Sherry Senesy is a CFP® professional with 15 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Diego, CA. She has worked at Eagle Strategies since 2016 and operates her own business, SRS Financial & Insurance Solutions, through which she brokers non-registered insurance products. Senesy is also appointed as an insurance broker with outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Sandra Franklin is a financial advisor at Schwab Wealth Advisory with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory since 2026, following roles at Charles Schwab & Co., Inc., TD Ameritrade, and Advisors Asset Management, Inc. Sandra serves on the board of the LSU Alumni San Diego Chapter. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, employing asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

John Iammarino is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016 and at Securus Financial since 2012. Outside of his advisory role, he coordinates financial planning through the Elite Resource Team Partnership, assisting clients with complex tax, estate, and financial matters. Brookstone Capital Management provides fee-based asset management and financial planning to a broad client base, including high-net-worth individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through various platforms, incorporating both proprietary and external sub-advisors and funds.

Tanya Gonzalez is a financial advisor at Guardian Life with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Bank of America. Outside of her advisory role, she is involved in managing PURE VIBE LLC, where she oversees operations such as revenue projections and marketing strategy. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm offers tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Marc Schneider is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he is an equity shareholder in Baja Flyers Corporation, a shared ownership group for private aircraft maintenance and use. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard through its registered investment advisory services and employs a mix of model and customized portfolios.

Alan Davis is a financial advisor at Mercer Global Advisors Inc. in San Diego, CA, holding Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at firms including Epstein and White Financial LLC, Raymond James Financial Services, and Mission Federal Credit Union. 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 approach with globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Aaron Pearce is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has previously worked at Commonwealth Financial Network and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in regulatory assets under management using a diversified investment process with both passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Ghazal Poursorkh is a financial advisor with Fifth Third Securities, Inc. based in San Diego, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fifth Third Securities in 2026, Ghazal worked at Wells Fargo Bank NA in various capacities from 2016 to 2026. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering a range of investment advisory and brokerage services through the Passageway Managed Account Program. The firm provides access to multiple program types and third-party portfolio managers, supporting clients with customized risk profiles and a variety of investment strategies.

Brad Whittelsey is a financial advisor with Guardian Life and holds a Series 66 designation. He has prior experience at Park Avenue Securities, Northwestern Mutual, and Wells Fargo Advisors among other roles. His background includes several years outside finance in the aviation and retail sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Stephanie Secor is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 65, Series 63, and Series 66 licenses and over 31 years of industry experience. Her career includes roles at Goldman Sachs, Charles Schwab & Co, Citigroup Global Markets, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering both point-in-time financial plans and optional managed account solutions.

Bryan Wilczewski is a financial advisor with Guardian Life in San Diego, CA, holding CFP® and ChFC® designations and 19 years of industry experience. His career includes roles at Park Avenue Securities, LPL Financial, Edward Jones, Merrill, and Lord, Abbett & Co. LLC. He is also the owner of Evidentia Group LLC, a legal entity used for managing 1099 income. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary programs as well as third-party solutions.

Joseph Hewitt is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services. Hewitt has worked in investment research and consulting and is based in San Diego, CA. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Simon Chapman is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 13 years of industry experience. He has worked with Rochdale Investment Management LLC and RIM Securities since 2012 and with City National Bank since 1997. Chapman serves as a board member for the San Diego Cooperative Charter School, where he oversees financial, hiring, and planning decisions. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

Joshua Bodenstadt is a partner at Duffy Kruspodin, LLP in La Jolla, California, where he has worked since 2007. He is affiliated with Integrated Wealth Concepts LLC and has six years of industry experience. Integrated Wealth Concepts LLC 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, and consulting services, employing a long-term investment approach with customized portfolios and oversight of third-party asset managers.

Colleen Callahan is a financial advisor with Lincoln Investment in San Diego, CA, holding a ChFC® designation and a Series 63 license. She has 38 years of industry experience, including roles at Capital Analysts, Incorporated since 1988 and Lincoln Investment since 2012. In addition to her advisory work, she is licensed as an insurance agent, assisting clients with insurance needs and related paperwork. Lincoln Investment Planning, LLC serves a broad range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines in-house investment management with advisor-led consulting, offering a variety of portfolio management solutions and maintaining a long history of serving educators and participants in 403(b) and 457(b) programs.

Nicholas Radtke is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Churchill Management and Charles Schwab. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by 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 using a combination of active and passive strategies tailored to clients’ risk tolerance and tax circumstances.

Kseniya Ribeiro is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Bank of America and has been with Mercer Global Advisors in various roles since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs an investment approach based on Modern Portfolio Theory, emphasizing diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs, index funds, and separate account managers.

Stanley Shurson is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and James Haug. 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, focusing on customized portfolios with a primarily long-term investment approach.

Elias Santos is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at GWFS Equities, Advised Assets Group, UBS Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, First Command Advisory Services, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Jalen Lee is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities, Marine Street Financial, and REV77, as well as teaching experience at Arizona State University and local schools. He works at Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary and non-discretionary investment management, and access to proprietary and third-party advisory solutions.