Roxana Gomez is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 66 designation. She has nine years of industry experience, previously working at MMA Securities LLC and Marsh & McLennan Agency. 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, and implements customized portfolios using a combination of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Laura Clem is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. She previously worked at CUSO Financial Services, LP for seven years before joining Commonwealth in 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who maintain discretion over client portfolios while utilizing Commonwealth’s model portfolios and program structures.

Curtis Baumann is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles at Fisher Investments and Allianz Global Investors U.S. LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Terence Tunnell is a CFP® with 15 years of industry experience, currently advising at Commonwealth Financial Network since 2010. He also operates JM Financial Strategies, providing tax preparation and bookkeeping services. Outside of financial advisory, he has been involved with Pizza Systems Inc. since 1987. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while allowing discretion in portfolio construction.

David Vaz is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Independent Financial Group since 2004 and also serves as a board member of NOLAH, Inc., a charitable organization focused on projects for disabled veterans. Vaz maintains insurance agent roles outside of his advisory work. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm emphasizes strategic asset allocation and combines active and passive investment approaches through various managed account platforms and third-party programs.

Monica Mantilla is an Investment Management Consultant II at Fidelity Investments. She has been with Fidelity since 2019, progressing through roles including Financial Consultant, Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Monica worked as a Wealth Advisor Associate at Morgan Stanley and as a Business Development Specialist at TD Ameritrade. Monica holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™ professional with nearly ten years of experience in the financial services industry. She focuses on providing personalized financial guidance and aims to empower clients with clarity and confidence throughout their financial journeys. Outside of her professional work, Monica enjoys comedy, family activities, visiting museums, reading, and traveling.

Anthony Bonafede is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at CUSO Financial Services, LP and Independent Financial Group LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Sherry Senesy is a CFP® professional with 15 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Diego, CA. She has worked at Eagle Strategies since 2016 and operates her own business, SRS Financial & Insurance Solutions, through which she brokers non-registered insurance products. Senesy is also appointed as an insurance broker with outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Sandra Franklin is a financial advisor at Schwab Wealth Advisory with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory since 2026, following roles at Charles Schwab & Co., Inc., TD Ameritrade, and Advisors Asset Management, Inc. Sandra serves on the board of the LSU Alumni San Diego Chapter. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, employing asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

John Iammarino is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016 and at Securus Financial since 2012. Outside of his advisory role, he coordinates financial planning through the Elite Resource Team Partnership, assisting clients with complex tax, estate, and financial matters. Brookstone Capital Management provides fee-based asset management and financial planning to a broad client base, including high-net-worth individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through various platforms, incorporating both proprietary and external sub-advisors and funds.

Aaron Steensma is a financial advisor at GWN Securities Inc. and holds a Series 66 credential. He has been in the industry for less than one year, with prior experience at Cornerstone Herkimer LLC and other organizations. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning. The firm employs both affiliated and unaffiliated sub-advisers and follows asset allocation strategies based on Modern Portfolio Theory, incorporating market-timing and momentum-based approaches in certain legacy programs.

Aaron Pearce is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has previously worked at Commonwealth Financial Network and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in regulatory assets under management using a diversified investment process with both passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Stephanie Secor is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and 31 years of industry experience. Her prior firms include Goldman Sachs & Co LLC, Charles Schwab & Co, and Citigroup Global Markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Wesley Cope is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Madison Avenue Securities. 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 around $212.7 billion in client assets. The firm offers advisory support through discretionary and nondiscretionary managed account programs, access to third-party asset managers, and back-office services including trading and reporting.

Joseph Hewitt is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Raymond James Financial Services, among other firms. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and over 13,000 clients.

Kevin Roach is a financial advisor with Commonwealth Financial Network in San Diego, CA. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including three years at LPL Financial prior to joining Commonwealth in 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Natasha Hui is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. She has been with Commonwealth since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide and manages about $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Nicholas Radtke is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Churchill Management for 16 years and Charles Schwab for 2 years prior to joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory, and financial planning services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Stanley Shurson is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and James Haug. Integrated Wealth Concepts 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, focusing on customized portfolios with a primarily long-term investment approach.

Elias Santos is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes positions at GWFS Equities, Advised Assets Group, UBS Financial Services, JPMorgan Chase Bank, JP Morgan Securities, First Command Advisory Services, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.