Monahan & Roth

Bainbridge is a global strategic and capital advisory firm that disrupts, innovates, and executes customized solutions for businesses. With industry expertise and a proprietary research methodology, they help clients capitalize on innovation and disruption, leveraging their global network of executives to deliver real-time data and critical information. Through their best-in-class diagnosis, validation of existing data, and sharp analysis, Bainbridge provides smart and deep reports, along with custom dashboards, to boost clients' market share. They specialize in customer intelligence, data analytics, market research, sales, and marketing, bridging the gap between AI and human reasoning with their customizable and proprietary EDGE resource.Generated from the website

Founded in 1979, Commonwealth Financial Network is a privately owned independent firm that offers a range of investment and insurance products and services. The firm provides mutual funds, individual equities, options, fixed- income, metals, private placements, variable annuities and insurance products. In addition, it offers Preferred Portfolio Services, which is an asset management program. Commonwealth Financial Network offers MoneyGuidePro, which is an Internet-based financial planning program. It also offers insurance analysis, asset allocation, portfolio optimization, employee stock option and real estate planning services. The firm supports more than 1,000 independent registered representatives worldwide. It is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. With one of its offices in San Diego, Commonwealth Financial Network also maintains a location in Waltham, Mass.

Total Wealth Management in San Diego, CA, specializes in delivering advanced technology and IT systems essential for the nation's critical missions, harnessing capabilities in areas such as artificial intelligence, cyber security, and digital modernization. The company stays at the forefront of emerging technologies, applying innovative solutions to solve real-world challenges across various sectors including defense, healthcare, and government. With a strong commitment to innovation and efficiency, Total Wealth Management employs AI and other transformative technologies to enhance operational capabilities and safeguard public resources, achieving significant savings for government agencies. Their dedicated team focuses on building a culture of collaboration and excellence, ensuring that they continually adapt to the evolving tech landscape and deliver impactful results. Generated from the website