Taylor Schulte is a CFP® professional with 19 years of industry experience, currently serving at DEFINE Financial, LLC since 2017. He has held positions at firms including Morgan Stanley, Beverly Hills Wealth Management, and Advanced Practice Advisors. Schulte is also the owner of Schulte Ventures, LLC, which creates online educational content and consulting services, and a shareholder in Wealthtender, Inc., a personal finance content publication platform. DEFINE Financial, LLC is an SEC-registered adviser that serves individuals, high-net-worth clients, and select charitable organizations. The firm manages roughly $314.6 million across about 119 client relationships, focusing on passive, risk-based portfolios using no-load mutual funds and ETFs, and offers comprehensive financial planning and pension consulting services.

Mariani Hummel is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Define Financial, LLC. Prior to joining Define Financial, Hummel worked at Fidelity Investments and has a background that includes roles in investment counsel and university studies. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm offers discretionary investment management, comprehensive financial planning, and pension consulting, employing a passive, risk-based investment approach with no-load mutual funds and ETFs.

Joshua Rendler is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently serves as an advisor at Define Financial, LLC and has prior experience at Pacific Wealth Management, Ameriprise, and San Diego State. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm manages approximately $315 million across about 119 client relationships, employing passive, risk-based portfolios primarily made up of no-load mutual funds and ETFs, alongside financial planning and pension consulting services.

Tyler Aubrey is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at DEFINE Financial, LLC since 2017, including during its prior affiliation with Securities America Advisors. Outside of his advisory role, Tyler volunteers annually at The Borrego Open charity golf tournament, helping organize the event and managing golfer handicaps. DEFINE Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm offers discretionary investment management, financial planning, and pension consulting, typically implementing passive, risk-based portfolios using no-load mutual funds and ETFs.

Charles Schwab is a CFP® professional with one year of industry experience, currently serving at Define Financial, LLC. He has previously worked at Cerity Partners, Cetera Financial Group, and Ginsburg Financial Advisors, and has a background including roles in education and at Roche Molecular Systems. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm uses passive, risk-based portfolios mainly composed of no-load mutual funds and ETFs, providing discretionary investment management, financial planning, and pension consulting through a three-advisor team.