Jeremy Gonzalez is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Forthright Capital Partners, Alpha Global Investments, and TD Ameritrade. Outside of advisory work, he is also involved as an independent insurance agent, focusing on life insurance and fixed annuity products. TLG Advisors serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors, providing investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified retirement plans. The firm emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, and offers digital portfolio solutions tailored to risk preferences.

Wang Liao is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has been with HSBC Securities (USA) Inc. and HSBC Private Banking since 2017, and previously worked at Abroad Intellect, Inc. and DLD Asset Management, Lp. He also spent two years at Columbia University earlier in his career. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a structured investment process with multiple risk profiles and collaborates with affiliated and third-party providers for advisory and fund management services.

Robert Mccauley is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Fidelity Investments and various positions connected to Colorado State University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, managing large-scale institutional and high-net-worth client relationships.

Jenny Cao is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 credentials and has a background that includes roles at Pavilion Surgery Center and ongoing work with F3 Insurance Services LLC. Outside of financial advising, she is a registered nurse at St. Joseph Hospital, where she has worked since 2001. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

Stephanni Sharp is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Commonwealth since 2021, following five years at Independent Financial Group. Prior to joining Commonwealth, she spent one year at LPL Financial. 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 individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Adam Maietta is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds a Series 65 designation and has been with Breckinridge since 2014. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research across fixed income and equity strategies, supported by proprietary trading systems and a team-based portfolio construction process.

Gabriel Adams is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at several firms including Creative Planning, LLC since 2021, as well as Reilly Financial Advisors, WCG Wealth Advisors, Beta Wealth Group, Epstein and White Financial, and LPL Financial. He is based in San Diego, CA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Eric Enriquez is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and previously worked at Independent Financial Group, LLC and Mission Bay Aquatic. 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 individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Nicole Ross is a CFP® professional with 19 years of industry experience. She has been with Valic Financial Advisors since 2008 and has held a position at Agia since 2022. At Agia, she is involved with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages discretionary unified managed accounts via Envestnet’s platform and provides tax-aware and impact/ESG overlay services.

Robert Sandrew is a financial advisor at Mariner with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Integrated Wealth Concepts LLC and LPL Financial for nine years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various third-party managers. The firm uses a discretionary, customized portfolio approach supported by internal research and third-party allocations, and also provides integrated tax services and family office capabilities.

Lincoln Muriithi is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln and Associates Capital LLC and Kozminski University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Chad Wilson is a financial advisor with Primerica Advisors, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, with prior roles at Westpac Wealth Partners LLC and Stapleton Group. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.

Andrew Paulsen is a CFP® and holds a Series 65 license. He has two years of industry experience, currently working at Cerity Partners LLC since 2025. Prior to joining Cerity Partners, he worked at West Coast Financial, LLC for three years and was affiliated with the University of San Diego for four years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an investment approach that emphasizes diversified asset allocation and customized portfolios.

Margaret Fitzpatrick is a financial advisor at Breckinridge Capital Advisors Inc with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Foreside Fund Services, LLC and Gurtin Fixed Income Management, LLC. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm manages over $54 billion in client assets and combines a top-down investment outlook with fundamental research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Ryan Southwick is a financial advisor with Eagle Strategies (New York Life) based in San Diego, CA. He holds the Series 63 and Series 65 designations and has 12 years of industry experience. Ryan operates under the DBA Zephyr Financial Strategies & Insurance Solutions, where he brokers non-registered insurance products in addition to his advisory work. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Tom Gibbings is a financial advisor at Prime Capital Financial with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including 20/20 Financial Advisers and Ameritas Life Insurance Company. He serves as a board member of the Optimist Club Foundation of Point Loma, which raises funds for youth programs in the community. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and retirement plan solutions, using a range of investment strategies and maintaining an affiliated accounting subsidiary.

Skyler Anderson is a financial advisor with Principal Financial Services holding a Series 66 designation and beginning his advisory career in 2026. Prior to his advisory role, he worked for Hunter Industries, Agrisolutions, and The Toro Company over a period spanning 2005 to 2024. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Michael Dinh is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and three years of industry experience. He has held positions at Primoris Renewable Energy and F3 Insurance LLC, and has been associated with World Financial Group, Inc. since 2010. Outside of advisory work, he is employed as a toolroom manager at Primoris Renewable Energy. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Anthony Ferreira is a CFP® with 22 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Worthpointe, LLC and Trovena, LLC. Beacon Pointe Advisors, LLC serves a diverse client base including high-net-worth individuals, corporations, and institutional clients, offering wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions. The firm employs a combination of asset-allocation modeling and independent managers, using both active and passive strategies across public and private asset classes.

Suzan Korth is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. She has worked at Integrated Wealth Concepts since 2022 and concurrently serves as a CPA with Duffy Kruspodin LLP. Prior to her current roles, she spent nearly three decades at Steven Wendroff, CPA. 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, employing a primarily long-term investment approach and customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.