Erik Nelson is a CFP®-certified financial advisor with 10 years of industry experience, currently serving at Corient. His prior roles include positions at Dowling & Yahnke, LLC, Weatherly Asset Management LP, and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investments as appropriate.

Jessica Szombathelyi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with firms including Independent Financial Group, CUSO Financial Services, TDAmeritrade, and Boeing Employee's Credit Union. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a broad advisor-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Junior Granados is a financial advisor at Voya Financial Advisors, Inc. in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Voya entities since 2005, including Voya Financial Partners and Voya Retirement Advisors. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based programs.

Yuliya Brown is a CFP® and Series 66-registered financial advisor with six years of industry experience. She is currently with Farther and has previously worked at firms including LPL Financial, San Diego County Credit Union, Bank of America, Merrill, and Comerica Bank. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

April Schultz is a CFP® professional with two years of industry experience. She is currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, HoyleCohen Wealth Management, LLC, CPA Financial Group, Inc., and NB Private Capital, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Lisa Youk is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked with Eagle Strategies since 2017 and has been affiliated with New York Life entities since 2012. Outside of her advisory role, she performs as a professional belly dancer at various venues and charitable events. Eagle Strategies serves a broad client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mirko Lazenby is a financial advisor at PNC Wealth Management with 39 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining PNC in 2021, he worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank over an 11-year span. Outside of finance, he is a co-owner of Lazenby Yoga, a yoga class provider in California. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees. The firm’s approach utilizes approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and algorithm-driven risk assessment.

Steven Lipps is a financial advisor with Eagle Strategies (NY Life) based in San Diego, CA. He holds the ChFC® and Series 63 designations and has 26 years of industry experience. Prior to joining Eagle Strategies in 2022, Mr. Lipps has been associated with Nylife Securities LLC and New York Life Insurance Company since 1999. He is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm operates within an integrated New York Life affiliate structure and offers multiple program types tailored to client and plan sponsor objectives.

Abdiel Valenzuela is a financial advisor with Principal Financial Services holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes roles at Principal Life Insurance Company, RBC Capital Markets, Avantax Advisory Services, and Puplava Securities Inc. 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 U.S. military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Roderick Evans is a CFP® professional with 35 years of industry experience. He has worked at Independent Financial Group, LLC since 2021, following a 25-year tenure at Hornor, Townsend & Kent, Inc. Outside of his advisory role, he serves as a board member for Rancho Santa Fe Farms Golf Club. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs, financial planning, and retirement services, utilizing both in-house and third-party manager models to tailor strategies to client risk profiles.

Michael Muniz is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Integrated Wealth Concepts since 2019 and previously spent four years with Lincoln Financial Advisors Corporation. Integrated Wealth Concepts serves a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios and a range of model and wrap options.

Richard Soennichsen is a CFP® professional with 40 years of industry experience. He is currently with Independent Financial Group, LLC and has held prior roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, and H. Beck, Inc. He is also a licensed California insurance agent. 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 a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

Michael Mays is a financial advisor at Stratos Wealth Partners, Ltd. in San Diego, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2013. Outside of his advisory role, he serves as Treasurer and 50% shareholder of JSMD Wealth Management, Inc. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its open-architecture Strategic Wealth Management platform, emphasizing active monitoring and asset allocation across multiple custodians and sub-advisors.

Ethan Kearns is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services, LLC and Equitable Advisors, LLC. Outside of his advisory role, he has been involved in entrepreneurial activities including operating a custom upholstery business. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing third-party portfolio managers and various investment strategies such as SMA models, tax-overlay services, and direct indexing.

Christopher Schwartz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has worked at Commonwealth since 2016, with prior experience at Oneamerica Securities and American United Life from 2015 to 2016. He is based in San Diego, CA. 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 their individual and institutional clients. The firm provides a broad adviser-support platform that includes discretionary and nondiscretionary managed account programs, third-party asset manager access, retirement consulting, and custody and clearing services.

Tim Pantaleon is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at CUSO Financial Services, LP for 13 years before joining Commonwealth in 2022. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers various program structures and investment management solutions, supported by operations, trading, technology, compliance, and practice-management services.

Krista Weaver is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. She has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Edward Vita is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. His career includes prior roles at UBS Financial Services and a consulting position with Vita Wine Consulting. He is based in San Diego, CA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios using a structured due-diligence process.

Danny Recht is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked in various roles at both firms since 2016. Recht serves on the board of the Friends of the Israel Defense Forces (FIDF) and is a member of the San Diego Council for AIPAC, engaging in community and international relations activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and a range of advisory programs, utilizing both proprietary and third-party investment strategies.

Sue Badgley is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Rockefeller Financial in 2020, she worked at Merrill for 39 years. 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 offers portfolio management, financial planning, and consulting through a consolidated investment platform and operates as a registered broker-dealer, providing a range of investment and insurance services.