Companies, Inc. based in San Diego, CA. Outside of his advisory work, he operates Ellis Financial Group, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of financial planning and advisory services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions with diverse investment strategies and integrated financial solutions.

Carolin Botzenhardt is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at Deutsche Bank and Wells Fargo, spanning over 17 years before joining UBS in 2022. She serves on the finance committee of the Institute of Contemporary Art in San Diego, where she helps manage the organization’s financial health. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Gabrielle Dubick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating ESG eligibility frameworks and utilizing broader derivatives and commodities capabilities.

Stephan Kungl is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously with Wells Fargo Clearing and Wells Fargo Bank. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Mckenzie is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services since 2017, following a brief period at RBC Capital Markets. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Kha Hoang is a financial advisor at LPL Financial with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. He has a side involvement in real estate rental activities in Lakeside, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, portfolio management, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm supports advisors with research, third-party subadvisors, and technological tools while offering an array of non-advisory financial services.

Jack Plew is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Jeffrey Morgan is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has previously worked at Cetera and Avantax Advisory Services. In addition to his advisory role, he serves as a Tax Manager at Stern, Kory, Sreden and Morgan, an accountancy corporation, where he manages tax preparation, financial statement preparation, and tax planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm supports its network of over 22,800 advisors with model portfolios, third-party asset management, and a variety of investment strategies across discretionary and non-discretionary accounts.

John Steccato is a financial advisor with Equitable Advisors in Carlsbad, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing firm-offered and third-party advisory programs.

Ryan Ashton is a financial advisor with Wells Fargo Clearing based in Carlsbad, CA, holding a Series 66 designation and 19 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank from 2015 to 2019. Outside of his advisory role, he owns and manages several restaurant-related businesses in California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Dan Surette is a Planning Consultant at Fidelity Investments, where he collaborates closely with Wealth Management Teams to develop and implement financial plans tailored to clients' goals, values, and financial needs. In this role, he partners with advisors to address client priorities throughout their relationship with the team. Dan has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position as Planning Consultant. He holds a California Insurance License. Outside of his professional work, Dan enjoys activities such as beach outings, football, golf, movies, snowboarding, and traveling.

Eric Runyon is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. His career includes roles at firms such as JPMorgan Chase Bank, New York Life Insurance Company, and Western & Southern Life. He serves as a volunteer board member for the San Diego Rancho La Cresta Homeowners Association. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide portfolio management and offers a range of brokerage and advisory solutions.

Laura Pomeroy is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1998 and joined Merrill Lynch in 2006. Laura specializes in retirement planning, focusing on creating financial strategies for high-net-worth individuals, their families, and businesses to help them achieve both short- and long-term financial goals. Her approach to wealth management is consultative, involving thorough review of client financial situations, preferences, and objectives; providing tailored asset allocation recommendations; and conducting ongoing discussions on investments, retirement planning, estate services, and philanthropy as appropriate. Laura holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED FINANCIAL PLANNER (CFP) designations, along with Series 7 and 66 FINRA registrations. She earned a Bachelor of Science degree in History from Brigham Young University. Laura lives in San Diego with her husband, Tim, and their three children. In her personal time, she enjoys cooking, playing pickleball, reading, and spending time with her family.

Gregg Patenaude is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2008, following a year at Edward Jones. 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 various operational and research tools for its network of over 22,800 advisors.

Ivan Jones is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple financial services firms including Prudential Insurance Company of America and Guardian Life. Outside of finance, Jones is involved in virtual fitness coaching and works as an Uber driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Joseph Rotta is a CFP®-designated financial advisor with 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009 and previously spent time at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Carlsbad, CA. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Campbell is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank, N.A., Gap Inc., First Republic Bank, Wells Fargo Bank, and Hobie Surf Shop. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence combining quantitative screening and qualitative research to develop model asset allocations.

Daniel Lee is a financial advisor at LPL Financial with 26 years of industry experience. He has held positions at Western International Securities, Financial West Group, and Torrey Pines Securities prior to joining LPL Financial in 2025. Lee holds Series 63 and 65 licenses and also operates DCL Financial Services, Inc., an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Bradshaw is a financial advisor at Raymond James & Associates with 52 years of industry experience. He previously worked at Merrill for 45 years and Bank of America for 12 years. Bradshaw holds Series 63 and Series 65 licenses and is based in San Diego, CA. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.