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Misty Weltzien Appointed to Finseca Executive Committee  in Special One-Year Term

Misty Weltzien Appointed to Finseca Executive Committee in Special One-Year Term

June 11, 2025

Claremont, CA – Pacific Advisors LLC, a nationally recognized financial services firm headquartered in Claremont, California, is proud to share that Chief Executive Officer Misty Weltzien has been appointed to serve on Finseca’s Executive Committee in a special one-year seat, beginning June 1st. This prestigious appointment marks yet another milestone in Misty’s exceptional career and is a testament to her continued leadership and influence within the financial services industry. As a member of GAMA/Finseca for over 12 years and as a member of Finseca's Board of Directors, Misty is thrilled to be filling in this exclusive leadership seat.

Finseca, the leading voice for the financial security profession, brings together the most impactful leaders in the field to drive innovation, advocacy, and excellence in financial planning. Misty’s appointment to the Executive Committee underscores her deep industry expertise and her dedication to advancing the mission of helping more American families achieve financial security, and pioneering new standards of excellence for women in the industry.

“Misty’s passion for people and her relentless drive to expand financial security for all make her an invaluable addition to our Executive Committee,” said Marc Cadin, CEO of Finseca. “She leads with purpose, and we’re honored to continue having her voice and leadership at the table, helping to shape the future of our profession.”

With nearly two decades of experience in financial services, Misty has built a reputation as a forward-thinking executive, thought leader, and powerful advocate for both clients and advisors. Since becoming the CEO of Pacific Advisors in January 2025, she has championed transformative initiatives focused on talent development, client experience, and strategic growth—all while creating a culture of purpose and belonging across the firm’s multi-state footprint.

In her newly elevated role with Finseca, Misty will contribute to shaping the organization’s strategic priorities and policy initiatives during a pivotal time for the industry. Her appointment also continues to build visibility for Pacific Advisors' commitment to new levels of leadership, innovation, and impact at national and international levels.

"Being named to Finseca’s Executive Committee for this special one-year term is both energizing and humbling," said Weltzien. "This profession has helped shape my life in the most meaningful of ways and I’m deeply passionate about advancing the status quo and paving the way for others in the industry. I am excited to continue to be part of a future where financial professionals are seen not only as advisors, but as true changemakers helping families across the United States experience better quality of life for the rest of their lives."

For more information about Pacific Advisors LLC and this announcement, please contact:

Emma Royce, Enterprise Marketing Lead at (909)-316-6554) or emma.x.royce@pacificadvisors.com

Pacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #0K129140. 8055370.1 Exp. 6/27