Claudia Herrera is a financial advisor with Kestra Advisory in San Diego, CA. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Kestra Advisory in 2019, she worked with Foresters Advisory Services and Foresters Financial Services. Herrera also conducts advisory and insurance activities under the DBA Well Traveled Wealth. Kestra Advisory provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base including large institutional investors and offers access to multiple management platforms and third-party solutions.

Michael Vonebers is a financial advisor with Guardian Life who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at Guardian Life and its affiliate Park Avenue Securities since 2016. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

David Sargent is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Laurel Wealth Advisors, Inc. and DZ Bank. Outside of advising, he is involved in a real estate investment partnership where he manages property-related responsibilities. Integrated Wealth Concepts LLC serves individuals, families, 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, employing a range of investment strategies including mutual funds, ETFs, and individual securities, with an emphasis on long-term portfolio construction.

Michael Brown is a CFP® and CFA® with 14 years of experience in the financial services industry. He is currently with Corient, where he has worked since 2022 following an 11-year tenure at Dowling & Yahnke, LLC. Brown is based in San Diego, CA. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and advanced risk management tools.

David Moller is a financial advisor with PlanMember Securities Corporation in San Diego, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Outside of advising, he works as a senior manufacturing engineer at DRS Daylight Solutions, a defense contractor. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Abbey Eastham is a financial advisor at Independent Financial Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Realta Equities, Inc. Eastham is also an investment advisor representative for Realta Investment Advisors, Inc. Outside of her advisory role, she is involved with Realta Investment Advisors, providing investment advisory services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers.

Vanja Vermezovic is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Primerica Advisors, Vanja worked at Guardian Life Insurance Company, Wells Fargo Advisors, Sprott Global Resource Investments Ltd., and Walmart Inc. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

Julia Rhea is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. She has worked at Oasis Wealth Partners, Lincoln Financial Advisors, and Voya Financial in various capacities. Her other business activity includes fixed insurance sales conducted at her branch location, accounting for less than 1% of her business hours. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and customized investment solutions.

Ivan Jordovic is a financial advisor with Primerica Advisors based in San Diego, CA, holding a Series 66 designation and four years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company in various roles since 2020. Outside of his advisory work, Ivan owns Tre Panache Event Architects and has experience working in the hospitality industry as a server. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with multiple proprietary and third-party investment programs, employing a range of strategies and account-level solutions.

George Kroll is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services. Outside of finance, his background includes roles in the hospitality industry at various restaurants and bars in San Diego. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking services.

Kimelton Kim is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with Primerica Advisors and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, WestPac Wealth Partners, and Olivetree Partners Group. Kim serves as a successor trustee to a family trust. Park Avenue Securities LLC serves a diverse retail client base, offering transaction-based brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and a digital advice platform.

Jeffrey Nelson is a CFP® with 14 years of industry experience, currently serving at Schwab Wealth Advisory since 2022. His prior experience includes roles at Charles Schwab, TIAA-CREF, and Key Bank. He is also an instructor for the Personal Financial Planning certificate program at the University of California, Irvine, which is CFP board certified. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes using Schwab’s research tools and asset allocation models.

William Bettis is a financial advisor at Integrated Wealth Concepts LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Laurel Wealth Advisors since 2015. Bettis currently operates under the Laurel Wealth Advisors DBA at Integrated Wealth Concepts. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach supplemented by shorter-term trades for rebalancing and cash management.

Juan Pablo Bustamante is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Actinver Securities. Outside of advising, he co-owns Boost Brothers LLC, an ecommerce business managing an Amazon store with a sibling. Guardian Life’s subsidiary, Park Avenue Securities, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm offers both discretionary and non-discretionary advisory relationships using proprietary and third-party model portfolios.

Christopher Paolantonio is a CFA® charterholder at Mercer Global Advisors Inc. with three years of industry experience. Prior to joining Mercer, he worked at Fiduciary Trust International and Pennsylvania Trust Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory–based approach using globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Jeff Ellena is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. Based in San Diego, CA, he holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Christina Woodford is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Crown Capital Securities, LP for 24 years. In addition to her advisory role, she is employed at Timothy Hayes Financial, where she manages administrative duties and client services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth and institutional clients.

Ryan Green is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2017 and previously at UBS Financial Services from 2014 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and strategies.

Jonathan Barrera is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2017, and previously spent six years with New York Life Insurance Co. and Nylife Securities LLC. Outside of his advisory work, he is the owner of Mama Cocoon & The Papa Saloon, a non-investment-related business. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a range of model portfolios and digital advisory solutions.

Anny Kadomatsu is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Principal Life Insurance since 2021, following prior roles at Cetera and First Allied Advisory Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.