Hatem Elshimy is a financial advisor with Principal Financial Services in San Diego, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Fidelity Investments and several insurance and investment firms. He is also involved in outside sales of various insurance products, including life, disability, annuities, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base ranging from individual investors to corporations and 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.

Emme Phillips is a financial advisor at Corient with Series 63 and Series 66 credentials and two years of industry experience. Her prior firms include Fidelity Personal & Workplace Advisors, Equitable Advisors, and OneSeven. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options to align portfolios with client objectives.

Carlos Hernandez is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at several firms including LPL Financial LLC, The Retirement Group, LLC, and New York Life Insurance Co. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Erin Mansell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked for eight years at Goldman Sachs Personal Financial Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Brian Lavoie is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked at Coastwise Capital Group, LLC and Laurel Wealth Advisors. 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, and retirement plan advisory services, employing a long-term investment approach complemented by shorter-term trades for portfolio rebalancing.

Louis Lopez is a CFP® and registered investment advisor with 14 years of experience, currently serving at Mariner Wealth Advisors since 2012. He is based in San Diego, CA. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm implements discretionary, customized portfolios supported by internal research and third-party managers, along with integrated tax and accounting services uncommon for a firm of its size.

Emily Yu is a financial advisor with TIAA-CREF in San Diego, CA, holding a Series 66 designation and three years of industry experience. She previously worked at Axos Invest, Inc., Axos Invest LLC, Axos Bank, and Sofun Media Corp. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm’s advisory model differentiates point-in-time planning services from ongoing discretionary managed accounts, utilizing both model and customized portfolios under a fiduciary standard.

William Mitchell is a financial advisor with NewEdge Advisors in San Diego, CA, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Bank of New York Mellon Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, using various program structures and technology tools to support advisor and client needs.

Sebastian Bolic is a Series 66-credentialed financial advisor with three years of experience, currently associated with Guardian Life and Park Avenue Securities. He has previously worked in roles spanning insurance and securities, and serves on the Board of Directors for the Temecula Mountain Lions Rugby Club. Additionally, he engages in independent contracting and networking group activities outside of his advisory work. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Martinez & Winter and Ameritas-affiliated firms since 2006. Winter is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation engaged in charitable grant-making. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and leveraging third-party technology and managers.

Andrew Farmer is a CFP® professional with one year of experience at Corient. Prior to joining Corient, he held roles at Deloitte, Sunrun, and Gradient Capital Advisors, and also worked in academic positions at the University of Southern California, Point Loma Nazarene University, and Cypress High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs advanced risk management and portfolio monitoring tools.

Quyen Leba is a financial advisor with Integrated Wealth Concepts LLC in La Jolla, CA, holding a Series 63 designation and four years of industry experience. She has been associated with Integrated Wealth Concepts since 2022 and concurrently works with Duffy Kruspodin LLP and operates her own CPA practice focused on tax preparation and accounting services. Additionally, she serves as a notary public. 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, consulting, family office, and retirement plan advisory services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, with both long-term and shorter-term trading strategies.

Marwan "Mark" Yacoub is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with J. W. Cole Advisors and J.W. Cole Financial since 2013. In addition to his advisory role, he acts as an agent with various insurance carriers, offering Medicare, health care, long-term care, and supplemental insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment strategies.

Andrew Welzel is a financial advisor at Mariner Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mariner since 2015. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external managers and provides extensive tax, accounting, and family office services alongside traditional portfolio management.

Dominick Mcpeake is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously spent 11 years at Lord Abbett & Co., LLC before joining Rockefeller Financial in 2026. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that offers securities transactions, variable insurance products, and placement and investment banking services.

Robert Wolter is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He previously worked at LPL Financial, Wells Fargo Clearing, and Piper Sandler & Co. in various advisory roles. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering advisor-managed programs, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

William Hage is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company in various roles since 2003. Outside of his advisory work, Hage serves on the boards of the Peninsula YMCA and the Boy Scouts of America San Diego Imperial Council, and is involved with local mentoring and Rotary Club leadership. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning, discretionary management, and a range of proprietary and third-party investment solutions.

Anna Diaz is a CFP® professional with 23 years of industry experience, currently advising at Corient in San Diego, CA. Her prior work includes roles at Merrill and Dowling & Yahnke, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management.

Kayla Loren is a CFP® with five years of industry experience, currently advising clients at Schwab Wealth Advisory in San Diego, CA. She has been with Charles Schwab and its affiliated entities since 2021. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Tanya Gonzalez is a financial advisor at Guardian Life with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Bank of America. Outside of her advisory role, she is involved in managing PURE VIBE LLC, where she oversees operations such as revenue projections and marketing strategy. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm offers tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.