Jacob Li is an associate advisor at Stratos Wealth Partners, Ltd. based in San Diego, CA. He holds a Series 65 credential and has experience working at Qualcomm and several other organizations prior to joining Stratos. His background includes roles in both the technology and investment advisory sectors. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

James Pierik is a financial advisor with Stratos Wealth Partners, Ltd. He holds the CFP® and ChFC® designations and has 39 years of industry experience. Prior to joining Stratos in 2013, he has been associated with LPL Financial since 1993. He is also a licensed insurance agent involved in the sale of fixed insurance products. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform. The firm emphasizes active monitoring, asset allocation across multiple custodians, and utilizes both affiliated and unaffiliated sub-advisors to implement tailored investment strategies.

Alisa Le is a financial advisor with Guardian Life and holds a Series 66 designation. She has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to her advisory work, she is an independent contractor broker for other insurance companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC‑registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Douglas Brauer is a financial advisor with Primerica Advisors based in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2013 and has operated as a self-employed financial professional since 1993. Brauer also provides LegalShield coverage to business owners and clients to facilitate estate planning documents and runs a financial coaching business under Elevate Financial Coaching. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised funds.

Ryan Degrazier is a Certified Financial Planner (CFP®) with 10 years of experience. He has worked with DeGrazier & Associates and PlanMember Securities Corporation since 2016. Degrazier provides financial advisory services including securities and insurance sales, as well as tax preparation. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios, providing education and support through seminars, service centers, and personalized retirement planning.

Cari Leamy is a financial advisor at NewEdge Advisors with five years of industry experience. She holds the Series 65 and Series 66 credentials and has worked at several firms, including Brighton Jones and Refresh Investments, before joining NewEdge Advisors in 2025. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and other entities through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party strategies and leveraging technology such as algorithmic model portfolios and held-away account platforms.

Justin Frisco is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with multiple firms, including Frisco Financial and Insurance Services and Mahdion Financial and Insurance Center, in addition to Principal Life Insurance Co. Outside of his advisory work, he serves as president of the San Diego Kiwanis Club and is a board member of Laurels for Leaders, a nonprofit organization in San Diego. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the U.S. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

William Brennan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Independent Financial Group and related entities since 2003. Outside of his advisory role, Brennan serves as a board member for St. Pat's Church. 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 advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management.

Qinghua Liu is a financial advisor with Transamerica Financial Advisors in San Diego, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Liu has been with Transamerica Financial Advisors since 2012 and also serves as president of LLL Leadership Enterprise, Inc., a business related to his work with WFG. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, employing proprietary and third-party model portfolios with a mix of discretionary and non-discretionary program options.

Michael Guerrero is a CFP® professional with 20 years of experience, currently serving as a financial advisor at Mariner since 2018. His prior roles include positions at Fidelity Investments and LPL Financial. Outside of his advisory work, he acts as CFO for Cheryl Kang Guerrero DDS, Inc., providing occasional assistance without day-to-day responsibilities. Mariner serves a diverse client base through investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios and offers integrated tax and accounting services along with administrative CFO functions and a financial wellness platform.

Steven De Grazier is a financial advisor with PlanMember Securities Corporation in San Diego, CA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has operated DeGrazier & Associates since 2017, concurrently with his role at PlanMember Securities Corporation. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework combined with the management of risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Thomas Strohl is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd since 2013. He also holds a Series 63 registration and has been affiliated with LPL Financial since 2013. Stratos Wealth Partners provides advisory services to a broad range of clients, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Michael Strauss is a CFP® with 13 years of industry experience, currently serving at Corient. His prior roles include positions at Dowling & Yahnke, LLC, Portrait Wealth LLC, the University of Chicago Booth School of Business, and The Vanguard Group, Inc. He holds Series 63 and Series 65 licenses. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, and it offers specialized services through affiliated entities.

Siyavash Askari is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been associated with New York Life Insurance Company and its affiliates since 2012. Outside of his advisory role, he is involved in insurance brokering through separate entities to support related business activities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Webb is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in San Diego, CA. Outside of his advisory role, his spouse owns a clothing store called Wild Dove Boutique. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and integrated retirement plan services.

Michael Lewis is a financial advisor with Primerica Advisors in San Diego, CA. He holds a Series 66 designation and has experience working with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he operates as an independent contractor in insurance unrelated to Guardian. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms.

Ava Henry is a Series 66–licensed advisor affiliated with Guardian Life and Park Avenue Securities. She has one year of industry experience and previously worked in food service and mechanical services while completing her education. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporations, utilizing a range of proprietary and third-party investment advisory programs.

Marcella Harkness is a CFP® with 35 years of industry experience, currently affiliated with Independent Financial Group, LLC. She has worked with Capital Growth Investment Management Services since 2010 and has been associated with Hagerty Stewart & Associates LLC and Independent Financial Group Inc. since 2003. In addition to her advisory roles, she serves as a FINRA non-public arbitrator on arbitration panels. 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 advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Monica Gooding is a financial advisor at Independent Financial Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC for ten years before joining her current firm in 2018. Monica took a one-year period for further study between roles. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides access to multiple advisory programs and third-party asset managers.

Taylor Jones is a financial advisor with Independent Financial Partners, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Triad Advisors, OneDigital Investment Advisors LLC, and LPL Financial. He is also the owner of Jones Advisor, a non-investment-related business. Independent Financial Partners is an enterprise firm serving individual, charitable, corporate, and high-net-worth clients through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting services, supported by robust compliance and supervisory processes.