Erika Lopez is a financial advisor at Root Financial Partners with a Series 65 designation and two years of industry experience. Her prior roles include positions at Reyes Financial Architecture and McAdam Financial. Before entering financial services, she worked in the food and beverage industry with several establishments over multiple years. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a broadly diversified, passive investment approach tailored to client objectives and risk tolerance, and offers educational programming including online academies separate from advisory services.

Adam Sevier is a financial advisor with Simplicity Wealth in San Diego, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Cetera Wealth Services, Avantax, and ATS Advanced Trustee Strategies Inc. Outside of his advisory work, he assists with client services and client analysis at ATS Advanced Trustee Strategies Inc. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering advisory services alongside technology and operational support for advisers through a managed account platform.

Xavier Mendoza Jr. is a financial advisor at Octavia Wealth Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments Inc. and Equitable Advisors. In addition to advisory services, he is active as an insurance agent with Octavia Risk Management LLC. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, institutions, and public entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing customized portfolios that combine low-cost ETFs, mutual funds, individual securities, and alternative investments.

Donald Van Dyke is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the ChFC® designation and Series 63 and 66 licenses, with 26 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc., and Cetera Wealth Services, LLC. Outside of his advisory work, Van Dyke is an owner of an online health and wellness products business and teaches karate classes through the Chula Vista Parks and Recreation program. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management, utilizing both discretionary and non-discretionary strategies across multiple program types. The firm employs a combination of active and passive investment exposures, working with written investment policy statements and leveraging internal and third-party portfolio models.

Brandon Bol is a CFP® with six years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC in La Jolla, CA. His prior experience includes roles at The Colony Group, LLC and HoyleCohen, LLC. Outside of his advisory role, he is involved in managing investment holdings through JoMar_MAE LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm combines traditional and alternative investment strategies, offering comprehensive wealth planning, investment management, and specialized services such as trustee and ERISA retirement plan advisory, often managing accounts on a discretionary basis and utilizing third-party sub-advisers.

Michael Mcgreevy is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding a Series 63 designation and 28 years of industry experience. He worked previously at Private Asset Management, Inc. for 24 years before joining AlphaCore Capital in 2022. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies to pursue multi-asset diversification and resilience.

Juan Carlos Moreno is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Snowden Lane Partners since 2016. Outside of his advisory role, Moreno owns El Corridor Group, a business providing corn husk materials for restaurant use. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing a range of investment tools and third-party managers while maintaining client oversight.

Denise Kamel is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network and CUSO Financial Services, LP. Denise is based in San Diego, CA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and supports layered solutions including unified managed accounts and automated ETF portfolios.

Scott Schechter is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding CFP® and ChFC® designations with 24 years of industry experience. He has been affiliated with New York Life and its related entities since 2002. Outside of his advisory role, Schechter serves on the board of the ACLU of San Diego & Imperial Counties and volunteers with Amplified Impact Partners, a nonprofit that provides strategic consulting services to other nonprofit organizations. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.

Douglas Solorzano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial, and Wells Fargo Advisors. Outside of his advisory work, he is a member of BNI Team Builder, a networking organization focused on professional referrals, and he manages a family-owned janitorial business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Melissa Saxton is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. She holds Series 63 and Series 65 licenses and is based in San Diego, CA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, direct indexing, and selective private market investments, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Derek Anthony is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and its affiliated entities since 2003. Outside of his advisory role, he manages a rental property in San Diego. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to individual clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage accounts on a discretionary basis.

Jonah Shafer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. His prior experience includes roles at Prosperity Wealth Planning, Raymond James, and Ameriprise Financial. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts and implementing a range of strategies including low-cost ETFs, separate account managers, and private funds.

Dennis Bavin is a financial advisor with Guardian Life and holds the Series 66 designation. He has 15 years of industry experience and has worked with firms including Park Avenue Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also active as an outside insurance broker. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage and advisory services to individuals, retirement plans, charitable organizations, and corporations, utilizing both proprietary and third-party investment strategies.

Thomas Alford is a CFA® charterholder with 16 years of industry experience, currently serving at Independent Financial Partners. His prior work includes roles at OSAIC, Triad Advisors, and Resources Investment Advisors. Outside of his advisory work, he operates a non-investment related business under the name Trailhead Financial. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and formal retirement-plan advisory services.

Andrea Chillak is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Laurel Wealth Advisors, Inc. since 2013. In addition to her advisory role, she is licensed in California as an insurance agent, focusing on life, fixed and variable contracts, and long-term care products. 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, and family office services, utilizing customized portfolios with a primarily long-term investment approach.

Randy Goodsell is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Independent Financial Group since 2011 and has led Goodsell & Company CPA, a tax preparation and accounting firm, since 1996. Outside of advisory services, he is a co-owner of Goodsell & Company CPAs, providing tax, audit, and consulting services to individuals and businesses. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs both firm- and third-party investment models and combines passive and active strategies across various risk profiles.

Ethan Willis is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. He has worked at Citigroup Global Markets since 2014 and at HSBC Securities (USA) Inc. since 2013. Outside of his advisory role, Willis serves as the head coach of the La Jolla High School rugby team. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, supporting both discretionary and non-discretionary investment approaches.

Stephanie Bryan is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Delphi Private Advisors and AlphaCore Capital. Bryan is based in San Diego, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates affiliated and third-party managers, offering a range of portfolio management, financial planning, and retirement consulting services.

Jason Giorgio is a CFP® professional with 29 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked with Guardian Life Insurance Company of America since 2008 and engages in selling life insurance products from selected carriers to meet client needs. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.