William Mitchell is a financial advisor with NewEdge Advisors and holds Series 65 and Series 63 licenses. He has 18 years of industry experience, including roles at Goldman Sachs Personal Financial Management and Bank of New York Mellon Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent adviser representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Sebastian Bolic is a financial advisor at Primerica Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of directors for the Temecula Mountain Lions Rugby Club and works as an independent technician and rideshare driver. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies, including proprietary model portfolios and third-party managers, and supports multiple account-level features such as lending solutions and tax-harvesting.

Andrew Farmer is a CFP® professional with one year of experience at Corient. Prior to joining Corient, he held roles at Deloitte, Sunrun, and Gradient Capital Advisors, and also worked in academic positions at the University of Southern California, Point Loma Nazarene University, and Cypress High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs advanced risk management and portfolio monitoring tools.

Terence Tunnell is a CFP® with 15 years of industry experience, currently advising at Commonwealth Financial Network since 2010. He also operates JM Financial Strategies, providing tax preparation and bookkeeping services. Outside of financial advisory, he has been involved with Pizza Systems Inc. since 1987. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while allowing discretion in portfolio construction.

Quyen Leba is a financial advisor with Integrated Wealth Concepts LLC in La Jolla, CA, holding a Series 63 designation and four years of industry experience. She has been associated with Integrated Wealth Concepts since 2022 and concurrently works with Duffy Kruspodin LLP and operates her own CPA practice focused on tax preparation and accounting services. Additionally, she serves as a notary public. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, with both long-term and shorter-term trading strategies.

Marwan "Mark" Yacoub is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with J. W. Cole Advisors and J.W. Cole Financial since 2013. In addition to his advisory role, he acts as an agent with various insurance carriers, offering Medicare, health care, long-term care, and supplemental insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment strategies.

Andrew Welzel is a financial advisor at Mariner Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mariner since 2015. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external managers and provides extensive tax, accounting, and family office services alongside traditional portfolio management.

Dominick Mcpeake is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously spent 11 years at Lord Abbett & Co., LLC before joining Rockefeller Financial in 2026. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that offers securities transactions, variable insurance products, and placement and investment banking services.

Robert Wolter is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His prior work includes roles at LPL Financial and Wells Fargo Advisors. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

William Hage is a financial advisor with Primerica Advisors based in San Diego, CA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. His career includes extensive tenure at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves on the boards of the Peninsula YMCA and the Boy Scouts of America San Diego Imperial Council and holds leadership positions in local mentoring and Rotary Club organizations. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a variety of proprietary and third-party investment strategies and provides integrated account services such as lending solutions and donor-advised fund options.

Anna Diaz is a CFP® professional with 23 years of industry experience, currently advising at Corient in San Diego, CA. Her prior work includes roles at Merrill and Dowling & Yahnke, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management.

Kayla Loren is a CFP®-credentialed financial advisor with Schwab Wealth Advisory and has four years of industry experience. She has worked at various Schwab entities since 2021 and has held positions outside the financial services industry, including roles in hospitality and education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory (SWA) program, using Schwab’s standard asset allocation models and research tools. The firm delivers investment recommendations primarily to individual clients and conducts at least annual account reviews without discretionary trading authority.

Zachary Brown is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has no prior industry experience and has worked in various roles outside finance, including veterinary healthcare and education. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Tanya Gonzalez is a financial advisor with Primerica Advisors in San Diego, CA, holding the Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Bank of America. She is also a member of PURE VIBE LLC, where she is involved in operational management activities. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Marc Schneider is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he is an equity shareholder in Baja Flyers Corporation, a shared ownership group for private aircraft maintenance and use. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard through its registered investment advisory services and employs a mix of model and customized portfolios.

Alan Davis is a financial advisor at Mercer Global Advisors Inc. in San Diego, CA, holding Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at firms including Epstein and White Financial LLC, Raymond James Financial Services, and Mission Federal Credit Union. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Brad Whittelsey is a financial advisor with Guardian Life and holds a Series 66 designation. He has worked in the financial services industry since 2022 with prior experience at Wells Fargo Advisors, Northwestern Mutual, and Park Avenue Securities. Before transitioning to finance, he was employed in the airline and retail sectors. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.

Nathan Dorn is a financial advisor at Mariner with 11 years of industry experience. He holds the CFP® designation and Series 65 license. Dorn has worked at Mariner Wealth Advisors since 2016 and previously at FirstPoint Financial from 2014 to 2017. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing discretionary, customized portfolios supported by an internal team and third-party managers.

Whitney Drechsler is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she worked at US Bank Private Wealth Management and Commonwealth Financial Network. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement plan consulting, with capabilities that include alternative investments, tax-managed strategies, and international exposure.

Bryan Wilczewski is a financial advisor with Guardian Life in San Diego, CA, holding the CFP® and ChFC® designations and 19 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, and XY Investment Solutions. Outside of his advisory work, he is the owner of Evidentia Group LLC, a legal entity for managing 1099 income. He works at Park Avenue® Wealth Management, a subsidiary of Guardian Life that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party investment models.