Taylor Hindle is a CFP® professional with 10 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. Prior to that, he held roles at Aldrich Wealth LP, Tate Asset Management, and Fidelity. He serves on the Board of Directors for Lifeline Community Services in Vista, CA. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and offers extensive tax, accounting, and family office services alongside traditional portfolio management.

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.

Anthony Pavia is a financial advisor at PlanMember Securities Corporation with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Gwn Securities Inc. and operated his own firms, including Pavia Financial Services, Inc. and RetireWell Capital Management. Outside of his advisory roles, he is involved in residential loan brokerage through Pavia Financial Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Richard Love II is a financial advisor with Principal Financial Services based in Carlsbad, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at Kepha Wealth and Benefits Management, WestCorp Financial and Insurance Services, and Principal-affiliated companies. Outside of financial services, he is involved in equipment sales through Lionheart Enterprises, selling dash cams and solar generators. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers under various arrangements.

Steven Rubinstein is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Sagepoint Financial Inc. for 16 years and has more recently been affiliated with OSAIC and Terramar Wealth. Rubinstein serves on the Investment Review Board for the City of Carlsbad, CA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Kent Tedrick is a CFP® and CFA® with 31 years of experience in the financial services industry. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2019. Prior to this, he was with Independent Financial Partners and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios mainly composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach complemented by shorter-term trades for rebalancing and cash management.

Daniel McMahon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. He has worked at Commonwealth Financial Network since 2024 and is also co-owner of Terramar Wealth, Inc., a private entity involved in securities, advisory, and insurance business. His previous roles include positions at OSAIC, Terramar Wealth, SagePoint Financial, and ICM Private Client Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and various investment options.

Brett Gottlieb is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 17 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. Outside of his advisory work, Gottlieb serves as Chapter President and speaker for the American Financial Education Alliance, a nonprofit providing educational workshops on retirement planning. 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 offers a platform-centered approach featuring model portfolios, discretionary asset management, financial planning, and plan services, supporting a large client load across its advisory team.

Christopher Phelps is a financial advisor at Commonwealth Financial Network with over 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2005, he has been affiliated with both Commonwealth Financial Network and Financial Life Concepts. Outside of his advisory role, he is involved in tax preparation services through Financial Life Concepts. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to offer customized portfolio management and wealth planning solutions.

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.

Joshua Wilson is a financial advisor at Transamerica Retirement Advisors, LLC with 9 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Bank of America, Merrill, and Edward Jones. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement timing. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and predominantly non-discretionary assets.

Megan Ward is a financial advisor with Eagle Strategies (New York Life), holding the CFP® and ChFC® designations and over 16 years of industry experience. She also operates MW Financial & Insurance Solutions, through which she brokers insurance products not offered by New York Life. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Luke Schork is a financial advisor with Integrated Wealth Concepts LLC in Carlsbad, CA, holding a Series 66 designation and eight years of industry experience. He has worked with Integrated Wealth Concepts since 2019 and previously with Independent Financial Partners and LPL Financial. Outside of his advisory role, he is also a licensed notary public. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Nicole Trakimas is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Principal Financial Services. Her prior work includes a one-year tenure at Edward Jones and over a decade at the Financial Industry Regulatory Authority. Outside of finance, she has been involved with Carruth Cellars Winery, where she occasionally assists with grape crushing, bottling, and tasting room activities as a hobby. Principal Financial Services offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach features direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Michael Lambrix is a financial advisor with Kestra Advisory in Fallbrook, CA, holding a Series 66 credential and bringing 25 years of industry experience. He previously worked for Commonwealth Financial Network for 12 years before joining Kestra Advisory and Kestra Investment Services, LLC in 2025. Outside of his advisory role, Lambrix is the owner of Monarch Retirement Group, where he manages strategic operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, supporting recommended investments with due diligence on performance, fees, and process.

Duane Knopke is a financial advisor with Independent Financial Group, LLC in Escondido, CA, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He worked at LPL Financial for 11 years before joining Independent Financial Group in 2009. Outside of his advisory role, he is involved in selling life, health, and disability insurance as an independent contractor. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services using both firm and third-party models, combining strategic asset allocation with active and passive investment exposures.

Ira Tweed is a financial advisor with Lincoln Investment in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Capital Analysts, Great American Advisors, and Mass Mutual Life Insurance. Outside of his advisory work, he has involvement in insurance-related businesses, including brokering term life insurance and maintaining fixed annuity policies. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, manages a diverse mix of model portfolios, and employs both strategic and tactical investment approaches overseen by an Investment Management & Research team.