Colin Domonoske is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds a Series 65 designation and has worked at Brown Wealth Management and Allegiance Inc. prior to joining Stratos. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an IAR-driven model that offers customized portfolio management via an open-architecture platform integrating multiple third-party managers.

Laurel Packham is a financial advisor with Eagle Strategies (NY Life) based in Oceanside, CA. She holds a Series 66 designation and has 23 years of industry experience. Laurel has been affiliated with Eagle Strategies and New York Life since 2013 and 2014, respectively. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Eron Reyes is a CFP®, CFA®, and Series 63-registered advisor with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2019, following roles at Seaside Wealth Management and Wells Fargo. Reyes is also a consultant and contributor to Simplicity Ops Academy, where he helps develop educational course content on general finance concepts. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds with investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios, supported by tax and accounting integration and administrative family office services.

Michael Tobin is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Hartford Funds Management Company, LLC, Hartford Funds Distributors, LLC, LPL Financial, and Invesco Advisers, Inc. He has worked with Capital Growth Inc. and Independent Financial Group since 2026. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes firm- and third-party models, combining strategic asset allocation with multi-manager portfolios and ongoing due diligence, offering both discretionary and non-discretionary portfolio management through multiple platforms.

Dena Schwartz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. Her prior firms include LPL Financial, Wells Fargo Investments, and Mutual Service Corporation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning, portfolio management across multiple platforms, and utilizes a combination of passive and active investment strategies tailored to client risk profiles.

Jerald Van Houten is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior affiliations include Cetera Wealth Services, Cetera Advisor Networks, and Cetera. Outside of advisory work, he is involved in teaching and coaching through organizations such as Kingdom Advisors and the John Maxwell Group, and he serves as Central Valley Chapter President for the Main Street Chamber. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutions. The firm provides financial planning and portfolio management using both firm and third-party models, combining strategic asset allocation with ongoing manager due diligence.

Michael Tallon is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at JP Morgan Securities, Strategic Advisers, Inc., and Fidelity Investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Samuel Ramirez is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower Advisors in 2025, he worked at Kelly & Wohlner Group and Northrop Grumman, and served ten years in the US Navy. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, as well as proprietary research and diverse portfolio construction techniques.

Nathanael Posada is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. His prior experience includes roles at Charles Schwab & Co., Inc., Grand Canyon Education, and Paradise Valley Country Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research, offering tailored recommendations without exercising discretionary trading authority.

Edwin Van Es is a financial advisor with Citigroup Global Markets in Carlsbad, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using robust internal standards and oversight, combining large institutional scale with specialized market roles and arrangements.

Damon Delillo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors and Wells Fargo Clearing. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a network of about 286 advisors.

Suzette Lawrence is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. Her prior roles include positions at D.A. Davidson & Co. and Crowell, Weedon & Co. Lawrence also serves as a Girl Scout troop leader and is involved with several nonprofit scholarship foundations. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of portfolio management options and employs a model-based approach combining strategic asset allocation with both passive and active investment exposures.

Hakim Dysart is a financial advisor at Mariner with six years of industry experience and holds a Series 66 designation. He has worked at several firms, including UBS Financial Services, Raymond James Financial, and Mission Federal Credit Union. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

Michael Mayer is a CFP®-certified financial advisor at Corient with four years of industry experience. He previously worked at Willow Creek Financial, SNS Financial Group, Vector Wealth Management, and Pacific Life. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Rachel Dennenberg is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. She also operates Dennenberg Consulting Inc., a consulting business for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a broad range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Lane Hustead is a CFA® charterholder with five years of industry experience. He is currently an advisor at Corient, having joined the firm in 2024. Prior to Corient, he worked at Bordeaux Wealth Advisors from 2020 to 2024 and spent two years at Ernst & Young. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, including alternative investments and private fund options.

Michael Gallion is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Osaic Advisory Services, LLC and previously worked at Arbor Point Advisors and One Degree Advisors, Inc. Gallion also teaches financial planning and investing courses at a local adult school. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a wide range of clients, including individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds, offering diversified investment programs and consulting services.

John Paladino is a Series 66-registered financial advisor with 25 years of industry experience. He is currently with Integrated Wealth Concepts LLC and has held positions at firms including Laurel Wealth Advisors, Sterling Global Strategies, Sterling Wealth Management, Morgan Stanley, and UBS Financial Services. Outside of advising, he owns TerraGear Products, a business focused on fitness bike travel bags and gear. 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, consulting, family office, and retirement plan advisory services, emphasizing customized portfolios with a primarily long-term approach.

Katherine Evans is a Series 66-licensed financial advisor at Schwab Wealth Advisory with one year of industry experience. She has prior experience with Dunham & Associates Investment Counsel, Barton Associates, and Charles Schwab & Co., Inc. Outside of her advisory roles, she has engaged with organizations including The Salvation Army Kroc Center in San Diego and Sun Devil Athletics. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals, utilizing Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Robert Chapman is a financial advisor with Independent Financial Group, LLC in Carlsbad, CA, holding a Series 63 designation and 31 years of industry experience. His prior work includes nearly a decade at LPL Financial and over 20 years operating his own financial consulting practice. Outside of his core advisory role, he is the sole owner of a marketing DBA, Pacific Crest Global Wealth Management, and is also licensed as a California insurance agent and an independent contractor offering mortgage lending services. 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 employs a combination of strategic asset allocation and multi-manager portfolios across both active and passive exposures, offering a range of financial planning and portfolio management solutions through various platforms.