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 financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Laurel Wealth Advisors, Inc. and DZ Bank. Outside of advising, he is involved in a real estate investment partnership where he manages property-related responsibilities. Integrated Wealth Concepts LLC serves individuals, families, 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 range of investment strategies including mutual funds, ETFs, and individual securities, with an emphasis on long-term portfolio construction.

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.

Edwin McClure III is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, he is the owner of Project Blu, Inc. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and offers a range of advisory programs through its AccessPoint platform and third-party asset managers.

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, Inc. Eastham is also an investment advisor representative for Realta Investment Advisors, Inc. Outside of her advisory role, she is involved with Realta Investment Advisors, providing investment advisory services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers.

Jacob Lynch is a CFP® professional with experience at Mercer Global Advisors Inc. and prior roles at Pacifica del Mar, Inc., California State University San Marcos, 7 Mile Kitchen, and Buca Di Beppo. He is currently based in Vista, CA. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and direct indexing.

Jacob Kennedy is a financial advisor with Guardian Life, holding a Series 66 designation and four years of industry experience. He has worked with both Guardian Life Insurance and Park Avenue Securities in various roles since 2021. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individual, pension, charitable, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management.

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® with 14 years of industry experience, currently serving at Schwab Wealth Advisory since 2022. His prior experience includes roles at Charles Schwab, TIAA-CREF, and Key Bank. 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 provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes using Schwab’s research tools and asset allocation models.

William Bettis is a financial advisor at Integrated Wealth Concepts LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Laurel Wealth Advisors since 2015. Bettis currently operates under the Laurel Wealth Advisors DBA at Integrated Wealth Concepts. 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, employing a long-term investment approach supplemented by shorter-term trades for rebalancing and cash management.

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 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Crown Capital Securities, LP for 24 years. In addition to her advisory role, she is employed at Timothy Hayes Financial, where she manages administrative duties and client services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth and institutional clients.

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 with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Northern Trust Securities, Bank of America, Merrill Lynch, and other firms. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Laura Myers is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing six years of industry experience. She has worked at Charles Schwab since 2021 and previously at TD Ameritrade and Driven Brands, Inc. prior to joining Schwab Wealth Advisory in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority and operates as an internal advisory unit within the Schwab ecosystem.