Anny Kadomatsu is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Principal Life Insurance since 2021, following prior roles at Cetera and First Allied Advisory Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

John Mckean is a CFP® professional with 10 years of industry experience. He is currently a financial advisor at AE Wealth Management, LLC and a speaker for the American Financial Education Alliance, a nonprofit organization that provides financial education to consumers. He has also been involved with Comprehensive Advisor LLC since 2016. AE Wealth Management, LLC serves a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors, providing fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies through discretionary model portfolios, supporting scalability with a high client-to-advisor ratio across its platform.

Jeffrey Barrette is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. He also has an insurance-related business outside of his advisory work. Park Avenue Securities LLC is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services, including proprietary and third-party model portfolios.

Cynthia Gatlin is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Northern Trust Securities, Bank of America, Merrill Lynch, and other firms. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Laura Myers is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing six years of industry experience. She has worked at Charles Schwab since 2021 and previously at TD Ameritrade and Driven Brands, Inc. prior to joining Schwab Wealth Advisory in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority and operates as an internal advisory unit within the Schwab ecosystem.

Aleksandar Jakovljevic is a financial advisor with Primerica Advisors in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities throughout his career. Outside of his advisory role, he serves as a trustee of The DUO Trust and is a co-owner of Delije LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs, combining discretionary and non-discretionary management approaches.

Alexandria Harris is a financial advisor with Hightower Advisors in San Diego, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has worked at Hightower Advisers, LLC since 2019 and Delphi Private Advisors since 2016. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment strategies.

Timothy Kenska is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm operates with large institutional scale and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

Shelley Reeves is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has previously worked at LPL Financial and Independent Financial Group, among other firms. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a range of advisory programs, third-party asset managers, and a firm-managed separately managed account program supported by multiple strategists and technology platforms.

Alfredo Paredes is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Mariner Wealth Advisors since 2019, including his current role since 2023. Prior to his advisory career, he worked in various roles including at LIFEAid Beverage Co. and the University of California, Santa Cruz. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal management team and offers integrated tax and accounting services alongside traditional portfolio management.

Michael Graney is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been affiliated with Laurel Wealth Advisors, Inc. since 2012. Graney also lectures on financial planning for women at Poway Adult School and Mira Costa Continuing Education and serves as a surf coach at SurfinFire Surf School. Integrated Wealth Concepts LLC serves individuals, 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, using customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Timothy Petrovich is a financial advisor with Guardian Life, holding a Series 65 credential and six years of industry experience. His prior work includes positions at Cadaret Grant & Co., Inc., Securities America, Inc., and LPL Financial. He is currently associated with both Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party models.

Kavita Rajaratnam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked in real estate sales with multiple firms, including Big Block Realty, Realty One Group San Diego, and currently HKT Cal Inc and REAL Broker. In addition to her advisory role, she is involved in online estate planning through Net Law Group Inc. Transamerica Financial Advisors, LLC serves a broad client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through various platforms such as Transamerica ONE and TFA365, with regulatory assets under management around $1.7 billion.

James Yee is a financial advisor at Independent Financial Group, LLC with two years of industry experience. He holds a Series 66 designation and has worked at Green Retirement and Independent Financial Group since 2020. Prior to his financial career, he spent several years in the cutlery industry with roles at Knife Sharpener and We Be Knives. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, 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, utilizing multiple advisory programs and third-party asset managers.

Mark Vannatta is a CFP® professional with over 43 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company and Park Avenue Securities since 2004. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Enrique Enriquez is a financial advisor with Guardian Life in San Diego, CA, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Pacific Advisors and Guardian since 2013. Enriquez is also involved with Armorcrest Insurance Services LLC, a property and casualty insurance company focusing on home, auto, and commercial insurance. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.

Jack Stark I is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company since 2022. Jack has also been engaged in academic pursuits since 2009. 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, distributing advisory programs through a national network of Investment Adviser Representatives and utilizing multiple investment platforms and third-party managers.

Sandra Williams is a financial advisor with Guardian Life and Park Avenue Securities, holding ChFC® and Series 66 credentials and has seven years of industry experience. She also has ongoing involvement with The W Coaching Group, Inc., a business coaching firm she founded. Additionally, she is a published author and a certified Kolbe Consultant. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships with access to proprietary and third-party model portfolios.

Margaret Mazzella is a financial advisor at Bankers Life Advisory Services, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bankers Life Securities since 2018. In addition to her advisory role, she serves as a Branch Sales Manager at Bankers Life & Casualty, where she manages a team of agents and is involved in hiring and training. Mazzella is also an officer and shareholder of PB Roma's Inc., a corporation related to a now-closed restaurant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Scott Balderas is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2022. His prior experience includes roles at Charles Schwab, Charles Schwab Bank SSB, Strategic Advisers, Inc., and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.