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.

Kameron Hall is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2019 and previously worked at the University of New Hampshire from 2015 to 2019. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eugene Choi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and over 14 years of industry experience. He previously worked at Dunham & Associates Investment Counsel, Inc. for eight years before joining his current firm. 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 uses a diversified investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Nelly Warner is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has previously worked in hospitality and education roles, including positions at Catamaran Resort Hotel & Spa and San Diego University for Integrative Studies. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Enrique Enriquez is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pacific Advisors and Guardian. Enriquez is also involved with Armorcrest Insurance Services LLC, a property and casualty company focusing on home, auto, and commercial insurance. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory with proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

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.

Darek Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, Unionbanc Investment Services, and Union Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm is notable for its combination of large institutional scale, in-house research capabilities, and specialized market roles such as swap dealer and futures commission merchant.

Clark Anderson is a CFP® with 40 years of industry experience, currently affiliated with Principal Financial Services. He has been associated with Principal Securities Inc. since 1985 and PRINCIPAL Life Insurance Company since 1998, and he also leads Anderson Legacy Advisors. Outside of investment advisory, he is involved in selling group benefits and various individual insurance products, including fixed life insurance and long-term care policies. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jessica Szombathelyi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with firms including Independent Financial Group, CUSO Financial Services, TDAmeritrade, and Boeing Employee's Credit Union. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a broad advisor-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Junior Granados is a financial advisor at Voya Financial Advisors, Inc. in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Voya entities since 2005, including Voya Financial Partners and Voya Retirement Advisors. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based programs.

Yuliya Brown is a CFP® and Series 66-registered financial advisor with six years of industry experience. She is currently with Farther and has previously worked at firms including LPL Financial, San Diego County Credit Union, Bank of America, Merrill, and Comerica Bank. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

April Schultz is a CFP® professional at Focus Partners Wealth, LLC with two years of industry experience. She has previously worked at The Colony Group, LLC and HoyleCohen Wealth Management, LLC. Focus Partners serves a broad range of clients including individuals, high-net-worth families, family offices, and institutional clients with services such as investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies alongside private funds and third-party managers.

Lisa Youk is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked with Eagle Strategies since 2017 and has been affiliated with New York Life entities since 2012. Outside of her advisory role, she performs as a professional belly dancer at various venues and charitable events. Eagle Strategies serves a broad client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Abdiel Valenzuela is a financial advisor with Principal Financial Services holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes roles at Principal Life Insurance Company, RBC Capital Markets, Avantax Advisory Services, and Puplava Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Roderick Evans is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2021. Prior to this, he worked for 25 years at Hornor, Townsend & Kent, Inc. He is a board member of Rancho Santa Fe Farms Golf Club. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a model-driven approach combining strategic asset allocation and multi-manager portfolios across various risk profiles.

Valdo Mota is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses. He has one year of experience in the financial industry and over 20 years of service in the United States Marine Corps. Prior to his advisory role, he worked at First Command Brokerage Services Inc. Valdo is based in San Diego, CA. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Hannah Zuilan is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nationwide Investment Services Corp for 12 years. Hannah is currently based in Chula Vista, CA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s approach includes integrated financial planning and managed account solutions, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Schwartz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and possessing 11 years of industry experience. He has worked at Commonwealth since 2016 and spent one year at OneAmerica Securities, Inc. prior to that. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of advisory support services, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Tim Pantaleon is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at CUSO Financial Services, LP for 13 years before joining Commonwealth in 2022. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers various program structures and investment management solutions, supported by operations, trading, technology, compliance, and practice-management services.

Krista Weaver is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. She has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.