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.

Richard Love II is a financial advisor with Principal Financial Services based in Carlsbad, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at Kepha Wealth and Benefits Management, WestCorp Financial and Insurance Services, and Principal-affiliated companies. Outside of financial services, he is involved in equipment sales through Lionheart Enterprises, selling dash cams and solar generators. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers under various arrangements.

Jarrod Hendricks is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes roles at Jerome C. Price and operating his own firms such as Hendricks Financial and Jb Hendo. He is involved in estate planning referrals through affiliated entities like Inherit Guard and LSPN Pro. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm delivers advice through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Michael Simon is a financial advisor with RBC Rochdale, LLC in La Jolla, CA. He holds a Series 66 designation and has five years of industry experience. His prior work history includes roles at Merrill and City National Rochdale, as well as positions outside the financial sector, including at Cinemark and Sal's Pizza and Baglery. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Ashkan Ghahremani is a financial advisor with Guardian Life and Park Avenue Securities in San Diego, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with both firms since 2015. Outside of his advisory role, he is involved with Disaster Pro, LLC, a public adjusting business that assists clients with insurance claims. Park Avenue Securities, a subsidiary of 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 range of financial planning, consulting, and advisory solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.

Gregory Ochinero is a financial advisor with Kestra Advisory, holding a Series 66 designation and seven years of industry experience. He has worked at Kestra Advisory since 2019 and concurrently holds roles with Sanmina Corporation and Kestra Investment Services, LLC. His other business activities include serving as a registered field assistant, providing backup support and client outreach. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.