Adrian Duran is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisors and National Planning Holdings. Integrated Wealth Concepts 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, utilizing customized portfolios with a long-term approach alongside tactical rebalancing.

Colby Taylor is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and six years of industry experience. Before joining Independent Financial Group in 2018, he worked at Deloitte from 2016 to 2018. Additionally, Taylor provides marketing consulting services as an independent contractor for AlphaSights. Independent Financial Group offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans, utilizing a combination of firm- and third-party investment models across multiple platforms.

Barbara Meyers is a CFP®-certified financial advisor with 42 years of industry experience. She is currently with PlanMember Securities Corporation and MPD Wealth, having previously worked with WestPark Capital, Woodbury Financial Services, and Crown Capital Securities. Meyers has been an independent contractor at Meyers Financial Group since 1977, where she offers fixed annuities and fixed life insurance. She also serves as a board member of the nonprofit Women of Temple Bat Yahm. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and supports plan sponsors and participants through education, personalized planning, and counseling, utilizing a top-down strategic asset allocation framework and risk-based mutual fund portfolios.

Scott Heising is a Series 65-licensed financial advisor with Independent Financial Group, LLC, based in San Diego, CA, and has 30 years of industry experience. He has worked with Independent Financial Group, LLC and related entities since 2003 and serves as president of Independent Financial Group, Inc. Aside from advisory work, he dedicates time to his role as president of this insurance holding company. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm utilizes a combination of firm- and third-party investment models, with strategic asset allocation and both active and passive exposures across risk profiles.

Jeffrey Gohsler is a CFP® and CFA® affiliated with Corient, bringing 13 years of industry experience. He has worked at Dowling & Yahnke, LLC from 2007 to 2023 before joining Corient and its affiliated entities in recent years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Robert Ducey is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Creative Planning, where he has been since 2022. His prior experience includes roles at WipFli Financial Advisors, IWP Wealth Management, and Colorado Financial Management. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach, utilizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while providing institutional and retirement plan services.

Keith Willerman is a financial advisor with Eagle Strategies (New York Life) based in San Diego, CA, holding CFP® and ChFC® designations and over 38 years of industry experience. He has worked at Eagle Strategies since 1999 and has additional experience with NYLife Securities and New York Life Insurance Company dating back to 1987. Outside of his advisory role, he is an owner and advisor in a business called VaxProud, supporting his son’s entrepreneurial venture. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Andrew Ferrette is a CFP® and holds a Series 63 license with 12 years of industry experience. He currently works at Creative Planning, where he has been since 2021. His prior roles include positions at Reilly Financial Advisors and Calton & Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Daniel Quirk is a CFP® and CFA® with 17 years of industry experience. He currently serves as an advisor at Creative Planning and has previously worked at Cetera Advisor Networks. Quirk is also a member of the Del Mar City Council. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Patrick Wynne is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2021. His prior roles include positions at Epstein and White Financial LLC, Centaurus Financial Inc., and Tremblay Financial Services. Mercer Global Advisors provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies.

Freda Fiedler is a financial advisor with Integrated Wealth Concepts LLC in La Jolla, CA, holding four years of industry experience. She is also a CPA with Duffy Kruspodin, LLP, where she has worked since 2004. 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, and family office services with customized portfolios primarily using mutual funds, ETFs, equities, and fixed income, employing a long-term approach combined with shorter-term trades for rebalancing or cash needs.

Brett Keener is a CFP® professional with 24 years of industry experience, currently serving at Guardian Life and its subsidiary Park Avenue Securities. He has held roles at Guardian Life since 2015 and is licensed to sell insurance with multiple companies beyond Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, offering both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Livia Benjamin is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Duffy Kruspodin, LLP, a CPA firm where she has worked since 2004. Integrated Wealth Concepts 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, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Alden Salcedo is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation and no prior industry experience. His work history includes positions at Guardian Life, Comma8, Mojenta, and snapIoT, as well as time at Pepperdine University. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary platforms.

Jacob Apodaca is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. His prior work includes roles at Robert Half and Poly English Language Center, among others. 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, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and customized portfolio management.

Andrew Rogel is a financial advisor at Guardian Life with six years of industry experience. He holds the Series 66 designation and has worked at firms including Park Avenue Securities and J.P. Morgan Chase. Rogel has also been affiliated with California State University San Marcos for ten years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Jeremy Laub is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Commonwealth Financial Network, and Monarch Retirement Group. Outside of finance, he performs live music as an independent contractor. Independent Financial Group, LLC provides advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation and manager selection across active and passive strategies, offering financial planning and portfolio management through multiple platforms.

Alberto Gallegos is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has a long history with Charles Schwab entities dating back to 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, with a focus on personalized recommendations aligned to client goals and risk tolerance.

Savannah Guy is a CFP® professional affiliated with Corient, with three years of industry experience. She has held roles at Corient and Dowling & Yahnke, LLC, as well as Bank of America Private Bank. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house security strategies with third-party manager solutions and customized asset allocation.

Justin Slack is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has one year of industry experience, having joined Principal Financial Services and Principal Life Insurance Company in 2025. Prior to this, he was involved in various businesses including Balanced Fitness and Health and hospitality ventures in San Diego. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel, offering financial planning, retirement consulting, and access to third-party money manager solutions.