William Walsh is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient in San Diego, CA. Prior to his financial advisory roles, he served in the U.S. Navy for 24 years. He also provides mentorship through 3rd Decade, offering financial education and guidance to young adults. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates proprietary strategies with third-party managers, incorporating risk management tools and alternative investments where appropriate.

D. Keefe is a financial advisor with Kestra Advisory, holding nearly five decades of industry experience. He has been affiliated with Kestra Advisory since 2016 and operates as a senior advisor at FMS Financial Partners, where he provides consulting on insurance, investments, and tax planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Gabrielle Watters is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Creative Planning since 2021, following a tenure at Reilly Financial Advisors from 2015 to 2021. Based in San Diego, CA, her background spans multiple roles within these firms. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Brooke Warner is a CFP®, CFA®, and Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at HoyleCohen, LLC and WheelerFrost-Wealth Managers. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm uses a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside firm-affiliated private and registered funds.

Stephen Koh is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Mass Mutual and MML Investors Services. Outside of his advisory work, he serves as a sports official on a part-time basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a combination of proprietary and third-party investment programs, including digital advisory solutions and tailored financial planning services.

John Farnum is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been associated with Eagle Strategies since 2022 and has held roles at NYLIFE Securities LLC and New York Life Insurance Company since 2017 and 2018, respectively. Outside of advising, he serves as president of the San Diego chapter of BNI City Pros, a local networking group. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, mostly non-discretionary solutions through multiple program types within an integrated New York Life affiliate structure.

John Doney is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Intervest International Equities Corp for five years and served in the United States Navy from 1989 to 2018. Outside of his advisory role, he operates a consulting business providing expert advice and assessments to U.S. military and government clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors such as sovereign wealth funds.

Jacob Berman is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Principal, he held various roles including positions at Principal Life Insurance Company and Chico Elks Lodge. Outside of his advisory work, he also works part-time as a bartender. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

William Taylor is a CFP® with one year of industry experience, currently serving as a financial advisor at Corient. Prior to joining Corient, he worked at Gradient Capital Advisors, LLC, and has held various roles including positions in education and analytics. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investment options as appropriate.

John Lord is a CFP® and CFA® with 26 years of industry experience. He has been with Independent Financial Group, LLC since 2013. Outside of his advisory role, he is a 50% owner of a restaurant business in San Diego. 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 and provides access to advisory programs via its AccessPoint platform and third-party asset managers.

Philip Hoffnagle is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining TIAA-CREF in 2023, he worked at JPMorgan Chase Bank and JPMORGAN Securities for seven years. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals—often those connected through employer retirement plans—as well as trusts, estates, and small retirement plans. The firm features a fiduciary-advised model with discretionary management options and serves as adviser to a donor-advised fund sponsored by Charityvest.

David McLenachen Jr. is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been president of McLenachen Financial, Inc., a firm involved in tax preparation, accounting, and bookkeeping services since 2010, and has been actively engaged in investment-related advisory and insurance activities since the early 1990s. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and other institutional clients through a network of independent Investment Adviser Representatives. The firm offers a combination of advisory and brokerage services and is notable for its limited-partnership ownership structure and focus on largely non-discretionary asset management.

Aaron Buczek is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2013. The firm provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. Creative Planning employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Phuong Paik is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Transamerica since 2012 and also operates Uyen Phuong Pham Paik Tax Preparation, a tax preparation business she owns. Additionally, she is involved with F3 Insurance Services LLC and works as a health insurance agent. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory model and supports clients through multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Andre Tueros is a CFP® professional with a Series 66 designation currently affiliated with Focus Partners Wealth, LLC. He has held roles at several firms including Corient, Equitable Advisors, LLC, and Mercer Advisors, accumulating experience since 2023. His background also includes positions in education and service industries. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive approach using enhanced open architecture with fundamental and quantitative analysis, integrating various asset classes and third-party managers.

Brett Little is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, Little owns and operates Little Business Wealth Advisors, a California corporation offering life, health, long-term care, and disability insurance. 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 variety of advisory programs through its AccessPoint platform and third-party asset managers, with a substantial broker-dealer operation supporting both commission-based and asset-based advisory services.

Jacob Gedis is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments and Northwestern Mutual. Outside of his advisory role, Gedis serves on the board of the Little Italy Association in San Diego, where he assists with fundraising and local business outreach for community projects. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts with access to third-party models and overlays, operating at scale with over 1,200 advisors and approximately $29.2 billion in assets under management.

Jacob Erlendson is a CFP® and CFA® with 14 years of industry experience. He is currently with Corient in San Diego, CA, where he has worked since 2022 following a 17-year tenure at 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, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party solutions and risk management tools, and it offers specialized services through affiliated entities.

Ren Xu is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has a longer tenure at World Financial Group beginning in 2001. He is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser, supporting a range of investment programs and retirement solutions.

Thomas Keener is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently affiliated with Primerica Advisors and works through Park Avenue Securities and Guardian Life Insurance Company, where he has been since 2015. Keener is also licensed to sell insurance products outside of Guardian. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services such as lending solutions and donor-advised funds.