Dennis Lindeman is a CFP® professional with 36 years of industry experience, currently serving at Independent Financial Group, LLC since 2007. Prior to that, he worked for Brookstreet Securities Corporation for nine years. He is also a board member of Smiles, a nonprofit organization in Fallbrook, CA. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm utilizes both firm- and third-party models to develop client strategies, combining strategic asset allocation with multi-manager portfolios across passive and active exposures.

John Vreeburg is a CFP® with 36 years of industry experience and has been with D.A. Davidson & Co. since 2014. He is based in Carlsbad, CA. Outside of his advisory role, he is associated with a family-owned real estate corporation in Encinitas, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and private wealth management for high-net-worth clients, operating under fiduciary standards and utilizing qualitative and quantitative analysis in its investment approach.

John Mckean is a CFP® professional with 10 years of industry experience. He is currently a financial advisor at AE Wealth Management, LLC and a speaker for the American Financial Education Alliance, a nonprofit organization that provides financial education to consumers. He has also been involved with Comprehensive Advisor LLC since 2016. AE Wealth Management, LLC serves a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors, providing fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies through discretionary model portfolios, supporting scalability with a high client-to-advisor ratio across its platform.

Randy Helfond is a CPA affiliated with Concurrent Investment Advisors, LLC, where he has been since 2025. He has 30 years of experience running Randy G. Helfond, CPA. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors.

Shelley Reeves is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has previously worked at firms including LPL Financial, Independent Financial Group, Morgan Stanley, and Wells Fargo Investments. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions through a fiduciary-based advisory model that incorporates third-party strategists and a variety of investment methodologies.

Jeremy Gottlieb is a financial advisor at Integrated Wealth Concepts LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Integrated Wealth Concepts since 2019, previously spending seven years at Independent Financial Partners and 15 years with LPL Financial. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Klindt Ginsberg is a financial advisor at D.A. Davidson & Co. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with D.A. Davidson since 2013 after seven years at Crowell, Weedon & Co. Outside of his advisory role, he occasionally refers clients to his wife, who is a residential real estate agent. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Long Nguyen is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Fidelity Brokerage Services and Aston Carter. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research and unique market roles, providing advisory services that include separately managed accounts, mutual funds, ETFs, and alternative investments.

Valdo Mota is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and no prior industry experience. He served in the United States Marine Corps for 22 years before joining First Command in 2026. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that designs and monitors model portfolios from approved fund partners and third-party managers.

Robert Otwell is a financial advisor with Commonwealth Financial Network in Fallbrook, CA, holding a Series 66 designation and 21 years of industry experience. He has been associated with Lincoln Park Financial Group and Commonwealth Financial Network since 2004. Outside of his advisory role, he serves as an executor for family members per their wills. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

David Delarosa is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Ameritas firms since 2008 and is also involved with Martinez Agency and Martinez & Winter, focusing on fixed insurance products. He operates a sole proprietorship, DeLaRosa Plan Administration, providing retirement plan informational return preparation. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm provides asset management and consulting through a variety of program platforms and integrates model portfolios, mutual funds, ETFs, and individual securities.

Brian Solomon is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Kestra in 2025, he spent 20 years with Independent Financial Group, Inc. and Independent Financial Group, LLC. Outside of his advisory role, he is the owner of Solomon Wealth Management, a tax and accounting firm, and serves on the board of the Boys and Girls Club of Northwest San Diego. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services from fiduciary consulting and plan-level investment advice to employee education and pooled plan solutions, supporting complex products within a supervisory framework and serving large institutional investors.

Constance Cook is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 38 years of industry experience. She previously worked at Legacy Retirement Advisors and the Independent Financial Group. Cook is president of Cook Wealth Advisors, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brian Buehring is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with D.A. Davidson & Co. since 2017. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Trevor Lattin is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Lion Street, Inc. and Executive Benefit Solutions, where he is also an owner involved in health and life insurance sales. He serves as a board member for Last Race Ranch, a nonprofit organization providing new homes for retired racehorses. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management, financial planning, and retirement consulting services, utilizing multiple platforms and investment approaches tailored to client needs.

Kent Tedrick is a financial advisor with Integrated Wealth Concepts LLC in Carlsbad, CA. He holds the CFP® and CFA® designations and has 31 years of industry experience. Prior to joining Integrated Wealth Concepts in 2019, he worked at Independent Financial Partners, LPL Financial, Kestra Investment Services, and Osaic FA, Inc. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a long-term approach complemented by shorter-term trades for rebalancing or cash needs.

Brett Gottlieb is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at AE Wealth Management since 2019 and previously held roles at Legacy Road, LLC and Comprehensive Advisor, LLC, where he is also an owner and insurance agent. Gottlieb serves as a chapter president and speaker for the American Financial Education Alliance, a nonprofit organization providing educational workshops on retirement planning. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and combines fundamental, technical, and cyclical analysis methods, managing approximately $49.8 billion for over 127,000 clients.

Derek Montecinos is a financial advisor with Commonwealth Financial Network based in San Marcos, CA. He holds a Series 66 designation and has nine years of industry experience. He has worked at Commonwealth since 2016 and spent one year at LPL Financial LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a large client base. The firm provides a broad platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Brelsford is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., JP Morgan Securities LLC, and San Diego Tax and Financial Associates. Brelsford is also involved in insurance sales through Comprehensive Advisor LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach that combines model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Gregg Whelan is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including D.A. Davidson & Co., Raymond James & Associates, Wells Fargo Clearing, and Citigroup Global Markets prior to joining Oppenheimer in 2023. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.