Simon Chapman is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 13 years of industry experience. He has worked with Rochdale Investment Management LLC and RIM Securities since 2012 and with City National Bank since 1997. Chapman serves as a board member for the San Diego Cooperative Charter School, where he oversees financial, hiring, and planning decisions. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

Joshua Bodenstadt is a partner at Duffy Kruspodin, LLP in La Jolla, California, where he has worked since 2007. He is affiliated with Integrated Wealth Concepts LLC and has six years of industry experience. 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, and consulting services, employing a long-term investment approach with customized portfolios and oversight of third-party asset managers.

Timothy Riis is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 63 designation and 32 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2019, and previously spent 24 years with The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Outside of his advisory role, Riis operates Riis Financial Inc., a business entity for tax and investment purposes. 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 with a long-term investment approach along with shorter-term rebalancing strategies.

Rose Pflug is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Corient with two years of industry experience. Her prior roles include positions at D.A. Davidson & Co., KPMG, and academic roles at the University of Portland and Pepperdine University. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs various risk management and monitoring tools to align portfolios with client objectives.

Kseniya Ribeiro is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Bank of America and has been with Mercer Global Advisors in various roles since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs an investment approach based on Modern Portfolio Theory, emphasizing diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs, index funds, and separate account managers.

Richard Mireles is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Independent Financial Group since 2010 and has concurrently operated Mireles Tax Services since 2008. Mireles also provides seasonal tax preparation services for H&R Block and is a licensed life and health insurance agent, as well as a real estate agent. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory platforms and third-party asset managers.

Michael Tsoukatos is a CFA® charterholder and financial advisor with three years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2025. Prior to this, he held positions at CCG Wealth Management, LLC and several other firms. Outside of his advisory role, Mr. Tsoukatos operates under the business name Advanced Wealth Advisory, LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion and serving more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and coordinating with multiple custodians and third-party platforms.

Jalen Lee is a financial advisor at Primerica Advisors with a Series 66 designation and experience spanning several firms including Park Avenue Securities, Guardian Life Insurance Company, Marine Street Financial, and REV77. His background also includes teaching roles at Arizona State University, Hamilton High School, and Bogle Junior High School. Park Avenue Securities serves a diverse retail client base through both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.

Rosa Lasnover is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with Wfgia since 2001. Outside of her advisory role, she is an investor in W&J Operations LLC, a company involved in transporting legal merchandise within the United States. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach, supported by multiple program platforms and an advisor network managing approximately $1.7 billion in regulatory assets under management.

Shannon Foster is a CFP® professional with six years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2019. Prior to joining Schwab, Foster worked at The Vanguard Group and has experience in both financial advisory and retail sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations supported by proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., with a distinctive model that does not involve discretionary trading authority by advisors.

Brian Zimmerman is a financial advisor at Independent Financial Group, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Independent Financial Group since 2012. Outside of his advisory role, Zimmerman serves as president of the LE TIP networking group and is a board member of a local high school. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national field force and utilizes multiple advisory platforms and third-party managers to implement client investment strategies.

Nathan Moore is a CFA® charterholder affiliated with Independent Financial Group, LLC and has one year of industry experience. His prior roles include positions at EbitDATA CRE, The Niki Group, Cornerstone Family Center, and Blackstone Gaming. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services with a range of managed account options and utilizes both in-house and third-party investment models.

Adem Abate is a financial advisor at Corient in San Diego, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior firms include UBS, Penserra Securities, JP Morgan Chase Bank, and AXA Advisors. Corient provides investment advisory and financial planning services to individuals, 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 integrates in-house strategies with third-party managers and utilizes risk management tools and stress testing to align portfolios with client objectives.

Brian Hebert is a CFP® and Series 65-licensed advisor with Corient, based in San Diego, CA, and has three years of industry experience. His prior work includes positions at Baker Tilly US, LLP 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 and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.

Cristina Michel is a Series 66-licensed financial advisor with four years of industry experience. She is currently with Independent Financial Group, LLC and previously worked at LPL Financial, LLC and Independent Capital Management. Outside of her advisory roles, she has experience with Gelato Paradiso and has been involved with the Sherman Heights Community Center and UC San Diego. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in assets through a national network of Investment Adviser Representatives.

Michael Gottman is a CFP® with eight years of industry experience, currently serving at First Citizens Investor Services, Inc. in San Diego, CA. Prior to joining First Citizens in 2025, he worked at The Vanguard Group, Inc. from 2017 to 2025. He also has a background that includes employment at Goldman Realty and a role at San Diego State University. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client process centered on financial needs assessment and applies fundamental, quantitative, and technical analysis to portfolio allocation across various asset classes.

Kendrick Uyeda is a Series 65-licensed financial advisor at Corient with 13 years of industry experience. He has worked at Corient and its affiliated entities since 2022 and previously spent 25 years at Dowling & Yahnke, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Joshua Harlan is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 65 designation and eight years of industry experience. He has previously worked at Delphi Private Advisors and Sunrise Capital Partners. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment vehicles.

Margoth Romero is a CFP®-certified financial advisor at Hightower Advisors with 12 years of industry experience. She has worked at Hightower Advisers, LLC since 2019 and also has a long tenure at Delphi Private Advisors beginning in 2013. Hightower Advisors offers investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Bridgette Ziolkowski is a financial advisor with Valic Financial Advisors in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. She has been with Valic Financial Advisors since 2012 and is also involved in coaching through Clear Intentions Coaching, where she practices as an energy healer and facilitator specializing in modalities such as Reiki and breathwork. Additionally, she rents a Tesla Model 3 through the Turo platform. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.