San Diego, CA B Street Office

Mark Augusta is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Stone & Youngberg LLC, and Piper Sandler & Co. He has been with Hilltop Securities since 2015. Hilltop Securities serves individual, high-net-worth, and institutional clients through both advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions, combining custody, banking, and market-making capabilities on an open-architecture platform.

Marlene Gotz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Hilltop Securities since 1994. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary retirement-plan consulting under ERISA arrangements.

David Gotz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Hilltop Securities since 1982. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm combines custody, banking, and market-making capabilities and utilizes both third-party and proprietary strategies.

Raymond Weber is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding a Series 63 designation and bringing 42 years of industry experience. He previously worked at Morgan Stanley and its affiliates for 16 years before joining Hilltop Securities in 2013. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement consulting, and advisory solutions on an open-architecture platform that includes both third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, acting as a qualified custodian and full-service broker-dealer.

Parker Brean is a Series 66-licensed financial advisor with Hilltop Securities Inc. in San Diego, CA, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as a director at Linday Brean Public Relations Inc., assisting with financial management and accounting. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a variety of portfolio management programs and fiduciary consulting services through an open-architecture platform with distinguished custody capabilities and a broad range of investment strategies.

Zachary Kitz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Hilltop Securities since 2012. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm employs an open-architecture platform with a range of adviser-managed and model-based programs, and provides specialized services such as municipal bond strategies co-advised by Franklin Templeton Group.

Howard Arden III is a financial advisor at Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Hilltop Securities since 2006. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, with features such as municipal bond strategies, tax- and impact-overlay services, and custody capabilities uncommon among enterprise advisers.