Kevin Keefe is a CFA® charterholder with 22 years of experience in the financial industry. He is currently an advisor at Independent Financial Group, LLC and has prior experience with firms including BNY Mellon Capital Markets and Realta Investment Advisors. He serves as a board member of FMT Solutions, a role unrelated to investment management. Independent Financial Group is a large advisory and brokerage firm that provides investment advisory programs, financial planning, and retirement plan services to a broad range of clients, including high-net-worth individuals, trusts, corporations, and business owners. The firm offers both discretionary and non-discretionary investment strategies through a mix of in-house and third-party model portfolios, operating as both a registered investment adviser and an active broker-dealer.

Benjamin Weinberg is a CFP® professional at Corient with one year of industry experience. His prior roles include positions at Centura Wealth Advisory and Davies Financial Advisors. Outside of finance, he has experience working with the Viper Volleyball Club. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house and third-party strategies, with capabilities in private funds and affiliated trust services.

Dustin Briquelet is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Laurel Wealth Advisors since 2012 and joined Integrated Wealth Concepts in 2023. Outside of his advisory roles, he serves as a board member of the Dillon Foundation, a nonprofit supporting underprivileged children. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios with a primarily long-term investment approach.

Donald Rittenhouse is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Laurel Wealth Advisors, Inc. prior to joining Integrated Wealth Concepts. 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 provides discretionary investment management, financial planning, and family office services, employing a combination of internal management and third-party managers with a primarily long-term investment approach.

Christopher Landwair is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 25 years of industry experience. He previously worked at Lincoln Investment for 11 years and has been involved with Mammini Company and Capital Analysts Inc for extended periods. Landwair also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors through operations, technology, investment management, compliance, and practice-management resources.

Keith Trezek is a financial advisor at Independent Financial Group, LLC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Woodbury Financial Services Inc and Crown Capital Securities, L.P. He also holds an independent contractor role in insurance outside of his work at Independent Financial Group. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of investment adviser representatives and provides access to various advisory programs via its AccessPoint platform and third-party asset managers.

Brett Saddler is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Crown Capital Securities, Consolidated Brokerage Services, and Health Markets. In addition to his advisory work, he operates as an independent contractor selling life insurance policies. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Francis Pedace Jr. is a CFP® professional with 28 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC since 2023. He previously worked at Laurel Wealth Advisors, Inc. for 10 years. Francis holds Series 63 and 65 licenses and has been licensed as an insurance agent in California since 1994, though he no longer actively engages in insurance activities. 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, employing customized portfolios with a long-term investment approach supported by model and wrap-fee programs.

Ryan Weisenberg is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Crest Capital Advisors and Goldman Sachs & Co. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers diverse portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Zhaoxia Tan is a CFP® professional with 18 years of experience, currently affiliated with Transamerica Financial Advisors. She has held roles at NetLaw, Function Academy, and ZEIDERS Enterprises, and has also worked as a math teacher at Sunny Hills High School. In addition to her advisory work, she teaches and tutors high school and college students in mathematics, including financial mathematics. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Luke Dubois is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Deloitte & Touche LLP for three years and has held positions at RetirementDNA and in academia. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios with a long-term approach supplemented by shorter-term trades and oversight of third-party managers.

Jacqueline Jackman Cunningham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has been associated with Ameritas Life Insurance Corp, Hawkeye Brokerage Center, and Ameritas Investment Corp since 2000. She is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a significant focus on plan sponsors and participants.

Matthew Cairo is a CFP® professional currently affiliated with J. W. Cole Advisors, Inc. He has two years of industry experience, including prior roles at Bifrost Financial Planners and Blankinship & Foster, LLC Fiduciary Financial Advisors. In addition to his advisory work, he manages a financial planning DBA, O'Carroll Financial Planning, and serves as a successor trustee and power of attorney for multiple family members. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a range of discretionary and non-discretionary strategies incorporating fundamental and technical analysis.

Chelsea Wetzel is a financial advisor with Hightower Advisors in San Diego, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill, Raymond James & Associates, BNY Mellon Wealth Management, and Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement consulting.

Scott Dickerson is a CFP® and ChFC® with 35 years of experience in the financial services industry. He has been associated with Independent Financial Group, LLC since 2005 and has worked at Capital Growth Investment Management Services since 2010. He serves as a trustee for multiple family trusts and holds a California insurance agent license. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Lenka Holman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has held roles at WFG Direct, NetLaw Inc., Aflac Insurance Agency, and Life Worth Living. Outside of her advisory work, she is involved in professional speaking through Life Worth Living. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, employer-sponsored plans, trusts, and other entities with approximately $1.7 billion in regulatory assets under management.

Kelly Feldmann is a CFP® with nine years of industry experience, currently serving at Corient. Her prior roles include positions at Dowling & Yahnke, LLC and Donnelly Wealth Advisors, Inc. Feldmann holds a Series 65 license and is based in San Diego, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm combines in-house strategies with third-party solutions using a goals-based, team investment approach and employs risk management tools and alternative investment options as appropriate.

Matthew Mazzella is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc. in San Diego, CA, with one year of industry experience. He has worked with various Bankers Life entities since 2023 and serves as an insurance agent for Bankers Life and Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Outside of financial advising, he is the Director of Operations at Compliance Systems Management LLC, a construction safety manager staffing company. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and ongoing portfolio management aligned with clients’ goals and risk profiles.

Bradford Underdahl is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Laurel Wealth Advisors, Inc. since 2012 alongside his current role at Integrated Wealth Concepts since 2023. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management and financial planning services, employing a long-term investment approach supplemented by shorter-term trades, and manages assets primarily through mutual funds, ETFs, individual equities, and fixed income.

Mitchell Mammini is a CFA® charterholder with six years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Alliance Bernstein, Lincoln Investment, and Merrill Lynch. He is also involved with Mammini Company, an entrepreneurial venture. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a wide adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.