Daniel Phillips is a Series 66-registered advisor with Creative Planning in San Diego, CA, where he has worked since 2016. He has 13 years of industry experience, including three years at TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by selective private market investments and managed accounts, and manages approximately $295.6 billion in client assets.

Constance Walsh is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. Her prior roles include positions at MS Howells & Co and Laurel Wealth Advisors, as well as running Walsh Financial Divorce Solutions for over two decades. She holds insurance licenses in California, Illinois, and New York, selling fixed life and long-term care insurance products as an additional business activity. Integrated Wealth Concepts LLC supports a network of independent advisors serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that combine mutual funds, ETFs, individual equities, and fixed income with both long-term and shorter-term strategies.

Augustin Wehn is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2026. Prior to his financial career, his background includes roles with the Arizona Diamondbacks and involvement in technology and creative projects such as the NASA Psyche Mobile Application. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm bases its guidance on proprietary asset allocation models and offers personalized recommendations without exercising discretionary trading authority.

Janet Kohrmann is a CFP® with 18 years of experience in financial advising, currently practicing at Farther since 2023. Her prior roles include positions at Goldman Sachs PFM and United Capital Financial Advisers, LLC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm implements investment strategies based on Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, incorporating exchange-traded funds, mutual funds, individual equities, fixed income, and AI-supported advisor judgment.

Jay Wurtzler is a CFP® with 39 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked at Hagerty Stewart & Associates LLC and Independent Financial Group Inc for 23 years, and has been associated with Capital Growth Inc. since 1988. He also holds a California insurance agent license and offers various insurance products outside of his work with IFG. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, employing both passive and active investment strategies across standard risk profiles.

Jeffrey Witt is a CFP® and CFA® with 20 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Private Asset Management, Inc. for 18 years. He serves as a board member and finance committee member for the Foundation for the Children of the Californias, a nonprofit supporting the Children's Hospital of Tijuana. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Ian Buxbaum is a financial advisor at Independent Financial Group, LLC with 9 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Capital One Advisors. Ian is based in San Diego, CA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers a range of financial planning and portfolio management services using both its own and third-party models, combining active and passive investment approaches.

James Rossi is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Youpower, Kingsbarn Real Estate Capital, and Ethicon. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned 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 through proprietary programs and third-party platforms, along with tailored financial planning and consulting services.

Chris Walters is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to joining Mercer Global Advisors, he worked at Savant Wealth Management, Genspring Family Offices, and other firms. Walters was previously the owner of Lighthouse Advisory Group, LLC, an inactive business consulting entity. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning, as well as family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios utilizing ETFs, index funds, separate account managers, and other vehicles.

Nicolas Pamintuan is a financial advisor at Stratos Wealth Partners, Ltd with the Series 65 designation. He has experience at several firms including Stratos Private Wealth, LPL Financial, and GoSite, and has been in the financial industry since 2020. 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 wide range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, using an open-architecture investment approach and offering services such as discretionary portfolio management, financial planning, and outsourced CIO solutions.

Garrison Beck is a financial advisor at Empower Advisory Group with a Series 65 designation and two years of industry experience. His prior work includes roles at Empower Financial Services, Inc., Advanced Diabetes Supply, and various positions during college. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Avalon Denecochea is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, Avalon worked at West Coast Financial, LLC and spent five years at California Polytechnic State University - San Luis Obispo. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach based on client-specific profiles, quantitative screening, and direct security selection, with access to alternative investments and co-investment opportunities for qualified clients.

Andrew Schwandt is a Series 66-licensed advisor with Guardian Life based in San Diego, CA. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2025. His prior work includes roles at several educational institutions and an ongoing position at Global Land Solutions since 2018. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory solutions including discretionary management, model-based strategies, financial planning, and access to proprietary and third-party investment programs.

Mark Ealy is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Independent Financial Group, LLC since 2009. He previously worked at Woodbury Financial Services, Inc. for five years. Outside of his advisory role, he serves as a board member for Solutions for Change, a nonprofit focused on addressing homelessness. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a model-driven investment approach combining strategic asset allocation and multi-manager portfolios across various risk profiles.

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.