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 the Series 66 designation and has worked at Stratos Wealth Partners since 2015, with prior experience at LPL Financial and Wells Fargo Clearing. Ford is also involved with BWM Financial, a registered investment adviser DBA. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

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® with 39 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Wells Fargo Advisors, Oppenheimer, and Merrill. He is involved with 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, corporate and pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures to tailor client strategies.

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® and Series 66 licensed financial advisor with four years of industry experience. She is currently with Stratos Wealth Partners, Ltd., where she has worked since 2023. Prior to joining Stratos, Farrar held roles at Sagepoint Financial, Inc. and San Diego Wealth Management. Outside of her advisory work, she is a licensed health insurance agent assisting individuals in enrolling in health insurance plans. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services such as financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

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.

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.

Tina Huston is a Certified Financial Planner® with 37 years of industry experience. She has been with Commonwealth Financial Network since 2009 and also operates JM Financial Services, where she serves as president and manages tax preparation services. Huston holds Series 63 and Series 66 licenses and is based in San Diego, CA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with managed-account programs, third-party asset manager access, and a range of investment options.

Eric Davis is a CFP® and holds a Series 65 license with six years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has previous experience at The Colony Group, LLC, HoyleCohen, LLC, Davis & Seiley Wealth Management, Inc., and Capital One Financial Corp. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, business management, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Chad Lafauci is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He has been with Commonwealth since 2000 and holds Series 63 and Series 65 designations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Daniel Phillips is a financial advisor at Creative Planning in San Diego, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals.

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®-certified financial advisor with 10 years of industry experience, currently with First Command Advisory Services. His prior roles include positions at Fortress Wealth Management, Westmount Asset Management, and Precision Roth Conversion. He is also an instructor for the California Society of CPAs, where he creates educational content on Roth strategies and engages with participants during quarterly sessions. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Augustin Wehn is a financial advisor with Schwab Wealth Advisory, Inc. based in San Diego, CA, holding Series 63 and Series 66 credentials and with five years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., as well as several positions outside finance, including with the Arizona Diamondbacks and NASA Psyche Mobile Application. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with tailored investment recommendations and annual financial reviews while relying on Schwab’s research tools and standard asset allocation models.