William Frankenstein is a CFP® with 42 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He is also involved with the Foundation for Senior Services, where he discusses financial planning with seniors. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and diversified investment strategies.

Justin Galietti is a financial advisor at Sovran Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Wealth Services, Integrative Wealth Partners, and MassMutual Life Insurance Company. Outside of advisory roles, he is also involved in fixed insurance sales. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, utilizing a range of portfolio management strategies and multiple platform relationships to tailor client solutions.

Katherine Flores is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Her prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. She is also the owner of Kathy Flores Wealth Management Inc., an entity used for tax and retirement plan purposes. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, advisory services, and portfolio management with a blend of active and passive investment strategies. The firm supports its advisors with technology-driven rebalancing and access to multiple program types, managing nearly $1.9 billion in assets.

Joel Almquist is a financial advisor with Sovran Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Almquist serves as a board member of the nonprofit organization Frozen Orphans. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, and utilizes multiple platform relationships to tailor client allocations and monitor accounts regularly.

William Oconnell is a financial advisor with Sovran Advisors, LLC in San Diego, CA. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Prior to Sovran, he worked at WCG Wealth Advisors, LLC and LPL Financial, LLC. Outside of his advisory role, he provides income tax return preparation services for individuals and small home-based businesses. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory relationships, and portfolio management. The firm employs a blend of active and passive investment strategies using mutual funds, ETFs, alternatives, and derivatives, leveraging written investment policy statements and technology-supported rebalancing.

Jacqueline Goodreau is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with firms including Cetera, Mass Mutual Investors Services, and METLIFE Securities. In addition to her advisory roles, she operates Vision, Insight, & Initiative, Inc., a business entity used for tax purposes related to her financial services. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning, advisory services, and portfolio management across various program types. The firm uses a combination of active and passive investment strategies and offers third-party manager allocations and retirement plan consulting.

Samantha Jackson Kittle is a financial advisor at Sovran Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera Advisor Networks, Greater Pacific Solutions, Mass Mutual Investors Services, HSBC Bank USA, and New York Life. Outside of her advisory role, she is involved in financial services recruiting, identifying and placing candidates within the financial distribution sector. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in client assets through a team of 53 advisors. The firm offers comprehensive financial planning and portfolio management, utilizing a blend of advisor-managed and model portfolios along with third-party managers to align with client objectives.

Daniel Dodgen is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MSI Financial Services. He is also the president and CEO of D E Dodgen Financial Advice, a corporation that manages accounting for securities, insurance, and advisory income. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm employs a blend of active and passive investment strategies, using internal and third-party models supported by technology-driven rebalancing and administrative services.

James Loken is a financial advisor with Sovran Advisors, LLC in Pasadena, CA. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial for Lutherans. In addition to his advisory work, he is involved in the sale of fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets and offers a range of portfolio management and consulting services, utilizing both advisor-managed and model portfolios tailored to client objectives.

Carl Jackson Jr. is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services, LLC. Jackson is also involved with WealthPointe Advisors, a financial services business. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various programs. The firm employs both active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Ashten Barber is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Prior to Sovran, Barber worked at Cetera Wealth Services, MassMutual, and Fidelity. Outside of advisory services, Barber is an insurance agent specializing in fixed insurance products and serves on the board of Impact Network Group, supporting its strategic direction and operations. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management through a combination of active and passive investment strategies, integrating internal and third-party models with technology-enabled administrative support.

Eric Finke is a financial advisor at Sovran Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera Wealth Services, Mass Mutual Investors Services, and Metlife Securities. Outside of advising, he occasionally originates mortgage loans as an independent contractor. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in client assets. The firm offers financial planning and portfolio management through a combination of advisor-managed and model portfolios, utilizing multiple platform relationships and regular account reviews.

Mark Pearcy is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Metlife Securities Inc., Mass Mutual Investors Services, and as President and CEO of Pearcy Financial Partners and Insurance Services. Outside of his advisory work, he serves as Vice Commodore of the Southwestern Yacht Club. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management services. The firm offers both discretionary and non-discretionary strategies, blending active and passive investments tailored to client objectives and supported by technology-enabled rebalancing and administrative tools.

