Veronica Campanella is a CFP® certificant with seven years of industry experience. She is currently an advisor at Rockefeller Financial LLC and has prior experience with Bank of America and Merrill. Outside of her financial advisory role, she works as a DJ for events in the San Diego area. 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 offers portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Scott Dickerson is a financial advisor with Independent Financial Group, LLC, holding the CFP® and ChFC® designations and over 36 years of industry experience. His career includes roles at Sentra Securities Corporation and Capital Growth Investment Management Services. Dickerson serves as a trustee for multiple family trusts. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate plans, and charitable organizations. The firm employs a range of investment strategies including discretionary and non-discretionary portfolio management, using both firm- and third-party models tailored to client risk profiles.

Lenka Holman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has held roles at WFG Direct, NetLaw Inc., Aflac Insurance Agency, and Life Worth Living. Outside of her advisory work, she is involved in professional speaking through Life Worth Living. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, employer-sponsored plans, trusts, and other entities with approximately $1.7 billion in regulatory assets under management.

Kelly Feldmann is a CFP® and holds a Series 65 license with 10 years of industry experience. She currently works at Corient and has prior experience at Dowling & Yahnke, LLC and Donnelly Wealth Advisors, Inc. Feldmann is based in San Diego, CA. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual securities, fixed income strategies, and third-party manager solutions, while employing risk management tools and alternative investment options.

Matthew Mazzella is a financial advisor with Bankers Life Advisory Services, Inc. in San Diego, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2023. Outside of advisory services, he is director of operations for a construction safety staffing company. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios with a range of securities to meet client goals and risk tolerances.

Bradford Underdahl is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His previous roles include positions at Laurel Wealth Advisors, Inc., Morgan Stanley, and Citigroup Global Markets. 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, family office services, and sponsors wrap-fee programs, implementing a primarily long-term investment approach with customized portfolios.

Curtis Norwood is a CFP® professional with two years of experience at Mariner Wealth. Prior to joining Mariner, he worked at Wal Mart for seven years. He is based in San Diego, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal team and external managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Patrick Ford is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Wells Fargo Clearing. He also founded BWM Financial, a registered investment adviser based in San Diego. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture platform that integrates multiple third-party managers and offers discretionary and non-discretionary portfolio management tailored to client goals.

Drew Nordlicht is a financial advisor at Hightower Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Hightower Advisors and Hightower Securities since 2012. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Affleck is a financial advisor with Principal Financial Services in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with multiple entities including 6Pillars Financial Services, Principal Life Insurance Company, Principal Securities Inc., and owns MHA Holdings, LLC dba Tetra Group, Ltd., a business involved in group and property insurance. He also works as a broker in group benefits and as an agent in fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm’s advisory services include financial planning, retirement plan consulting, and third-party money manager programs offered under various advisory and promoter arrangements.

Trevor Isaacs is a financial advisor with Eagle Strategies (NY Life) based in Rancho Santa Fe, CA. He holds the CFP® and ChFC® designations and has 12 years of industry experience. His career includes roles with NYlife Securities LLC and New York Life Insurance Company since 2014, as well as ownership of IZX Financial and Insurance Solutions. Isaacs is also involved in insurance brokering through Infinity Advisory Group and The Producers Group. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions and provides a range of advisory programs, with the majority of assets managed on a non-discretionary basis.

Hector Monroy III is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Westmount Asset Management and Standish Management. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Matthew Adams is a CFP® professional at Corient with 11 years of industry experience. His prior roles include positions at Dowling & Yahnke, LLC and Aspiriant LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Nicole Farrar is a CFP® and Series 66 licensed financial advisor with four years of industry experience. She currently works at Stratos Wealth Partners, Ltd. and has previous experience at Sagepoint Financial, Inc., San Diego Wealth Management, and as a financial advisor to Roderick D. Evans. In addition to her advisory work, she is a licensed health insurance agent assisting clients with enrollment in health insurance plans. 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 other institutions, offering a range of services such as discretionary and non-discretionary portfolio management, financial planning, third-party manager programs, and outsourced CIO solutions through an IAR-driven, open-architecture platform.

Mark Bobin is a financial advisor with Independent Financial Group, LLC in Encinitas, CA, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He previously worked at LPL Financial from 2004 to 2010 before joining Independent Financial Group, where he has been since 2010. Outside of advisory services, he is a California public notary. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs both active and passive investment strategies tailored to client risk profiles.

Christopher Muniz is a CFP® professional with 25 years of experience in the financial services industry. He has been with Creative Planning since 2017 and previously worked at UnionBanc Investment Services and Union Bank from 2011 to 2017. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Daniel Phillips is a Series 66-registered advisor with Creative Planning in San Diego, CA, where he has worked since 2016. He has 13 years of industry experience, including three years at TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by selective private market investments and managed accounts, and manages approximately $295.6 billion in client assets.

Constance Walsh is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. Her prior roles include positions at MS Howells & Co and Laurel Wealth Advisors, as well as running Walsh Financial Divorce Solutions for over two decades. She holds insurance licenses in California, Illinois, and New York, selling fixed life and long-term care insurance products as an additional business activity. Integrated Wealth Concepts LLC supports a network of independent advisors serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that combine mutual funds, ETFs, individual equities, and fixed income with both long-term and shorter-term strategies.

Augustin Wehn is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2026. Prior to his financial career, his background includes roles with the Arizona Diamondbacks and involvement in technology and creative projects such as the NASA Psyche Mobile Application. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm bases its guidance on proprietary asset allocation models and offers personalized recommendations without exercising discretionary trading authority.

Jay Wurtzler is a CFP® with 39 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked at Hagerty Stewart & Associates LLC and Independent Financial Group Inc for 23 years, and has been associated with Capital Growth Inc. since 1988. He also holds a California insurance agent license and offers various insurance products outside of his work with IFG. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, employing both passive and active investment strategies across standard risk profiles.