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.

Laurel Packham is a financial advisor with Eagle Strategies (NY Life) based in Oceanside, CA. She holds a Series 66 designation and has 23 years of industry experience. Laurel has been affiliated with Eagle Strategies and New York Life since 2013 and 2014, respectively. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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.

Eron Reyes is a CFP®, CFA®, and Series 63-registered advisor with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2019, following roles at Seaside Wealth Management and Wells Fargo. Reyes is also a consultant and contributor to Simplicity Ops Academy, where he helps develop educational course content on general finance concepts. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds with investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios, supported by tax and accounting integration and administrative family office services.

Michael Tobin is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Hartford Funds Management Company, LLC, Hartford Funds Distributors, LLC, LPL Financial, and Invesco Advisers, Inc. He has worked with Capital Growth Inc. and Independent Financial Group since 2026. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes firm- and third-party models, combining strategic asset allocation with multi-manager portfolios and ongoing due diligence, offering both discretionary and non-discretionary portfolio management through multiple platforms.

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.

Dena Schwartz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. Her prior firms include LPL Financial, Wells Fargo Investments, and Mutual Service Corporation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning, portfolio management across multiple platforms, and utilizes a combination of passive and active investment strategies tailored to client risk profiles.

Jerald Van Houten is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior affiliations include Cetera Wealth Services, Cetera Advisor Networks, and Cetera. Outside of advisory work, he is involved in teaching and coaching through organizations such as Kingdom Advisors and the John Maxwell Group, and he serves as Central Valley Chapter President for the Main Street Chamber. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutions. The firm provides financial planning and portfolio management using both firm and third-party models, combining strategic asset allocation with ongoing manager due diligence.

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.

Samuel Ramirez is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower Advisors in 2025, he worked at Kelly & Wohlner Group and Northrop Grumman, and served ten years in the US Navy. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, as well as proprietary research and diverse portfolio construction techniques.

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.

Edwin Van Es is a financial advisor with Citigroup Global Markets in Carlsbad, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using robust internal standards and oversight, combining large institutional scale with specialized market roles and arrangements.

Damon Delillo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors and Wells Fargo Clearing. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a network of about 286 advisors.

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.

Suzette Lawrence is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. Her prior roles include positions at D.A. Davidson & Co. and Crowell, Weedon & Co. Lawrence also serves as a Girl Scout troop leader and is involved with several nonprofit scholarship foundations. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of portfolio management options and employs a model-based approach combining strategic asset allocation with both passive and active investment exposures.

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.

Brock Biesel is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and less than one year of industry experience. He has previously worked at Bergen Financial Group and held roles outside finance at Ace Parking and Walmart. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting through a platform that combines internally managed, third-party, and advisor-managed models.

Hakim Dysart is a financial advisor at Mariner with six years of industry experience and holds a Series 66 designation. He has worked at several firms, including UBS Financial Services, Raymond James Financial, and Mission Federal Credit Union. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

Jalyn Lupo is a financial advisor at Guardian Life with two years of industry experience. She holds the Series 66 designation and previously worked at Triad Components Group. 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 a range of financial planning services and combines advisor-led discretionary management with model-based strategies, integrating proprietary programs and third-party platforms.