George Alexander is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long-term roles at Ifg/Russell Advisors, Kestra Investment Services, and MassMutual. In addition to his advisory work, he is involved in insurance services through ownership and leadership positions in related firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and third-party solutions.

Kent Tedrick is a CFP® and CFA® with 31 years of experience in the financial services industry. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2019. Prior to this, he was with Independent Financial Partners and LPL Financial. Integrated Wealth Concepts LLC 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, using customized portfolios mainly composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach complemented by shorter-term trades for rebalancing and cash management.

William Walsh is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient in San Diego, CA. Prior to his financial advisory roles, he served in the U.S. Navy for 24 years. He also provides mentorship through 3rd Decade, offering financial education and guidance to young adults. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates proprietary strategies with third-party managers, incorporating risk management tools and alternative investments where appropriate.

Daniel McMahon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. He has worked at Commonwealth Financial Network since 2024 and is also co-owner of Terramar Wealth, Inc., a private entity involved in securities, advisory, and insurance business. His previous roles include positions at OSAIC, Terramar Wealth, SagePoint Financial, and ICM Private Client Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and various investment options.

Stephen Koh is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Mass Mutual and MML Investors Services. Outside of his advisory work, he serves as a sports official on a part-time basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a combination of proprietary and third-party investment programs, including digital advisory solutions and tailored financial planning services.

John Farnum is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been associated with Eagle Strategies since 2022 and has held roles at NYLIFE Securities LLC and New York Life Insurance Company since 2017 and 2018, respectively. Outside of advising, he serves as president of the San Diego chapter of BNI City Pros, a local networking group. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, mostly non-discretionary solutions through multiple program types within an integrated New York Life affiliate structure.

Jacob Berman is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Principal, he held various roles including positions at Principal Life Insurance Company and Chico Elks Lodge. Outside of his advisory work, he also works part-time as a bartender. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty 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.

William Taylor is a CFP® with one year of industry experience, currently serving as a financial advisor at Corient. Prior to joining Corient, he worked at Gradient Capital Advisors, LLC, and has held various roles including positions in education and analytics. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investment options as appropriate.

Philip Hoffnagle is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining TIAA-CREF in 2023, he worked at JPMorgan Chase Bank and JPMORGAN Securities for seven years. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals—often those connected through employer retirement plans—as well as trusts, estates, and small retirement plans. The firm features a fiduciary-advised model with discretionary management options and serves as adviser to a donor-advised fund sponsored by Charityvest.

Brett Gottlieb is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at AE Wealth Management since 2019 and previously held roles at Legacy Road, LLC and Comprehensive Advisor, LLC. Outside of his advisory work, Gottlieb serves as Chapter President and speaker for the American Financial Education Alliance, a nonprofit providing educational workshops on retirement planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolios, discretionary asset management, financial planning, and plan services, supporting a large client load across its advisory team.

Aaron Buczek is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2013. The firm provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. Creative Planning employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Christopher Phelps is a financial advisor at Commonwealth Financial Network with over 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2005, he has been affiliated with both Commonwealth Financial Network and Financial Life Concepts. Outside of his advisory role, he is involved in tax preparation services through Financial Life Concepts. 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 back-office support, enabling advisors to offer customized portfolio management and wealth planning solutions.

Brett Little is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, Little owns and operates Little Business Wealth Advisors, a California corporation offering life, health, long-term care, and disability insurance. 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 a variety of advisory programs through its AccessPoint platform and third-party asset managers, with a substantial broker-dealer operation supporting both commission-based and asset-based advisory services.

Jacob Erlendson is a CFP® and CFA® with 13 years of industry experience. He currently works at Corient and has prior experience at Dowling & Yahnke, LLC. Erlendson has spent over a decade in financial advisory roles in the San Diego, CA area. Corient provides investment advisory and financial planning services to a diverse client base, including 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 and third-party managers, with ongoing risk management and specialized offerings through affiliates.

Ren Xu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has worked at World Financial Group since 2001. Outside of advisory work, he is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers to implement its investment strategies.

Thomas Keener is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently affiliated with Primerica Advisors and works through Park Avenue Securities and Guardian Life Insurance Company, where he has been since 2015. Keener is also licensed to sell insurance products outside of Guardian. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services such as lending solutions and donor-advised funds.

Neva Bradley is a CFP® professional with nine years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at The Retirement Group, LLC, CCG Wealth Management, LLC, Capital Stewardship Group, and UBS Financial Services, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Nebojsa Subotic is a financial advisor with Primerica Advisors based in San Diego, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with firms including Westpac Wealth Partners, Guardian Life Insurance Company of America, Park Avenue Securities, and Wealth Strategy Partners since 2007. Outside of his advisory work, he is involved in several entrepreneurial ventures, including serving as CEO of WestPac Holding Company LLC and operating a business that assists clients with identity theft protection. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms, supporting both discretionary and non-discretionary account management.

Emily Saffa is a financial advisor at Stratos Wealth Partners, Ltd with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory role, she has served as a client service assistant at Brown Wealth Management. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Kyle Quinn is a CFP® professional with 31 years of experience in financial advising. He has been with Mariner Wealth Advisors since 2011. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party strategies and integrates tax and accounting services, offering solutions that include Core Family Office services and employer financial wellness tools.