Khoa Hoang is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a wide range of investment instruments and access to alternative investments and third-party managers.

Jason Mcmurtry is a financial advisor at Concorde Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including DFPG Investments, Inc and Steadfast Companies. Outside of his advisory work, he owns a boat chartering business and an apparel company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using proprietary and third-party model strategies and offers overlay management with discretionary trading and allocation.

Michael Castaneda is a financial advisor at Sprott Asset Management USA Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Sprott Global Resource Investments Ltd. since 2022. Outside of his advisory role, he is the founder and private placement partner of an investment club, Cast Investment Management, LLC. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on natural-resource and precious-metals businesses using bottom-up fundamental analysis and offers both actively managed and index-based resource-focused investment strategies.

Brenton Stransky is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Independence Square Holdings, LLC since 2019. His prior experience includes roles at LPL Financial, Private Advisor Group, Cetera Investment Services, PNC Wealth Management, and Ameriprise. Outside of his advisory work, he is also an author. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm combines in-house portfolio management with third-party selections, employing a range of investment strategies and maintaining a strong digital platform orientation to deliver customized and model-based portfolios.

Ronnie Caruthers is a financial advisor with Simplicity Wealth in Carlsbad, CA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at LifePro Asset Management and founding Caruthers Tax and Financial Solutions, which provides tax planning and college planning services to families. He previously operated Ducerus College Planning, a college planning business active for nearly three decades. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, alongside offering technology and operational support services for other advisers.

Mitchell Dunn is a Series 66-licensed financial advisor with nine years of industry experience, currently with Axxcess Wealth Management, LLC. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Edward Jones. He also holds an insurance agent license and engages in insurance product sales on a part-time basis. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, businesses, charitable organizations, and government entities. The firm utilizes customized multi-asset portfolios, a formal manager platform, and consolidated reporting to serve both direct clients and other registered investment advisers.

Alexandra Gill is a financial advisor with Axxcess Wealth Management, LLC in Carlsbad, CA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Financial and Purus Wealth Management. Outside of advising, she engages in the online sale of personal clothing through Poshmark. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm utilizes a customized, multi-asset investment approach and operates a platform that serves both its own clients and third-party advisory firms.

Todd Blackburn is a financial advisor with Integrated Advisors Network LLC in Carlsbad, CA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His prior roles include positions at Madison Avenue Securities, Vintage West Capital Management, and Mutual Securities. Blackburn also manages The Burns-Blackburn Group, an insurance agency providing various life insurance and annuity products. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and frequently uses third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Jamie Lima is a CFP® and Series 66-registered advisor with 20 years of industry experience. He is currently a Wealth Advisor at SAX Wealth Advisors, LLC and the President and Founder of Woodson Wealth Management. Lima is also the CEO and co-founder of SecureSplit Inc, a software development company focused on tools for divorce financial planning. SAX Wealth Advisors offers investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation primarily through low-cost, passively managed funds, supplemented by customized fixed-income strategies and alternative investments.

Bradley Titus is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Wedbush Securities since 2009. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers wealth management, fixed income, commodities, securities lending, capital markets, and advanced clearing and prime services, including discretionary and non-discretionary portfolio management.

Lauren Alvey is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mariner Wealth Advisors with six years of industry experience. Prior to joining Mariner, she worked at AllianceBernstein and MassMutual/MML Investor Services. Outside of her advisory role, she serves as Treasurer for the Hidden City Derby Girls. Mariner Wealth Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party managers, while also providing extensive tax integration and administrative family office services.

Michael Haig is a financial advisor with Integrated Wealth Concepts LLC in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Laurel Wealth Advisors, Sterling Global Strategies, and APW Capital. Outside of advising, Haig oversees the finances of two restaurants, Hamey Sushi Oceanside and Harney Poway. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, implementing customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Adam Baker is a financial advisor with Integrated Wealth Concepts LLC in Escondido, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He previously worked at Triad Advisors, OneDigital Investment Advisors LLC, PB Shore Club, SagePoint Financial, Inc, Independent Capital Management, and 24 HOUR FITNESS. Baker also provides fixed insurance products such as life, disability, and long-term care insurance as part of his financial planning services. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a range of mutual funds, ETFs, equities, and fixed income, with a long-term investment approach complemented by shorter-term rebalancing trades.

Robin Gattinella is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding a Series 66 designation and three years of industry experience. Prior to joining D.A. Davidson, Gattinella worked at Caffe Vacanza for eight years and volunteered at St. John's School for nine years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Robert O'Carroll is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J. W. Cole Advisors since 2013. Outside of his advisory work, he serves as a member of the San Marcos Lutheran Church Endowment Committee and as treasurer for the nonprofit Cancer for College. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Laila Khosroabadi is a financial advisor with NewEdge Advisors and holds a Series 66 designation, bringing 13 years of industry experience. She also practices law through her own firm, Laila Khosroabadi, Attorney at Law. Her background includes legal and financial roles at several firms, including Bremer Whyte Brown & O'Meara and Veritext Legal Solutions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing multiple program structures and technology tools to support advisors and clients.

James Galante is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 25 years of industry experience, including 12 years at Commonwealth Financial Network prior to joining Kestra Advisory in 2025. Outside of his advisory role, he is involved in several registered representative activities through Kestra Investment Services and is a member of Monarch Retirement & Investment LLC and Monarch Retirement Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions to support its clients.

Erin Mansell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked for eight years at Goldman Sachs Personal Financial Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Zachary Staggs is a Series 66-licensed advisor with 14 years of industry experience. He is currently with Farther and was previously with Hollencrest Capital Management for 15 years. He also has a sales associate role at Hollencrest Insurance Services, where he sells various insurance products as needed. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach, using proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked with Ameritas since 2006 across multiple affiliated entities and co-manages Martinez & Winter. He also serves as an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation involved in charitable grantmaking. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients, offering various managed account programs and fee-based management of variable annuity and variable universal life subaccounts.