Royceton Pinder is a financial advisor at Sovran Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Metlife Securities, and Greater Pacific Solutions. Pinder serves as an audit committee member for Pomona Valley Community Health Center. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and retirement plan consulting using a combination of advisor-managed and model portfolios.

Danilo Kim is a CFP® professional with 21 years of experience in financial advising. He is currently affiliated with Sovran Advisors, LLC and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory roles, he is involved with Greater Pacific Solutions as a financial advisor and holds a license to sell fixed insurance products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management using a combination of active and passive strategies. The firm supports multiple investment programs and employs technology-driven rebalancing and administrative services across a platform that includes mutual funds, ETFs, alternatives, and derivatives.

Katy Chai is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 designation and eight years of industry experience. Before joining Sovran Advisors in 2024, she worked at MML Investor Services, LLC and MassMutual Life Insurance Co, each for six years, and spent ten years at Deloitte Consulting. Outside of advising, she provides divorce financial analysis through her firm, Clarity Lane Divorce Solutions, and offers life and health insurance products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory services, and portfolio management across multiple investment programs. The firm employs a mix of active and passive investment strategies and supports advisors with technology-driven rebalancing and access to third-party managers.

Paul Justin is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding CFP® and ChFC® designations and bringing 40 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc, and various Sovran-related entities. He also serves as an elected board member of the VIP Reeves Condominium Owners Association. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management using both active and passive investment strategies across multiple program types. The firm employs written investment policy statements and offers flexible asset allocation options including third-party managers and advisory annuity contracts.

Erica Cordova is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Sovran Advisors, LLC. Her prior roles include positions at Cetera Wealth Services, MassMutual Investors Services, and North Star Financial. Outside of financial advising, she is involved in music and event production through her venture DOVA and manages an Airbnb property in San Diego. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans by providing financial planning and investment advisory services. The firm employs a variety of portfolio management strategies and multiple platform partnerships to tailor investment solutions to client objectives.

Timothy Voytko is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 registrations and bringing 36 years of industry experience. His prior roles include positions at Metlife Securities Inc., MassMutual Investors Services, and Integrative Wealth Partners, where he currently serves as a partner. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management across multiple program types. The firm employs a combination of active and passive investment strategies and uses technology-supported rebalancing and administrative services tailored to client objectives.

Michael Cadis is a financial advisor at Sovran Advisors, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Cadis is also a licensed insurance agent involved in the sale of life, health, disability, annuities, and long-term care insurance. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages client assets through a combination of advisor-managed portfolios, model portfolios, and third-party managers, offering tailored solutions based on written investment policy statements and regular reviews.

Richard Glass is an investment advisor representative with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and AXA Advisors. Glass also sells fixed insurance products on a limited basis. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory relationships, and portfolio management that incorporates both active and passive strategies across multiple asset classes.

William Lafleur is a Series 65-licensed financial advisor with nine years of industry experience. He currently works at Sovran Advisors, LLC and previously held roles at WCG Wealth Advisors, LLC, Mutual of Omaha Bank, and operated as a self-employed advisor. Lafleur serves as a power of attorney for several family members, monitoring their investment accounts on a pro bono basis. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, and serves approximately 3,390 clients with around $1.78 billion in assets under management.

Akhilesh Sinha is a financial advisor at Sovran Advisors, LLC with 31 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Metlife Securities Inc., MassMutual Investors Services, and Greater Pacific Solutions, where he also provides financial planning and advisory services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting. The firm employs written investment policy statements and a combination of active and passive strategies across a variety of investment vehicles.

Edmundo Alvarado is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked at multiple firms including Compass Capital, Cetera Wealth Services, LLC, LPL Financial, National Planning Corporation, and Trilogy Capital Inc. In addition to his advisory role, he is an owner of Compass Capital, a financial services firm. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Phillip Di Rocco is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 license and 22 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, and Metlife Securities. Outside of advisory work, he owns Wealth 365 Advisors, offering full financial planning and insurance services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a range of active and passive investment strategies and supports multiple program types, managing nearly $1.9 billion in assets.

