Andre Tueros is a CFP® and holds a Series 66 license. He is currently with Focus Partners Wealth, LLC and has experience across several firms including Corient, Equitable Advisors, Mercer Advisors, and roles in education and service industries. He has been in the financial industry since 2023. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, incorporating both quantitative and fundamental analysis along with specialized tools and legacy strategies.

Miralia Pacheco is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her career includes roles at Reliastar and Teachers Financial Services, along with operating independent financial and insurance services. She is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations, offering financial planning, portfolio management, and third-party money manager access. The firm combines in-house and external strategists with technology-driven tools to deliver mainly non-discretionary investment advisory services through a large network of representatives.

Jacob Gedis is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments and Northwestern Mutual. Outside of his advisory role, Gedis serves on the board of the Little Italy Association in San Diego, where he assists with fundraising and local business outreach for community projects. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts with access to third-party models and overlays, operating at scale with over 1,200 advisors and approximately $29.2 billion in assets under management.

Ren Xu is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has a longer tenure at World Financial Group beginning in 2001. He is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser, supporting a range of investment programs and retirement solutions.

Thomas Keener is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently affiliated with Primerica Advisors and works through Park Avenue Securities and Guardian Life Insurance Company, where he has been since 2015. Keener is also licensed to sell insurance products outside of Guardian. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services such as lending solutions and donor-advised funds.

Alan Goldberg is a financial advisor at Citigroup Global Markets with 45 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, combining large institutional scale with specialized market functions.

Neva Bradley is a CFP® professional with nine years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at The Retirement Group, LLC, CCG Wealth Management, LLC, Capital Stewardship Group, and UBS Financial Services, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

David Krakauer is a CFA® charterholder with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. in San Diego, where he has worked since 2022. His prior experience includes roles at Epstein & White Retirement Income Solutions and Altegris Investments LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and tax management.

Nebojsa Subotic is a financial advisor with Primerica Advisors based in San Diego, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with firms including Westpac Wealth Partners, Guardian Life Insurance Company of America, Park Avenue Securities, and Wealth Strategy Partners since 2007. Outside of his advisory work, he is involved in several entrepreneurial ventures, including serving as CEO of WestPac Holding Company LLC and operating a business that assists clients with identity theft protection. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms, supporting both discretionary and non-discretionary account management.

Joseph Davies is a CFP®-certified financial advisor with one year of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial LLC, Merrill Lynch, and various entrepreneurial and investment-related positions. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class based allocations combining passive and active management, supported by an internal Investment Committee.

Jan Rogers is a financial advisor at Cetera Planning Partners with 26 years of industry experience. She holds a Series 66 designation and has previously worked with firms including Avantax Planning Partners and First Allied Advisory Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, using a diversified investment approach tailored to client objectives and risk tolerance.

Saahil Jain is a financial advisor with TIAA-CREF in San Diego, CA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management. He serves as Vice President of the homeowners association board for his condominium community. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both model portfolio and customized portfolio management under a fiduciary standard within a vertically integrated structure.

David Wohl is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company, CUSO Financial Services, and other firms prior to joining Commonwealth in 2022. Outside of his advisory work, he coaches soccer for the Associated Students at San Diego State University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Jeremy Edge is a CFP® professional with 11 years of industry experience, currently affiliated with Primerica Advisors in San Diego, CA. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, and Northwestern Mutual. He is also a 60% owner of Edge Wealth Strategies and Insurance Solutions, Inc., a marketing entity for securities and insurance products. Park Avenue Securities LLC serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a variety of investment strategies through proprietary and third-party platforms.

Christina Lynch is a financial advisor at Breckinridge Capital Advisors Inc with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Breckinridge since 2016. Prior to that, she worked at Foreside Fund Services, LLC and Gurtin Fixed Income Management, LLC. Outside of her advisory role, she teaches yoga classes at CorePower Yoga. Breckinridge Capital Advisors provides fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines top-down and bottom-up research with rules-based models and emphasizes tax-aware portfolio implementation, managing over $54 billion in client assets.

Jonah Tinajero is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. He also has experience outside of finance as an operator of El Ranchito Restaurant Co. and spent nine years at California State University, Stanislaus. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, using diversified portfolios with various investment vehicles and tax-management options, and supports clients through educational programming and integrated affiliated services.

Brian Elliott is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Valic Financial Advisors since 2009 and also holds a position at Agia related to non-securities insurance products. Valic Financial Advisors 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 and overlay services through a centralized technology platform.

Ethan Brackett is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Voya since 2015. Outside of his advisory work, he serves as president of a homeowners association in San Diego and also performs as a magician for client entertainment. Voya Financial Advisors, Inc. is a large-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement plan services to individuals, pension plans, and corporate clients. The firm emphasizes client relationships guided by investment policy statements and model allocations, delivering services through a broad network of representatives and a diverse product shelf including both affiliated and unaffiliated investment products.

Noah Nadeau is a financial advisor at United Planners' Financial Services of America with Series 66 credentials. He has one year of industry experience and has held positions at McLenachen Financial, Inc. and Navy Federal Credit Union. Prior to entering the financial industry, he worked for organizations including the San Diego Zoo Wildlife Alliance and SeaWorld San Diego. United Planners Financial Services is a national wealth-management enterprise serving individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers both advisory and brokerage services through independent Investment Adviser Representatives and utilizes various custodians and third-party managers to implement investment strategies.

Robert Holcomb is a Series 65 licensed financial advisor with 19 years of industry experience. He is currently with Valic Financial Advisors and has previously worked at CUSO Financial Services, Cadaret Grant & Co, Atria Wealth Solutions, and other firms. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.