Siyavash Askari is a financial advisor with Eagle Strategies (NY Life) based in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been associated with New York Life Insurance Co. and its affiliates since 2012. Outside of his advisory role, he is involved in insurance brokering through a separate business entity. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a large asset base primarily on a non-discretionary basis within the integrated New York Life affiliate structure.

Jonathan Good is a Series 66-credentialed financial advisor with 18 years of industry experience. He joined Commonwealth Financial Network in 2023 after spending a decade with Principal Securities Inc and Principal Life Insurance Company. He is based in San Diego, California. 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 a large base of individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Lewis is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and several other firms. Lewis is also engaged as an independent contractor in insurance outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party investment platforms.

Ava Henry is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience and previously worked at Shake Smart and KC's American Kitchen. Ava is also involved with Henry Mechanical, a business she has been affiliated with since 2018. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Marcella Harkness is a CFP® professional affiliated with Independent Financial Group, LLC, with 35 years of experience in the financial industry. She previously worked at Capital Growth Investment Management Services and Sentra Securities Corporation. Harkness also serves as an independent contractor arbitrator on FINRA arbitration panels. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a model-driven approach combining active and passive strategies, offering financial planning, portfolio management, and retirement plan services.

Monica Gooding is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at LPL Financial, LLC for 10 years before joining Independent Financial Group in 2018. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers a range of portfolio management solutions and uses both firm- and third-party models to develop client strategies based on assessed risk tolerances.

Christine Martinez is a financial advisor at Commonwealth Financial Network with four years of industry experience. She previously worked at Independent Financial Group, LLC and Cohn & Company. Outside of finance, she has worked as an independent contractor specializing in mobile wedding gown preservation and as a health coach. 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 $210 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody/clearing services.

Taylor Jones is a financial advisor with Independent Financial Partners, holding Series 65 and Series 66 licenses and over 20 years of industry experience. His career includes roles at Triad Advisors, OneDigital Investment Advisors LLC, LPL Financial, and previous tenure at Independent Financial Partners. Jones owns a non-investment related business called Jones Advisor. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Patrick Mc Grath is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at The Vanguard Group, Inc. and Hall Private Wealth Advisors. Allworth Financial serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and educational resources. The firm uses both quantitative and qualitative analysis to create customized investment strategies and manages a range of portfolios including specialist options such as ESG and Christian Values.

Jack Frantz is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance Co, and several financial institutions and service companies. He is also involved in the sale of various insurance products, including life, disability, annuities, health, and Medicare-related insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under different advisory and promoter arrangements.

Chad Cristo is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at Putnam Retail Management for 30 years before joining Independent Financial Group in 2022. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, trusts, corporations, and charitable organizations. The firm provides financial planning and portfolio management through multiple platforms, utilizing a combination of firm- and third-party models as well as strategic asset allocation across various risk profiles.

Sean Son Phan is a financial advisor at Eagle Strategies (NY Life) with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bankers Life Advisory Services and Bankers Life & Casualty. Outside of his advisory role, he is an independent contractor involved in brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Colin Dickerson is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Personal Capital Advisors Corporation and Empower Financial Services. Outside of finance, he has experience working in the hospitality industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

Lars Ronten is a financial advisor with Guardian Life based in San Diego, CA, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Northwestern Mutual Wealth Management Company and Edward Jones. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party solutions.

Hanna Kennedy is a CFP® and holds a Series 65 license, with six years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at Reilly Financial Advisors, the County of San Diego, and Burger Lounge Restaurants. 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 employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while incorporating private market investments and sub-advisory arrangements.

Michael Flaherty is a CFP® and Series 66 credentialed advisor with 26 years of industry experience. He has been with Commonwealth Financial Network since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ty Summerlin is a CFP® professional with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Hoylecohen LLC, with earlier experience at VOYA Financial Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Derek Hess is a financial advisor with Integrated Wealth Concepts LLC, holding CPA credentials and possessing 19 years of experience at Duffy Kruspodin LLP prior to joining Integrated Wealth Concepts in 2025. He serves as a partner at Duffy Kruspodin LLP, a CPA firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing customized portfolios with a long-term approach and utilizing mutual funds, ETFs, equities, and fixed income.

Andrew Mcnamara is a CFP® with 11 years of industry experience, currently serving with Corient in San Diego, CA. His career includes roles at Dowling & Yahnke, LPL Financial, and Foresters Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including private fund capabilities and trust entities.

Benjamin Lucas is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Dunham & Associates Investment Counsel, Inc. and Janney Montgomery Scott. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and internal research tools, with investment selections executed only after client authorization.