Pamela Yaroma is a CFP® professional with nine years of experience in financial advisory. She is currently with Sovran Advisors, LLC and has held prior roles at MassMutual Investors Services and Foresters Financial Services. Outside of her advisory work, she owns and manages a real estate business through A C Mountain LLC. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing comprehensive financial planning, advisory services, and portfolio management. The firm employs both active and passive investment strategies, utilizing proprietary models and third-party platforms to meet diverse client objectives.

Trenton Adams is a CFP® professional with 32 years of experience in financial advising. He is currently a partner at Parliament Wealth Management & Insurance Services and an investment advisor representative at Sovran Advisors, LLC. Prior to these roles, he worked at Mass Mutual Investors Services and Metlife Securities. Outside of finance, Adams operates a photography business. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and portfolio management through advisor-managed and model portfolios, utilizing multiple platform relationships and regularly reviewing client accounts.

Lawrence Hudson is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Metlife Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Wealth Advisory Solutions. Hudson is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors and offers a range of portfolio management and retirement consulting services tailored to client objectives.

Joseph Brocato is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Cetera Advisor Networks. Outside of advising, he is involved in documentary film production as a co-owner of Unlikely Hero Productions, LLC, and writes articles on financial services topics. He also provides freelance strategic coaching and consulting services to both financial and non-financial clients. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in assets across about 3,390 clients. The firm offers comprehensive financial planning and portfolio management services using a combination of advisor-managed accounts, model portfolios, and third-party managers, with regular reviews tailored to client objectives.

Paul Barnum is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC and MML Investors Services, LLC. Outside of his advisory work, he serves as president of The Elite OC, a nonprofit young professional society. Sovran Advisors provides financial planning, advisory services, and portfolio management to individuals, corporations, and retirement plan sponsors. The firm employs both active and passive investment strategies and offers access to third-party managers and retirement plan consulting.

Brian Young is a financial advisor at Sovran Advisors, LLC in Costa Mesa, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Park Avenue Securities, and Guardian Life Insurance. He is also involved as a financial professional with DirectPath Financial. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and investment advisory services, utilizing a range of advisor-managed and model portfolios, unified managed accounts, and third-party managers to align with client objectives.

Daniel Heidelberger is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Sovran Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, Mass Mutual Investors Services, and Thrivent Financial. He is also licensed to sell fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of portfolio management options and works with multiple platform relationships to tailor investment strategies according to client objectives.

Edward Parker is a financial advisor at Sovran Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Bamboo Wealth Strategies and Spectrum Consulting Group. Outside of advising, he is a part-owner and operator of a vending machine business, Coastal Vending Company, LLC. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management across various program types. The firm employs both active and passive investment strategies and utilizes a combination of internal and third-party models supported by technology-driven rebalancing and administrative services.

Bernd Steinebrunner is a CFP® professional with 19 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior experience includes roles at MetLife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. Outside of financial advising, he pursues photography as a hobby and serves as Chair of the Advisory Council Committee for Family Promise Orange County, a nonprofit assisting homeless families. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, with regular client account reviews and multiple platform partnerships.

Kaleigh Hollander is a financial professional with 15 years of industry experience, currently affiliated with Sovran Advisors, LLC. She holds a Series 66 designation and has previously worked with MassMutual Life Insurance, Thrivent Financial, and Cetera Wealth Services. Hollander also maintains an administrative role with Sovran Advisors and works as a financial professional with James Loken. Sovran Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services, utilizing a combination of advisor-managed and model portfolios, with regular account reviews tailored to client objectives.

Andrew Baker is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He is also the owner of BakerStayz, a short-term rental business. Baker leads a team at Financial Haus, where he mentors junior advisors and meets with clients. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, advisory services, and portfolio management across various program types. The firm employs a combination of active and passive investment strategies and utilizes internal models as well as third-party platforms to manage assets.

