Alexandria Pon is a financial advisor at Principal Financial Services with three years of industry experience. She holds a Series 66 designation and has worked at several firms including Principal Life Insurance Company, LPL Enterprise, and MassMutual Life Insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel outside the United States. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Micah Cummins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. Prior to joining Mercer, he worked at Epstein and White Financial LLC and TDAmeritrade Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with strategic multi-factor tilts and a range of implementation options.

John Dorff is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Commonwealth Financial Network since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides back-office support such as operations, trading, technology, investment management, compliance, and practice-management resources.

Adelaide Pund is a financial advisor with Principal Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior firms include Cetera Advisors LLC, Cetera, and First Allied Securities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory services encompass direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation and separately managed account solutions.

Michael Funaro is a financial advisor at Guardian Life with four years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Guardian Life, Park Avenue Securities, and Northwestern Mutual. Outside of his advisory role, Funaro serves on several community organizations' boards, coordinates suicide prevention events, writes children’s books, and teaches golf lessons. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients through a variety of brokerage, financial planning, and advisory services.

Jacob Campbell is a financial advisor with Guardian Life and holds the Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he owns Brewtiful Grind, a coffee shop franchise in Carlsbad, CA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs, including digital advisory solutions and tailored services through its IARs.

Joseph McGoldrick is a financial advisor at PlanMember Securities Corporation with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PlanMember since 2016. Outside of his advisory role, he operates a business under the name Financial Insurance Services. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of investment portfolios based on a strategic asset allocation framework.

Kelly Feldmann is a CFP® with nine years of industry experience, currently serving at Corient. Her prior roles include positions at Dowling & Yahnke, LLC and Donnelly Wealth Advisors, Inc. Feldmann holds a Series 65 license and is based in San Diego, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm combines in-house strategies with third-party solutions using a goals-based, team investment approach and employs risk management tools and alternative investment options as appropriate.

Bradford Underdahl is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Laurel Wealth Advisors, Inc. since 2012 alongside his current role at Integrated Wealth Concepts since 2023. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management and financial planning services, employing a long-term investment approach supplemented by shorter-term trades, and manages assets primarily through mutual funds, ETFs, individual equities, and fixed income.

Mitchell Mammini is a CFA® charterholder with six years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Alliance Bernstein, Lincoln Investment, and Merrill Lynch. He is also involved with Mammini Company, an entrepreneurial venture. 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 $200 billion in client assets. The firm provides a wide adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Peter Weinberg is a financial advisor with Primerica Advisors in La Jolla, CA, holding a Series 66 credential and two years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 2023. Outside of advising, he is a licensed California real estate agent working as an independent contractor with Pacific Sotheby’s International Realty. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

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.

Brian Mahoney is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has previously worked at JM Financial Strategies, Appellate Defenders Inc., and Wealth Legacy Group, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a variety of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

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 with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 18 years of industry experience. He has been with Stratos Wealth Partners since 2015 and previously worked at LPL Financial from 2015 to 2019. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios through an open-architecture approach and active asset allocation across multiple custodians.

Drew Nordlicht is a financial advisor with Hightower Advisors in San Diego, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on manager selection and multi-manager solutions incorporating both affiliated and third-party managers.

Matthew Hurley is a CFP® licensed financial advisor with 38 years of industry experience. He has worked at Independent Financial Group, LLC since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory role, he offers comprehensive wealth management services through Hurley Wealth Management, including insurance, portfolio management, and retirement planning. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory services through a national network of Investment Adviser Representatives using multiple investment platforms and program options.

Greg Stafford is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Commonwealth Financial Network since 2008 and previously led Stafford Financial Group from 2008 to 2022. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, and compliance support to affiliated advisors who manage client portfolios using a wide range of securities and insurance products.

David Allen is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Private Asset Management, Inc. for eight years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor strategies, and tax management.

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.