Matthew Hurley is a CFP® licensed financial advisor with 38 years of industry experience. He has worked at Independent Financial Group, LLC since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory role, he offers comprehensive wealth management services through Hurley Wealth Management, including insurance, portfolio management, and retirement planning. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory services through a national network of Investment Adviser Representatives using multiple investment platforms and program options.

Greg Stafford is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Commonwealth Financial Network since 2008 and previously led Stafford Financial Group from 2008 to 2022. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, and compliance support to affiliated advisors who manage client portfolios using a wide range of securities and insurance products.

David Allen is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Private Asset Management, Inc. for eight years. 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 employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor strategies, and tax management.

Cleshelle Pearson is a financial advisor with Commonwealth Financial Network. She holds a Series 66 designation and has 24 years of industry experience, including 16 years at LPL Financial prior to joining Commonwealth in 2022. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and offers a variety of investment options including mutual funds, ETFs, and annuities.

Schane Goheen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. Prior to joining Mercer, Goheen held positions at Epstein and White Financial LLC and JP Morgan Chase Bank. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, and nonprofit entities. The firm focuses on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles, combined with specialized retirement, tax, and estate planning services.

Alexander Singelyn is a financial advisor at Guardian Life with Series 66 credentials and one year of industry experience. He previously worked at Park Avenue Securities and has a background that includes attending the University of California, Davis. Singelyn also participated in collegiate women's beach volleyball during 2021-2022. 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, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a mix of proprietary and third-party investment advisory programs with both discretionary and non-discretionary options.

Adam Lane is a Series 66-licensed financial advisor with Primerica Advisors and currently affiliated with Park Avenue Securities. He has over one year of experience in the financial services industry, including roles at Guardian Life Insurance Company, San Diego County Credit Union, and Thinkwise Credit Union. Prior to his advisory career, he spent 12 years at Twin Peaks Auto Service. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Jason Watters is a financial advisor with Wealth Enhancement Advisory Services, LLC. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Creative Planning, LLC, Reilly Financial Advisors, LLC, and LPL Financial. Wealth Enhancement Advisory Services manages over $122 billion in assets, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Tina Huston is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network since 2009. She also serves as president and owner of PH Financial Services Inc., which operates as JM Financial Strategies, offering tax preparation services in addition to her advisory work. Huston holds Series 63 and Series 66 licenses and is based in San Diego, CA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting services. The firm acts as a back-office and platform provider, delivering operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Eric Davis is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, Davis & Seiley Wealth Management, Inc., and Capital One Financial Corp. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses with a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies. The firm offers a broad range of services including portfolio management, financial counseling, family office services, employee benefit consulting, and tax compliance, and is noted for its subscription newsletter and affiliations with pension consulting and insurance solution providers.

Chad Lafauci is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He has been with Commonwealth since 2000 and holds Series 63 and Series 65 designations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Amerman is a CFP®-certified financial advisor with 10 years of industry experience, currently with First Command Advisory Services. His prior roles include positions at Fortress Wealth Management, Westmount Asset Management, and Precision Roth Conversion. He is also an instructor for the California Society of CPAs, where he creates educational content on Roth strategies and engages with participants during quarterly sessions. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Janet Kohrmann is a CFP®-certified financial advisor with 17 years of industry experience. She currently works at Farther Finance Advisors and previously held roles at Goldman Sachs PFM and United Capital Financial Advisers, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Michelle Hall is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She has held positions at Creative Planning since 2023, previously working at The Retirement Advantage, OneAmerica Retirement Services, and Alpha & Omega Financial Management Consultants Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other tactical approaches.

Jeffrey Witt is a CFP® and CFA® with 20 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Private Asset Management, Inc. for 18 years. He serves as a board member and finance committee member for the Foundation for the Children of the Californias, a nonprofit supporting the Children's Hospital of Tijuana. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Shannon Clancy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and based in Coronado, CA. Clancy has been involved in business activities including leadership roles at Plan to Prosper and the Coronado Historical Association. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform with multiple managed-account programs, third-party asset manager access, and custody and clearing services.

James Rossi is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His work history includes roles at Youpower and Kingsbarn Real Estate Capital before joining Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory programs, including hybrid digital solutions and access to both proprietary and third-party investment models.

Chris Walters is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work experience includes roles at Savant Wealth Management, GenSpring Family Offices, and Clarity Capital Partners. Walters previously owned an inactive LLC focused on business consulting and training. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, separate accounts, and private funds, complemented by client education and specialized service lines.

Brian Milano is a financial advisor with Primerica Advisors in San Diego, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Andrew Schwandt is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Park Avenue Securities. Outside of finance, he has experience in education through roles at multiple Catholic schools and involvement with Global Land Solutions since 2018. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage and advisory services. The firm offers both discretionary and non-discretionary investment management, combining proprietary and third-party advisory programs.