Garrett Gates is a CFP®-designated financial advisor with seven years of industry experience, currently associated with Guardian Life in San Diego, CA. Prior to his current role, he spent five years with Northwestern Mutual Wealth Management Company. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing clients access to a range of investment and insurance solutions.

Tyler Venegas is a financial advisor at Empower Advisory Group with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill, Vanguard Advisers, USAA, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and clients’ savings rates.

Evan Cohen is a financial advisor at Stratos Wealth Partners, Ltd with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Morgan Stanley. Cohen is based in San Diego, CA. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad mix of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management, financial planning, and outsourced CIO solutions through an independent contractor model and an open-architecture platform.

Colin Roesler is a CFP® and CFA® with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at BNY Mellon, J.P. Morgan Securities, JPMorgan Chase Bank, and Morgan Stanley. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Nathan Sorkin is a CFP® and Series 65 credentialed financial advisor with Stratos Wealth Partners, Ltd, based in San Diego, CA. He has three years of industry experience and has held prior roles at San Diego State University, the City of Del Mar, and Torrey Pines High School. Stratos Wealth Partners is an enterprise firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, using a model that emphasizes independent advisor discretion and an open-architecture investment approach incorporating multiple third-party platforms and managers.

Daniel Engel is a financial advisor with TLG Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include work at Holdsworth & Co and Pitch It Forward, and he is also involved with JAG Legacy & Insurance Solutions as an independent insurance agent. Engel has volunteered with the Miracle League of San Diego since 2005. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that combines fundamental analysis with Modern Portfolio Theory.

Halle Hewitt is a Series 65 licensed financial advisor with Stratos Wealth Partners, Ltd. in San Diego, CA, bringing one year of industry experience. Prior to joining Stratos, she worked at WCG Wealth Advisors, LLC and Fides Wealth Strategies Group. Hewitt’s background also includes roles outside the financial industry, such as positions at Ketch Grill & Taps and involvement with the YMCA San Diego. 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 broad range of clients, including individuals, retirement plans, corporations, and nonprofits, employing an open-architecture investment approach that integrates multiple third-party platforms and managers to provide customized portfolio management and specialized planning services.

Nicholas Clark is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and MML Investors Services. 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 tailored financial planning and consulting through advisor-led discretionary and model-based strategies, combined with proprietary and third-party platforms.

Chau Lai is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 1999 and 2002, respectively. Outside of his advisory role, he serves as Vice Chair of the Philanthropy Committee on the UC San Diego Alumni Board. 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 a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with services tailored by investment adviser representatives to meet diverse client needs.

Brandon Mather is a CFP® professional with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Dunham & Associates Investment Counsel, Inc. and LPL Financial LLC. He is based in Coronado, CA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Colin Domonoske is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds a Series 65 designation and has worked at Brown Wealth Management and Allegiance Inc. prior to joining Stratos. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an IAR-driven model that offers customized portfolio management via an open-architecture platform integrating multiple third-party managers.

Antonio Montalvo is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Eagle Strategies since 2021 and has longstanding ties to New York Life and Nylife Securities Inc., with over four decades at these firms. Outside of his advisory role, he is an owner of rental property. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Jenifer Pratt is a CFP®, PFS™, and Series 65-registered financial advisor with 12 years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at Reilly Financial Advisors and Aldrich Wealth. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm applies a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Doan Nguyen is a financial advisor with Guardian Life, holding a Series 66 designation and 17 years of industry experience. He has worked at Park Avenue Securities and Cambridge Investment Research Advisors, among other firms. Outside of financial advising, he is licensed to sell Medicare plans. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions combining discretionary management, model-based strategies, and access to insurance and alternative investment products.

Michael Tallon is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at JP Morgan Securities, Strategic Advisers, Inc., and Fidelity Investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Nathanael Posada is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. His prior experience includes roles at Charles Schwab & Co., Inc., Grand Canyon Education, and Paradise Valley Country Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research, offering tailored recommendations without exercising discretionary trading authority.

Daniel Gensler is a CFP® with 39 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes long tenures at LPL Financial LLC and The Gensler Group. He is also an author of a book. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans, providing financial planning, asset management, and specialized consulting through a network of hundreds of advisors. The firm’s investment approach combines strategic allocation across risk classes with a mix of passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Brandon Wissinger is a CFP® professional with 10 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2016. He is based in San Diego, CA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational programs and integrated affiliated service lines.

Kim Mahoney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has served in the US Marine Corps Reserves since 2008. Mahoney is a board member of the Exit Planning Institute San Diego Chapter and volunteers as an advisor to the Owners in Honor Veteran Charity Board. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms to tailor client relationships.

Rod Crews is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2005. 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 a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.