Alisa Le is a financial advisor with Guardian Life and holds a Series 66 designation. She has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to her advisory work, she is an independent contractor broker for other insurance companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC‑registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Victor Hernandez is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and beginning his advisory career in 2026. He has worked in various capacities within the mortgage and banking sectors prior to joining Integrity Alliance. Hernandez is also involved as a business owner in several investment-related entities. Integrity Alliance serves a broad client base including individual investors and business entities, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm employs diverse investment approaches and provides extensive operational support, distinguishing itself as both an SEC-registered investment adviser and broker-dealer.

Douglas Brauer is a financial advisor with Primerica Advisors based in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2013 and has operated as a self-employed financial professional since 1993. Brauer also provides LegalShield coverage to business owners and clients to facilitate estate planning documents and runs a financial coaching business under Elevate Financial Coaching. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised funds.

Caleb Rodriguez is a financial advisor at NewEdge Advisors with nine years of industry experience. He holds the Series 65 designation and has previously worked at LPL Financial, Epstein & White Financial, Mercer Global Advisors Inc., and Jackson Financial Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing technology and centralized due diligence in its investment approach.

Ryan Degrazier is a Certified Financial Planner (CFP®) with 10 years of experience. He has worked with DeGrazier & Associates and PlanMember Securities Corporation since 2016. Degrazier provides financial advisory services including securities and insurance sales, as well as tax preparation. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios, providing education and support through seminars, service centers, and personalized retirement planning.

Justin Frisco is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with multiple firms, including Frisco Financial and Insurance Services and Mahdion Financial and Insurance Center, in addition to Principal Life Insurance Co. Outside of his advisory work, he serves as president of the San Diego Kiwanis Club and is a board member of Laurels for Leaders, a nonprofit organization in San Diego. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the U.S. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bradford Byrns is a financial advisor with Commonwealth Financial Network in Dublin, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Prior to joining Commonwealth and Aegis Consulting in 2025, he worked at Lincoln Financial Advisors for 11 years. He also spends a small portion of his time on fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

William Brennan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Independent Financial Group and related entities since 2003, following three years at Sentra Securities Corporation. Outside of his advisory role, Brennan serves as a board member for St. Pat’s Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes model-based portfolio management, combining strategic asset allocation with both passive and active exposure, and offers comprehensive financial planning and retirement services.

Qinghua Liu is a financial advisor with Transamerica Financial Advisors in San Diego, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Liu has been with Transamerica Financial Advisors since 2012 and also serves as president of LLL Leadership Enterprise, Inc., a business related to his work with WFG. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, employing proprietary and third-party model portfolios with a mix of discretionary and non-discretionary program options.

Michael Guerrero is a CFP® professional with 20 years of experience, currently serving as a financial advisor at Mariner since 2018. His prior roles include positions at Fidelity Investments and LPL Financial. Outside of his advisory work, he acts as CFO for Cheryl Kang Guerrero DDS, Inc., providing occasional assistance without day-to-day responsibilities. Mariner serves a diverse client base through investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios and offers integrated tax and accounting services along with administrative CFO functions and a financial wellness platform.

Steven De Grazier is a financial advisor with PlanMember Securities Corporation in San Diego, CA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has operated DeGrazier & Associates since 2017, concurrently with his role at PlanMember Securities Corporation. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework combined with the management of risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Thomas Strohl is a CFP®-designated financial advisor with 40 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2013 and has prior work experience at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Based in San Diego, CA, he is affiliated with both Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, delivering services through a large network of investment adviser representatives.

Michael Strauss is a CFP® with 13 years of industry experience, currently serving at Corient. His prior roles include positions at Dowling & Yahnke, LLC, Portrait Wealth LLC, the University of Chicago Booth School of Business, and The Vanguard Group, Inc. He holds Series 63 and Series 65 licenses. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, and it offers specialized services through affiliated entities.

Siyavash Askari is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been associated with New York Life Insurance Company and its affiliates since 2012. Outside of his advisory role, he is involved in insurance brokering through separate entities to support related business activities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Good is a Series 66-credentialed financial advisor with 18 years of industry experience. He joined Commonwealth Financial Network in 2023 after spending a decade with Principal Securities Inc and Principal Life Insurance Company. He is based in San Diego, California. 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 a large base of individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Lewis is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation with one year of industry experience. Prior to joining Park Avenue, he worked at Guardian Life Insurance Company and has held various roles including at Hits LLC and Blenheim Equisports. He also has experience in education, having taught at the University of San Diego and local schools. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include model portfolios from in-house and third-party managers.

Ava Henry is a Series 66–licensed advisor affiliated with Guardian Life and Park Avenue Securities. She has one year of industry experience and previously worked in food service and mechanical services while completing her education. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporations, utilizing a range of proprietary and third-party investment advisory programs.

Marcella Harkness is a CFP® with 35 years of industry experience, currently affiliated with Independent Financial Group, LLC. Her prior work history includes roles at Capital Growth Investment Management Services, Hagerty Stewart & Associates LLC, and Sentra Securities Corporation. She also serves as an independent contractor and arbitrator on FINRA arbitration panels. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional plans. The firm provides financial planning, portfolio management, and access to third-party asset managers, utilizing a mix of passive and active investment strategies aligned with client risk profiles.

Monica Gooding is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at LPL Financial, LLC for 10 years before joining Independent Financial Group in 2018. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers a range of portfolio management solutions and uses both firm- and third-party models to develop client strategies based on assessed risk tolerances.

Christine Martinez is a financial advisor at Commonwealth Financial Network with four years of industry experience. She previously worked at Independent Financial Group, LLC and Cohn & Company. Outside of finance, she has worked as an independent contractor specializing in mobile wedding gown preservation and as a health coach. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody/clearing services.