Colin Domonoske is a financial advisor at Stratos Wealth Partners, Ltd in San Diego, CA, holding a Series 65 designation with six years of industry experience. He previously worked at Brown Wealth Management and Allegiance Inc. Domonoske also serves as an Associate Wealth Advisor with a registered investment adviser DBA, BWM Financial. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting through an open-architecture platform integrating various external tools and 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.

Doan Nguyen is a financial advisor with Primerica Advisors based in San Diego, CA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and Cambridge Investment Research Advisors. Outside of advisory work, he is involved in Medicare plan sales. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Dena Schwartz is a financial advisor at Independent Financial Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years. 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 range of brokerage, portfolio management, financial planning, and retirement services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Jerald Van Houten is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks for a combined 11 years before joining Independent Financial Group in 2023. Outside of his advisory role, Van Houten volunteers teaching financial biblical education and coaching through Kingdom Advisors and the John Maxwell Group, and serves as Central Valley Chapter President of the Main Street Chamber. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers a range of advisory programs and brokerage services, utilizing risk-tolerance profiles to manage client assets across multiple platforms and third-party managers.

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®-designated financial advisor with Schwab Wealth Advisory in San Diego, CA, bringing seven years of industry experience. He has worked with Schwab Wealth Advisory since 2021 and has been associated with Charles Schwab & Co., Inc. since 2018. His prior experience includes roles at Grand Canyon Education and Paradise Valley Country Club. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and diversified investment recommendations. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, while leaving final trading decisions to clients.

Andrew Heil is a financial advisor at TIAA-CREF with a Series 66 credential and 10 years of industry experience. He has previously worked at firms including LPL Financial LLC, Zions Bank, Northwestern Mutual, Wells Fargo Clearing, Edward Jones, J.P. Morgan Securities, and Merrill. He is based in San Diego, CA. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management, offers model and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

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.

Brandon Wissinger is a CFP® advisor at Mercer Global Advisors Inc. in San Diego, CA, with nine years of industry experience. He has been with Mercer Global Advisors since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and specialized programs.

Suzette Lawrence is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at D.A. Davidson & Co. for 11 years before joining Independent Financial Group in 2024. Outside of her advisory role, Lawrence serves as a Girl Scout leader for Troop 4751 in Greater Los Angeles. 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 a range of advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutions.

Kim Mahoney is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 13 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Mahoney serves as a board member for the Exit Planning Institute San Diego Chapter and volunteers as an advisor for the Owners in Honor Veteran Charity Board. He is also a member of the US Marine Corps Reserves. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Rod Crews is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. 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 brokerage and advisory services, financial planning, and retirement and business consulting, utilizing proprietary model portfolios, third-party managers, and a digital advice platform.

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 a Series 66 designation and previously worked at Triad Components Group. Jalyn was also a full-time student for ten years prior to her advisory career. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual clients, including high-net-worth individuals, as well as institutional clients through brokerage services, financial planning, and advisory programs that include both proprietary and third-party investment strategies.

Michael Mayer is a CFP®-certified financial advisor at Corient with four years of industry experience. He previously worked at Willow Creek Financial, SNS Financial Group, Vector Wealth Management, and Pacific Life. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.