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.

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.

William Bettis is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at Laurel Wealth Advisors, Stancorp Investment Advisers, Morgan Stanley Dw Inc., and Banc Of America Investment Services. Integrated Wealth Concepts 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, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income with a primarily long-term focus.

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.

Jeff Ellena is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. Based in San Diego, CA, he holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Christina Woodford is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Crown Capital Securities, LP for 24 years. She is also employed by Timothy Hayes Financial & Insurance Services, where she manages administrative duties and serves as a fixed annuity sales agent. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm uses a combination of firm- and third-party investment models and offers discretionary and non-discretionary portfolio management across various platforms.

John Vreeburg is a CFP® with 36 years of industry experience and has been with D.A. Davidson & Co. since 2014. He is based in Carlsbad, CA. Outside of his advisory role, he is associated with a family-owned real estate corporation in Encinitas, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and private wealth management for high-net-worth clients, operating under fiduciary standards and utilizing qualitative and quantitative analysis in its investment approach.