Connor Boone is a financial advisor with Mariner in La Mesa, CA, holding a Series 65 designation. He joined Mariner in 2022 and has no prior industry experience before that, having spent eight years in full-time education. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside traditional portfolio management.

Larry Palmer is a CFP® with 31 years of experience in the financial services industry. He is currently with Prime Capital Financial and has held prior roles at firms including Ameritas Life Insurance Company and 20/20 Financial Advisers Palmer Group LLC. Palmer serves as a trustee of the Palmer Family Trust and is involved in consulting as a certified financial planner. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and supports both discretionary and non-discretionary accounts, featuring tax-efficient rebalancing tools and an affiliated accounting subsidiary.

Nicholas Bialecki is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 17 years of industry experience. He has been with Citi Smith Barney since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and specialized market roles.

Susan Pillen Levine is a financial advisor with Commonwealth Financial Network in San Diego, CA. She holds a Series 66 designation and has 13 years of industry experience, including nine years at LPL Financial before joining Commonwealth in 2022. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Gregory Chachas Jr. is a financial advisor at Independent Financial Group, LLC with 40 years of industry experience. He holds the Series 63 designation and has previously worked at Wedbush Securities Inc. and Wells Fargo Advisors. He serves as a board member for Chachas Land Co Inc. and Comstock Land and Mining LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and provides advisory programs through its AccessPoint platform and third-party asset managers.

David Harlow is a Series 66 licensed financial advisor with 15 years of industry experience, currently working at Cetera Investment Services LLC since 2025. His prior roles include positions at CUSO Financial Services, LP and SSN Advisory, Inc. Outside of his advising career, he has been involved with Smoky Mountain Guides. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and financial planning services through various program structures.

Alexander Aros is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors since 2019 and Primerica Financial Services since 2018. His prior experience includes five years at Welk Resorts Inc. Aros is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Holden Enniss is a financial advisor with LPL Financial holding the Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley and Hillstone, as well as other diverse work experiences. He has also spent time affiliated with educational institutions, including Francis Parker School and Columbia University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by extensive research and multiple investment approaches.

Cecilia De La Cruz is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. Her prior experience includes roles at KeyBank and Key Investment Services. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Jeffrey Czajka is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He is the owner and founder of Advisor Growth Solutions LLC and also provides investment advisory services through Pence Capital Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, with a range of discretionary and non-discretionary management options supported by model portfolios and research.

Luis Saucedo is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 25 years of industry experience. His career includes roles at MassMutual since 2016 and Capstone Partners Financial and Insurance Services from 2016 to 2021. Outside of his advisory work, he serves as secretary for a home-based language services consultancy. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning services including estate settlement and employer-sponsored programs, utilizing firm-approved tools to deliver collaborative, written recommendations.

Hayden Miller is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he held various roles including positions at Sopris Wealth Advisors and Brinkman Real Estate, as well as work outside the financial industry. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Blanca Pasallo is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including TD Ameritrade and Chase Bank. Her prior experience also includes a role at Sedberry Tobin Insurance Services and early work with Unleashed By Petco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its advisory role to multiple funds and use of advanced technologies in research.

Cody Bingham is a financial advisor with Cetera, holding a Series 66 designation and based in San Diego, CA. He has been with various Cetera entities since 2023 and began his advisory role in 2026. Outside of his financial services work, he has entrepreneurial experience with Patara Shoes, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with diverse investment program options.

John Ulshafer is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and 34 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Edward Dawson is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a range of capital markets services.

David Rzeslawski is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at State and Liberty and First Hawaiian Bank, as well as positions in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Torrance Chaplin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked for Primerica Advisors and Primerica Financial Services for over 20 years. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios.

Rachel Keisling is a financial advisor with Merrill based in San Diego, CA. She holds the Series 66 designation and has 18 years of industry experience, including 15 years with Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of individual and institutional clients. The firm integrates investment management with broader Bank of America services, delivering access to various products and strategies.

Natalie Stenehjem is a financial advisor at Osaic with eight years of industry experience. She holds a Series 66 designation and previously worked at Royal Alliance for five years. In addition to her advisory role, she is a licensed residential real estate agent and coaches a junior high girls’ volleyball team. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services across multiple platforms, utilizing asset-allocation tools and third-party managers to offer customized investment solutions.