John Nielander is a Series 65 licensed advisor at Cerity Partners LLC in San Diego, CA, with approximately one year of industry experience. Prior to joining Cerity Partners, he worked at the University of San Diego and spent eight years in full-time education. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, institutions, and investment entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that includes proprietary quantitative screening, third-party strategies, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Brian Solomon is a financial advisor with Kestra Advisory Services, holding Series 63 and 65 licenses and bringing 39 years of industry experience. He previously worked for Independent Financial Group, Inc. and Sentra Securities Corporation. Outside of his advisory role, he is the owner of a tax and accounting firm and serves on the board of the Boys and Girls Club of Northwest San Diego. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Cara Witt Landefeld is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and EquityBee prior to her current role. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Taylor Hindle is a CFP® professional with 10 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. Prior to that, he held roles at Aldrich Wealth LP, Tate Asset Management, and Fidelity. He serves on the Board of Directors for Lifeline Community Services in Vista, CA. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and offers extensive tax, accounting, and family office services alongside traditional portfolio management.

Stephen Kelly is a CFP® professional with 11 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked at both firms since 2016 and 2017, respectively. Outside of financial advising, he is involved with Liberty ID, an identity restoration business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of financial planning and advisory services through advisor-led discretionary management, proprietary programs, and third-party platforms.

Jonas Noack is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Northrop Grumman and Meketa Investment Group. 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 a globally diversified investment approach grounded in Modern Portfolio Theory, using a mix of low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized programs and tax-management options.

Brian Buehring is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with D.A. Davidson & Co. since 2017. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Mark Welsh is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Laurel Wealth Advisors, Torrey Pines Securities, Nexcore Financial Services, and UBS Financial Services. Welsh has been with Integrated Wealth Concepts since 2023. 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 primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Trevor Lattin is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Lion Street, Inc. and Executive Benefit Solutions, where he is also an owner involved in health and life insurance sales. He serves as a board member for Last Race Ranch, a nonprofit organization providing new homes for retired racehorses. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management, financial planning, and retirement consulting services, utilizing multiple platforms and investment approaches tailored to client needs.

Anthony Pavia is a financial advisor at PlanMember Securities Corporation with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Gwn Securities Inc. and operated his own firms, including Pavia Financial Services, Inc. and RetireWell Capital Management. Outside of his advisory roles, he is involved in residential loan brokerage through Pavia Financial Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Matthew Streeter is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including prior roles at Park Avenue Securities and PBO Advisory Group. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and integrated lending options.

Emily Stevens is a financial advisor at Stratos Wealth Partners, Ltd., holding a Series 66 designation with two years of industry experience. Prior to joining Stratos Wealth Partners in 2026, she worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB from 2023 to 2026. Stratos Wealth Partners is an SEC-registered enterprise advisory firm 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 other institutional clients through an IAR-driven model and an open-architecture investment approach integrating multiple third-party managers and platforms.

Erick Conway is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Integrated Wealth Concepts in 2024, he worked at Von Berge Wealth Management Group, Laurel Wealth Advisors, and Wells Fargo Advisors. He is also an independent insurance agent licensed to sell life, accident, and health insurance 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, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach alongside shorter-term trades for rebalancing or cash needs.

Branden Frazier is a Certified Financial Planner® at Creative Planning with 18 years of industry experience. He has been with Creative Planning since 2012. Based in San Diego, CA, he is part of a large advisory team serving a diverse client base. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Daniel Parent is a financial advisor with TIAA-CREF in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those connected to TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management through managed accounts that utilize model portfolios or customized portfolios managed under client-approved investment policies.

Courtney Hincks is a financial advisor at Concurrent Investment Advisors, LLC with seven years of industry experience. Her prior roles include positions at Commonwealth Financial Network and J.P. Morgan Securities LLC. Outside of her advisory work, she coaches youth lacrosse for the Coronado Lacrosse Club. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers customized, primarily long-term wealth and investment management using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Mike Batista is a CFP® with 25 years of experience in the financial services industry. He has been with Creative Planning since 2015 and previously worked at Fidelity and PRUCO Securities, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, institutions, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while incorporating tax-loss harvesting and selective private market exposure.

Carmen Benedetti is a financial advisor at Hightower Advisors in San Diego, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Hightower, Benedetti worked at Frozen Ropes and the Houston Astros. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary portfolio management, and access to pooled vehicles and private funds.

Jeremy Runnels is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2025. Prior to joining Cerity Partners, he spent eight years at West Coast Financial, LLC. He is involved with several nonprofit organizations, including serving on the investment committee for the Lawrence Family JCC endowment and the Trusts & Estates Council at the Rady Children's Hospital Foundation. Additionally, he advises startups through the San Diego Sports Innovators business incubator. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Gary Hirschfeld is a financial advisor at Hightower Advisors in San Diego, CA, with eight years of industry experience. He holds a Series 65 designation and has worked at Hightower Advisors since 2019, after four years at Delphi Private Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions and utilizes both affiliated and third-party managers with proprietary research to support portfolio construction.