Douglas Bradley is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Capital Stewardship Group, Laurel Wealth Advisors, and UBS Financial Services. Outside of his advisory work, he serves in leadership roles on investment and finance committees for several nonprofit organizations, including the Kiwanis Club and churches in La Jolla, CA. 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 offers discretionary investment management, financial planning, family office services, and wrap-fee programs, utilizing customized portfolios of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Kim Ip is a financial advisor at MAI Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Evoke Advisors, First Republic Securities Company, LLC, and Luminous Capital, LLC. Outside of his advisory role, Kim serves as a trustee for irrevocable trusts benefiting his nephews and is a member of the advisory board at Scripps Green Hospital as well as the financial council at the Church of Nativity. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, trusts, and institutions. The firm employs a customized approach to portfolio management across multiple strategies and offers integrated financial planning and advisory services.

Anthony D'angelo is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and WestPac Wealth Partners. Prior to his financial advisory career, he worked at Unishippers and Seismic and was a student from 2013 to 2021. Park Avenue Securities LLC, 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 tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Robert Meyer is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Stratos in 2012. Meyer holds Series 63 and Series 65 licenses and is based in San Diego, CA. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients through an independent adviser-driven model and an open-architecture investment approach integrating multiple third-party platforms and managers.

Peter Smegielski is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and BBVA Securities Inc. Outside of financial advising, he serves as treasurer for a nonprofit organization and is involved in direct sales of health and beauty products as an independent consultant. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers various investment programs and retirement plan consulting, employing a range of strategies from fundamental and technical analysis to direct indexing and structured products.

Sibi Joseph is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also involved with Legacy Shield, providing wills and trusts services to assist clients with estate planning. Additionally, he serves as a college consultant with the Heartland Institute of Financial Education, referring clients to college planning services when relevant. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Magdalena Doemeny is a CFP® with 10 years of industry experience. She currently works at Farther and has held positions at Hello Magda Consulting, NerdWallet Inc, Plaid, Origin, Wealth In Hand, LLC, and FutureAdvisor. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm applies a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Camryn Bolek is a financial advisor at Independent Financial Group, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Anthropologie and KPMG. Outside of her advisory role, she occasionally dog sits for friends and family. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management using both firm- and third-party models, combining passive and active strategies across standard risk profiles.

Zachary Diskin is a financial advisor with Integrated Wealth Concepts LLC in San Diego, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Laurel Wealth Advisors, Inc. and non-financial positions at Crisp Painting, Arizona State University, and Car Toyz Car Wash. 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 offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term investment approach alongside shorter-term adjustments.

Daphne Martin is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her career includes roles at UBS Financial Services and Citigroup Global Markets prior to joining D.A. Davidson in 2016. She serves as a board member and treasurer for the Texas Exes Los Angeles Chapter, a nonprofit scholarship foundation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Charbel Ghaby is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked in various roles since 2021. Outside his advisory work, Ghaby serves as treasurer of the nonprofit Mountain Ave. Committed to Kids and as board member and CFO of The Hummingbird Project. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers a range of financial planning and consulting services through advisor-led management, model-based strategies, and digital advisory solutions.

Barry Naiditch is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and practiced law as an attorney from 2012 to 2025. In addition to his advisory role, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach implemented through third-party managers and proprietary platforms such as Transamerica ONE and the TFA365 Advisory Program.

Raul Lizalde is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, bringing four years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at OneDigital Investment Advisors, Retirement Wealth Advisors, and has held a long-term role as a business manager at VEBS, where he manages administrative and federal employee retirement training activities. Integrated Wealth Concepts serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Mark Kruspodin is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 24 years of industry experience. He has worked with LPL Financial LLC and Kestra Advisory, among other firms. Outside of his advisory role, he owns and operates Duffy Kruspodin & Co LLP, a tax preparation and accounting firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Arthur Molloy is a CFP® and CFA® credentialed advisor with 45 years of experience in the financial industry. He is affiliated with Independent Financial Group, LLC and has been with the firm since 2003. Molloy is also the president and founder of Capital Growth Inc., a marketing DBA he has managed since 1983. In addition, he serves as a volunteer board member for the Brisa at Del Mar Mesa Homeowner's Association. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with multi-manager portfolios using both passive and active investment strategies.

Andrea Bishara is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Maddie Watson is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. Prior to joining Hightower, she worked at Davenport & Company LLC from 2023 to 2025. Her background also includes roles outside the financial industry, such as at Dodson Property Management and E&R Sales. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Patrick Comer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Epstein and White Financial LLC and Epstein and White Retirement Income Solutions, LLC. He is a trustee of a revocable trust that invests as a limited partner in real estate equity and lending funds. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, and it offers specialized services including retirement plan consulting and charitable advisory.

Anthony Stapleton Jr. is a financial advisor at TIAA-CREF with over 30 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley, E*TRADE Capital Management, and Scottrade. Outside of his advisory role, he is involved in managing a rental property alongside his wife. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing retirement relationships. The firm offers customized portfolio management and fiduciary services within a vertically integrated structure that includes affiliated funds.

Colin Andrews is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC in San Diego, CA. Prior to this role, he held positions at Diversy Fund Inc., McKinney Capital, and Viasat Inc., among others. He is also affiliated with California State University of San Marcos. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of firm- and third-party investment models, offering financial planning, portfolio management, and retirement plan services across various risk profiles.