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.

John Rey is a CFP® professional with two years of experience, currently affiliated with Commonwealth Financial Network and JM Financial Strategies. He previously worked at Tushaus Group, LLC. Outside of his advisory role, he teaches leadership training with the Carmelite Sisters in San Diego. 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, allowing advisors discretion to construct client portfolios while offering managed model portfolios and distinct program structures.

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 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 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®-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.

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® 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 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.

Rachel Dennenberg is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. She is also the owner of Dennenberg Consulting Inc, a business entity for tax and investment purposes. Stratos Wealth Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Lane Hustead is a CFA® charterholder with five years of industry experience. He is currently an advisor at Corient, having joined the firm in 2024. Prior to Corient, he worked at Bordeaux Wealth Advisors from 2020 to 2024 and spent two years at Ernst & Young. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, including alternative investments and private fund options.