Zareh Shahinian is a CFP® professional with seven years of industry experience, currently serving as an investment advisory representative at Sovran Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, Pruco Securities, Prudential Insurance Company of America, and Ameriprise Financial Services. Shahinian is also the owner of Oliria Financial LLC, a financial services business. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and a mix of advisor-managed and model portfolios.

Edgar Jimenez Mora is a financial advisor at Sovran Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, MassMutual, and J.P. Morgan Securities. Outside of finance, he manages El Ranchito, a family restaurant, and oversees operational improvements through Mora Administrative Management. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of portfolio management options and regularly reviews client accounts to tailor strategies to individual objectives.

Christopher Kilrain is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, and Bank of America. Kilrain serves as an elected board member of the Mount Helix Park Foundation, where he participates in maintenance and finance committee decisions for the nature preserve. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning and portfolio management, utilizing a mix of active and passive investment strategies across multiple program types. The firm employs written investment policy statements and integrates internal portfolio models and third-party strategies through technology-supported platforms.

Anthony Krickl is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Cetera, Mass Mutual Investors Services, and MetLife Securities. He is also a partner at DirectPath Financial, LLC, providing financial and insurance services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and retirement plan consulting. The firm employs a mix of active and passive investment strategies and provides access to third-party managers and advisory annuity contracts.

Andrew Evans is a CFP® with 14 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. He is a founding partner of Parliament Wealth Management & Insurance Services and has held roles at Mass Mutual Investors Services, MetLife Securities, and Cetera Wealth Services. Outside of financial advising, Evans is owner of Silent Flight Inc., a business focused on expense management, and serves as treasurer for Redeemer OC. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and planning solutions using both advisor-managed and model portfolios across multiple platform relationships.

Shannon Neimeyer is a CFP® professional with 11 years of industry experience, currently affiliated with Sovran Advisors, LLC. Prior to joining Sovran Advisors, she worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for multiple years. She is also licensed to provide mortgage services and operates Pinder & Neimeyer Financial, a financial services DBA. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, advisory services, and portfolio management across various program types. The firm employs a blend of active and passive investment strategies and utilizes third-party portfolio models and unified managed account platforms.

Brian Brennan is a CFP® professional with 13 years of experience in the financial services industry. He is currently an investment advisor representative at Sovran Advisors, LLC and the owner of Parliament Wealth Management and Insurance Services. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Brennan also sells fixed insurance products as an insurance agent. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and investment advisory services through a range of strategies, including advisor-managed portfolios and model portfolios, and manages approximately $1.78 billion in client assets with a team of about 53 advisors.

Robert Smith is a financial advisor at Sovran Advisors, LLC with 21 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining Sovran Advisors, Smith worked at Mass Mutual Investors Services and Metlife Securities. Outside of his advisory work, he is the president and owner of Go Fast Take Chances, an extreme sports lifestyle apparel company. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets through a team of 53 advisors, offering tailored portfolio management and a range of model and advisor-managed investment strategies.

Matthew Barnhart is a financial advisor with Sovran Advisors, LLC and holds a Series 66 designation. He has 25 years of industry experience and has worked at firms including Metlife Securities, Mass Mutual Investors Services, and Concierge Wealth Management, where he serves as CEO. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of portfolio management options and works from written investment policies to tailor strategies, managing approximately $1.78 billion in client assets through a team of about 53 advisors.

James Jones III is a financial advisor at Sovran Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he owns Jampsen Corp, a private financial services business not held out to the public. Sovran Advisors provides investment advisory and financial planning services to individual, high-net-worth, charitable, corporate, and retirement plan clients. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering customizable portfolio management, retirement plan consulting, and advisory variable annuity management.

Donald Van Dyke is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the ChFC® designation and Series 63 and 66 licenses, with 26 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc., and Cetera Wealth Services, LLC. Outside of his advisory work, Van Dyke is an owner of an online health and wellness products business and teaches karate classes through the Chula Vista Parks and Recreation program. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management, utilizing both discretionary and non-discretionary strategies across multiple program types. The firm employs a combination of active and passive investment exposures, working with written investment policy statements and leveraging internal and third-party portfolio models.