Kim Ip is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining MAI in 2025, Kim worked at Evoke Advisors for seven years and First Republic Securities Company, LLC for six years. Outside of advising, Kim serves as a trustee for irrevocable trusts benefiting family members and holds volunteer roles on the advisory board of Scripps Green Hospital and the financial council of the Church of Nativity. MAI Capital Management provides investment management, wealth planning, retirement consulting, and family office services to individuals, families, sports professionals, trusts, and institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services within client relationships.

Mark Nguyen is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as the Chief Financial Officer for Legendary Lion Dance, a community nonprofit organization managing payments, expenses, and tax filings. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Sean Oconnor is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, LLC and Lucia Capital Group. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers a range of advisory programs through its AccessPoint platform and third-party asset managers.

Anthony D'Angelo is a financial advisor with Guardian Life and Series 66 registration. He has one year of industry experience, including roles at Park Avenue Securities and WestPac Wealth Partners. Prior to entering the financial industry, he worked in logistics and technology sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a mix of proprietary and third-party models.

Robert Meyer is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Stratos Wealth Partners since 2012. Outside of his advisory role, he is licensed to sell and service fixed insurance products, including fixed annuities and various types of insurance coverage. Stratos Wealth Partners serves a diverse client base ranging from individual investors to institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform features an open-architecture approach that supports both advisor-managed and model-based portfolios.

Peter Smegielski is a financial advisor at Osaic Advisory Services, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Arbor Point Advisors, Securities America, and Bbva Securities. Outside of financial advising, he serves as treasurer for the First Church of Christ, Scientist, and has roles as an independent consultant for Young Living Essential Oils and president of First Choice Financial. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and related advisory services through multiple program models, utilizing a combination of proprietary and third-party platforms.

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.

Alexandra Sonnenberg is a CFP® professional with six years of industry experience, currently serving at Commonwealth Financial Network since 2024. Her prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Foresters Financial Services. She is also involved in fixed insurance sales in San Diego. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, offering a broad range of managed-account programs, third-party asset manager access, and custody services.

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 the Series 66 designation and previously worked at KPMG and Anthropologie. Outside of finance, she occasionally dog sits for friends and family. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios with customizable client strategies.

Zachary Diskin is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he spent several years with Laurel Wealth Advisors, Inc. His background also includes roles outside the financial industry, such as work at Crisp Painting 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 financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, utilizing a combination of internal management and third-party asset managers with a primarily long-term investment approach.

Charbel Ghaby is a financial advisor with Guardian Life and holds a Series 66 designation, bringing six years of industry experience. He has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities throughout his career. Outside of his advisory role, he serves as treasurer for the nonprofit Mountain Ave. Committed to Kids and is a board member and CFO of The Hummingbird Project, a nonprofit organization. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and investment advisory programs through proprietary and third-party models.

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.

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 firms including LPL Financial LLC and Kestra Advisory and has been involved with Duffy Kruspodin LLP since 1989, where he is owner of a tax preparation and accounting business. 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, and family office services, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Arthur Molloy is a CFP® and CFA® with 44 years of industry experience. He has been with Independent Financial Group, LLC since 2003 and is also the president and founder of Capital Growth, Inc., a marketing DBA he manages. Molloy serves as a board member for the Brisa at Del Mar Mesa Homeowner’s Association in San Diego. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional investors.

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.

Kurt Eakin is a CFP® with 26 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously spent 13 years at Commonwealth Financial Network. Outside of his advisory work, he is the owner and president of Coastal Life Ventures Inc., a firm involved in investment management and financial planning. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors such as sovereign wealth funds.