Anna Diaz is a CFP® professional with 23 years of industry experience, currently advising at Corient in San Diego, CA. Her prior work includes roles at Merrill and Dowling & Yahnke, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management.

Kayla Loren is a CFP® with five years of industry experience, currently advising clients at Schwab Wealth Advisory in San Diego, CA. She has been with Charles Schwab and its affiliated entities since 2021. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Zachary Brown is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Mammini Company and Comprehensive Advisor LLC, as well as positions in healthcare and education sectors. 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 a broad client base. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Tanya Gonzalez is a financial advisor at Guardian Life with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Bank of America. Outside of her advisory role, she is involved in managing PURE VIBE LLC, where she oversees operations such as revenue projections and marketing strategy. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm offers tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Marc Schneider is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he is an equity shareholder in Baja Flyers Corporation, a shared ownership group for private aircraft maintenance and use. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard through its registered investment advisory services and employs a mix of model and customized portfolios.

Aaron Steensma is a financial advisor at GWN Securities Inc. and holds a Series 66 credential. He has been in the industry for less than one year, with prior experience at Cornerstone Herkimer LLC and other organizations. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning. The firm employs both affiliated and unaffiliated sub-advisers and follows asset allocation strategies based on Modern Portfolio Theory, incorporating market-timing and momentum-based approaches in certain legacy programs.

Alan Davis is a financial advisor at Mercer Global Advisors Inc. in San Diego, CA, holding Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at firms including Epstein and White Financial LLC, Raymond James Financial Services, and Mission Federal Credit Union. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Aaron Pearce is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has previously worked at Commonwealth Financial Network and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in regulatory assets under management using a diversified investment process with both passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Ghazal Poursorkh is a financial advisor with Fifth Third Securities, Inc. based in San Diego, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fifth Third Securities in 2026, Ghazal worked at Wells Fargo Bank NA in various capacities from 2016 to 2026. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering a range of investment advisory and brokerage services through the Passageway Managed Account Program. The firm provides access to multiple program types and third-party portfolio managers, supporting clients with customized risk profiles and a variety of investment strategies.

Brad Whittelsey is a financial advisor with Guardian Life and holds a Series 66 designation. He has prior experience at Park Avenue Securities, Northwestern Mutual, and Wells Fargo Advisors among other roles. His background includes several years outside finance in the aviation and retail sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Stephanie Secor is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 65, Series 63, and Series 66 licenses and over 31 years of industry experience. Her career includes roles at Goldman Sachs, Charles Schwab & Co, Citigroup Global Markets, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering both point-in-time financial plans and optional managed account solutions.

Nathan Dorn is a financial advisor at Mariner with 11 years of industry experience. He holds the CFP® designation and Series 65 license. Dorn has worked at Mariner Wealth Advisors since 2016 and previously at FirstPoint Financial from 2014 to 2017. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing discretionary, customized portfolios supported by an internal team and third-party managers.

Whitney Drechsler is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she worked at US Bank Private Wealth Management and Commonwealth Financial Network. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement plan consulting, with capabilities that include alternative investments, tax-managed strategies, and international exposure.

Wesley Cope is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Madison Avenue Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers advisory support through discretionary and nondiscretionary managed account programs, access to third-party asset managers, and back-office services including trading and reporting.

Bryan Wilczewski is a CFP® and ChFC® credentialed advisor with 19 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities and has previously worked at firms including Edward Jones, Merrill, and Lord, Abbett & Co. LLC. Outside of his advisory role, he is the owner of Evidentia Group LLC and also conducts independent insurance sales unrelated to Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, with access to insurance products and alternative investments through its affiliation with Guardian Life.

Joseph Hewitt is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services. Hewitt has worked in investment research and consulting and is based in San Diego, CA. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Kevin Roach is a financial advisor with Commonwealth Financial Network in San Diego, CA. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including three years at LPL Financial prior to joining Commonwealth in 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Simon Chapman is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 13 years of industry experience. He has worked with Rochdale Investment Management LLC and RIM Securities since 2012 and with City National Bank since 1997. Chapman serves as a board member for the San Diego Cooperative Charter School, where he oversees financial, hiring, and planning decisions. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

Joshua Bodenstadt is a partner at Duffy Kruspodin, LLP in La Jolla, California, where he has worked since 2007. He is affiliated with Integrated Wealth Concepts LLC and has six years of industry experience. 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, and consulting services, employing a long-term investment approach with customized portfolios and oversight of third-party asset managers.

Natasha Hui is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. She has been with Commonwealth since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide and manages about $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody and clearing services.