Phuong Paik is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Transamerica since 2012 and also operates Uyen Phuong Pham Paik Tax Preparation, a tax preparation business she owns. Additionally, she is involved with F3 Insurance Services LLC and works as a health insurance agent. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory model and supports clients through multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Andre Tueros is a CFP® and holds a Series 66 license. He is currently with Focus Partners Wealth, LLC and has experience across several firms including Corient, Equitable Advisors, Mercer Advisors, and roles in education and service industries. He has been in the financial industry since 2023. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, incorporating both quantitative and fundamental analysis along with specialized tools and legacy strategies.

Brett Little is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. He has been with Independent Financial Group since 2008 and worked previously at EPlanning Advisors Inc. from 2006 to 2008. Outside of his advisory role, he owns and operates Little Business Wealth Advisors, a California corporation offering life, health, long-term care, and disability insurance. 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 employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both discretionary and non-discretionary management through various platforms and third-party programs.

Jacob Gedis is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments and Northwestern Mutual. Outside of his advisory role, Gedis serves on the board of the Little Italy Association in San Diego, where he assists with fundraising and local business outreach for community projects. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts with access to third-party models and overlays, operating at scale with over 1,200 advisors and approximately $29.2 billion in assets under management.

Jacob Erlendson is a CFP® and CFA® with 14 years of industry experience. He is currently with Corient in San Diego, CA, where he has worked since 2022 following a 17-year tenure at Dowling & Yahnke, LLC. 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 combines proprietary strategies with third-party solutions and risk management tools, and it offers specialized services through affiliated entities.

Ren Xu is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has a longer tenure at World Financial Group beginning in 2001. He is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser, supporting a range of investment programs and retirement solutions.

Thomas Keener is a financial advisor with Guardian Life and Park Avenue Securities, holding a ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience. Outside of his advisory role, he is licensed to sell insurance products beyond those offered by Guardian Life. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Alan Goldberg is a financial advisor at Citigroup Global Markets with 45 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, combining large institutional scale with specialized market functions.

Neva Bradley is a CFP® professional with nine years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at The Retirement Group, LLC, CCG Wealth Management, LLC, Capital Stewardship Group, and UBS Financial Services, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

David Krakauer is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. in San Diego, CA, where he has worked since 2022. Prior to Mercer, he was with Epstein & White Retirement Income Solutions and Altegris Investments LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational programming and integrated affiliated service lines.

Nebojsa Subotic is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 22 years of industry experience and has worked with Westpac Wealth Partners, Park Avenue Securities, and Wealth Strategy Partners since 2007. Outside of advisory work, he is involved in a business helping clients with identity theft protection and leads WestPac Holding Company as CEO. Park Avenue Securities LLC, part of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers a range of financial planning, consulting, and advisory solutions through a combination of advisor-led management and model-based strategies across proprietary and third-party platforms.

Joseph Davies is a CFP®-certified financial advisor with one year of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial LLC, Merrill Lynch, and various entrepreneurial and investment-related positions. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class based allocations combining passive and active management, supported by an internal Investment Committee.

Jan Rogers is a financial advisor at Cetera Planning Partners with 26 years of industry experience. She holds a Series 66 designation and has previously worked with firms including Avantax Planning Partners and First Allied Advisory Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, using a diversified investment approach tailored to client objectives and risk tolerance.

Emily Saffa is a financial advisor at Stratos Wealth Partners, Ltd with 11 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of her advisory duties, she is involved with Brown Wealth Management as a client service assistant. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an open-architecture, IAR-driven model that integrates multiple third-party platforms and managers to deliver discretionary and non-discretionary portfolio management alongside various financial planning and institutional solutions.

Stevan Dority is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and over 21 years of industry experience. His prior firms include Raymond James Financial Services, Wells Fargo Advisors, and Morgan Stanley. In addition to his advisory role, he is the CEO of Wine Country Wealth, a wealth management firm. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolio management using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Kyle Quinn is a CFP® professional with 31 years of experience in financial advising. He has been with Mariner Wealth Advisors since 2011. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party strategies and integrates tax and accounting services, offering solutions that include Core Family Office services and employer financial wellness tools.

Saahil Jain is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Morgan Stanley and E*TRADE Capital Management. He serves as Vice President of his local homeowners association board in San Diego, CA. TIAA-CREF’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios.

David Wohl is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company, CUSO Financial Services, and other firms prior to joining Commonwealth in 2022. Outside of his advisory work, he coaches soccer for the Associated Students at San Diego State University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Lucas Lowery is a Series 65-registered financial advisor with Stratos Wealth Partners, Ltd., based in San Diego, CA. He has worked in the financial services industry since 2024, including prior roles at Sprott Asset Management and Real Brokerage, and also has experience outside finance running a cafe business. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients through a variety of financial planning and portfolio management services. The firm operates an open-architecture model supported by multiple third-party platforms and emphasizes advisor-driven, customizable portfolio solutions.

Jeremy Edge is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked with firms including MassMutual and Northwestern Mutual. Edge is a 60% owner of Edge Wealth Strategies and Insurance Solutions, Inc., a business involved in marketing securities and insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to a range of proprietary and third-party solutions.