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 bringing 26 years of industry experience. He has worked with Woodbury Financial Services and has been president and owner of RSG Partners Financial & Insurance Services, Inc., a California-licensed insurance agency, since 2004. He is also a real estate owner of a condominium unit at the Hard Rock Hotel in San Diego. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a range of managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments, utilizing both fundamental and technical analysis alongside platform integrations and co-advisory roles.

Micah Cummins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. Prior to joining Mercer, he worked at Epstein and White Financial LLC and TDAmeritrade Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with strategic multi-factor tilts and a range of implementation options.

Schane Goheen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. Prior to joining Mercer, Goheen held positions at Epstein and White Financial LLC and JP Morgan Chase Bank. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, and nonprofit entities. The firm focuses on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles, combined with specialized retirement, tax, and estate planning services.

Jason Watters is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. He holds Series 65 and Series 63 credentials. 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, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Timothy Garcia is a financial advisor at Guardian Life with five years of industry experience and holds a Series 66 designation. His career includes roles at CUSO Financial Services, MML Investors Services, and MassMutual Life Insurance Company. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party programs.

Janet Kohrmann is a CFP® with 18 years of experience in financial advising, currently practicing at Farther since 2023. Her prior roles include positions at Goldman Sachs PFM and United Capital Financial Advisers, LLC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm implements investment strategies based on Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, incorporating exchange-traded funds, mutual funds, individual equities, fixed income, and AI-supported advisor judgment.

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.

Patrick Comer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Epstein and White Financial LLC and Epstein and White Retirement Income Solutions, LLC. He is a trustee of a revocable trust that invests as a limited partner in real estate equity and lending funds. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, and it offers specialized services including retirement plan consulting and charitable advisory.

Kurt Eakin is a CFP® with 26 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously spent 13 years at Commonwealth Financial Network. Outside of his advisory work, he is the owner and president of Coastal Life Ventures Inc., a firm involved in investment management and financial planning. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors such as sovereign wealth funds.

Jenny Cao is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles, including positions at WFG Direct, F3 Insurance Services LLC, and St. Joseph Hospital, where she has also served as a registered nurse. Cao is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, delivering advice through proprietary model suites and third-party managers with options for discretionary and non-discretionary management.

Gabriel Adams is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at several firms including Creative Planning, LLC since 2021, as well as Reilly Financial Advisors, WCG Wealth Advisors, Beta Wealth Group, Epstein and White Financial, and LPL Financial. He is based in San Diego, CA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Nicole Ross is a CFP® professional with 19 years of industry experience. She has been with Valic Financial Advisors since 2008 and has held a position at Agia since 2022. At Agia, she is involved with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages discretionary unified managed accounts via Envestnet’s platform and provides tax-aware and impact/ESG overlay services.

Lincoln Muriithi is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln and Associates Capital LLC and Kozminski University. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Michael Dinh is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and three years of industry experience. He has held positions at Primoris Renewable Energy and F3 Insurance LLC, and has been associated with World Financial Group, Inc. since 2010. Outside of advisory work, he is employed as a toolroom manager at Primoris Renewable Energy. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Christie Caliva is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 17 years of industry experience. She previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. Caliva also owns an administrative entity, Christie Caliva Inc., which she maintains for corporate filings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving large institutional clients including sovereign wealth funds.

Gina Cohen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Bernstein Private Wealth Management and Woodbury Financial Services, among others. Outside of her advisory work, she is the founder of Dogue by Gina LLC, a small business creating custom pet portraits, and she teaches preparation courses for CFP exam candidates through CeriFi LLC. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and extensive investment infrastructure.

Robert Ducey is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Creative Planning, where he has been since 2022. His prior experience includes roles at WipFli Financial Advisors, IWP Wealth Management, and Colorado Financial Management. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach, utilizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while providing institutional and retirement plan services.