William Levy is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, he worked at Pacific Coast Valet and has educational experience from Boston College and local schools in San Diego. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm uses a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Brandon Meza is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Principal Financial Services and has previously worked at Merrill and MassMutual Financial Group. He also holds a position in outside insurance sales, specializing in life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alyssa Saad is a financial advisor at PlanMember Securities Corporation in San Diego, CA, holding a Series 66 designation with one year of industry experience. She has worked in various roles since 2017, including positions at MPD Wealth and DRS Daylight Solutions. Saad’s background includes administrative and client service responsibilities related to investment activities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including personalized retirement planning and separation counseling.

Claudia Herrera is a financial advisor with Kestra Advisory in San Diego, CA. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Kestra Advisory in 2019, she worked with Foresters Advisory Services and Foresters Financial Services. Herrera also conducts advisory and insurance activities under the DBA Well Traveled Wealth. Kestra Advisory provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base including large institutional investors and offers access to multiple management platforms and third-party solutions.

Gavin Lodge is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Securian Financial Services, and Minnesota Life Insurance Co. His activities include managing investment advisory services primarily through his business entities affiliated with LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and integrates technology platforms alongside third-party managers and strategists such as Fidelity, BlackRock, and Invesco.

David Moller is a financial advisor with PlanMember Securities Corporation in San Diego, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Outside of advising, he works as a senior manufacturing engineer at DRS Daylight Solutions, a defense contractor. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Benedict Maloney is a financial advisor with Centaurus Financial, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 49 years of industry experience. He previously worked at J P Turner & Company Capital Management, LLC and WBB Securities, LLC before joining Centaurus Financial in 2015. Outside of advisory work, he is an agent involved in term life insurance sales and in Medicare supplement and Medicare Advantage sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements, utilizing a mix of fundamental, technical, bottom-up, and top-down analysis.

Sandra Nicole Tucker is a financial advisor with Empower Advisory Group in San Diego, CA. She holds Series 66 and Series 63 licenses and has four years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Darrell Alford is a ChFC® with 40 years of experience in the financial industry. He is currently with Independent Financial Partners, where he has worked since 2025. His prior experience includes roles at Triad Advisors, Resources Investment Advisors, and LPL Financial Corporation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Andrew Robinson is an advisor at Integrated Wealth Concepts LLC with one year of industry experience. He is also a partner at Duffy Kruspodin LLP, a CPA firm where he has worked for over 15 years. His professional background includes accounting and financial services. 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, family office, and retirement plan advisory services, emphasizing customized portfolios and a combination of long-term strategies with shorter-term trades.

Garrett Workmon is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at Uber Technologies Inc. and H&R Block, and has experience with Wayzata Community Church and the University of Missouri - Columbia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by enhanced indexing and private market exposure.

John Glenn II is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at multiple firms including GH Wealth Management and Glenn & Associates, and owns a non-variable insurance business in San Diego. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives using various custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Patrick Araujo Lipine is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds the Series 65 designation and has been with Breckinridge since 2013. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies, combining top-down macro outlooks with bottom-up fundamental research, and emphasizes tax-aware services and portfolio customization.

Holly Salazar is a financial advisor with Valic Financial Advisors in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Valic Financial Advisors since 2014 and is also an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

David Applestein is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63, Series 65, and Series 66 licenses and has 15 years of industry experience. His prior work includes positions at Wells Fargo, Fidelity, and Principal Securities Inc. T. Rowe Price Advisory Services offers a retirement-focused financial planning and investment management program for individual investors and households, utilizing proprietary mutual funds and ETFs with discretionary account management and an online planning tool.

Erick Von Berge is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His career includes roles at Von Berge Wealth Management Group, Laurel Wealth Advisors, Wells Fargo Clearing, and Prudential Equity Group. He is based in San Diego, CA. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and both third-party and direct security strategies, with access to alternative and private market solutions for qualified clients.

Jung Hoon Park is a financial advisor with Principal Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at several financial firms such as Principal Life Insurance Company, National Life Group, and MassMutual Life Insurance Company. He is also involved in selling various types of insurance, including life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm focuses on financial planning, retirement consulting, and access to third-party money manager programs through direct advisory and promoter arrangements.

Eugene Choi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and over 14 years of industry experience. He previously worked at Dunham & Associates Investment Counsel, Inc. for eight years before joining his current firm. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Darek Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, Unionbanc Investment Services, and Union Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm is notable for its combination of large institutional scale, in-house research capabilities, and specialized market roles such as swap dealer and futures commission merchant.

Clark Anderson is a CFP® with 40 years of industry experience, currently affiliated with Principal Financial Services. He has been associated with Principal Securities Inc. since 1985 and PRINCIPAL Life Insurance Company since 1998, and he also leads Anderson Legacy Advisors. Outside of investment advisory, he is involved in selling group benefits and various individual insurance products, including fixed life insurance and long-term care policies. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.