Douglas Shepard is a financial advisor with Eagle Strategies (NY Life) based in San Diego, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 12 years with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ezekiel Cortez I is a financial advisor with Empower Advisory Group holding a Series 66 designation and has one year of industry experience. Prior to joining Empower, he worked at Vail Resorts and Whole Foods Market. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and manages a large participant base relative to its advisor headcount.

Jessica Marchesini is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2009, with a brief tenure at LPL Financial beginning in 2026. 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 offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

John Nielander is a financial advisor with Cerity Partners LLC in San Diego, CA. He holds a Series 65 credential and has less than one year of industry experience. Prior to joining Cerity Partners, he spent several years in full-time education and held positions at the University of San Diego. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes, incorporating proprietary quantitative screens and third-party managers, and offers access to alternative and private-market investments.

Kevin Yang is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 63 and Series 66 credentials and two years of industry experience. He has been with Empower Advisory Group since 2025 and was previously affiliated with Empower Financial Services, Inc. from 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Elisabeth Cullington is a CFP® with 25 years of industry experience and is currently with Focus Partners Wealth, LLC. She previously worked at HoyleCohen, LLC for 16 years and has been associated with CT. General Life Insurance Co. since 1984. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Stephen Kelly is a CFP®-designated financial advisor with 11 years of industry experience. He is currently associated with Guardian Life and Park Avenue Securities, where he has worked since 2016. Outside of his advisory role, he is involved with Liberty ID, a business focused on identity restoration. Park Avenue® Wealth Management, 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. The firm offers both discretionary and non-discretionary advisory relationships and features proprietary and third-party investment models.

Jonas Noack is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Northrop Grumman and Meketa Investment Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, using a mix of low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized programs and tax-management options.

Ian Carr is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Commonwealth in 2022, he worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2015 to 2021 and spent a year as a homemaker and at-home dad. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, and compliance support to affiliated advisors.

Katherine Fries is a Certified Financial Planner® with 21 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously spent over 17 years at The Family Firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a disciplined approach that includes allocating across third-party independent managers selected through a proprietary due-diligence process and offers a variety of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Matthew Streeter is a financial advisor at Guardian Life with a Series 66 credential. He has experience working at several firms, including Park Avenue Securities and PBO Advisory Group. Streeter is based in San Diego, CA, and has been with Guardian Life since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Arturo Mendez Vega is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Empower Financial Services, TIAA-CREF, Tiaa, and Vanguard Marketing Corporation. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations, combining in-house and external strategists with technology-enabled tools to support both non-discretionary and discretionary management arrangements.

Sheila Braun is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth in 2021, she worked at PricewaterhouseCoopers LLP for ten years. She is currently associated with Plan to Prosper alongside her role at Commonwealth. 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, including portfolio management, trading, compliance, and technology services.

Daniel Parent is a financial advisor with TIAA-CREF in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those connected to TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management through managed accounts that utilize model portfolios or customized portfolios managed under client-approved investment policies.

Adriana Pacheco is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 63 designation and has 23 years of industry experience. Prior to joining VOYA Financial Advisors in 2014, she worked at Voya Financial Partners, LLC and Planmember Securities Corporation. Outside of her advisory role, Adriana is a professional ballroom dancer who performs at events, competes, and occasionally teaches. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm uses investment policy statements and model allocations, combining internal and external strategies with technology-enabled tools to implement recommendations, primarily on a non-discretionary basis.

Matthew Digiacomo is a CFP® professional with 23 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Core Financial Group since 2023, and previously worked at Woodbury Financial Services, Inc. from 2011 to 2023. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and customized program options, backed by substantial clearing and custody relationships.

Tedd Meyer is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at TLG Advisors, Inc. and has previously held roles at J Alden Associates, Inc., Hornor Townsend & Kent Inc., Penn Mutual Life Insurance Co., and Northrop Grumman. Meyer is also a director at Newcleus LLC, where he provides life insurance solutions to credit unions, and he maintains an independent insurance agent role focused on life insurance sales. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory services, comprehensive financial and estate planning, and ERISA fiduciary services, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Stephan Sandoval is a financial advisor with Principal Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Principal Securities and Principal Life Insurance since 2010. Sandoval also serves as a bank officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple offerings. 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 U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Alan Pamintuan is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Forthright Capital Partners, Forthright Capital Advisory, Pruco Securities, and The Prudential Insurance Company of America. He is also appointed as an agent to sell non-securities insurance products. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts on Envestnet’s platform combined with tax-aware and impact overlays.

Jeremy Runnels is a CFP® with 12 years of industry experience, currently serving as an advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2025, he spent eight years at West Coast Financial, LLC. He is involved with several nonprofit organizations, including the Rady Children's Hospital Foundation and the Lawrence Family JCC, where he serves on investment-related committees, and also advises a local business incubator focused on sports innovation. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers customized portfolios with diversified asset allocation and provides a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.