Lisa Frankovich is a financial advisor with Mass Mutual Investors Services in La Jolla, CA. She holds a Series 66 designation and has 17 years of industry experience, including roles at Metlife Securities Inc. and MassMutual Life Insurance Co. since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations in collaborative annual planning engagements.

Antar Abderrahman is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and the San Diego Padres. He is also involved in the sale of non-variable insurance and annuity products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Andrew Hallett is a Series 66-licensed financial advisor with LPL Enterprise in San Diego, CA. He has been in the industry since 2024, with prior experience at Voya Financial and Two Magnolias. Additionally, he has an ongoing affiliation with the University of California, Berkeley. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s approach includes model-driven investment implementation and access to third-party asset managers, alongside services such as financial planning, trust custody, insurance sales, and lending programs.

Michael Quaranta is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with UBS since 1986. Quaranta serves as a member of the board of directors for Summerlin Investments, LLC, an entity used for personal asset protection purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Jeffrey Runyan is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wedbush Morgan Securities Inc. for 18 years and Brookstreet Securities Corporation for one year. 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 provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, offering advisory and brokerage services through a large network of investment adviser representatives.

Marianna Torreblanca is a Series 66-licensed advisor at J.P. Morgan Securities with six years of industry experience. Her prior roles include positions at Breitling, CJ Charles Jewelers, University of California - San Diego, and Tourneau. 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, supported by a centralized due diligence process.

Matthew Lord is a Certified Financial Planner (CFP®) with 33 years of experience in the financial industry. He has been with Morgan Stanley since 2009, currently serving at Morgan Stanley Private Bank, N.A. in San Diego, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Mark Huhn is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked at Charles Schwab since 2001 and Charles Schwab Bank since 2005. Outside of his advisory role, he is involved in rental property ownership, which is primarily managed by his wife. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

Frank Baldwin is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 63 designation and bringing 41 years of industry experience. He has been with UBS since 2008 and previously worked at Morgan Stanley and Morgan Stanley DW Inc. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor strategies to clients’ goals and risk tolerances.

Jared Papin is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and over 23 years of industry experience. He has been with UBS since 2002. Outside of advising, he owns and manages short-term and long-term rental properties. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities and wealth management. The firm offers proprietary research-based portfolio management and fee-based financial planning through a large network of advisors.

Anton Tkachenko is a financial advisor at UBS Financial Services with 14 years of industry experience and a Series 66 designation. His prior roles include positions at Commonwealth Financial Network, Wallick Wealth Management, LPL Enterprise, Wealthfront, and Wedbush Securities. He is based in La Jolla, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocation.

Shawna Partain is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Merrill, Muirwood Private Wealth, and Wells Fargo Investments. She is also engaged with Mechanics Bank alongside her advisory work. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, institutions, and retirement plan participants, offering a range of financial planning and investment management services through a large network of advisors.

Debra Patterson is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Equitable Advisors and its predecessor firm Axa Advisors since 1999. Patterson serves as a board member of the Copley-Price Family YMCA and is board member emeritus of the San Diego Humane Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works through a network of Investment Adviser Representatives offering various advisory models, including third-party asset managers and LPL-sponsored programs.

Inna Kelly is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. Her prior work history includes roles at Citigroup Global Markets before joining Morgan Stanley in 2009. She is also involved in property management through several real estate LLCs. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and firm-approved tools, serving clients primarily in an advisory capacity.

Nathaniel Ihm is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014 and briefly worked at Independent Financial Group, LLC the same year. Outside of advising, he is involved with Crown City Financial Services, LLC dba Westax, a tax preparation and accounting business. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Kettmann is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and J.P. Morgan Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Enola Gay Kipte is a Series 66-registered financial advisor with Edward Jones in San Diego, CA, beginning her advisory career in 2025. Her prior experience includes roles at TD Bank N.A., Federal Savings Bank, and Andrews Federal Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices.

John Skoblar is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. His prior work includes roles at Crowe LLC and Cal Poly Associated Students Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Daniel Rosen is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as an executor and co-executor for a trust in Massachusetts. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers diverse investment and financial product services through its extensive network.

Nicholas Lechuga is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Bank, N.A. since 2006. Outside of his advisory role, he co-owns an online retail business selling sports equipment, toys, baseball cards, comics, and cars. 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.