Zhaoxia Tan is a CFP® professional with 18 years of experience, currently affiliated with Transamerica Financial Advisors. She has held roles at NetLaw, Function Academy, and ZEIDERS Enterprises, and has also worked as a math teacher at Sunny Hills High School. In addition to her advisory work, she teaches and tutors high school and college students in mathematics, including financial mathematics. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Luke Dubois is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Deloitte & Touche LLP for three years and has held positions at RetirementDNA and in academia. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios with a long-term approach supplemented by shorter-term trades and oversight of third-party managers.

Jacqueline Jackman Cunningham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has been associated with Ameritas Life Insurance Corp, Hawkeye Brokerage Center, and Ameritas Investment Corp since 2000. She is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a significant focus on plan sponsors and participants.

Matthew Cairo is a CFP® professional currently affiliated with J. W. Cole Advisors, Inc. He has two years of industry experience, including prior roles at Bifrost Financial Planners and Blankinship & Foster, LLC Fiduciary Financial Advisors. In addition to his advisory work, he manages a financial planning DBA, O'Carroll Financial Planning, and serves as a successor trustee and power of attorney for multiple family members. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a range of discretionary and non-discretionary strategies incorporating fundamental and technical analysis.

Chelsea Wetzel is a financial advisor with Hightower Advisors in San Diego, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill, Raymond James & Associates, BNY Mellon Wealth Management, and Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement consulting.

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 CFP® and ChFC® with 35 years of experience in the financial services industry. He has been associated with Independent Financial Group, LLC since 2005 and has worked at Capital Growth Investment Management Services since 2010. He serves as a trustee for multiple family trusts and holds a California insurance agent license. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

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® with nine years of industry experience, currently serving at Corient. Her prior roles include positions at Dowling & Yahnke, LLC and Donnelly Wealth Advisors, Inc. Feldmann holds a Series 65 license and is based in San Diego, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm combines in-house strategies with third-party solutions using a goals-based, team investment approach and employs risk management tools and alternative investment options as appropriate.

Matthew Mazzella is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc. in San Diego, CA, with one year of industry experience. He has worked with various Bankers Life entities since 2023 and serves as an insurance agent for Bankers Life and Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Outside of financial advising, he is the Director of Operations at Compliance Systems Management LLC, a construction safety manager staffing company. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and ongoing portfolio management aligned with clients’ goals and risk profiles.

Bradford Underdahl is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Laurel Wealth Advisors, Inc. since 2012 alongside his current role at Integrated Wealth Concepts since 2023. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management and financial planning services, employing a long-term investment approach supplemented by shorter-term trades, and manages assets primarily through mutual funds, ETFs, individual equities, and fixed income.

Mitchell Mammini is a CFA® charterholder with six years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Alliance Bernstein, Lincoln Investment, and Merrill Lynch. He is also involved with Mammini Company, an entrepreneurial venture. 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 over $200 billion in client assets. The firm provides a wide adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

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 with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 18 years of industry experience. He has been with Stratos Wealth Partners since 2015 and previously worked at LPL Financial from 2015 to 2019. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios through an open-architecture approach and active asset allocation across multiple custodians.

Drew Nordlicht is a financial advisor with Hightower Advisors in San Diego, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on manager selection and multi-manager solutions incorporating both affiliated and third-party managers.

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, holding the CFP® and ChFC® designations with 11 years of industry experience. He has worked with Eagle Strategies since 2017 and has affiliations with New York Life Insurance Company and NYlife Securities LLC dating back to 2014. Isaacs operates IZX Financial and Insurance Solutions and owns Isaacs Financial Group LLC, which handles insurance brokering and related business activities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions and mostly managing assets on a non-discretionary basis within the New York Life affiliate structure.

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®-certified financial advisor at Stratos Wealth Partners, Ltd with three years of industry experience. She has previously worked at Sagepoint Financial, Inc. and San Diego Wealth Management. Outside of her advisory role, she is a licensed health insurance agent assisting friends with enrollment in health insurance plans. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s open-architecture Strategic Wealth Management platform supports both advisor-managed and model-based portfolios.