Michael Hyat is a CFP® professional with 38 years of industry experience. He has worked with Independent Financial Group, Inc. and Independent Financial Group, LLC since 2004 and previously operated Hyat Financial Services from 1989 to 2020. He serves as a volunteer board member for his homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across active and passive investments to create tailored client strategies.

Gregory Jankowski is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2019. Prior to joining Hightower, he worked at Delphi Private Advisors from 2013 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to offer a range of investment options and operational features.

Adam Baker is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at firms including Triad Advisors, OneDigital Investment Advisors LLC, SagePoint Financial, Inc, and Independent Capital Management. Outside of advisory services, he provides a range of fixed insurance products to support clients’ financial planning needs. 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, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income, implemented through both internal management and third-party asset managers.

Robin Gattinella is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding a Series 66 designation and three years of industry experience. Prior to joining D.A. Davidson, Gattinella worked at Caffe Vacanza for eight years and volunteered at St. John's School for nine years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Daniel Roberts is a Series 65 licensed financial advisor with Stratos Wealth Partners, Ltd. in San Diego, CA, bringing one year of industry experience. His prior roles include positions at Stratos Private Wealth and Ciari Guitars, Inc., as well as academic experience at California Polytechnic University San Luis Obispo. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, utilizing an open-architecture investment approach and offering a range of advisory and portfolio management solutions.

Bruce Levitus is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at OSAIC for 21 years and spent time at DJK Consulting before joining his current firm. Outside of his advisory role, he volunteers for the Alzheimer's Foundation of America, organizing fundraising activities linked to his hobbies of paddling and skiing. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a combination of firm and third-party models to develop tailored investment strategies, offering both discretionary and non-discretionary portfolio management across multiple platforms.

John Peters is a CFP®, CFA®, and Series 63-registered financial advisor at Corient with six years of industry experience. He has worked at Corient since 2022, and previously held roles at Northern Trust Corporation and Dowling & Yahnke, LLC. Based in San Diego, CA, Peters is currently part of a large advisory team at Corient. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services through various affiliates.

Hatem Elshimy is a financial advisor with Principal Financial Services in San Diego, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Fidelity Investments and several insurance and investment firms. He is also involved in outside sales of various insurance products, including life, disability, annuities, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base ranging from individual investors to corporations and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Emme Phillips is a financial advisor at Corient with Series 63 and Series 66 credentials and two years of industry experience. Her prior firms include Fidelity Personal & Workplace Advisors, Equitable Advisors, and OneSeven. 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options to align portfolios with client objectives.

Carlos Hernandez is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at several firms including LPL Financial LLC, The Retirement Group, LLC, and New York Life Insurance Co. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Erin Mansell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked for eight years at Goldman Sachs Personal Financial Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Brian Lavoie is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked at Coastwise Capital Group, LLC and Laurel Wealth Advisors. 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, and retirement plan advisory services, employing a long-term investment approach complemented by shorter-term trades for portfolio rebalancing.

Louis Lopez is a CFP® and registered investment advisor with 14 years of experience, currently serving at Mariner Wealth Advisors since 2012. He is based in San Diego, CA. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm implements discretionary, customized portfolios supported by internal research and third-party managers, along with integrated tax and accounting services uncommon for a firm of its size.

Emily Yu is a financial advisor with TIAA-CREF in San Diego, CA, holding a Series 66 designation and three years of industry experience. She previously worked at Axos Invest, Inc., Axos Invest LLC, Axos Bank, and Sofun Media Corp. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm’s advisory model differentiates point-in-time planning services from ongoing discretionary managed accounts, utilizing both model and customized portfolios under a fiduciary standard.

William Mitchell is a financial advisor with NewEdge Advisors in San Diego, CA, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, using various program structures and technology tools to support advisor and client needs.

Sebastian Bolic is a Series 66-credentialed financial advisor with three years of experience, currently associated with Guardian Life and Park Avenue Securities. He has previously worked in roles spanning insurance and securities, and serves on the Board of Directors for the Temecula Mountain Lions Rugby Club. Additionally, he engages in independent contracting and networking group activities outside of his advisory work. Park Avenue Securities LLC, part 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 tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Martinez & Winter and Ameritas-affiliated firms since 2006. Winter is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation engaged in charitable grant-making. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and leveraging third-party technology and managers.

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.

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.

Christopher Omel is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.