Brian Lavoie is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked at Coastwise Capital Group, LLC and Laurel Wealth Advisors. Integrated Wealth Concepts 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, and retirement plan advisory services, employing a long-term investment approach complemented by shorter-term trades for portfolio rebalancing.

Louis Lopez is a CFP® and registered investment advisor with 14 years of experience, currently serving at Mariner Wealth Advisors since 2012. He is based in San Diego, CA. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm implements discretionary, customized portfolios supported by internal research and third-party managers, along with integrated tax and accounting services uncommon for a firm of its size.

Laura Clem is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. She previously worked at CUSO Financial Services, LP for seven years before joining Commonwealth in 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who maintain discretion over client portfolios while utilizing Commonwealth’s model portfolios and program structures.

Emily Yu is a financial advisor with TIAA-CREF in San Diego, CA, holding a Series 66 designation and three years of industry experience. She previously worked at Axos Invest, Inc., Axos Invest LLC, Axos Bank, and Sofun Media Corp. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm’s advisory model differentiates point-in-time planning services from ongoing discretionary managed accounts, utilizing both model and customized portfolios under a fiduciary standard.

William Mitchell is a financial advisor with NewEdge Advisors in San Diego, CA, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Bank of New York Mellon Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, using various program structures and technology tools to support advisor and client needs.

Sebastian Bolic is a Series 66-credentialed financial advisor with three years of experience, currently associated with Guardian Life and Park Avenue Securities. He has previously worked in roles spanning insurance and securities, and serves on the Board of Directors for the Temecula Mountain Lions Rugby Club. Additionally, he engages in independent contracting and networking group activities outside of his advisory work. Park Avenue Securities LLC, part 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 tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Curtis Baumann is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at Allianz Global Investors U.S. LLC and Fisher Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Andrew Farmer is a CFP® professional with one year of experience at Corient. Prior to joining Corient, he held roles at Deloitte, Sunrun, and Gradient Capital Advisors, and also worked in academic positions at the University of Southern California, Point Loma Nazarene University, and Cypress High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs advanced risk management and portfolio monitoring tools.

Terence Tunnell is a CFP® with 15 years of industry experience, currently advising at Commonwealth Financial Network since 2010. He also operates JM Financial Strategies, providing tax preparation and bookkeeping services. Outside of financial advisory, he has been involved with Pizza Systems Inc. since 1987. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while allowing discretion in portfolio construction.

Quyen Leba is a financial advisor with Integrated Wealth Concepts LLC in La Jolla, CA, holding a Series 63 designation and four years of industry experience. She has been associated with Integrated Wealth Concepts since 2022 and concurrently works with Duffy Kruspodin LLP and operates her own CPA practice focused on tax preparation and accounting services. Additionally, she serves as a notary public. 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, consulting, family office, and retirement plan advisory services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, with both long-term and shorter-term trading strategies.

David Vaz is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Independent Financial Group since 2004 and also serves as a board member of NOLAH, Inc., a charitable organization focused on projects for disabled veterans. Vaz maintains insurance agent roles outside of his advisory work. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm emphasizes strategic asset allocation and combines active and passive investment approaches through various managed account platforms and third-party programs.

Andrew Welzel is a financial advisor at Mariner Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mariner since 2015. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external managers and provides extensive tax, accounting, and family office services alongside traditional portfolio management.

Dominick Mcpeake is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously spent 11 years at Lord Abbett & Co., LLC before joining Rockefeller Financial in 2026. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that offers securities transactions, variable insurance products, and placement and investment banking services.

Robert Wolter is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He previously worked at LPL Financial, Wells Fargo Clearing, and Piper Sandler & Co. in various advisory roles. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering advisor-managed programs, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Monica Mantilla is an Investment Management Consultant II at Fidelity Investments. She has been with Fidelity since 2019, progressing through roles including Financial Consultant, Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Monica worked as a Wealth Advisor Associate at Morgan Stanley and as a Business Development Specialist at TD Ameritrade. Monica holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™ professional with nearly ten years of experience in the financial services industry. She focuses on providing personalized financial guidance and aims to empower clients with clarity and confidence throughout their financial journeys. Outside of her professional work, Monica enjoys comedy, family activities, visiting museums, reading, and traveling.

Anthony Bonafede is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at CUSO Financial Services, LP and Independent Financial Group LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

William Hage is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company in various roles since 2003. Outside of his advisory work, Hage serves on the boards of the Peninsula YMCA and the Boy Scouts of America San Diego Imperial Council, and is involved with local mentoring and Rotary Club leadership. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning, discretionary management, and a range of proprietary and third-party investment solutions.

Sherry Senesy is a CFP® professional with 15 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Diego, CA. She has worked at Eagle Strategies since 2016 and operates her own business, SRS Financial & Insurance Solutions, through which she brokers non-registered insurance products. Senesy is also appointed as an insurance broker with outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Sandra Franklin is a financial advisor at Schwab Wealth Advisory with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory since 2026, following roles at Charles Schwab & Co., Inc., TD Ameritrade, and Advisors Asset Management, Inc. Sandra serves on the board of the LSU Alumni San Diego Chapter. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, employing asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

John Iammarino is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016 and at Securus Financial since 2012. Outside of his advisory role, he coordinates financial planning through the Elite Resource Team Partnership, assisting clients with complex tax, estate, and financial matters. Brookstone Capital Management provides fee-based asset management and financial planning to a broad client base, including high-net-worth individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through various platforms, incorporating both proprietary and external sub-advisors and funds.