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.

Monaye Nelson Morgan is a financial advisor at Navy Federal Investment Services, LLC with 11 years of industry experience. She holds a Series 66 designation and has held positions at Edward Jones, Sorrento Pacific Financial, LLC, and CUSO Financial Services, LP prior to joining Navy Federal. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios primarily through third-party portfolio managers on the Envestnet platform and offers a variety of managed advisory programs alongside digital automated ETF portfolios.

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.

Johnson Andrews is a CFP® professional with 24 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2021. Prior to that, he held positions at Cetera and TIAA-CREF. Pure Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm combines a planning-centered investment approach overseen by an Investment Committee with tax-aware techniques and specialized sub-advisers, supported by enterprise-scale infrastructure and a multi-advisor platform.

Robert Lucente is a CFP® and CFA® with 18 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at firms including Fisher Investments and Wells Fargo Investments. Pure Financial Advisors, LLC is a registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks, offering discretionary portfolio management alongside services such as pension consulting and donor-advised fund solutions.

Marc Takenaga is a financial advisor at CreativeOne Securities, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CreativeOne Securities since 2017, following four years at Gwn Securities Inc. In addition to his advisory role, Takenaga is an attorney providing legal services and also engages in tax preparation for individuals and businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis alongside a proprietary advisory platform.

Joseph Schweiger is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2018, and previously spent six years at LifePro Asset Management. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes comprehensive financial planning and discretionary portfolio management, utilizing academic investment frameworks and offering specialized services such as pension consulting and donor-advised fund management.

Gary Huband Jr. is a CFP® with 16 years of experience in the financial industry, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Bank of the West. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm emphasizes a financial-planning-centered approach and utilizes advanced platforms and strategies, including management of held-away retirement plans and donor-advised funds.

Jacob Benson is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in San Diego, CA. He has one year of industry experience and has held roles within Navy Federal’s affiliated entities since 2021. Prior to joining Navy Federal, he worked at Solidago Management and the University of Nebraska. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and automated investment options. The firm primarily uses managed advisory programs featuring third-party portfolio managers and provides layered solutions such as unified managed accounts and strategist 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.

Alyssa Miller is a financial advisor at Northwest Asset Management with four years of industry experience. She holds a Series 65 designation and previously worked at Telos Capital Management and North Western Mutual. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

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.

David Cook is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Pure Financial Advisors in San Diego, CA since 2014. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

Dimitry Tikhonov is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Madison Avenue Securities since 2007 and is also the owner and advisor of Doffin Group, Inc., where he is involved in insurance services including life and long-term care insurance. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through multiple account platforms, utilizing diverse investment approaches and custodian relationships.

Sarah Sealey is a CFP®-certified financial advisor with over 31 years of industry experience. She has worked at Navy Federal Investment Services, LLC since 2018 and previously held positions at USAA Investment Management Company, USAA Financial Advisors Inc, USAA Financial Planning Services, and U.S. Bancorp Advisors, LLC. Outside of finance, she is the active owner of Hacienda Adobe Vineyards, a farming business producing grapes. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs with third-party portfolio managers and offers various layered investment solutions, including digital automated ETF portfolios.

Joy Funk is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Madison Avenue Securities, LLC and previously held roles at CUSO Financial Services, LP and Centurion Counsel, Inc. Outside of her advisory work, she provides operational and trading support at AE Financial Services. Madison Avenue Securities, LLC serves a diverse client base including high net worth individuals, charitable institutions, and retirement plans. The firm offers a range of investment advisory and consulting services with multiple account platforms and employs various analytical and allocation approaches.

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® with 12 years of experience in financial planning and asset management. She is currently with Sovran Advisors, LLC and has previously worked at Cetera Wealth Services, Mass Mutual Investors Services, and North Star Financial, among others. Outside of her advisory work, Erica is involved in music and event creation through her venture DOVA, where she creates playlists and performs as a DJ. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management. The firm employs written investment policy statements and a blend of active and passive strategies across various asset classes to meet client objectives.

Blake Soto is a financial advisor with RBC Securities, Inc. in La Mesa, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at Navy Federal Investment Services, Sprott Asset Management USA, and Stifel. Outside of finance, he has worked as a part-time grill cook at Chipotle Mexican Grill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment advisory services with affiliated sub-advisors and a broad financial services group that includes banking, trust, and municipal advisory activities.

James Thomas Jr. is a CFP® and ChFC® with 43 years of industry experience. He is associated with Calton & Associates, Inc. and has previously worked at Superior Planning, Inc. and Carmel Capital Partners. Outside of his advisory role, he serves as a trustee for the Catholic Community Foundation of San Diego and the nonprofit Build a Miracle, which focuses on building homes for the homeless and supporting education and employment initiatives. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm combines fee-based portfolio management and financial planning with commission-based brokerage and insurance products, using a variety of analytical approaches and third-party managers to create customized asset allocations.