Brian Haubenstock is a financial advisor with Capital Analysts in San Diego, CA, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He previously worked at Lincoln Investment for 14 years and Cincinnati Analysts, Inc. for 14 years. Outside of advising, he serves as president of the Center for Insurance Research, a non-profit organization, and as chairman of the board for the Behavioral Diabetes Institute. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing a proprietary mutual fund screening process and providing access to third-party managers and retirement-plan advice.

John Gergurich is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 19 years of industry experience, including roles at Lincoln Investment, Capital Analysts Incorporated, and Scripps Tax & Financial Group. Outside of his advisory work, he is involved in life insurance planning and serves as CEO of Scripps Tax & Financial Group, providing tax consultation and preparation. Capital Analysts serves a range of clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team and a proprietary mutual fund screening process.