Brandon Meza is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Principal Financial Services and has previously worked at Merrill and MassMutual Financial Group. He also holds a position in outside insurance sales, specializing in life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. 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. 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.

Samson Dooley is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 65 designation with 2 years of industry experience. His work history includes roles at LPL Financial, Integrated Wealth Concepts, NFP, Inc., and Axos Bank. He has also worked in business development analysis at LPL Financial. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and consulting with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach supplemented by shorter-term adjustments.

Alyssa Saad is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA. She holds a Series 66 credential and has recently begun her career in wealth management, with prior experience at MPD Wealth and DRS Daylight Solutions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering investment options through asset allocation portfolios and delivering education and support services. The firm employs a strategic asset allocation approach to manage risk-based mutual fund portfolios across a range of risk profiles.

Claudia Herrera is a financial advisor with Kestra Advisory in San Diego, CA. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Kestra Advisory in 2019, she worked with Foresters Advisory Services and Foresters Financial Services. Herrera also conducts advisory and insurance activities under the DBA Well Traveled Wealth. Kestra Advisory provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base including large institutional investors and offers access to multiple management platforms and third-party solutions.

Gavin Lodge is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Securian Financial Services, and Minnesota Life Insurance Co. His activities include managing investment advisory services primarily through his business entities affiliated with LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and integrates technology platforms alongside third-party managers and strategists such as Fidelity, BlackRock, and Invesco.

Michael Vonebers is a financial advisor at Guardian Life with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2016. His practice is based in San Diego, CA. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning, consulting, and discretionary management solutions utilizing proprietary and third-party platforms.

David Sargent is a Series 65-licensed financial advisor with five years of industry experience, currently with Integrated Wealth Concepts LLC. He previously worked at Laurel Wealth Advisors, Inc. and DZ Bank and has been self-employed since 2018. Outside of advising, he is involved as a partner in a real estate investment business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Michael Brown is a CFP® and CFA® with 14 years of experience in the financial services industry. He is currently with Corient, where he has worked since 2022 following an 11-year tenure at Dowling & Yahnke, LLC. Brown is based in San Diego, CA. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and advanced risk management tools.

David Moller is a financial advisor with PlanMember Securities Corporation in San Diego, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Outside of advising, he works as a senior manufacturing engineer at DRS Daylight Solutions, a defense contractor. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Abbey Eastham is a financial advisor at Independent Financial Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Realta Equities. Eastham is also associated with Realta Investment Advisors, Inc. as an Investment Advisor Representative. 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 programs, employing both active and passive strategies tailored to client risk profiles.

Vanja Vermezovic is a financial advisor with Guardian Life in San Diego, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Guardian Life, Vanja worked at Wells Fargo Advisors and Sprott Global Resource Investments Ltd. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and integrated financial planning services.

Marianna Sada 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. Her career includes roles at LPL Financial, Cuso Financial Services, and TD Ameritrade. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services, supporting advisors with both discretionary and nondiscretionary portfolio implementation.

Paul Neuner is a financial advisor with Concurrent Investment Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of finance, he owns and operates a hobby farm focused on raising Wagyu beef. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Julian Myers is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Commonwealth Financial Network and previously held roles at LPL Financial, Independent Financial Group, and as a self-employed advisor. 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 hundreds of thousands of clients. The firm manages roughly $213 billion in assets and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Julia Rhea is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. She has worked at Oasis Wealth Partners, Lincoln Financial Advisors, and Voya Financial in various capacities. Her other business activity includes fixed insurance sales conducted at her branch location, accounting for less than 1% of her business hours. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and customized investment solutions.

Ivan Jordovic is a financial advisor with Guardian Life, holding a Series 66 designation and four years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2020. Outside of his advisory role, he is the owner of Tre Panache Event Architects and has worked as a server at local restaurants in the San Diego area. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning and access to proprietary and third-party advisory solutions.

Benedict Maloney is a financial advisor at Centaurus Financial, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2015. Outside of his advisory role, he works as an agent for term life insurance and Medicare supplement and Medicare Advantage sales in San Diego. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental, technical, bottom-up, and top-down analysis across discretionary and non-discretionary arrangements.

George Kroll is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services. Outside of finance, his background includes roles in the hospitality industry at various restaurants and bars in San Diego. 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 a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking services.

Kimelton Kim is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior roles include work at WestPac Wealth Partners and Olivetree Partners Group, where he served as a life insurance agent. Kim also serves as a successor trustee to a family trust. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led management with model-based strategies, offering clients access to insurance products, alternative investments, and various integrated financial planning solutions.

Jeffrey Nelson is a CFP® professional with 14 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior experience includes roles at Charles Schwab & Co., Charles Schwab Bank, TIAA-CREF, Key Bank, and Wells Fargo Clearing. He is also an instructor for the Personal Financial Planning certificate program at the University of California, Irvine, which is CFP Board certified. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor investment recommendations based on client goals and risk tolerance.