Ian Buxbaum is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Commonwealth Financial Network and Capital One Advisors. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides access to advisory programs via multiple platforms and third-party managers.

James Rossi is a financial advisor at Guardian Life with a Series 66 license and three years of industry experience. His prior work history includes roles at Youpower and Kingsbarn Real Estate Capital. He is affiliated with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Chris Walters is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work experience includes roles at Savant Wealth Management, GenSpring Family Offices, and Clarity Capital Partners. Walters previously owned an inactive LLC focused on business consulting and training. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, separate accounts, and private funds, complemented by client education and specialized service lines.

Nicolas Pamintuan is a financial advisor at Stratos Wealth Partners, Ltd with a Series 65 credential. He has been in the industry since 2020, previously working at LPL Financial, LLC, Stratos Private Wealth, GoSite, and Dominos. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Brian Milano is a financial advisor with Primerica Advisors in San Diego, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Avalon Denecochea is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2025, Avalon worked at West Coast Financial, LLC for two years and spent five years at California Polytechnic State University - San Luis Obispo. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Andrew Schwandt is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Park Avenue Securities. Outside of finance, he has experience in education through roles at multiple Catholic schools and involvement with Global Land Solutions since 2018. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage and advisory services. The firm offers both discretionary and non-discretionary investment management, combining proprietary and third-party advisory programs.

Douglas Bradley is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Capital Stewardship Group, Laurel Wealth Advisors, and UBS Financial Services. Outside of his advisory work, he serves in leadership roles on investment and finance committees for several nonprofit organizations, including the Kiwanis Club and churches in La Jolla, CA. 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, family office services, and wrap-fee programs, utilizing customized portfolios of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Kim Ip is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining MAI in 2025, Kim worked at Evoke Advisors for seven years and First Republic Securities Company, LLC for six years. Outside of advising, Kim serves as a trustee for irrevocable trusts benefiting family members and holds volunteer roles on the advisory board of Scripps Green Hospital and the financial council of the Church of Nativity. MAI Capital Management provides investment management, wealth planning, retirement consulting, and family office services to individuals, families, sports professionals, trusts, and institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services within client relationships.

Mark Nguyen is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as the Chief Financial Officer for Legendary Lion Dance, a community nonprofit organization managing payments, expenses, and tax filings. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Sean Oconnor is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, LLC and Lucia Capital Group. 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 offers a range of advisory programs through its AccessPoint platform and third-party asset managers.

Anthony D'Angelo is a financial advisor with Guardian Life and Series 66 registration. He has one year of industry experience, including roles at Park Avenue Securities and WestPac Wealth Partners. Prior to entering the financial industry, he worked in logistics and technology sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a mix of proprietary and third-party models.

Robert Meyer is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Stratos Wealth Partners since 2012. Outside of his advisory role, he is licensed to sell and service fixed insurance products, including fixed annuities and various types of insurance coverage. Stratos Wealth Partners serves a diverse client base ranging from individual investors to institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform features an open-architecture approach that supports both advisor-managed and model-based portfolios.

Peter Smegielski is a financial advisor at Osaic Advisory Services, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Arbor Point Advisors, Securities America, and Bbva Securities. Outside of financial advising, he serves as treasurer for the First Church of Christ, Scientist, and has roles as an independent consultant for Young Living Essential Oils and president of First Choice Financial. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and related advisory services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Sibi Joseph is a financial advisor with Transamerica Financial Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also involved with Legacy Shield, providing wills and trusts services to assist clients with estate planning. Additionally, he serves as a college consultant with the Heartland Institute of Financial Education, referring clients to college planning services when relevant. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Alexandra Sonnenberg is a CFP® professional with six years of industry experience, currently serving at Commonwealth Financial Network since 2024. Her prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Foresters Financial Services. She is also involved in fixed insurance sales in San Diego. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, offering a broad range of managed-account programs, third-party asset manager access, and custody services.

Camryn Bolek is a financial advisor at Independent Financial Group, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at KPMG and Anthropologie. Outside of finance, she occasionally dog sits for friends and family. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios with customizable client strategies.

Zachary Diskin is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he spent several years with Laurel Wealth Advisors, Inc. His background also includes roles outside the financial industry, such as work at Crisp Painting and Car Toyz Car Wash. Integrated Wealth Concepts LLC 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 and retirement plan advisory services, and sponsors wrap-fee programs, utilizing a combination of internal management and third-party asset managers with a primarily long-term investment approach.

Daniel Umansky is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 34 years of industry experience. His prior experience includes roles at Cetera and First Allied firms from 2014 through 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Charbel Ghaby is a financial advisor with Guardian Life and holds a Series 66 designation, bringing six years of industry experience. He has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities throughout his career. Outside of his advisory role, he serves as treasurer for the nonprofit Mountain Ave. Committed to Kids and is a board member and CFO of The Hummingbird Project, a nonprofit organization. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and investment advisory programs through proprietary and third-party models.