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 with Wedbush Securities Inc. in Carlsbad, CA, holding Series 65 and Series 63 licenses and bringing 43 years of industry experience. He has worked at Wedbush Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides a range of managed account and brokerage solutions and operates clearing, custodial, and prime services tied to commodities and derivatives activities.

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 two years of industry experience. Prior to joining D.A. Davidson, Robin worked for eight years at Caffe Vacanza 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 a range of services such as ERISA retirement plan advisory, 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 holding a Series 66 credential and 13 years of industry experience. She also practices law as an attorney and has operated her own law office since 2019. Prior to joining NewEdge Advisors in 2025, she worked with several legal and financial services firms. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services through independent adviser representatives, utilizing multiple program structures and technology-driven tools to support client and advisor needs.

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 bringing 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding ties to the Ameritas group, including Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006, as well as co-running Martinez & Winter since 2007. He is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation involved in charitable grant approvals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a combination of model portfolios, third-party sub-advisers, and customized strategies.

Christopher Omel is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. The firm provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. D.A. Davidson operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in stated net worth.

Paul Sung is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan. Outside of his advisor role, he has been involved in managing a business entity since 2018. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm operates at large institutional scale and provides specialized services such as derivatives trading and bespoke discretionary solutions.

Laurie Lipman is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has 25 years of industry experience. She has worked with several firms including LS Investment Planning, Good Life Advisors, LLC, and LPL Financial, LLC. She is also a 50% owner of Lipman-Westburg Inc., a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with managed account programs, retirement consulting, custody services, and access to third-party asset managers.

Gregory Fox is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Terramar Wealth, OSAIC, Sagepoint Financial, and Equitable Advisors. Outside of advisory work, he manages an RV rental business through Outdoorsy.com. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, compliance, and technology. The firm offers diverse portfolio construction options and discretionary model portfolios managed by its Investment Management and Research team.

Alec Williams is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and ten years of industry experience. He has been associated with both firms continuously since 2016. Outside of his advisory work, he is involved with Friends of Braille Institute, a nonprofit auxiliary supporting vision-related programs. Park Avenue Securities operates as both a broker-dealer and SEC-registered investment adviser under Guardian Life Insurance Company of America. The firm provides a range of brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Joe Miller Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been with Independent Financial Group since 2003 and has also worked at Mark J. Muller Equities, Inc. and Xton Financial LLC. Outside of his advisory role, he is a managing member of CK Enterprises LLC, which operates a horse stable, and serves as CEO of Beacons Inc., a consulting and business management firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers across a national network of Investment Adviser Representatives.

Sophia Lizalde is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She holds a Series 65 designation and previously worked at VEBS. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party managers.

Benjamin Duggan is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Berkley Capital Management, Key Investment Services LLC, Key Bank, and MetLife. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.