James Buchanan is a financial advisor with PNC Wealth Management and holds Series 63, 65, and 66 licenses. He has nine years of industry experience, including roles at Fisher Investments Canada, Morgan Stanley, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and implements investment strategies via mutual funds and ETFs.

Benjamin Richey is a CFP® with 22 years of industry experience, currently affiliated with Eagle Strategies (NY Life) since 2014. He has worked with New York Life Insurance Company and Nylife Securities LLC since 2003. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

John Wolff is a financial advisor with Eagle Strategies (NY Life) in Escondido, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes long-term service with Eagle Strategies and New York Life Insurance Company since 1997, alongside operating Lens Financial & Insurance Solutions. Outside of advisory work, he is the owner of Terebinth Ventures Inc., a mobile application focused on theology study. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Heather Mattlin is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA. She holds a Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson & Co., Mattlin worked in commercial and residential real estate with KW Commercial and Keller Williams Real Estate. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base that includes retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Benjamin Hodge is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 66 designation. He has 18 years of industry experience, previously working with firms including Triad Advisors, OneDigital Investment Advisors LLC, Independent Financial Partners, and LPL Financial. He is based in Escondido, CA. 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, using customized portfolios and a combination of internal management and third-party asset managers.

Daniel Dubois is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. His career includes roles at firms such as LPL Financial, Independent Financial Partners, and Triad Advisors. Dubois is also a licensed fixed insurance agent, engaging in fixed annuity and insurance sales. Integrated Wealth Concepts LLC 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, and sponsors wrap-fee programs that utilize customized portfolios with a primarily long-term investment approach.

Edwin Mcclure III is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and Osaic FA, Inc. He is also an insurance agent offering life, health, universal life, disability, and long-term care insurance since 2013 and serves as an officer of Project Blu, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers financial planning, portfolio management, and retirement plan services, utilizing a mix of firm- and third-party models with both passive and active investment exposures.

Jacob Lynch is a CFP® professional with one year of industry experience, currently with Mercer Global Advisors Inc. He has previously worked at Pacifica del Mar, Inc. and California State University San Marcos, and has experience in the food service industry with 7 Mile Kitchen and Buca Di Beppo. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through a variety of low-cost and specialized investment options.

Jacob Kennedy is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, as well as financial planning, group education, and access to proprietary and third-party investment programs.

Brice Murphy is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Bridgepoint Education and Comprehensive Advisor. Murphy is also involved in insurance sales and services through Comprehensive Advisor. AE Wealth Management serves a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered investment approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting services.

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.

Timothy Kenska is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm operates with large institutional scale and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

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.

Kavita Rajaratnam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked in real estate sales with multiple firms, including Big Block Realty, Realty One Group San Diego, and currently HKT Cal Inc and REAL Broker. In addition to her advisory role, she is involved in online estate planning through Net Law Group Inc. Transamerica Financial Advisors, LLC serves a broad client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through various platforms such as Transamerica ONE and TFA365, with regulatory assets under management around $1.7 billion.

Margaret Mazzella is a financial advisor at Bankers Life Advisory Services, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bankers Life Securities since 2018. In addition to her advisory role, she serves as a Branch Sales Manager at Bankers Life & Casualty, where she manages a team of agents and is involved in hiring and training. Mazzella is also an officer and shareholder of PB Roma's Inc., a corporation related to a now-closed restaurant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

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 Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Citigroup in 2023, he worked at Fidelity Brokerage Services and Aston Carter. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as security-based swap dealing and futures commission merchant activities.