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.

Michael Gottman is a CFP® with eight years of industry experience, currently serving at First Citizens Investor Services, Inc. He previously worked at The Vanguard Group, Inc. for eight years. His background also includes roles at Goldman Realty and a brief involvement with Fireside by the Patio. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and offers both discretionary and non-discretionary management, with a focus on tax-aware services and complimentary financial planning.

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.

Timothy Linaugh is a financial advisor with TLG Advisors, Inc. in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Leaders Group Inc, Lincoln Investment, and Capital Analysts Inc. He is also involved as a Sales Vice President at Pacific Southwest Financial, where he assists insurance producers with life insurance product design and underwriting. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

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.

Mark San Giacomo is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes roles at Guardian Life Insurance Company, Crump Life Insurance Services, and Park Avenue Securities. Primerica Advisors serves a broad retail client base, offering brokerage and advisory relationships along with financial planning and consulting services. The firm utilizes a range of investment strategies through proprietary and third-party programs, supporting various account types and lending solutions.

Ying Zhu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. Zhu has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group, Inc. since 2004. Outside of advisory work, Zhu is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach combined with third-party managers and platform sub-advisors to deliver its services through a large network of advisors.

Brandon Meza is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and MassMutual Financial Group. In addition to his advisory role, he is involved in outside sales of life, disability, annuities, health, and other insurance products. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and businesses. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alyssa Saad is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA. She holds a Series 66 credential and has recently begun her career in wealth management, with prior experience at MPD Wealth and DRS Daylight Solutions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering investment options through asset allocation portfolios and delivering education and support services. The firm employs a strategic asset allocation approach to manage risk-based mutual fund portfolios across a range of risk profiles.

Claudia Herrera is a financial advisor with Kestra Advisory in San Diego, CA. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Kestra Advisory in 2019, she worked with Foresters Advisory Services and Foresters Financial Services. Herrera also conducts advisory and insurance activities under the DBA Well Traveled Wealth. Kestra Advisory provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base including large institutional investors and offers access to multiple management platforms and third-party solutions.

Gavin Lodge is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. His prior work includes roles at LPL Financial, Securian Financial Services, and Minnesota Life Insurance Co. Lodge operates multiple investment advisory businesses and is involved in non-variable insurance sales. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a network of investment adviser representatives and multiple third-party asset managers and platforms.

Michael Vonebers is a financial advisor with Guardian Life who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at Guardian Life and its affiliate Park Avenue Securities since 2016. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

David Moller is a financial advisor with PlanMember Securities Corporation in San Diego, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Outside of advising, he works as a senior manufacturing engineer at DRS Daylight Solutions, a defense contractor. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Vanja Vermezovic is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Primerica Advisors, Vanja worked at Guardian Life Insurance Company, Wells Fargo Advisors, Sprott Global Resource Investments Ltd., and Walmart Inc. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.