Samson Dooley is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 65 designation with 2 years of industry experience. His work history includes roles at LPL Financial, Integrated Wealth Concepts, NFP, Inc., and Axos Bank. He has also worked in business development analysis at LPL Financial. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and consulting with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach supplemented by shorter-term adjustments.

Alyssa Saad is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA. She holds a Series 66 credential and has recently begun her career in wealth management, with prior experience at MPD Wealth and DRS Daylight Solutions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering investment options through asset allocation portfolios and delivering education and support services. The firm employs a strategic asset allocation approach to manage risk-based mutual fund portfolios across a range of risk profiles.

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.

Gavin Lodge is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. His prior work includes roles at LPL Financial, Securian Financial Services, and Minnesota Life Insurance Co. Lodge operates multiple investment advisory businesses and is involved in non-variable insurance sales. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a network of investment adviser representatives and multiple third-party asset managers and platforms.

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.

Marianna Sada is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CUSO Financial Services, LP for 13 years before joining Commonwealth in 2019. 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 support services, including wealth management and retirement plan consulting, and offers advisors discretion to construct client portfolios from diverse securities and insurance products.

Julian Myers is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Commonwealth Financial Network and previously held roles at LPL Financial, Independent Financial Group, and as a self-employed advisor. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm manages roughly $213 billion in assets and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

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.

Benedict Maloney is a financial advisor at Centaurus Financial, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2015. Outside of his advisory role, he works as an agent for term life insurance and Medicare supplement and Medicare Advantage sales in San Diego. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental, technical, bottom-up, and top-down analysis across discretionary and non-discretionary arrangements.

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.