Colin Roesler is a CFP® and CFA® with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at BNY Mellon, J.P. Morgan Securities, JPMorgan Chase Bank, and Morgan Stanley. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Julia King is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at LifePro Asset Management, Independent Financial Partners, Godfrey Financial, LPL Financial, Cetera Investment Services, and National Planning Corporation. Outside of her advisory role, she owns and operates a performance coaching business for experienced professionals and provides divorce financial planning, mediation, and settlement facilitation services as a certified divorce financial analyst. Foundations Investment Advisors LLC serves a broad client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach.

Daniel Engel is a financial advisor with TLG Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include work at Holdsworth & Co and Pitch It Forward, and he is also involved with JAG Legacy & Insurance Solutions as an independent insurance agent. Engel has volunteered with the Miracle League of San Diego since 2005. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that combines fundamental analysis with Modern Portfolio Theory.

Nicholas Clark is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His career includes roles at MML Investors Services and MassMutual from 2015 to 2023, followed by positions at Guardian Life and Park Avenue Securities since 2023. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs that include discretionary and non-discretionary options using both proprietary and third-party model portfolios.

Chau Lai is a CFP® and ChFC® with 28 years of experience in the financial services industry, currently affiliated with Guardian Life and Park Avenue Securities. His career includes long-term roles at both firms since 1999 and 2002, respectively. He serves as Vice Chair of the Philanthropy Committee on the UC San Diego Alumni Board. Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides financial planning, retirement consulting, and investment advisory services to individuals, charitable organizations, and corporate clients.

Brandon Mather is a CFP® professional with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Dunham & Associates Investment Counsel, Inc. and LPL Financial LLC. He is based in Coronado, CA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Warren Duthie is a financial advisor at Commonwealth Financial Network with 21 years of industry experience. He has held various roles at Northwestern Mutual and has owned Duthie Financial Group since 2020. His credentials include Series 63, Series 65, and Series 66 licenses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services.

Dianne Davis is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network in San Diego, CA. Her career includes roles at LPL Financial LLC, Neuberger Berman BD LLC, Banc Of America Investment Services, and Merrill. 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, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Antonio Montalvo is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Eagle Strategies since 2021 and has longstanding ties to New York Life and Nylife Securities Inc., with over four decades at these firms. Outside of his advisory role, he is an owner of rental property. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Jenifer Pratt is a CFP®, PFS™, and Series 65-registered financial advisor with 12 years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at Reilly Financial Advisors and Aldrich Wealth. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm applies a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Chomreun Pao is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He previously worked at CUSO Financial Services, LP for nine years before joining Commonwealth in 2021. 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 comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and a variety of investment options while handling trading, reporting, and custody services.

John Rey is a CFP® professional with two years of experience, currently affiliated with Commonwealth Financial Network and JM Financial Strategies. He previously worked at Tushaus Group, LLC. Outside of his advisory role, he teaches leadership training with the Carmelite Sisters in San Diego. 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 operational support, allowing advisors discretion to construct client portfolios while offering managed model portfolios and distinct program structures.

Doan Nguyen is a financial advisor with Primerica Advisors based in San Diego, CA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and Cambridge Investment Research Advisors. Outside of advisory work, he is involved in Medicare plan sales. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Kateryna Mc Isaac is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2017, following three years at Pioneer Healthcare Services LLC. Based in San Diego, CA, her career spans both healthcare services and financial advisory roles. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services. The firm offers various investment solutions including discretionary model portfolios and personalized indexing, while acting as a platform provider for advisors who often operate under their own brand names.

Daniel Gensler is a CFP® with 39 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes long tenures at LPL Financial LLC and The Gensler Group. He is also an author of a book. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans, providing financial planning, asset management, and specialized consulting through a network of hundreds of advisors. The firm’s investment approach combines strategic allocation across risk classes with a mix of passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Brandon Wissinger is a CFP® professional with 10 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2016. He is based in San Diego, CA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational programs and integrated affiliated service lines.

Kim Mahoney is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 13 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Mahoney serves as a board member for the Exit Planning Institute San Diego Chapter and volunteers as an advisor for the Owners in Honor Veteran Charity Board. He is also a member of the US Marine Corps Reserves. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Michael Pugsley is a CFP® with 27 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2020. His prior roles include positions at W&S Brokerage Services, Western Southern Life, AIG Direct, and Horace Mann Companies. He is also active in independent insurance sales in San Diego, focusing on various insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, supported by a broad network of affiliated offices and investment adviser representatives.

Rod Crews is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with 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. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing proprietary model portfolios, third-party managers, and a digital advice platform.

Brock Biesel is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and less than one year of industry experience. He has previously worked at Bergen Financial Group and held roles outside finance at Ace Parking and Walmart. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting through a platform that combines internally managed, third-party, and advisor-managed models.