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.

Samson Dooley is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 65 designation with 2 years of industry experience. His work history includes roles at LPL Financial, Integrated Wealth Concepts, NFP, Inc., and Axos Bank. He has also worked in business development analysis at LPL Financial. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and consulting with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach supplemented by shorter-term adjustments.

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.

Daniel Dubois is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. His career includes roles at firms such as LPL Financial, Independent Financial Partners, and Triad Advisors. Dubois is also a licensed fixed insurance agent, engaging in fixed annuity and insurance sales. Integrated Wealth Concepts LLC 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, family office and retirement plan advisory services, and sponsors wrap-fee programs that utilize customized portfolios with a primarily long-term investment approach.

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.

David Sargent is a Series 65-licensed financial advisor with five years of industry experience, currently with Integrated Wealth Concepts LLC. He previously worked at Laurel Wealth Advisors, Inc. and DZ Bank and has been self-employed since 2018. Outside of advising, he is involved as a partner in a real estate investment business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

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.

Edwin Mcclure III is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and Osaic FA, Inc. He is also an insurance agent offering life, health, universal life, disability, and long-term care insurance since 2013 and serves as an officer of Project Blu, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers financial planning, portfolio management, and retirement plan services, utilizing a mix of firm- and third-party models with both passive and active investment exposures.

Abbey Eastham is a financial advisor at Independent Financial Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Realta Equities. Eastham is also associated with Realta Investment Advisors, Inc. as an Investment Advisor Representative. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and programs, employing both active and passive strategies tailored to client risk profiles.

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.

Jacob Lynch is a CFP® professional with one year of industry experience, currently with Mercer Global Advisors Inc. He has previously worked at Pacifica del Mar, Inc. and California State University San Marcos, and has experience in the food service industry with 7 Mile Kitchen and Buca Di Beppo. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through a variety of low-cost and specialized investment options.

Paul Neuner is a financial advisor with Concurrent Investment Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of finance, he owns and operates a hobby farm focused on raising Wagyu beef. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jacob Kennedy is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and 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, as well as financial planning, group education, and access to proprietary and third-party investment programs.

Brice Murphy is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Bridgepoint Education and Comprehensive Advisor. Murphy is also involved in insurance sales and services through Comprehensive Advisor. AE Wealth Management serves a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered investment approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting 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.

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.