Jonathan Barrera is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2017, and previously spent six years with New York Life Insurance Co. and Nylife Securities LLC. Outside of his advisory work, he is the owner of Mama Cocoon & The Papa Saloon, a non-investment-related business. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a range of model portfolios and digital advisory solutions.

Anny Kadomatsu is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Principal Life Insurance since 2021, following prior roles at Cetera and First Allied Advisory Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jeffrey Barrette is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. He also has an insurance-related business outside of his advisory work. Park Avenue Securities LLC is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services, including proprietary and third-party model portfolios.

Aleksandar Jakovljevic is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2009, with prior experience at Morgan Stanley & Co. LLC. Outside of his advisory role, he serves as a trustee of The DUO Trust and has co-ownership interests in non-investment-related LLCs. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, offering a range of discretionary and non-discretionary investment solutions.

Darrell Alford is a ChFC® with 40 years of experience in the financial industry. He is currently with Independent Financial Partners, where he has worked since 2025. His prior experience includes roles at Triad Advisors, Resources Investment Advisors, and LPL Financial Corporation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Andrew Robinson is an advisor at Integrated Wealth Concepts LLC with one year of industry experience. He is also a partner at Duffy Kruspodin LLP, a CPA firm where he has worked for over 15 years. His professional background includes accounting and financial services. 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, family office, and retirement plan advisory services, emphasizing customized portfolios and a combination of long-term strategies with shorter-term trades.

Alexandria Harris is a financial advisor at Hightower Advisors with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower Advisors since 2019. Prior to that, she worked at Delphi Private Advisors beginning in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and various retirement and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, using both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Garrett Workmon is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at Uber Technologies Inc. and H&R Block, and has experience with Wayzata Community Church and the University of Missouri - Columbia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by enhanced indexing and private market exposure.

John Glenn II is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at multiple firms including GH Wealth Management and Glenn & Associates, and owns a non-variable insurance business in San Diego. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives using various custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Travis Lewis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 23 years of industry experience. His background includes prior roles at 7 Streets Financial, LPL Financial, Blueprint Wealth Partners, and Securities America Advisors. Outside of financial advising, he co-owns several businesses in Ketchikan, Alaska, including a cruise excursion and charter fishing company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform with managed account programs, access to third-party asset managers, and various investment options.

Patrick Araujo Lipine is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds the Series 65 designation and has been with Breckinridge since 2013. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies, combining top-down macro outlooks with bottom-up fundamental research, and emphasizes tax-aware services and portfolio customization.

Holly Salazar is a financial advisor with Valic Financial Advisors in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Valic Financial Advisors since 2014 and is also an agent with Agia, focusing on non-securities insurance products. 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 managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

David Applestein is a financial advisor at T. Rowe Price Advisory Services, Inc. with 15 years of industry experience. His prior roles include positions at Wells Fargo, Principal Securities Inc, Principal Life Insurance Co, Dunham, and Fidelity. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which offers goals-based financial planning and discretionary investment management focused on retirement for individual investors and households. The service uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combined with an online planning tool and financial advisor support.

Erick Von Berge is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Von Berge Wealth Management Group, Laurel Wealth Advisors, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Based in San Diego, CA, he has been with Cerity Partners since 2025. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, offering discretionary and non-discretionary portfolio management alongside access to alternative and private-market investments.

Timothy Petrovich is a financial advisor with Guardian Life, holding a Series 65 credential and six years of industry experience. His prior work includes positions at Cadaret Grant & Co., Inc., Securities America, Inc., and LPL Financial. He is currently associated with both Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party models.

Jung Hoon Park is a financial advisor with Principal Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at several financial firms such as Principal Life Insurance Company, National Life Group, and MassMutual Life Insurance Company. He is also involved in selling various types of insurance, including life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm focuses on financial planning, retirement consulting, and access to third-party money manager programs through direct advisory and promoter arrangements.

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.