Jeffrey Barrette is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Park Avenue Securities and Mass Mutual Investors Services. He is also involved in a separate insurance business unrelated to Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions combining advisor-led discretionary management and model-based strategies.

Cynthia Gatlin is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms including Northern Trust, Morgan Stanley, and Bank of America. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor model and offers customized portfolio management with an open-architecture approach integrating multiple third-party platforms and sub-advisors.

Randy Helfond is a CPA affiliated with Concurrent Investment Advisors, LLC, where he has been since 2025. He has 30 years of experience running Randy G. Helfond, CPA. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors.

Laura Myers is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Charles Schwab, TD Ameritrade, and Driven Brands, Inc. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on the firm’s asset-allocation models and internal research tools. The firm’s services focus on client authorization for trades and typically involve recommendations of separately managed accounts handled by third-party or affiliated money managers.

Aleksandar Jakovljevic is a financial advisor with Guardian Life, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with Guardian Life and Park Avenue Securities since 2009, and previously worked at Morgan Stanley. Outside of his advisory role, he serves as a trustee of The DUO Trust and is a co-owner of an LLC involved in non-investment activities. Park Avenue Securities LLC, 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 through proprietary and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.

Andrew Robinson is an advisor at Integrated Wealth Concepts LLC with one year of industry experience. He is also a partner at Duffy Kruspodin LLP, a CPA firm where he has worked for over 15 years. His professional background includes accounting and financial services. 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, family office, and retirement plan advisory services, emphasizing customized portfolios and a combination of long-term strategies with shorter-term trades.

Alexandria Harris is a financial advisor with Hightower Advisors in San Diego, holding Series 65 and Series 63 licenses and eight years of industry experience. She previously worked at Delphi Private Advisors from 2016 to 2019 before joining Hightower Advisers, LLC in 2019. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing a mix of affiliated and third-party managers along with proprietary research and a variety of portfolio construction techniques.

John Glenn II is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at multiple firms including GH Wealth Management and Glenn & Associates, and owns a non-variable insurance business in San Diego. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives using various custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Timothy Kenska is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm operates with large institutional scale and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

Patrick Araujo Lipine is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds the Series 65 designation and has been with Breckinridge since 2013. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies, combining top-down macro outlooks with bottom-up fundamental research, and emphasizes tax-aware services and portfolio customization.

Alfredo Paredes is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Mariner Wealth Advisors since 2019, including his current role since 2023. Prior to his advisory career, he worked in various roles including at LIFEAid Beverage Co. and the University of California, Santa Cruz. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal management team and offers integrated tax and accounting services alongside traditional portfolio management.

Michael Graney is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Laurel Wealth Advisors, Ameriprise, and Citigroup Global Markets. Outside of his advisor role, he lectures on financial planning for women at Poway Adult School and Mira Costa Continuing Education and also works as a surf coach with SurfinFire Surf School. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and oversight of third-party asset managers.

Timothy Petrovich is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Cadaret Grant & Co., Inc., Securities America, Inc., and LPL Financial. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory solutions.

Kavita Rajaratnam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked in real estate sales with multiple firms, including Big Block Realty, Realty One Group San Diego, and currently HKT Cal Inc and REAL Broker. In addition to her advisory role, she is involved in online estate planning through Net Law Group Inc. Transamerica Financial Advisors, LLC serves a broad client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through various platforms such as Transamerica ONE and TFA365, with regulatory assets under management around $1.7 billion.

James Yee is a financial advisor with Independent Financial Group, LLC in San Diego, CA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Independent Financial Group, he worked at Green Retirement and also operated a knife sharpening business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using both firm- and third-party models to tailor strategies according to client risk profiles.

Jung Hoon Park is a financial advisor with Principal Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at several financial firms such as Principal Life Insurance Company, National Life Group, and MassMutual Life Insurance Company. He is also involved in selling various types of insurance, including life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm focuses on financial planning, retirement consulting, and access to third-party money manager programs through direct advisory and promoter arrangements.

Mark Vannatta is a CFP® with 43 years of industry experience, currently serving at Guardian Life in San Diego, CA. He has held various roles at Guardian Life and its affiliated firms, including Park Avenue Securities, since 2004. Guardian Life’s wholly owned subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Enrique Enriquez is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pacific Advisors and Guardian. Enriquez is also involved with Armorcrest Insurance Services LLC, a property and casualty company focusing on home, auto, and commercial insurance. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory with proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Jack Stark I is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in San Diego, CA. He has three years of industry experience, including roles with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his advisory career, he spent several years as a student. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning, portfolio management through multiple platforms, and utilizes a combination of strategic asset allocation and manager selection processes that include both passive and active investment exposures.

Sandra Williams is a ChFC® with seven years of experience in the financial services industry. She is currently associated with Guardian Life and Park Avenue Securities, LLC. Outside of her advisory work, she is a business coach at The W Coaching Group, Inc. and a published author. Park Avenue Securities LLC, 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 customized financial planning and a range of investment solutions, including proprietary wrap programs, model-based discretionary management, and digital advisory services.