Luke Dubois is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Deloitte & Touche LLP for three years and has held positions at RetirementDNA and in academia. Integrated Wealth Concepts serves 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, using customized portfolios with a long-term approach supplemented by shorter-term trades and oversight of third-party managers.

Vi Lieu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2017, with a brief interval, and has been associated with Wfgia since 2011. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, through a large network of advisors and multiple program platforms. The firm’s advisory model primarily utilizes model portfolios and third-party managers, offering services such as the Transamerica ONE and TFA365 Advisory Programs, with regulatory assets under management around $1.7 billion.

Michael Lucenti is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cuso Financial Services, L.P. for six years before joining Commonwealth in 2021. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Yesenia Beckmann is a CFP® professional with 16 years of industry experience. She is currently an Investment Advisor Representative at Kestra Advisory and has worked with Kestra-affiliated firms since 2016. She is also a partner at Well-Traveled Wealth, an insurance-focused advisory business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and manages significant assets including those of large institutional investors.

Bryan Pridmore II is a CFP® with eight years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior roles include positions at Mission Trails Financial, Krause Wealth Management, and eMoney Advisor. Outside of financial advising, he owns BPV, LLC, a photography and videography services business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

Chelsea Wetzel is a financial advisor with Hightower Advisors in San Diego, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill, Raymond James & Associates, BNY Mellon Wealth Management, and Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement consulting.

Veronica Campanella is a CFP® certificant with seven years of industry experience. She is currently an advisor at Rockefeller Financial LLC and has prior experience with Bank of America and Merrill. Outside of her financial advisory role, she works as a DJ for events in the San Diego area. 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 Private Advisor model and an integrated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Scott Dickerson is a CFP® and ChFC® with 36 years of industry experience. He has been affiliated with Independent Financial Group, LLC since 2005 and with Capital Growth Investment Management Services since 2010. He serves as a trustee for multiple family trusts. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and uses a model-based approach combining strategic asset allocation and manager selection with both passive and active investment exposures.

Alexandria Pon is a financial advisor at Principal Financial Services with three years of industry experience. She holds a Series 66 designation and has worked at several firms including Principal Life Insurance Company, LPL Enterprise, and MassMutual Life Insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel outside the United States. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Micah Cummins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. Prior to joining Mercer, he worked at Epstein and White Financial LLC and TDAmeritrade Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with strategic multi-factor tilts and a range of implementation options.

Adelaide Pund is a financial advisor with Principal Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior firms include Cetera Advisors LLC, Cetera, and First Allied Securities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory services encompass direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation and separately managed account solutions.

Michael Funaro is a financial advisor at Guardian Life with four years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Guardian Life, Park Avenue Securities, and Northwestern Mutual. Outside of his advisory role, Funaro serves on several community organizations' boards, coordinates suicide prevention events, writes children’s books, and teaches golf lessons. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients through a variety of brokerage, financial planning, and advisory services.

Lenka Holman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has held roles at WFG Direct, NetLaw Inc., Aflac Insurance Agency, and Life Worth Living. Outside of her advisory work, she is involved in professional speaking through Life Worth Living. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, employer-sponsored plans, trusts, and other entities with approximately $1.7 billion in regulatory assets under management.

Jacob Campbell is a financial advisor with Guardian Life and holds the Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he owns Brewtiful Grind, a coffee shop franchise in Carlsbad, CA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs, including digital advisory solutions and tailored services through its IARs.

Joseph McGoldrick is a financial advisor at PlanMember Securities Corporation with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PlanMember since 2016. Outside of his advisory role, he operates a business under the name Financial Insurance Services. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of investment portfolios based on a strategic asset allocation framework.

Kelly Feldmann is a CFP® with nine years of industry experience, currently serving at Corient. Her prior roles include positions at Dowling & Yahnke, LLC and Donnelly Wealth Advisors, Inc. Feldmann holds a Series 65 license and is based in San Diego, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm combines in-house strategies with third-party solutions using a goals-based, team investment approach and employs risk management tools and alternative investment options as appropriate.

Matthew Mazzella is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc. in San Diego, CA, with one year of industry experience. He has worked with various Bankers Life entities since 2023 and serves as an insurance agent for Bankers Life and Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Outside of financial advising, he is the Director of Operations at Compliance Systems Management LLC, a construction safety manager staffing company. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and ongoing portfolio management aligned with clients’ goals and risk profiles.

Bradford Underdahl is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Laurel Wealth Advisors, Inc. since 2012 alongside his current role at Integrated Wealth Concepts since 2023. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management and financial planning services, employing a long-term investment approach supplemented by shorter-term trades, and manages assets primarily through mutual funds, ETFs, individual equities, and fixed income.

Mitchell Mammini is a CFA® charterholder with six years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Alliance Bernstein, Lincoln Investment, and Merrill Lynch. He is also involved with Mammini Company, an entrepreneurial venture. 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 over $200 billion in client assets. The firm provides a wide adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Peter Weinberg is a financial advisor with Primerica Advisors in La Jolla, CA, holding a Series 66 credential and two years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 2023. Outside of advising, he is a licensed California real estate agent working as an independent contractor with Pacific Sotheby’s International Realty. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.