Cory Morrison is a financial advisor with Primerica Advisors and holds the ChFC® designation along with a Series 66 license. He has 20 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company in various roles since 2015. Morrison also occasionally writes health insurance for clients. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Zhi Ren Liang is a Series 66-registered financial advisor with VALIC Financial Advisors in San Diego, CA. He has experience at Corebridge Financial and AIG Retirement Services, among other roles in both the private and public sectors. Liang has also worked with Elder Delivers, LLC, indicating involvement in entrepreneurial activities outside of financial advising. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and leverages centralized technology and model solutions to manage approximately $29.2 billion in assets.

Connor Boone is a financial advisor with Mariner in La Mesa, CA, holding a Series 65 designation. He joined Mariner in 2022 and has no prior industry experience before that, having spent eight years in full-time education. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside traditional portfolio management.

Larry Palmer is a CFP® with 31 years of experience in the financial services industry. He is currently with Prime Capital Financial and has held prior roles at firms including Ameritas Life Insurance Company and 20/20 Financial Advisers Palmer Group LLC. Palmer serves as a trustee of the Palmer Family Trust and is involved in consulting as a certified financial planner. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and supports both discretionary and non-discretionary accounts, featuring tax-efficient rebalancing tools and an affiliated accounting subsidiary.

Angela Grundig is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in La Jolla, CA, and has two years of industry experience. Prior to joining Ameritas, she held roles at Boom Planning, Mediahub, and Stinson Orthopedics. She is currently active with Boom Planning as an employee and para planner. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs using both in-house and third-party portfolios, with a platform integrating affiliations across financial and municipal services.

Nicholas Bialecki is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 17 years of industry experience. He has been with Citi Smith Barney since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and specialized market roles.

Peter Stratton is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms including Union Capital Company and 1 St Global Insurance Services. Stratton is also the owner and officer of Stratton & Associates Accountancy Corporation, a CPA firm providing tax and accounting services in San Diego. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a combination of in-house models and third-party managers, and operates both as a registered investment adviser and an active broker-dealer.

Dionisio Meneses is a financial advisor at Mercer Global Advisors Inc. in San Diego, CA, holding Series 65 and Series 66 licenses with six years of industry experience. Prior to joining Mercer, he was involved with DNM Creative Properties Inc. for 28 years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, non-profits, and endowments with investment advisory and comprehensive financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach using diversified portfolios with low-cost ETFs, index funds, and specialized investment options, while also providing educational content and integrated service platforms.

Susan Pillen Levine is a financial advisor with Commonwealth Financial Network in San Diego, CA. She holds a Series 66 designation and has 13 years of industry experience, including nine years at LPL Financial before joining Commonwealth in 2022. 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 offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Gregory Chachas Jr. is a financial advisor at Independent Financial Group, LLC with 40 years of industry experience. He holds the Series 63 designation and has previously worked at Wedbush Securities Inc. and Wells Fargo Advisors. He serves as a board member for Chachas Land Co Inc. and Comstock Land and Mining LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and provides advisory programs through its AccessPoint platform and third-party asset managers.

Cody Jess is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial, he worked at Purpose Point Wealth Management and Edward Jones. Outside of finance, he has been involved in automotive dealership ownership and works as a subcontractor connecting local businesses with merchant services and point-of-sale systems. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Varinia Peridon is a financial advisor at Primerica Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Financial Services since 2021. In addition to her advisory role, she is affiliated with Point Loma Nazarene University. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap fee structure, with operational oversight to manage potential conflicts of interest.

Andrew Hendershot is a financial advisor at Morgan Stanley in San Diego, CA, with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2023, he worked at TD Ameritrade and Charles Schwab. Outside of his advisory role, he works as a Lyft driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured discovery processes and firm-approved planning tools to support client goals.

Christopher Zuaro is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining LPL Financial, he worked at SCF Securities, Inc. and SCF Investment Advisors, Inc., as well as First Command Financial Planning, Inc. and Allstate Insurance Co. He is also involved with Kelly Financial Group, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

David Harlow is a Series 66 licensed financial advisor with 15 years of industry experience, currently working at Cetera Investment Services LLC since 2025. His prior roles include positions at CUSO Financial Services, LP and SSN Advisory, Inc. Outside of his advising career, he has been involved with Smoky Mountain Guides. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and financial planning services through various program structures.

Alexander Aros is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors since 2019 and Primerica Financial Services since 2018. His prior experience includes five years at Welk Resorts Inc. Aros is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Holden Enniss is a financial advisor with LPL Financial holding the Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley and Hillstone, as well as other diverse work experiences. He has also spent time affiliated with educational institutions, including Francis Parker School and Columbia University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by extensive research and multiple investment approaches.

Cecilia De La Cruz is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. Her prior experience includes roles at KeyBank and Key Investment Services. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Besjana Husted is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Ferguson McClure and Associates. Outside of her advisory role, she serves as president of a nonprofit charitable organization focused on selecting and overseeing charitable projects. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Austin Barber is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 designation with three years of industry experience. He has worked within Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. Barber also has prior involvement with the Associated Students of San Diego State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools without providing individual security recommendations as part of standalone plans.