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.

Jonathan Barrera is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked with New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory role, he is the owner of Mama Cocoon & The Papa Saloon, a non-investment-related business. Park Avenue Securities LLC, where he operates, 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 across proprietary and third-party platforms.

Jeffrey Barrette is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Park Avenue Securities and Mass Mutual Investors Services. He is also involved in a separate insurance business unrelated to Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions combining advisor-led discretionary management and model-based strategies.

Cynthia Gatlin is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms including Northern Trust, Morgan Stanley, and Bank of America. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor model and offers customized portfolio management with an open-architecture approach integrating multiple third-party platforms and sub-advisors.

Laura Myers is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Charles Schwab, TD Ameritrade, and Driven Brands, Inc. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on the firm’s asset-allocation models and internal research tools. The firm’s services focus on client authorization for trades and typically involve recommendations of separately managed accounts handled by third-party or affiliated money managers.

Aleksandar Jakovljevic is a financial advisor with Guardian Life, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with Guardian Life and Park Avenue Securities since 2009, and previously worked at Morgan Stanley. Outside of his advisory role, he serves as a trustee of The DUO Trust and is a co-owner of an LLC involved in non-investment activities. 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 and model-based strategies through proprietary and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.

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 with Hightower Advisors in San Diego, holding Series 65 and Series 63 licenses and eight years of industry experience. She previously worked at Delphi Private Advisors from 2016 to 2019 before joining Hightower Advisers, LLC in 2019. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing a mix of affiliated and third-party managers along with proprietary research and a variety of portfolio construction techniques.

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.