Stephanie Secor is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and 31 years of industry experience. Her prior firms include Goldman Sachs & Co LLC, Charles Schwab & Co, and Citigroup Global Markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Wesley Cope is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Madison Avenue Securities. 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 around $212.7 billion in client assets. The firm offers advisory support through discretionary and nondiscretionary managed account programs, access to third-party asset managers, and back-office services including trading and reporting.

Bryan Wilczewski is a financial advisor with Guardian Life in San Diego, CA, holding the CFP® and ChFC® designations and 19 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, and XY Investment Solutions. Outside of his advisory work, he is the owner of Evidentia Group LLC, a legal entity for managing 1099 income. He works at Park Avenue® Wealth Management, a subsidiary of Guardian Life that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party investment models.

Kevin Roach is a financial advisor with Commonwealth Financial Network in San Diego, CA. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including three years at LPL Financial prior to joining Commonwealth in 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Natasha Hui is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. She has been with Commonwealth since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide and manages about $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Nicholas Radtke is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Churchill Management since 2010. He joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

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 worked at firms including LPL Financial and James Haug. 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, and family office services, employing a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.

Elias Santos is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 63 and Series 66 licenses 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 to Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jalen Lee is a financial advisor at Primerica Advisors with a Series 66 designation and experience spanning several firms including Park Avenue Securities, Guardian Life Insurance Company, Marine Street Financial, and REV77. His background also includes teaching roles at Arizona State University, Hamilton High School, and Bogle Junior High School. Park Avenue Securities serves a diverse retail client base through both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.

Francesco Ruggeri is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His previous roles include positions at TCFG Investment Advisors and Securities America Advisors. Outside of advisory work, he is a passive owner in several restaurant ventures, including a San Francisco omakase restaurant and two other dining establishments. 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 a range of brokerage, portfolio management, financial planning, and retirement services through a national network of advisors and utilizes multiple advisory platforms and third-party asset managers.

Joshua Block is a financial advisor at Mercer Global Advisors Inc. in San Diego, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Mercer, he worked at RemoteLink Solutions and studied at San Diego State University. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor strategies, low-cost index vehicles, regular rebalancing, and tax management.

Bridgette Ziolkowski is a financial advisor with Valic Financial Advisors in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. She has been with Valic Financial Advisors since 2012 and is also involved in coaching through Clear Intentions Coaching, where she practices as an energy healer and facilitator specializing in modalities such as Reiki and breathwork. Additionally, she rents a Tesla Model 3 through the Turo platform. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mahalene Dulay is a financial advisor with Kestra Advisory in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Outside of her advisory role, she is involved as a PTA board member focusing on diversity and inclusion, and she owns two ventures focused on financial education and consulting for financial professionals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Ronald Farr is a financial advisor with Eagle Strategies (NY Life) based in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been affiliated with Eagle Strategies since 1999 and with New York Life Insurance Company since 1967. Farr also operates Farr Financial & Insurance Services, brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services primarily through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Gabriel Martin is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, offering a broad range of investment advisory programs and execution services across multiple wealth segments. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.

Ekaterina Hanhauser is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for an independent financial group for 10 years before joining her current firm in 2021. Outside of her advisory work, she serves as the president of the Los Penasquitos Elementary School PTA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a private wealth program, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Christa Keck English is a financial advisor with Commonwealth Financial Network in San Diego, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Independent Financial Group, LLC and Telos Capital Management, Inc. She has been with Commonwealth Financial Network since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.