Brandon Mather is a CFP® professional with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Dunham & Associates Investment Counsel, Inc. and LPL Financial LLC. He is based in Coronado, CA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Warren Duthie is a financial advisor at Commonwealth Financial Network with 21 years of industry experience. He has held various roles at Northwestern Mutual and has owned Duthie Financial Group since 2020. His credentials include Series 63, Series 65, and Series 66 licenses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services.

Dianne Davis is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2010. She holds Series 63 and Series 65 licenses and is based in San Diego, CA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs, including discretionary model portfolios and personalized investment solutions. The firm provides operations, technology, compliance, and practice-management support while allowing affiliated advisors significant discretion in portfolio construction.

Colin Domonoske is a financial advisor at Stratos Wealth Partners, Ltd in San Diego, CA, holding a Series 65 designation with six years of industry experience. He previously worked at Brown Wealth Management and Allegiance Inc. Domonoske also serves as an Associate Wealth Advisor with a registered investment adviser DBA, BWM Financial. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting through an open-architecture platform integrating various external tools and third-party managers.

Antonio Montalvo is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Eagle Strategies since 2021 and has longstanding ties to New York Life and Nylife Securities Inc., with over four decades at these firms. Outside of his advisory role, he is an owner of rental property. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Jenifer Pratt is a CFP®, PFS™, and Series 65-registered advisor at Creative Planning with 11 years of industry experience. She worked at Reilly Financial Advisors, LLC for five years before joining Creative Planning in 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market investments, managing approximately $295.6 billion in client assets.

Chomreun Pao is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Commonwealth in 2021, he worked at CUSO Financial Services, LP for nine years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and numerous individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Rey is a CFP® professional with two years of experience, currently affiliated with Commonwealth Financial Network and JM Financial Strategies. He previously worked at Tushaus Group, LLC. Outside of his advisory role, he teaches leadership training with the Carmelite Sisters in San Diego. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion to construct client portfolios while offering managed model portfolios and distinct program structures.

Doan Nguyen is a financial advisor with Primerica Advisors based in San Diego, CA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and Cambridge Investment Research Advisors. Outside of advisory work, he is involved in Medicare plan sales. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Dena Schwartz is a financial advisor at Independent Financial Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years. 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 a range of brokerage, portfolio management, financial planning, and retirement services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Jerald Van Houten is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks for a combined 11 years before joining Independent Financial Group in 2023. Outside of his advisory role, Van Houten volunteers teaching financial biblical education and coaching through Kingdom Advisors and the John Maxwell Group, and serves as Central Valley Chapter President of the Main Street Chamber. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers a range of advisory programs and brokerage services, utilizing risk-tolerance profiles to manage client assets across multiple platforms and third-party managers.

Michael Tallon is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at JP Morgan Securities, Strategic Advisers, Inc., and Fidelity Investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Samuel Ramirez is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower Advisors in 2025, he worked at Kelly & Wohlner Group and Northrop Grumman, and served ten years in the US Navy. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, as well as proprietary research and diverse portfolio construction techniques.

Kateryna Mc Isaac is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2017, following three years at Pioneer Healthcare Services LLC. Based in San Diego, CA, her career spans both healthcare services and financial advisory roles. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services. The firm offers various investment solutions including discretionary model portfolios and personalized indexing, while acting as a platform provider for advisors who often operate under their own brand names.

Nathanael Posada is a CFP®-designated financial advisor with Schwab Wealth Advisory in San Diego, CA, bringing seven years of industry experience. He has worked with Schwab Wealth Advisory since 2021 and has been associated with Charles Schwab & Co., Inc. since 2018. His prior experience includes roles at Grand Canyon Education and Paradise Valley Country Club. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and diversified investment recommendations. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, while leaving final trading decisions to clients.

Daniel Gensler is a CFP® with 39 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes long tenures at LPL Financial LLC and The Gensler Group. He is also an author of a book. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans, providing financial planning, asset management, and specialized consulting through a network of hundreds of advisors. The firm’s investment approach combines strategic allocation across risk classes with a mix of passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Todd Oberlin is a financial advisor with Commonwealth Financial Network in La Mesa, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes 18 years at Sagepoint Financial, Inc., followed by roles at OSAIC and Terramar Wealth. He is also the owner of Oberlin Financial Services, Inc., a private entity facilitating insurance business. 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 indexing, while providing operations, technology, compliance, and practice-management support to affiliated advisors.

Brandon Wissinger is a CFP® advisor at Mercer Global Advisors Inc. in San Diego, CA, with nine years of industry experience. He has been with Mercer Global Advisors since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and specialized programs.

Suzette Lawrence is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at D.A. Davidson & Co. for 11 years before joining Independent Financial Group in 2024. Outside of her advisory role, Lawrence serves as a Girl Scout leader for Troop 4751 in Greater Los Angeles. 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 a range of advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutions.

Kim Mahoney is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 13 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Mahoney serves as a board member for the Exit Planning Institute San Diego Chapter and volunteers as an advisor for the Owners in Honor Veteran Charity Board. He is also a member of the US Marine Corps Reserves. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.