Kyle Quinn is a CFP® professional with 31 years of experience in financial advising. He has been with Mariner Wealth Advisors since 2011. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party strategies and integrates tax and accounting services, offering solutions that include Core Family Office services and employer financial wellness tools.

Saahil Jain is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory role, he serves as Vice President of the homeowners association board for his condominium community in San Diego. TIAA‑CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with ties to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds.

David Wohl is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Northwestern Mutual Wealth Management Company, CUSO Financial Services, and Clinton Cooper. Outside of his advisory work, he serves as a soccer coach for the Associated Students at San Diego State University. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, compliance, and practice-management support to affiliated advisors.

Lucas Lowery is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Sprott Asset Management and Real Brokerage, as well as experience in education at Miracosta College and Carlsbad High School. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving more than 24,000 clients. The firm offers advisor-managed and model-based portfolios, an open-architecture investment approach, and a range of financial planning and retirement consulting services.

Jeremy Edge is a CFP® professional with 11 years of industry experience, currently affiliated with Primerica Advisors in San Diego, CA. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, and Northwestern Mutual. He is also a 60% owner of Edge Wealth Strategies and Insurance Solutions, Inc., a marketing entity for securities and insurance products. Park Avenue Securities LLC serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a variety of investment strategies through proprietary and third-party platforms.

Christina Lynch is a financial advisor at Breckinridge Capital Advisors Inc with 12 years of industry experience. She has held positions at Breckinridge since 2016, following prior roles at Foreside Fund Services, LLC and Gurtin Fixed Income Management, LLC. Outside of her advisory work, she teaches yoga classes at CorePower Yoga. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down and bottom-up research with rules-based models and emphasizes tax-aware portfolio implementation through proprietary systems.

Jonah Tinajero is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., and El Ranchito Restaurant Co. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing a variety of investment vehicles and offering both discretionary and non-discretionary portfolio management alongside financial planning and related services.

Sandra Pappalardo is a financial advisor at Independent Financial Group, LLC with 38 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, Financial Sense Securities, Inc., and CUSO Financial Services, LP. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party asset managers.

Brian Elliott is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Valic Financial Advisors since 2009 and also holds a position at Agia related to non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts and overlay services through a centralized technology platform.

Ethan Brackett is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. He has been with Voya since 2015. Outside of advising, he serves as president of a homeowners association in San Diego and performs as a magician for client events. Voya Financial Advisors, Inc. serves a diverse group of individual and institutional clients, providing financial planning, portfolio management, and consulting services. The firm offers multiple advisory program structures, including wrap and third-party manager programs, and maintains a preference for non-discretionary client relationships.

Robert Holcomb is a Series 65 licensed financial advisor with 19 years of industry experience. He is currently with Valic Financial Advisors and has previously worked at CUSO Financial Services, Cadaret Grant & Co, Atria Wealth Solutions, and other firms. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Salvador Aquino Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing nine years of industry experience. His career includes roles at World System Builders and Registered Social Security Analysts, along with leadership positions in several construction and pipeline companies. Outside of advisory work, he is involved in estimating and operations management for commercial and residential construction firms. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with a variety of managed portfolios and third-party money managers. The firm operates as both a registered investment advisor and a broker-dealer, supporting individual investors, retirement plans, trusts, and charitable organizations.

Andrew Vaughn is a financial advisor with Commonwealth Financial Network in San Diego, CA. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Commonwealth in 2021, he spent 13 years at an independent financial group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Colleen Gepp is a Certified Financial Planner (CFP®) with 28 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at HoyleCohen, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of fiduciary, tax, business management, and family office services.

Jack Geise is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient in San Diego, CA. His prior roles include positions at Dowling & Yahnke, LLC and Equitable Advisors. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Jonathan Yokoyama is a financial advisor with Principal Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior firms include Mass Mutual Investors Services, MassMutual Life Insurance Company, Bankers Life Securities, and AXA Advisors. He also engages in the sale of various insurance products, including 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 individuals, 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.

Raymond Wernig Jr. is a CFP® professional with nine years of industry experience. He is currently with Corient, where he has worked since 2022 after prior experience at Dowling & Yahnke, LLC. Corient provides investment advisory and financial planning services to individual, high-net-worth, institutional, and charitable clients. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, incorporating alternative investments and advanced risk management tools.

Franklin Portillo is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with various entities within the Charles Schwab organization since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm utilizes Charles Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Alexis Cannon is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2015. Based in San Diego, CA, Alexis works within a national firm that supports a large network of advisors. Commonwealth Financial Network is a registered investment adviser serving approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios, personalized indexing, and retirement plan consulting, while providing operational, technological, and compliance support to its affiliated advisors.

Aaron Puttroff is a CFP® professional with 19 years of experience, currently affiliated with Guardian Life. He has held concurrent roles at Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory work, he serves on the executive committee of Provisors and is an ambassador for the Renaissance Executive Forum, in addition to acting as an Adult Quartermaster for a local Boy Scout troop. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs that include proprietary and third-party portfolios.