Drew Nordlicht is a financial advisor at Hightower Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Hightower Advisors and Hightower Securities since 2012. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Trevor Isaacs is a financial advisor with Eagle Strategies (NY Life) based in Rancho Santa Fe, CA. He holds the CFP® and ChFC® designations and has 12 years of industry experience. His career includes roles with NYlife Securities LLC and New York Life Insurance Company since 2014, as well as ownership of IZX Financial and Insurance Solutions. Isaacs is also involved in insurance brokering through Infinity Advisory Group and The Producers Group. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions and provides a range of advisory programs, with the majority of assets managed on a non-discretionary basis.

Matthew Hurley is a CFP® with 39 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC, where he has worked since 2020. Prior to that, he held positions at Wells Fargo Clearing, Oppenheimer, and Merrill. Outside of his advisory role, he is involved in insurance sales and operates Hurley Wealth Management, which offers comprehensive wealth management and financial planning services. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a mix of passive and active investment strategies across multiple platforms and offers tailored portfolio management and retirement plan services.

David Allen is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and has previously worked at Private Asset Management, Inc. for eight years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

Hector Monroy III is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Westmount Asset Management and Standish Management. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Matthew Adams is a CFP® professional at Corient with 11 years of industry experience. His prior roles include positions at Dowling & Yahnke, LLC and Aspiriant LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Nicole Farrar is a CFP® and Series 66 licensed financial advisor with four years of industry experience. She currently works at Stratos Wealth Partners, Ltd. and has previous experience at Sagepoint Financial, Inc., San Diego Wealth Management, and as a financial advisor to Roderick D. Evans. In addition to her advisory work, she is a licensed health insurance agent assisting clients with enrollment in health insurance plans. 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 diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions, offering a range of services such as discretionary and non-discretionary portfolio management, financial planning, third-party manager programs, and outsourced CIO solutions through an IAR-driven, open-architecture platform.

Schane Goheen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. Prior to joining Mercer, Goheen held positions at Epstein and White Financial LLC and JP Morgan Chase Bank. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, and nonprofit entities. The firm focuses on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles, combined with specialized retirement, tax, and estate planning services.

Alexander Singelyn is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and began his career at Guardian Life and Park Avenue Securities in 2026. Prior to entering the financial industry, he was affiliated with the University of California, Davis, and involved with UC Davis Women's Beach Volleyball. 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 advisor-led discretionary management alongside model-based strategies and incorporates various proprietary and third-party platforms.

Adam Lane is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance in the past year, with prior roles including positions at San Diego County Credit Union and Thinkwise Credit Union. Before entering the financial sector, he spent over a decade at Twin Peaks Auto Service. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Mark Bobin is a financial advisor with Independent Financial Group, LLC in Encinitas, CA, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He previously worked at LPL Financial from 2004 to 2010 before joining Independent Financial Group, where he has been since 2010. Outside of advisory services, he is a California public notary. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs both active and passive investment strategies tailored to client risk profiles.

Christopher Muniz is a CFP® professional with 25 years of experience in the financial services industry. He has been with Creative Planning since 2017 and previously worked at UnionBanc Investment Services and Union Bank from 2011 to 2017. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

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.