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.

Vi Lieu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2017, with a brief interval, and has been associated with Wfgia since 2011. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, through a large network of advisors and multiple program platforms. The firm’s advisory model primarily utilizes model portfolios and third-party managers, offering services such as the Transamerica ONE and TFA365 Advisory Programs, with regulatory assets under management around $1.7 billion.

Christopher Mc Cain is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Truist Advisory Services and has previously worked at firms including CUSO Financial Services, LPL Financial, and Morgan Stanley. He serves as Vice President on the board of the Clan Rince Irish Dance Foundation, a nonprofit supporting dancers at the Clan Rince School of Irish Dance. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research and AI-enabled tools to support asset allocation and manager selection, providing ongoing monitoring and client consultations through its affiliation with Truist Financial.

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.

Hannah Perez is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. Her prior roles include positions at Kestra Investment Services Inc, Kestra Private Wealth Services, and Haug Wealth Management. She also works as a registered field assistant for California Wealth Transitions, where she advises, handles trading, and supports planning functions. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, providing discretionary investment management, financial planning, and family office services. The firm uses customized portfolios with mutual funds, ETFs, equities, and fixed income, combining enterprise scale with a range of model and wrap-fee 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 bringing 26 years of industry experience. He has worked with Woodbury Financial Services and has been president and owner of RSG Partners Financial & Insurance Services, Inc., a California-licensed insurance agency, since 2004. He is also a real estate owner of a condominium unit at the Hard Rock Hotel in San Diego. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a range of managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments, utilizing both fundamental and technical analysis alongside platform integrations and co-advisory roles.

Adelaide Pund is a financial advisor with Principal Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior firms include Cetera Advisors LLC, Cetera, and First Allied Securities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory services encompass direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation and separately managed account solutions.

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.

Eric Davis is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, HoyleCohen, LLC, Davis & Seiley Wealth Management, Inc., and Capital One Financial Corp. He holds a Series 65 registration and is based in San Diego, CA. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture that includes active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ specific risk tolerance, liquidity, and tax circumstances.

Timothy Garcia is a financial advisor at Guardian Life with five years of industry experience and holds a Series 66 designation. His career includes roles at CUSO Financial Services, MML Investors Services, and MassMutual Life Insurance Company. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party programs.

James Amerman is a CFP® professional with 10 years of experience in financial advisory services. He currently works at First Command Advisory Services and has held positions at firms including Fortress Wealth Management and Pure Financial Advisors. Amerman serves as an instructor for the California Society of CPAs, creating and delivering educational content on Roth strategies. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Janet Kohrmann is a CFP® with 18 years of experience in financial advising, currently practicing at Farther since 2023. Her prior roles include positions at Goldman Sachs PFM and United Capital Financial Advisers, LLC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm implements investment strategies based on Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, incorporating exchange-traded funds, mutual funds, individual equities, fixed income, and AI-supported advisor judgment.

Michelle Hall is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She has held positions at Creative Planning since 2023, previously working at The Retirement Advantage, OneAmerica Retirement Services, and Alpha & Omega Financial Management Consultants Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other tactical approaches.

William Floros is a financial advisor at Empower Advisory Group with nine years of industry experience and holds the Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation, LPL Financial, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services aligned with Empower’s recordkeeping and administrative platforms.

Mark Nguyen is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as the Chief Financial Officer for Legendary Lion Dance, a community nonprofit organization managing payments, expenses, and tax filings. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Sibi Joseph is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also involved with Legacy Shield, providing wills and trusts services to assist clients with estate planning. Additionally, he serves as a college consultant with the Heartland Institute of Financial Education, referring clients to college planning services when relevant. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.