Thomas Faley is a financial advisor at &PARTNERS with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Ameriprise. He has been with &PARTNERS since 2026. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses, providing investment management and a range of financial planning and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis and offers both discretionary and non-discretionary portfolio management through a mix of in-house and third-party strategies.

Maddie Watson is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. Prior to joining Hightower, she worked at Davenport & Company LLC from 2023 to 2025. Her background also includes roles outside the financial industry, such as at Dodson Property Management and E&R Sales. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Patrick Comer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Epstein and White Financial LLC and Epstein and White Retirement Income Solutions, LLC. He is a trustee of a revocable trust that invests as a limited partner in real estate equity and lending funds. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, and it offers specialized services including retirement plan consulting and charitable advisory.

Anthony Stapleton Jr. is a financial advisor at TIAA-CREF with over 30 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley, E*TRADE Capital Management, and Scottrade. Outside of his advisory role, he is involved in managing a rental property alongside his wife. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing retirement relationships. The firm offers customized portfolio management and fiduciary services within a vertically integrated structure that includes affiliated funds.

Kurt Eakin is a CFP® with 26 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously spent 13 years at Commonwealth Financial Network. Outside of his advisory work, he is the owner and president of Coastal Life Ventures Inc., a firm involved in investment management and financial planning. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors such as sovereign wealth funds.

Mark Ruffo is a financial advisor with Transamerica Retirement Advisors, LLC based in San Diego, CA. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes roles at Lincoln Financial and TD Ameritrade. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management for portfolio construction and oversight.

Colin Andrews is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC in San Diego, CA. Prior to this role, he held positions at Diversy Fund Inc., McKinney Capital, and Viasat Inc., among others. He is also affiliated with California State University of San Marcos. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of firm- and third-party investment models, offering financial planning, portfolio management, and retirement plan services across various risk profiles.

Ryan Mendoza is a Series 65-licensed financial advisor at Breckinridge Capital Advisors Inc with five years of industry experience. He has worked at Breckinridge since 2020 and previously held positions at Capital Dynamics and Hall Capital Partners. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, nonprofits, corporations, and mutual funds. The firm employs a combination of top-down macro analysis and bottom-up fundamental research to implement fixed income and equity strategies, supported by proprietary technology and a team-based approach to portfolio construction and trade execution.

Riley Robinson is a financial advisor at Corient with Series 65 credentials and one year of industry experience. Before joining Corient, he served in the U.S. Navy for several years. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Benjamin Shepherd is a financial advisor at Independent Financial Group, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Mulligan Funding, MML Investors Services, MassMutual Life Insurance Company, and American Internet Mortgage. 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 offers a range of services such as financial planning, portfolio management through various platforms, third-party asset manager programs, and retirement plan services, utilizing both firm- and third-party investment models tailored to client risk tolerances.

Kimberly Gern is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. She holds a Series 66 designation and has previously worked with LPL Financial, Mohr Financial Group, the University of College Dublin, and the Irish Stock Exchange. Outside of her advisory role, she is involved with Ambrose Business Consulting, a non-investment-related business she has operated since 2014. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, and manages customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income using both internal management and third-party asset managers.

Gagandeep Sahni is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has held roles at Park Avenue Securities and Guardian Life since 2012. Outside of his advisory work, Sahni is active in interfaith community organizations, serving as President of the InterReligious Council San Diego and as President and co-founder of The Sach Foundation, and participates in educational initiatives including speaking on Sikhism and serving on the Del Mar School Education Foundation board. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary and model-based investment management, access to proprietary and third-party platforms, and integrates insurance and alternative investment solutions.

Jeremy Gonzalez is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Forthright Capital Partners, Alpha Global Investments, and TD Ameritrade. Outside of advisory work, he is also involved as an independent insurance agent, focusing on life insurance and fixed annuity products. TLG Advisors serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors, providing investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified retirement plans. The firm emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, and offers digital portfolio solutions tailored to risk preferences.

Daniel Ortega is a financial advisor at Stratos Wealth Partners, Ltd., holding a Series 65 designation with one year of industry experience. His prior work includes roles at Mercer Global Advisors, San Diego State University, DoorDash Inc., Reliance Solar, Southwestern College, and Castle Park High School. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory and portfolio management services through an open-architecture platform and multiple third-party partnerships.

Wang Liao is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has been with HSBC Securities (USA) Inc. and HSBC Private Banking since 2017, and previously worked at Abroad Intellect, Inc. and DLD Asset Management, Lp. He also spent two years at Columbia University earlier in his career. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a structured investment process with multiple risk profiles and collaborates with affiliated and third-party providers for advisory and fund management services.

Robert Leach is a financial advisor at Stratos Wealth Partners, Ltd with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Investments and Wells Fargo Clearing. He has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Robert Mccauley is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Fidelity Investments and various positions connected to Colorado State University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, managing large-scale institutional and high-net-worth client relationships.

Jenny Cao is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 credentials and has a background that includes roles at Pavilion Surgery Center and ongoing work with F3 Insurance Services LLC. Outside of financial advising, she is a registered nurse at St. Joseph Hospital, where she has worked since 2001. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

Stephanni Sharp is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Commonwealth since 2021, following five years at Independent Financial Group. Prior to joining Commonwealth, she spent one year at LPL Financial. 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 individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Adam Maietta is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds a Series 65 designation and has been with Breckinridge since 2014. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research across fixed income and equity strategies, supported by proprietary trading systems and a team-based portfolio construction process.