Andrea Chillak is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Laurel Wealth Advisors, Inc. since 2013. In addition to her advisory role, she is licensed in California as an insurance agent, focusing on life, fixed and variable contracts, and long-term care products. 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, and family office services, utilizing customized portfolios with a primarily long-term investment approach.

Stephanie Bryan is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Delphi Private Advisors and AlphaCore Capital. Bryan is based in San Diego, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates affiliated and third-party managers, offering a range of portfolio management, financial planning, and retirement consulting services.

Jason Giorgio is a CFP® professional with 29 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked with Guardian Life Insurance Company of America since 2008 and engages in selling life insurance products from selected carriers to meet client needs. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.

Robert Hanlon III is a CFA® charterholder with five years of industry experience. He is currently an advisor at Corient in San Diego, CA, where he has worked since 2022. His prior experience includes roles at Dowling & Yanhke, LLC and FS Investments. 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 that integrates in-house security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Kevin Tostado is a financial advisor with Eagle Strategies (New York Life) in San Diego, CA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked with Eagle Strategies since 2024 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2023. Outside of finance, he owns Tostie Productions, LLC, through which he has produced and directed multiple motion pictures, and he volunteers with the Community Emergency Response Team in San Diego. He also serves on local community boards, including the San Carlos Area Council and the Our Lady of Grace Catholic School Parent Teacher Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm emphasizes tailored advice and operates within the New York Life affiliate structure, offering various program types including fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products.

Michael Hyat is a CFP® with 37 years of experience in the financial services industry. He has worked at Independent Financial Group, LLC and Independent Financial Group, Inc. since 2004, and previously operated Hyat Financial Services for over 30 years. He serves as a board member of his local homeowners association. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a range of advisory programs through its AccessPoint platform and third-party asset managers.

Gregory Jankowski is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2019. He has also been associated with Delphi Private Advisors since 2013. Based in San Diego, CA, his background includes working at well-established advisory firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Adam Baker is a financial advisor with Integrated Wealth Concepts LLC in Escondido, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He previously worked at Triad Advisors, OneDigital Investment Advisors LLC, PB Shore Club, SagePoint Financial, Inc, Independent Capital Management, and 24 HOUR FITNESS. Baker also provides fixed insurance products such as life, disability, and long-term care insurance as part of his financial planning 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, using a range of mutual funds, ETFs, equities, and fixed income, with a long-term investment approach complemented by shorter-term rebalancing trades.

Vincent Neal is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Sagepoint Financial, Independent Financial Group, and several Cetera firms. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Dominic Sands is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 66 designation and has prior experience at Charles Schwab and TD Ameritrade. Outside of his advisory role, he owns Sands Cycles, a business involved in buying and selling bicycles. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement consulting, with capabilities spanning alternative investments and international exposure.

Robin Gattinella is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding a Series 66 designation and three years of industry experience. Prior to joining D.A. Davidson, Gattinella worked at Caffe Vacanza for eight years and volunteered at St. John's School for nine years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Robert O'Carroll is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J. W. Cole Advisors since 2013. Outside of his advisory work, he serves as a member of the San Marcos Lutheran Church Endowment Committee and as treasurer for the nonprofit Cancer for College. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Daniel Roberts is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 65 designation and previously worked at Stratos Private Wealth and Ciari Guitars, Inc. He also has a background that includes roles at California Polytechnic University San Luis Obispo and Jersey Mikes Subs. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to various advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Laila Khosroabadi is a financial advisor with NewEdge Advisors and holds a Series 66 designation, bringing 13 years of industry experience. She also practices law through her own firm, Laila Khosroabadi, Attorney at Law. Her background includes legal and financial roles at several firms, including Bremer Whyte Brown & O'Meara and Veritext Legal Solutions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing multiple program structures and technology tools to support advisors and clients.

Bruce Levitus is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at OSAIC for 21 years and has also been associated with DJK Consulting. Outside of his advisory role, Levitus volunteers for the Alzheimer's Foundation of America, organizing fundraising activities linked to his hobbies such as paddling and skiing. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and provides a variety of advisory programs via its AccessPoint platform and third-party asset managers.

John Peters is a CFP®, CFA®, and Series 63-registered financial advisor at Corient with six years of industry experience. He has worked at Corient since 2022, and previously held roles at Northern Trust Corporation and Dowling & Yahnke, LLC. Based in San Diego, CA, Peters is currently part of a large advisory team at Corient. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services through various affiliates.

Michael Kubiak is a financial advisor at Integrity Alliance, LLC with a Series 66 designation. He has recently begun his career in the industry, starting in 2025, and has experience with multiple roles prior to entering financial advising, including positions at Starbucks and various educational institutions. Integrity Alliance is a large advisory enterprise serving a diverse client base that includes individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and a range of investment programs supported by a network of over 300 independent advisors managing approximately $5.4 billion in client assets.

Hatem Elshimy is a financial advisor with Principal Financial Services in San Diego, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Fidelity Investments and several insurance and investment firms. He is also involved in outside sales of various insurance products, including life, disability, annuities, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base ranging from individual investors to corporations and 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.

Samuel Franco is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Ameriprise, Cuso Financial Services, and Scottrade. He is based in San Diego, CA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Emme Phillips is a financial advisor at Corient with Series 63 and Series 66 credentials and two years of industry experience. Her prior firms include Fidelity Personal & Workplace Advisors, Equitable Advisors, and OneSeven. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, 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 to align portfolios with client objectives.