James Smoogen is a financial advisor with PlanMember Securities Corporation in San Diego, CA, holding a Series 63 license and 23 years of industry experience. He has worked with PlanMember since 2005 and currently operates a financial advisory business through Superior Planning Financial Solutions. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of participant-level investment options. The firm’s investment approach is based on strategic asset allocation and risk-based mutual-fund portfolios, complemented by education and support services for plan sponsors and participants.

Charles Kreider is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and 43 years of industry experience. His career includes roles at Warner Pacific Insurance Services, WealthWave, and Champ Plan, among others. He serves as president of Kreider Inc and Sea Ray 460 LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services with proprietary and third-party investment models and both discretionary and non-discretionary program options.

Drawing on a career as a former aviator, I've seamlessly translated the invaluable lessons of teamwork, training, and experience into my role as a financial advisor. Much like the reliance on a well-trained flight crew to navigate challenges in the air, I believe in employing a strategic approach to investing, fostering a long-term perspective, and embracing life's challenges as opportunities for growth. In establishing this firm, my mission is to guide individuals who appreciate a calculated and strategic approach to financial success. As a Certified Financial Planner, I prioritize your interests above all, dedicated to helping each client achieve their unique goals. From the early days of flight school to the final flight, I'm committed to supporting your financial journey. As your trusted co-pilot and navigator, I offer guidance and expertise to help you chart a course toward your life's aspirations. Together, let's plan and navigate the complexities of your financial flight, ensuring a smooth journey towards your envisioned destination."

Brandon Weed is a financial advisor at Creative Planning with a Series 66 credential and one year of industry experience. His prior roles include positions at NewEdge Advisors, MML Investors Services, and MassMutual Life Insurance. Outside of advisory work, he serves as the varsity baseball pitching coach at Helix High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Vi Lieu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2017, with a brief interval, and has been associated with Wfgia since 2011. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, through a large network of advisors and multiple program platforms. The firm’s advisory model primarily utilizes model portfolios and third-party managers, offering services such as the Transamerica ONE and TFA365 Advisory Programs, with regulatory assets under management around $1.7 billion.

Christopher Mc Cain is a CFP® with 20 years of industry experience. He is currently affiliated with Truist Advisory Services and Truist Investment Services, joining both in 2026. Prior to that, he spent ten years at CUSO Financial Services, LP. Mc Cain serves as Vice President on the board of the Clan Rince Irish Dance Foundation, a nonprofit supporting Irish dance students. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by inter-affiliate integration across its affiliated entities.

Mark Haley is a financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Winfield Associates, Inc. for 19 years before joining MAI Capital Management in 2022. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across various asset classes, integrating financial planning and tax services into many client relationships.

Jane Braun is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Coronado, CA, and has 38 years of industry experience. She has worked at Commonwealth Financial Network since 2011 and also holds a role at Crown Financial Planning Corporation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to maintain independent client relationships under the Commonwealth platform.

Tiffany Lao is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She previously worked for Independent Financial Group LLC for 10 years before joining D.A. Davidson in 2022. She holds Series 63 and Series 65 designations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Hannah Perez is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and previously worked at Kestra Investment Services Inc. and Haug Wealth Management. Perez has also been involved as a Registered Field Assistant for California Wealth Transitions, contributing to advising, firm trading, and financial planning processes. 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, employing a long-term investment approach with customized portfolios and multiple model options.

Michael Lucenti is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cuso Financial Services, L.P. for six years before joining Commonwealth in 2021. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Yesenia Beckmann is a CFP® professional with 16 years of industry experience. She is currently an Investment Advisor Representative at Kestra Advisory and has worked with Kestra-affiliated firms since 2016. She is also a partner at Well-Traveled Wealth, an insurance-focused advisory business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and manages significant assets including those of large institutional investors.

Bryan Pridmore II is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with NewEdge Advisors and has previously worked at Mission Trails Financial, Krause Wealth Management, and eMoney Advisor. Outside of finance, Mr. Pridmore owns BPV, LLC, a photography and videography services business based in San Diego. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, pension and profit‑sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and consulting services through a network of independent investment adviser representatives, utilizing multiple program structures and centralized due diligence supported by technology tools.

Alexandra Mastrota is a CFP® with seven years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Hemington Wealth Management for seven years and has held roles at Virginia Tech and Egan, Berger & Weiner LLC. Alexandra is based in San Diego, CA. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO services to individuals, corporations, pension plans, and institutional clients. The firm utilizes asset-allocation modeling combined with third-party independent managers and employs both active and passive strategies across public and private assets.

Alisa Civello is a financial advisor with Eagle Strategies (NY Life) based in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with NYLIFE Distributors LLC since 2005 and New York Life Insurance Company since 1996. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Richard Tassiello is a financial advisor at OSAIC Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at firms including Woodbury Financial Services Inc, Arbor Point Advisors, and Securities America. He is also president and owner of RSG Partners Financial & Insurance Services, Inc., a California-licensed insurance agency specializing in fixed insurance products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to manage portfolios.

Alexandria Pon is a financial advisor at Principal Financial Services with three years of industry experience. She holds a Series 66 designation and has worked at several firms including Principal Life Insurance Company, LPL Enterprise, and MassMutual Life Insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel outside the United States. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

John Dorff is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Commonwealth Financial Network since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides back-office support such as operations, trading, technology, investment management, compliance, and practice-management resources.

Adelaide Pund is a financial advisor with Principal Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior firms include Cetera Advisors LLC, Cetera, and First Allied Securities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory services encompass direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation and separately managed account solutions.

Michael Funaro is a financial advisor at Guardian Life with four years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Guardian Life, Park Avenue Securities, and Northwestern Mutual. Outside of his advisory role, Funaro serves on several community organizations' boards, coordinates suicide prevention events, writes children’s books, and teaches golf lessons. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients through a variety of brokerage, financial planning, and advisory services.