Alexander Le is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He is currently president of Ale Holdings, Inc., which serves as his business administration entity, and also leads Elevate Financial Partners LLC, a website marketing venture. Le has been with Transamerica Financial Advisors since 2016 and has prior experience with WFGIA. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program options, and integrated retirement and recordkeeping support.

Jeff Boyd is a CFP® professional with 27 years of industry experience, currently serving at Independent Financial Group, LLC since 2011. His prior work includes roles at Advanced Wealth Planning, First Allied Securities, Inc., and SPC. Outside of his advisory work, he serves as a board member for the nonprofit Teule Kenya and for Grove Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes a combination of firm- and third-party investment models, offering discretionary and non-discretionary portfolio management, and employs strategic asset allocation with both passive and active exposures across various risk profiles.

Kimberlie Sonnenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 15 years before joining Commonwealth in 2024. Sonnenberg also owns a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Trang Dinh Noonan is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been affiliated with Transamerica Financial Advisors since 2012 and is also involved in several other ventures, including serving as owner and CEO of Pulsabilities, a company offering health and wellness programs to organizations. Additionally, she has experience as a nurse at Scripps Memorial Hospital and manages a family-run business that hires her children for clerical and social media tasks. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary program options.

Joseph Cisneros is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has been with First Command in various roles since 2025, including advisory, brokerage, and insurance services. Prior to joining First Command, his work experience includes roles in law enforcement, security, and military service as a United States Marine Corps member. Outside of finance, he has worked in the food service and hospitality industries. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers who manage model portfolios composed of mutual funds, ETFs, fixed-income accounts, and third-party managed sleeves.

Charles Kreider is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and 43 years of industry experience. His career includes roles at Warner Pacific Insurance Services, WealthWave, and Champ Plan, among others. He serves as president of Kreider Inc and Sea Ray 460 LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services with proprietary and third-party investment models and both discretionary and non-discretionary program options.

Vi Lieu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2017, with a brief interval, and has been associated with Wfgia since 2011. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, through a large network of advisors and multiple program platforms. The firm’s advisory model primarily utilizes model portfolios and third-party managers, offering services such as the Transamerica ONE and TFA365 Advisory Programs, with regulatory assets under management around $1.7 billion.

Christopher Mc Cain is a CFP® with 20 years of industry experience. He is currently affiliated with Truist Advisory Services and Truist Investment Services, joining both in 2026. Prior to that, he spent ten years at CUSO Financial Services, LP. Mc Cain serves as Vice President on the board of the Clan Rince Irish Dance Foundation, a nonprofit supporting Irish dance students. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by inter-affiliate integration across its affiliated entities.

Michael Lucenti is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cuso Financial Services, L.P. for six years before joining Commonwealth in 2021. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Bryan Pridmore II is a CFP® with eight years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior roles include positions at Mission Trails Financial, Krause Wealth Management, and eMoney Advisor. Outside of financial advising, he owns BPV, LLC, a photography and videography services business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

Richard Tassiello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Arbor Point Advisors, and Securities America. In addition to his advisory work, he is president and owner of RSG Partners Financial & Insurance Services, Inc., a California-licensed insurance agency offering fixed insurance products. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through various program models, utilizing both proprietary and third-party platforms.

Brian Mahoney is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has previously worked at JM Financial Strategies, Appellate Defenders Inc., and Wealth Legacy Group, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a variety of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Greg Stafford is a financial advisor at Commonwealth Financial Network with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various capacities since 1999, including roles at LPL Financial, The Gensler Group, Stafford Financial Group, and Commonwealth Financial Network. 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 comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Jason Watters is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Creative Planning, LLC, Reilly Financial Advisors, LLC, and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process overseen by an internal Investment Committee.

Tina Huston is a Certified Financial Planner® with 37 years of industry experience. She has been with Commonwealth Financial Network since 2009 and also operates JM Financial Services, where she serves as president and manages tax preparation services. Huston holds Series 63 and Series 66 licenses and is based in San Diego, CA. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform with managed-account programs, third-party asset manager access, and a range of investment options.

Timothy Garcia is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services, MML Investors Services, and MassMutual Life Insurance Company. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients, offering a range of advisory programs that include proprietary and third-party model portfolios.

Janet Kohrmann is a CFP®-certified financial advisor with 17 years of industry experience. She currently works at Farther Finance Advisors and previously held roles at Goldman Sachs PFM and United Capital Financial Advisers, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Michelle Hall is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She has held positions at Creative Planning since 2023, previously working at The Retirement Advantage, OneAmerica Retirement Services, and Alpha & Omega Financial Management Consultants Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other tactical approaches.

Mark Nguyen is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as the Chief Financial Officer for Legendary Lion Dance, a community nonprofit organization managing payments, expenses, and tax filings. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Sibi Joseph is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also involved with Legacy Shield, providing wills and trusts services to assist clients with estate planning. Additionally, he serves as a college consultant with the Heartland Institute of Financial Education, referring clients to college planning services when relevant. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.