Jon Greulich is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Principal Securities, Bb&T/John Burman Insurance, and Equitable Advisors. Outside of his advisory work, he is involved in selling employee benefits and group health plans through separate insurance businesses. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using a combination of firm and third-party models, blending passive and active investments across various risk profiles.

Alexander Urbanek is a CFP® professional with five years of experience in financial advisory. He currently works at Cerity Partners LLC and has prior experience at Von Berge Wealth Management Group, LLC and Mariner Wealth Advisors. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework integrating proprietary screening, manager selection, and access to alternative and private market solutions.

James Haug is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Waddell & Reed, Inc. Outside of advising, he is a partner at East Village Tax and has been a volleyball coach with Coast Volleyball Club since 2010. 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 services, and wrap-fee programs, with a long-term investment approach that incorporates customized portfolios and oversight of third-party managers.

Gregory De Palma is a CFP® with 12 years of industry experience, currently serving at Empower Advisory Group. He has previously worked at Personal Capital Advisors and joined Empower in 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through proprietary and third-party methodologies.

Lisa Brinig is a CFP® professional with 21 years of industry experience. She has worked at Mariner since 2011 and previously spent nine years with Msec, LLC. Located in San Diego, CA, she is affiliated with Mariner, a firm that serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. Mariner provides investment management, financial planning, retirement plan consulting, and tax services, implementing customized portfolios through a combination of in-house research and third-party managers. The firm is noted for its integrated tax and accounting services and offers administrative family office capabilities alongside a financial wellness platform for employers.

Isabel Quinn is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2025, she worked at Private Wealth Partners, LLC and has been involved with the Marin Country Club and Some Like It Hot Yoga & Boutique. Cerity Partners serves a diverse client base that includes individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management solutions with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and access to alternative and private market investments through affiliated platforms.

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.

Nancy Rhew is a CFP® professional with 33 years of industry experience, currently serving at Independent Financial Group, LLC since 2007. She previously worked at Kingsroad Financial Insurance Services Inc. and Mass Mutual Investors Services. In addition to her advisory role, she owns a marketing DBA called Financial Chapters and is a licensed insurance agent offering various insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs both proprietary and third-party models to develop customized investment strategies, combining active and passive management across a range of 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.

Steven Honeyfield is a financial advisor with Valic Financial Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2003. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

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.

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.

Fermin Mesina is a financial advisor with 23 years of industry experience, currently affiliated with OSAIC Institutions, INC. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc., First Bank, J.P. Morgan Securities, and Wells Fargo Investments. Outside of his advisory role, Mesina serves as a Senior Consultant with USMX Financial Group, providing property and casualty insurance and business consulting services. OSAIC Institutions serves a broad client base, including individuals, trusts, estates, charitable organizations, and corporations, delivering customized advisory services through a large network of investment adviser representatives. The firm offers both discretionary and non-discretionary management, utilizing multiple investment approaches and a comprehensive affiliate and referral ecosystem for integrated financial solutions.

Paul Gugger is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Securities America, and Arbor Point Advisors. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and uses a variety of custodians and third-party managers, with a large portion of assets managed on a non-discretionary basis.

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.