William Levy is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, he worked at Pacific Coast Valet and has educational experience from Boston College and local schools in San Diego. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm uses a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Charles Fowler is a CFP® and CFA® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2015. Based in San Diego, CA, he holds Series 63 and Series 66 licenses. Mariner serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized portfolio management with in-house research and third-party strategies, and provides integrated tax and administrative services uncommon for a firm of its size.

William Gloer is a CFP® professional with 38 years of industry experience, currently serving at Schwab Wealth Advisory since 2023. His prior roles include 18 years at Charles Schwab Bank and over two decades at Charles Schwab & Co., Inc. Outside of his advisory work, he is involved in rental services as a landlord. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations and requiring client authorization for trades.

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 Series 66-licensed financial advisor with four years of industry experience. He is currently with Principal Financial Services and has previously worked at Merrill and MassMutual Financial Group. He also holds a position in outside insurance sales, specializing in life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers 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 at PlanMember Securities Corporation in San Diego, CA, holding a Series 66 designation with one year of industry experience. She has worked in various roles since 2017, including positions at MPD Wealth and DRS Daylight Solutions. Saad’s background includes administrative and client service responsibilities related to investment activities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including personalized retirement planning and separation counseling.

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 at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Securian Financial Services, and Minnesota Life Insurance Co. His activities include managing investment advisory services primarily through his business entities affiliated with LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and integrates technology platforms alongside third-party managers and strategists such as Fidelity, BlackRock, and Invesco.

Michael Vonebers is a financial advisor at Guardian Life with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2016. His practice is based in San Diego, CA. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning, consulting, and discretionary management solutions utilizing proprietary and third-party platforms.

Michael Brown is a CFP® and CFA® with 14 years of experience in the financial services industry. He is currently with Corient, where he has worked since 2022 following an 11-year tenure at Dowling & Yahnke, LLC. Brown is based in San Diego, CA. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and advanced risk management tools.

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 Guardian Life in San Diego, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Guardian Life, Vanja worked at Wells Fargo Advisors and Sprott Global Resource Investments Ltd. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and integrated financial planning services.

Ivan Jordovic is a financial advisor with Guardian Life, holding a Series 66 designation and four years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2020. Outside of his advisory role, he is the owner of Tre Panache Event Architects and has worked as a server at local restaurants in the San Diego area. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 and model-based strategies, along with financial planning and access to proprietary and third-party advisory solutions.

Benedict Maloney is a financial advisor with Centaurus Financial, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 49 years of industry experience. He previously worked at J P Turner & Company Capital Management, LLC and WBB Securities, LLC before joining Centaurus Financial in 2015. Outside of advisory work, he is an agent involved in term life insurance sales and in Medicare supplement and Medicare Advantage sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements, utilizing a mix of fundamental, technical, bottom-up, and top-down analysis.

George Kroll is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services. Outside of finance, his background includes roles in the hospitality industry at various restaurants and bars in San Diego. 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 a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking services.

Kimelton Kim is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior roles include work at WestPac Wealth Partners and Olivetree Partners Group, where he served as a life insurance agent. Kim also serves as a successor trustee to a family trust. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led management with model-based strategies, offering clients access to insurance products, alternative investments, and various integrated financial planning solutions.

Jeffrey Nelson is a CFP® professional with 14 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior experience includes roles at Charles Schwab & Co., Charles Schwab Bank, TIAA-CREF, Key Bank, and Wells Fargo Clearing. He is also an instructor for the Personal Financial Planning certificate program at the University of California, Irvine, which is CFP Board certified. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor investment recommendations based on client goals and risk tolerance.

Juan Pablo Bustamante is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and seven years of industry experience. His career includes roles at Bank of America, Merrill, Actinver Securities, and prior work at the University of San Diego and Nordstrom. Outside of advising, he co-owns an e-commerce business managing an Amazon store. Park Avenue Securities, a wholly owned subsidiary of Guardian Life, 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 consulting services, combining advisor-led discretionary management with model-based strategies and providing access to proprietary and third-party investment solutions.

Christopher Paolantonio is a CFA® charterholder at Mercer Global Advisors Inc. with three years of industry experience. Prior to joining Mercer, he worked at Fiduciary Trust International and Pennsylvania Trust Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory–based approach using globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Sandra Nicole Tucker is a financial advisor with Empower Advisory Group in San Diego, CA. She holds Series 66 and Series 63 licenses and has four years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.