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®-certified financial advisor with 29 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life since 2008 and holds Series 63 and Series 65 licenses. His role includes occasionally selling life insurance products from select carriers to meet client needs. 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 advisor-led discretionary management alongside model-based strategies and a variety of financial planning and consulting solutions.

Robert Hanlon III is a CFA® charterholder with five years of industry experience. He is currently an advisor at Corient in San Diego, CA, where he has worked since 2022. His prior experience includes roles at Dowling & Yanhke, LLC and FS Investments. 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 that integrates in-house security and fixed-income strategies with third-party manager solutions and customized asset allocation.

David Keely is a CFP® professional affiliated with Valic Financial Advisors with 16 years of industry experience. He has held advisory roles at Valic Financial Advisors since 2017, previously working at Agia, CUSO Financial Services, LP, and Edward Jones. Outside of his advisory work, Keely serves as chairperson of a 501(c)(3) organization supporting a local Boy Scout troop’s charter. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors using centralized technology and model solutions.

Kevin Tostado is a financial advisor with Eagle Strategies (New York Life) in San Diego, CA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked with Eagle Strategies since 2024 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2023. Outside of finance, he owns Tostie Productions, LLC, through which he has produced and directed multiple motion pictures, and he volunteers with the Community Emergency Response Team in San Diego. He also serves on local community boards, including the San Carlos Area Council and the Our Lady of Grace Catholic School Parent Teacher Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm emphasizes tailored advice and operates within the New York Life affiliate structure, offering various program types including fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products.

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.

Vernon Eberly is a CFP® professional at Focus Partners Wealth, LLC with six years of industry experience. He previously worked at HoyleCohen, LLC for ten years before joining The Colony Group, LLC, where he spent two years. Focus Partners Wealth serves a diverse client base including individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm employs a long-term investment approach that combines active and passive strategies, third-party managers, and customized portfolios tailored to clients’ specific financial situations.

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.

Vincent Zupo is a CFP® professional with 20 years of industry experience, currently affiliated with Schwab Wealth Advisory in San Diego, CA. His prior roles include positions at GW&K Investment Management, AlphaCore Wealth Advisory, and Amundi Pioneer Institutional Asset Management. He serves on the City of El Segundo Investment Advisory Committee, which advises the city on the management of its investment funds. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach is based on proprietary asset-allocation models and research tools, offering guidance on asset selection while requiring client authorization for trades.

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.

Harry Lodge is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 42 years of industry experience. His prior work includes roles at LPL Financial, Financial Design Group, Minnesota Life Insurance Company, and Securian Financial Services. Lodge also operated his own firm, Harry S. Lodge and Associates Inc, for 37 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms while integrating third-party managers and TAMPs.

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.

Kyle Whisenhunt is a CFP® professional with nine years of industry experience currently at Focus Partners Wealth, LLC. His previous roles include positions at The Colony Group, LLC, HoyleCohen, San Diego Wealth Management, Sagepoint Financial, Inc., and Wolters, Hagar, & Pratt Financial Planning, Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and specialized employee benefit retirement plan services. The firm’s investment approach combines active and passive strategies tailored to client needs and includes access to non-traditional services and affiliated investment opportunities.

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.

Eduardo Torres is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has previously worked with Investment Placement Group and currently serves as managing partner of Pacific Tides Wealth Management. United Planners Financial Services supports a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Kimberly Day is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at Christopher Weil, Charles Schwab, TD Ameritrade, Bank of America, Merrill Lynch, and Higgins Capital Management. She is based in San Diego, CA. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Randolph Toledo is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and possessing 22 years of industry experience. His prior work includes roles at Cetera Advisors LLC, First Allied Advisory Services, and LPL Financial. Outside of his advisory work, he is involved in retail through two small business ventures, Enagie and RR Toledo Enterprises. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, employee education, plan design, and access to multiple management platforms and third-party solutions. The firm serves very large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

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.