Brian Elliott is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Valic Financial Advisors since 2009 and also holds a position at Agia related to non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts and overlay services through a centralized technology platform.

Ethan Brackett is a financial advisor with Voya Financial Advisors, Inc. in San Diego, CA, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Voya Financial Advisors since 2015. Outside of his advisory role, he serves as president of his local homeowners association and performs magic tricks for clients as an entertainer. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and consulting through multiple program structures, including non-discretionary and recommendation-based arrangements alongside affiliated retirement-advice offerings.

Robert Holcomb is a Series 65 licensed financial advisor with 19 years of industry experience. He is currently with Valic Financial Advisors and has previously worked at CUSO Financial Services, Cadaret Grant & Co, Atria Wealth Solutions, and other firms. Valic Financial Advisors serves primarily 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.

Andrew Vaughn is a financial advisor with Commonwealth Financial Network in San Diego, CA. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Commonwealth in 2021, he spent 13 years at an independent financial group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Colleen Gepp is a CFP® with 29 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, HoyleCohen, Mid Atlantic Financial Management, and FDx Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jonathan Yokoyama is a financial advisor with Principal Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior firms include Mass Mutual Investors Services, MassMutual Life Insurance Company, Bankers Life Securities, and AXA Advisors. He also engages in the sale of various insurance products, including 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 individuals, 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.

Alexis Cannon is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2015. Based in San Diego, CA, Alexis works within a national firm that supports a large network of advisors. Commonwealth Financial Network is a registered investment adviser serving approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios, personalized indexing, and retirement plan consulting, while providing operational, technological, and compliance support to its affiliated advisors.

David Boothby Jr. is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for five years before joining Commonwealth in 2022. Outside of his advisory role, Boothby is co-owner of Cedarwood Financial Partners, LLC, a private entity facilitating advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Chelsa Tiefel is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has previously worked with Wells Fargo Financial Network and Werner Financial Group. Tiefel also has a background involving the Mittleman Jewish Community Center. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Matthew Banez is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over a decade of experience partnering with high net worth families, focusing on developing tailored financial strategies that align with their unique goals and situations. Prior to his current role, Matthew worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2020, and held roles at Scottrade Inc. including Branch Manager from 2017 to 2018 and Investment Consultant from 2012 to 2017. Matthew holds a California Insurance License, which complements his expertise in financial consulting. His approach is influenced by his personal background and dedication to understanding his clients' stories, enabling him to co-create appropriate financial strategies. Outside of his professional work, Matthew enjoys family activities, fitness, football, and outdoor adventures.

Shelley Pearson is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. She holds Series 65 and Series 63 credentials and has worked previously at CUSO Financial Services, LP, Independent Financial Group, and Capstone Investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors serving individual and institutional clients. The firm offers a range of managed-account programs, access to third-party asset managers, and custodial services, providing both discretionary and nondiscretionary portfolio management options.

Todd Beckmann is a CFP® professional with 15 years of experience in the financial services industry. He has worked at Kestra Advisory since 2018 and previously held roles at Foresters Advisory Services and Foresters Financial Services. Beckmann serves as Treasurer on the board of a homeowners association and manages an entrepreneurial venture, Beckmann Enterprises LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients such as plan sponsors and large institutional investors.

Elliot James is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Entrewealth, LLC. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, offering services such as portfolio management, financial planning, retirement consulting, and access to private-market investments.

Tyler Venegas is a financial advisor with Empower Advisory Group holding a Series 66 designation and five years of industry experience. His prior work includes roles at Merrill, Vanguard Advisers, TIAA-CREF, and USAA Investment Services Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, leveraging integrated platforms tied to recordkeeping and administration. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Matthew Pratt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has worked at Commonwealth since 2015 and at LPL Financial LLC since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody services.

Colin Roesler is a CFP® and CFA® with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at BNY Mellon, J.P. Morgan Securities, JPMorgan Chase Bank, and Morgan Stanley. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Daniel Engel is a financial advisor with TLG Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include work at Holdsworth & Co and Pitch It Forward, and he is also involved with JAG Legacy & Insurance Solutions as an independent insurance agent. Engel has volunteered with the Miracle League of San Diego since 2005. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that combines fundamental analysis with Modern Portfolio Theory.

Brandon Mather is a CFP® professional with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Dunham & Associates Investment Counsel, Inc. and LPL Financial LLC. He is based in Coronado, CA. 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 employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Warren Duthie is a financial advisor at Commonwealth Financial Network with 21 years of industry experience. He has held various roles at Northwestern Mutual and has owned Duthie Financial Group since 2020. His credentials include Series 63, Series 65, and Series 66 licenses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services.

Dianne Davis is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network in San Diego, CA. Her career includes roles at LPL Financial LLC, Neuberger Berman BD LLC, Banc Of America Investment Services, and Merrill. 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 provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.