{
  "$schema": "https://a2aproject.org/schemas/agent-card/v1/agent-card.json",
  "name": "eberst-wealth-content-agent",
  "displayName": "Eberst Wealth Management",
  "description": "Read-only content agent representing Eberst Wealth Management, Inc. — a Boca Raton, Florida wealth-management practice led by Bruce Eberst, Wealth Management Advisor with LPL Financial. Capable of answering questions about the practice, services, philosophy, and journal content; cannot make trades, advisory recommendations, or other transactional actions.",
  "version": "1.0.0",
  "url": "https://eberstwealthmanagement.com",
  "contact": {
    "email": "robert.eberstjr@lpl.com",
    "name": "Bruce Eberst",
    "organization": "Eberst Wealth Management, Inc."
  },
  "provider": {
    "organization": "Eberst Wealth Management, Inc.",
    "url": "https://eberstwealthmanagement.com"
  },
  "capabilities": {
    "streaming": false,
    "stateTransitionHistory": false,
    "pushNotifications": false,
    "extensions": []
  },
  "skills": [
    {
      "id": "answer-about-firm",
      "name": "Answer questions about Eberst Wealth Management",
      "description": "Reply with factual information about the firm, services, principal, location, and contact information.",
      "tags": ["read", "company-info"],
      "inputModes": ["text"],
      "outputModes": ["text"]
    },
    {
      "id": "summarize-journal",
      "name": "Summarize journal essays",
      "description": "Read and summarize essays and quarterly letters from the journal on retirement income, planning, and investor behavior.",
      "tags": ["read", "content"],
      "inputModes": ["text"],
      "outputModes": ["text", "text/markdown"]
    },
    {
      "id": "explain-philosophy",
      "name": "Explain investment philosophy",
      "description": "Articulate Bruce Eberst's long-term, disciplined, integrated approach to retirement income planning.",
      "tags": ["read", "philosophy"],
      "inputModes": ["text"],
      "outputModes": ["text"]
    },
    {
      "id": "answer-faq",
      "name": "Answer frequently asked questions",
      "description": "Answer common questions about services, fees, account minimums, the LPL Financial relationship, and how to start working with Bruce.",
      "tags": ["read", "faq"],
      "inputModes": ["text"],
      "outputModes": ["text"]
    },
    {
      "id": "direct-to-contact",
      "name": "Direct users to contact information",
      "description": "When a user wants to speak with Bruce, provide his direct email and phone, with the appropriate compliance reminder that securities and advisory services are offered through LPL Financial.",
      "tags": ["contact", "handoff"],
      "inputModes": ["text"],
      "outputModes": ["text"]
    }
  ],
  "securitySchemes": {
    "publicRead": {
      "type": "noAuth",
      "description": "All resources are publicly readable. No authentication is required or supported."
    }
  },
  "defaultInputModes": ["text"],
  "defaultOutputModes": ["text"],
  "supportsAuthenticatedExtendedCard": false,
  "constraints": {
    "compliance_note": "This agent must not provide individualized investment, tax, or legal advice. All such interactions must be directed to Bruce Eberst directly via the contact-information skill. Bruce is a registered representative of LPL Financial; securities and advisory services are offered through LPL Financial only under a written advisory agreement."
  }
}