Brandon Wissinger is a CFP® professional with 10 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2016. He is based in San Diego, CA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational programs and integrated affiliated service lines.

Suzette Lawrence is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. Her prior roles include positions at D.A. Davidson & Co. and Crowell, Weedon & Co. Lawrence also serves as a Girl Scout troop leader and is involved with several nonprofit scholarship foundations. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of portfolio management options and employs a model-based approach combining strategic asset allocation with both passive and active investment exposures.

Kim Mahoney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has served in the US Marine Corps Reserves since 2008. Mahoney is a board member of the Exit Planning Institute San Diego Chapter and volunteers as an advisor to the Owners in Honor Veteran Charity Board. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms to tailor client relationships.

Rod Crews is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2005. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Hakim Dysart is a financial advisor at Mariner with six years of industry experience and holds a Series 66 designation. He has worked at several firms, including UBS Financial Services, Raymond James Financial, and Mission Federal Credit Union. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

Jalyn Lupo is a financial advisor at Guardian Life with two years of industry experience. She holds the Series 66 designation and previously worked at Triad Components Group. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning services and combines advisor-led discretionary management with model-based strategies, integrating proprietary programs and third-party platforms.

Michael Mayer is a CFP®-certified financial advisor at Corient with four years of industry experience. He previously worked at Willow Creek Financial, SNS Financial Group, Vector Wealth Management, and Pacific Life. Corient provides investment advisory and financial planning services to a diverse client base, including 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 combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Rachel Dennenberg is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. She also operates Dennenberg Consulting Inc., a consulting business for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor 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 institutional clients, offering a broad range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Lane Hustead is a CFA® charterholder with five years of industry experience. He is currently an advisor at Corient, having joined the firm in 2024. Prior to Corient, he worked at Bordeaux Wealth Advisors from 2020 to 2024 and spent two years at Ernst & Young. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, including alternative investments and private fund options.

Michael Gallion is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Osaic Advisory Services, LLC and previously worked at Arbor Point Advisors and One Degree Advisors, Inc. Gallion also teaches financial planning and investing courses at a local adult school. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a wide range of clients, including individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds, offering diversified investment programs and consulting services.

John Paladino is a Series 66-registered financial advisor with 25 years of industry experience. He is currently with Integrated Wealth Concepts LLC and has held positions at firms including Laurel Wealth Advisors, Sterling Global Strategies, Sterling Wealth Management, Morgan Stanley, and UBS Financial Services. Outside of advising, he owns TerraGear Products, a business focused on fitness bike travel bags and gear. 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, consulting, family office, and retirement plan advisory services, emphasizing customized portfolios with a primarily long-term approach.

Katherine Evans is a Series 66-licensed financial advisor at Schwab Wealth Advisory with one year of industry experience. She has prior experience with Dunham & Associates Investment Counsel, Barton Associates, and Charles Schwab & Co., Inc. Outside of her advisory roles, she has engaged with organizations including The Salvation Army Kroc Center in San Diego and Sun Devil Athletics. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals, utilizing Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Robert Chapman is a financial advisor with Independent Financial Group, LLC in Carlsbad, CA, holding a Series 63 designation and 31 years of industry experience. His prior work includes nearly a decade at LPL Financial and over 20 years operating his own financial consulting practice. Outside of his core advisory role, he is the sole owner of a marketing DBA, Pacific Crest Global Wealth Management, and is also licensed as a California insurance agent and an independent contractor offering mortgage lending services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios across both active and passive exposures, offering a range of financial planning and portfolio management solutions through various platforms.

Charles Hartford is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Rockefeller, he spent 13 years at Bank of America and Merrill. Outside of his advisory work, he serves as an advisory board member and chair of the grants committee for the San Diego Police Foundation and is president of St. Paul's Lutheran Church in San Diego. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates under a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and a range of other services including broker-dealer activities and placement of alternative investment vehicles.

Victoria Plum is a financial advisor with Independent Financial Group, LLC in Carlsbad, CA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been with Independent Financial Group since 2015. In addition to her advisory role, she operates a business entity for tax and investment purposes. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm provides financial planning, portfolio management, and retirement plan services, utilizing both firm- and third-party models with a combination of passive and active investment strategies.

Jacob Li is an advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 credential and has one year of industry experience. Prior to joining Stratos, he worked at Qualcomm and held positions in various other companies including MRP Capital Group and Ronin Surgical Corp. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm 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 institutional clients, offering a range of services including advisor-managed programs, financial planning, and outsourced CIO solutions through an IAR-driven, open-architecture investment model.

James Pierik is a CFP® and ChFC® with 40 years of experience in the financial industry. He is currently affiliated with Stratos Wealth Partners, Ltd, where he has worked since 2013, and has also been associated with LPL Financial, LLC since 1993. Based in San Diego, Pierik holds a license to sell fixed insurance products, including annuities and various types of insurance. 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 broad range of clients, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an independent adviser representative model.

Alisa Le is a financial advisor with Guardian Life and holds a Series 66 designation. She has 18 years of industry experience and has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of her advisory role, she works as an independent insurance broker. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Victor Hernandez is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and beginning his advisory career in 2026. He has worked in various capacities within the mortgage and banking sectors prior to joining Integrity Alliance. Hernandez is also involved as a business owner in several investment-related entities. Integrity Alliance serves a broad client base including individual investors and business entities, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm employs diverse investment approaches and provides extensive operational support, distinguishing itself as both an SEC-registered investment adviser and broker-dealer.

Douglas Brauer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2013 and has been self-employed since 1993. Outside of advisory work, he provides LegalShield coverage to business owners and clients for estate planning documents and serves on the Endowment Committee of St. Matthew Lutheran Church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, along with access to proprietary and third-party investment platforms.