Neelab Naibkhyl is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Raymond James Financial Services. Outside of advising, she serves as vice-president at Concurrent Investment Advisors, leading various departments and overseeing overall operations. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, 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.

Donald Rittenhouse is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Citigroup Global Markets. He has been with 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 advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing a combination of internal management and third-party managers with a primarily long-term investment approach.

Brett Saddler is a financial advisor with Independent Financial Group, LLC, holding a Series 66 license and 22 years of industry experience. His prior roles include positions at Crown Capital Securities, Ameriprise, and several other financial services firms. He also works as an independent contractor selling life insurance outside of his advisory role. 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 utilizes a combination of proprietary and third-party models for portfolio management, offering both discretionary and non-discretionary services across multiple platforms.

Francis Pedace Jr. is a CFP® professional with 28 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC since 2023. He previously worked at Laurel Wealth Advisors, Inc. for 10 years. Francis holds Series 63 and 65 licenses and has been licensed as an insurance agent in California since 1994, though he no longer actively engages in insurance activities. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, employing customized portfolios with a long-term investment approach supported by model and wrap-fee programs.

Nemanja Selezan is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His work history includes multiple roles at Guardian Life and Park Avenue Securities, where he has served clients since 2014. Outside of his advisory duties, he is a council member of the Western Diocese. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, combined with access to insurance products, alternative investments, and integrated lending options.

Trang Dinh Noonan is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been affiliated with Transamerica Financial Advisors since 2012 and is also involved in several other ventures, including serving as owner and CEO of Pulsabilities, a company offering health and wellness programs to organizations. Additionally, she has experience as a nurse at Scripps Memorial Hospital and manages a family-run business that hires her children for clerical and social media tasks. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary program options.

Joseph Cisneros is a financial advisor at First Command Advisory Services in San Diego, CA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at First Command Brokerage Services, Allied Universal Security, and the United States Marine Corps. Outside his advisory career, he has worked in various service and security-related roles. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select model portfolios and third-party managers from prescreened lists.

Ryan Weisenberg is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Crest Capital Advisors and Goldman Sachs & Co. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers diverse portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Charles Kreider is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked at Transamerica Financial Advisors since 2012. In addition to his advisory work, Kreider is involved with Champ Plan, an employee health benefits program. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through fee-based programs and access to third-party money managers, offering discretionary and non-discretionary investment solutions.

Justin Do is a CFP® with eight years of industry experience and is currently with Mariner. He previously worked at Mercer Global Advisors Inc. for several years before joining Mariner in 2025. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm implements customized portfolios using both in-house research and third-party managers, and provides integrated tax and administrative family office services.

Drawing on a career as a former aviator, I've seamlessly translated the invaluable lessons of teamwork, training, and experience into my role as a financial advisor. Much like the reliance on a well-trained flight crew to navigate challenges in the air, I believe in employing a strategic approach to investing, fostering a long-term perspective, and embracing life's challenges as opportunities for growth. In establishing this firm, my mission is to guide individuals who appreciate a calculated and strategic approach to financial success. As a Certified Financial Planner, I prioritize your interests above all, dedicated to helping each client achieve their unique goals. From the early days of flight school to the final flight, I'm committed to supporting your financial journey. As your trusted co-pilot and navigator, I offer guidance and expertise to help you chart a course toward your life's aspirations. Together, let's plan and navigate the complexities of your financial flight, ensuring a smooth journey towards your envisioned destination."

Zhaoxia Tan is a CFP® professional with 18 years of experience, currently affiliated with Transamerica Financial Advisors. She has held roles at NetLaw, Function Academy, and ZEIDERS Enterprises, and has also worked as a math teacher at Sunny Hills High School. In addition to her advisory work, she teaches and tutors high school and college students in mathematics, including financial mathematics. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

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.

Christopher Mc Cain is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Truist Advisory Services and has previously worked at firms including CUSO Financial Services, LPL Financial, and Morgan Stanley. He serves as Vice President on the board of the Clan Rince Irish Dance Foundation, a nonprofit supporting dancers at the Clan Rince School of Irish Dance. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research and AI-enabled tools to support asset allocation and manager selection, providing ongoing monitoring and client consultations through its affiliation with Truist Financial.

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 financial advisor with Independent Financial Group, LLC, holding the CFP® and ChFC® designations and over 36 years of industry experience. His career includes roles at Sentra Securities Corporation and Capital Growth Investment Management Services. Dickerson 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, corporate plans, and charitable organizations. The firm employs a range of investment strategies including discretionary and non-discretionary portfolio management, using both firm- and third-party models tailored to client risk profiles.

Richard Tassiello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Woodbury Financial Services and has been president and owner of RSG Partners Financial & Insurance Services, Inc., a California-licensed insurance agency, since 2004. He is also a real estate owner of a condominium unit at the Hard Rock Hotel in San Diego. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a range of managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments, utilizing both fundamental and technical analysis alongside platform integrations and co-advisory roles.