Kelly Feldmann is a CFP® and holds a Series 65 license with 10 years of industry experience. She currently works at Corient and has prior experience at Dowling & Yahnke, LLC and Donnelly Wealth Advisors, Inc. Feldmann is based in San Diego, CA. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual securities, fixed income strategies, and third-party manager solutions, while employing risk management tools and alternative investment options.

Bradford Underdahl is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His previous roles include positions at Laurel Wealth Advisors, Inc., Morgan Stanley, and Citigroup Global Markets. 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 sponsors wrap-fee programs, implementing a primarily long-term investment approach with customized portfolios.

Peter Weinberg is a Series 66-credentialed financial advisor with Guardian Life, based in San Diego, CA, and has two years of industry experience. Prior to his current role, he worked with San Diego Master Builders for eight years. In addition to his advisory work, Weinberg is a licensed California real estate agent and operates as an independent contractor representing clients in real estate transactions through Pacific Sotheby's International Realty. Guardian Life, through its subsidiary Park Avenue® Wealth Management, 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 proprietary digital solutions.

Nicolas Ryder is a financial advisor at Empower Advisory Group with a Series 65 designation and one year of experience. His prior roles include positions at Holborn Assets and California Lutheran University. He is based in San Diego, CA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Curtis Norwood is a CFP® professional with two years of experience at Mariner Wealth. Prior to joining Mariner, he worked at Wal Mart for seven years. He is based in San Diego, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal team and external managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Patrick Ford is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Wells Fargo Clearing. He also founded BWM Financial, a registered investment adviser based in San Diego. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture platform that integrates multiple third-party managers and offers discretionary and non-discretionary portfolio management tailored to client goals.

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.

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.

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.

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.

Eric Davis is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, HoyleCohen, LLC, Davis & Seiley Wealth Management, Inc., and Capital One Financial Corp. He holds a Series 65 registration and is based in San Diego, CA. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture that includes active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ specific risk tolerance, liquidity, and tax circumstances.

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.

James Amerman is a CFP® professional with 10 years of experience in financial advisory services. He currently works at First Command Advisory Services and has held positions at firms including Fortress Wealth Management and Pure Financial Advisors. Amerman serves as an instructor for the California Society of CPAs, creating and delivering educational content on Roth strategies. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

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.