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.

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.

Cleshelle Pearson is a financial advisor with Commonwealth Financial Network. She holds a Series 66 designation and has 24 years of industry experience, including 16 years at LPL Financial prior to joining Commonwealth in 2022. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and offers a variety of investment options including mutual funds, ETFs, and annuities.

Nicole Farrar is a CFP®-certified financial advisor at Stratos Wealth Partners, Ltd with three years of industry experience. She has previously worked at Sagepoint Financial, Inc. and San Diego Wealth Management. Outside of her advisory role, she is a licensed health insurance agent assisting friends with enrollment in health insurance plans. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s open-architecture Strategic Wealth Management platform supports both advisor-managed and model-based portfolios.

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 at Guardian Life with Series 66 credentials and one year of industry experience. He previously worked at Park Avenue Securities and has a background that includes attending the University of California, Davis. Singelyn also participated in collegiate women's beach volleyball during 2021-2022. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a mix of proprietary and third-party investment advisory programs with both discretionary and non-discretionary options.

Adam Lane is a Series 66-licensed financial advisor with Primerica Advisors and currently affiliated with Park Avenue Securities. He has over one year of experience in the financial services industry, including roles at Guardian Life Insurance Company, San Diego County Credit Union, and Thinkwise Credit Union. Prior to his advisory career, he spent 12 years at Twin Peaks Auto Service. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Jason Watters is a financial advisor with Wealth Enhancement Advisory Services, LLC. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Creative Planning, LLC, Reilly Financial Advisors, LLC, and LPL Financial. Wealth Enhancement Advisory Services manages over $122 billion in assets, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.