Ying Zhu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. Zhu has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group, Inc. since 2004. Outside of advisory work, Zhu is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach combined with third-party managers and platform sub-advisors to deliver its services through a large network of advisors.

Samson Dooley is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 65 designation with 2 years of industry experience. His work history includes roles at LPL Financial, Integrated Wealth Concepts, NFP, Inc., and Axos Bank. He has also worked in business development analysis at LPL Financial. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and consulting with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach supplemented by shorter-term adjustments.

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.

David Sargent is a Series 65-licensed financial advisor with five years of industry experience, currently with Integrated Wealth Concepts LLC. He previously worked at Laurel Wealth Advisors, Inc. and DZ Bank and has been self-employed since 2018. Outside of advising, he is involved as a partner in a real estate investment business. 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 provides discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Michael Brown is a CFP® and CFA® with 14 years of experience in the financial services industry. He is currently with Corient, where he has worked since 2022 following an 11-year tenure at Dowling & Yahnke, LLC. Brown is based in San Diego, CA. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and advanced risk management tools.

Abbey Eastham is a financial advisor at Independent Financial Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Realta Equities. Eastham is also associated with Realta Investment Advisors, Inc. as an Investment Advisor Representative. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and programs, employing both active and passive strategies tailored to client risk profiles.

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.

Paul Neuner is a financial advisor with Concurrent Investment Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of finance, he owns and operates a hobby farm focused on raising Wagyu beef. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

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.

George Kroll is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services. Outside of finance, his background includes roles in the hospitality industry at various restaurants and bars in San Diego. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking services.

Jeffrey Nelson is a CFP® professional with 14 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior experience includes roles at Charles Schwab & Co., Charles Schwab Bank, TIAA-CREF, Key Bank, and Wells Fargo Clearing. He is also an instructor for the Personal Financial Planning certificate program at the University of California, Irvine, which is CFP Board certified. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor investment recommendations based on client goals and risk tolerance.

William Bettis is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at Laurel Wealth Advisors, Stancorp Investment Advisers, Morgan Stanley Dw Inc., and Banc Of America Investment Services. 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, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income with a primarily long-term focus.

Jeff Ellena is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. Based in San Diego, CA, he holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Christina Woodford is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Crown Capital Securities, LP for 24 years. She is also employed by Timothy Hayes Financial & Insurance Services, where she manages administrative duties and serves as a fixed annuity sales agent. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm uses a combination of firm- and third-party investment models and offers discretionary and non-discretionary portfolio management across various platforms.

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.

Ryan Green is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2017 and previously at UBS Financial Services from 2014 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and strategies.

Anny Kadomatsu is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Principal Life Insurance since 2021, following prior roles at Cetera and First Allied Advisory Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

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.

Cynthia Gatlin is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms including Northern Trust, Morgan Stanley, and Bank of America. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor model and offers customized portfolio management with an open-architecture approach integrating multiple third-party platforms and sub-advisors.

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.