Britta Ferguson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP®, Series 66, and Series 63 designations and bringing 12 years of industry experience. Her career includes roles at First American Trust and LPL Financial LLC before joining Wealth Enhancement in 2022. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a network of advisors. The firm employs a diversified, risk-class based investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

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.

Patrick Ru is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Neuberger Berman BD LLC and JPMorgan Securities LLC. He holds ownership interests in investment entities connected to his former employer, Neuberger Berman, though he is not actively involved in their operations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations but does not exercise discretionary trading authority.

Joseph Cisneros is a financial advisor with First Command Advisory Services in San Diego, CA. He holds Series 65 and Series 63 licenses and has one year of experience in the financial services industry. Prior to his current role, he served in the United States Marine Corps for five years and has worked in various positions including security, retail, and hospitality. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

James Smoogen is a financial advisor with PlanMember Securities Corporation in San Diego, CA, holding a Series 63 license and 23 years of industry experience. He has worked with PlanMember since 2005 and currently operates a financial advisory business through Superior Planning Financial Solutions. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of participant-level investment options. The firm’s investment approach is based on strategic asset allocation and risk-based mutual-fund portfolios, complemented by education and support services for plan sponsors and participants.

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.

Brandon Weed is a financial advisor at Creative Planning with a Series 66 credential and one year of industry experience. His prior roles include positions at NewEdge Advisors, MML Investors Services, and MassMutual Life Insurance. Outside of advisory work, he serves as the varsity baseball pitching coach at Helix High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

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.

Mark Haley is a financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Winfield Associates, Inc. for 19 years before joining MAI Capital Management in 2022. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services into many client relationships.

Jane Braun is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Coronado, CA, and has 38 years of industry experience. She has worked at Commonwealth Financial Network since 2011 and also holds a role at Crown Financial Planning Corporation. 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 support services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to maintain independent client relationships under the Commonwealth platform.

Tiffany Lao is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She previously worked for Independent Financial Group LLC for 10 years before joining D.A. Davidson in 2022. She holds Series 63 and Series 65 licenses. 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 ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Hannah Perez is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and previously worked at Kestra Investment Services Inc. and Haug Wealth Management. Perez has also been involved as a Registered Field Assistant for California Wealth Transitions, contributing to advising, firm trading, and financial planning processes. 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, employing a long-term investment approach with customized portfolios and multiple model options.

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.

Alexandra Mastrota is a CFP® with seven years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Hemington Wealth Management for seven years and has held roles at Virginia Tech and Egan, Berger & Weiner LLC. Alexandra is based in San Diego, CA. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO services to individuals, corporations, pension plans, and institutional clients. The firm utilizes asset-allocation modeling combined with third-party independent managers and employs both active and passive strategies across public and private assets.

Alisa Civello is a financial advisor with Eagle Strategies (NY Life) based in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with NYLIFE Distributors LLC since 2005 and New York Life Insurance Company since 1996. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

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.

John Dorff is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Commonwealth Financial Network since 2012. 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 wealth management and retirement plan consulting, and provides back-office support such as operations, trading, technology, investment management, compliance, and practice-management resources.

Joseph McGoldrick is a financial advisor at PlanMember Securities Corporation with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PlanMember since 2016. Outside of his advisory role, he operates a business under the name Financial Insurance Services. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of investment portfolios based on a strategic asset allocation framework.

Nicolas Ryder is a financial advisor at Empower Advisory Group with a Series 65 designation and one year of experience. His prior roles include positions at Holborn Assets and California Lutheran University. He is based in San Diego, CA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.