Todd Sorensen

James Anadon is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Caitlin John, LLC, where he has worked since 2022. His prior experience includes roles at Pillar6 Advisors, LLC, World Equity Group, and Pacific Equity Partners. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, operating both wrap and non-wrap accounts alongside consulting on non-traditional and private investments.

Edward Foraker is a financial advisor with Sowell Management and holds Series 63 and Series 65 credentials. He has 53 years of industry experience, including prior roles at Clarus Wealth Advisors, WFG Advisors, and Williams Financial Group. Outside of advisory work, he is owner and managing member of two oil and gas production companies, CBM Gas Co, LLC and Okan Gas Co, LLC. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and sub-advisory services supported by a platform that includes model portfolios and third-party managers.

Kc Trace is a financial advisor at Verity Asset Management with six years of industry experience. He holds a Series 65 designation and has worked at Verity since 2019. In addition to his advisory role, Kc has been involved with Teacher's Pension since 2006. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models while operating under fiduciary and ERISA standards.

Gregory Enloe is an investment advisor representative with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining NWF, he worked at Osaic Wealth, Royal Alliance Associates, Pruco Securities, and The Prudential Insurance Company of America. Outside of finance, he owns and operates Enloe Academy, where he runs water polo clinics and coaches, and currently serves as a water polo coach at Cuesta College. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs through an open-architecture platform that combines advisor-managed and third-party model portfolios with strategic long-term and tactical investment approaches.

Luka Pavlina is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with OSAIC and NWF Advisory Services Inc. He has worked at OSAIC since 2012 and at NWF Advisory since 2016. Outside of his advisory roles, he is a small owner of Amador Brewing Company. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers comprehensive advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Roxanna Holguin is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and over four years of experience in financial services. Her prior roles include positions at World Financial Group and Cigna HealthCare. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.