Amie Agamata is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Gregory Yamasaki, Erik Freeman, and Northwestern Mutual Wealth Management Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a variety of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Avinash Alwani is a financial advisor with J.P. Morgan Securities in Carlsbad, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis with a centralized due-diligence framework that includes an ESG eligibility process.

Carlo Boton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes six years at Cuso Financial Services and 25 years at North Island Credit Union. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendations that combine research, modeling, and tax-efficiency analysis through a centralized consulting team.

Steve Trzcinski is a financial advisor with LPL Financial based in San Diego, CA. He holds the Series 66 designation and has 18 years of industry experience. Prior to joining LPL Financial, he worked at Linsco Private Ledger for 21 years. 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 broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Devin Garrett is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He is a CERTIFIED FINANCIAL PLANNER™ who partners with clients to understand their priorities and goals across all life stages. Devin focuses on simplifying clients' financial lives by effectively positioning their wealth to help them work towards living life on their terms. Prior to joining Fidelity Investments, Devin gained experience as a Financial Consultant at E*TRADE Financial from 2017 to 2019 and as a Financial Advisor at Edward Jones from 2015 to 2017. He holds a California Insurance License. Outside of his professional career, Devin has personal interests in food, golf, and traveling.

Pamela Givens is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with LPL Financial since 2016. Outside of her advisory work, she manages a real estate rental property. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services.

Thomas Hurt is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024. Prior to joining OSAIC, he was affiliated with Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc., and he also maintains an insurance sales and servicing role with Advantage Financial Group LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset allocation tools, risk assessments, and third-party platforms to construct and manage portfolios across a broad range of investment vehicles.

Jorge Ceballos is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America from 2005 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Danielle Andrew is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. 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 combines research from Wells Fargo Investment Institute and third-party sources with diversification and portfolio theory to guide investment decisions, while offering 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 with the San Diego Padres. He also conducts non-variable insurance and annuity sales as an additional business activity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party resources to construct portfolios across various investment types.

Andrew Hallett is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in San Diego, CA. He has recent experience at Voya Financial and Two Magnolias, and has been affiliated with the University of California, Berkeley since 2023. Hallett began his current role at LPL Enterprise in 2026. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment products through a platform that integrates advisory programs with brokerage and insurance services.

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 licenses and previously worked for Wedbush Morgan Securities Inc. for 18 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Don Williams is a financial advisor with LPL Financial based in San Marcos, CA. He holds a Series 66 designation and has 25 years of industry experience. His prior positions include roles at Independent Financial Group, Foreside Fund Services, Eventide Asset Management, and Thrivent Advisor Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

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 at UBS Financial Services with 40 years of industry experience. He holds a Series 63 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

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.