Jorge Ceballos is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America NA from 2005 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG considerations in its recommendations.

Danielle Andrew is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she works as a bartender at Reds Whites Brews in Ramona, CA. 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 provides both brokerage and advisory solutions.

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.

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.

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.

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.

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.

Jeffrey Brown is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd and LPL Financial, LLC. Outside of his advisory role, he is an author and book writer through JB Enterprises and serves as an advisory board member for Income Lab, a retirement income management software company, as well as a faculty member for Advisor Coaching at Client Wise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics from Wells Fargo Investment Institute and third parties to evaluate investment options and offers both brokerage and advisory solutions.

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.

Gay Reeves is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with LPL Financial since 2003 and previously worked at UBS Financial Services from 2001 to 2003. Outside of advising, she is involved with affiliated insurance agencies connected to her advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various models and strategies alongside operational and research support tools.

William Kelley is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2005, progressing through various positions including Financial Consultant, Investments Representative, and Private Access Client Services Specialist. Prior to joining Fidelity, he gained experience in fund accounting and custody accounting roles at Investors Bank & Trust and State Street. With over a decade of experience in wealth planning, William focuses on building relationships to develop personalized and comprehensive financial plans that are regularly updated to reflect changing financial goals. He holds a California Insurance License. Outside of his professional work, William has interests in baseball, concerts, family activities, parenthood, and traveling.

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.

Tan Nguyen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and prior experience at National Planning Corporation and Trilogy Financial Services. Outside of his advisory role, Nguyen is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.