Adam Baker is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at firms including Triad Advisors, OneDigital Investment Advisors LLC, SagePoint Financial, Inc, and Independent Capital Management. Outside of advisory services, he provides a range of fixed insurance products to support clients’ financial planning needs. 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, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income, implemented through both internal management and third-party asset managers.

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 Series 66-licensed financial advisor with NewEdge Advisors, LLC, bringing 14 years of industry experience. She also maintains a legal practice, providing attorney services through her own law office. Her prior roles include positions at Morgan Stanley and other financial and legal firms. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both 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 financial advisor at Farther with 15 years of industry experience. He holds a Series 66 designation and previously worked for 15 years at Hollencrest Capital Management. He is also a sales associate for an insurance agency that provides various insurance products. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a platform that combines proprietary model portfolios and algorithmic rebalancing grounded in Modern Portfolio Theory. The firm incorporates a range of investment vehicles and supplements advisor judgment with AI tools.

William Mitchell is a financial advisor with NewEdge Advisors in San Diego, CA, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Bank of New York Mellon Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, using various program structures and technology tools to support advisor and client needs.

Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Martinez & Winter and Ameritas-affiliated firms since 2006. Winter is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation engaged in charitable grant-making. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and leveraging third-party technology and managers.

Christopher Omel is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Marwan "Mark" Yacoub is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with J. W. Cole Advisors and J.W. Cole Financial since 2013. In addition to his advisory role, he acts as an agent with various insurance carriers, offering Medicare, health care, long-term care, and supplemental insurance. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment strategies.

Paul Sung is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan Securities. Sung also has experience owning and managing a rental property business. Citigroup Global Markets serves individual and institutional clients across private banking and wealth management segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm operates at large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Alec Williams is a financial advisor with Guardian Life who holds a Series 66 designation and has 11 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he is involved with the Friends of Braille Institute, a nonprofit supporting services for the visually impaired. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Joe Miller Jr. is a financial advisor with Independent Financial Group, LLC in Carlsbad, CA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Independent Financial Group since 2003 and previously worked at Sentra Securities Corporation. Outside of financial advising, Miller is managing member of CK Enterprises LLC, a horse stable, and is involved in consulting services through Beacons LLC, where he provides business analysis and risk management. He also serves as CEO of Beacons Inc, overseeing business operations and regulatory compliance. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies delivered through various platforms and third-party manager programs.

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 with Empower Advisory Group in Escondido, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Berkley Capital Management and Key Investment Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Mark Erwin is a financial advisor with Kestra Advisory in Fallbrook, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including a 19-year tenure at Commonwealth Financial Network and ownership of Erwin Financial. Outside of his advisory roles, he engages in advocacy and education on TTR amyloidosis through public speaking activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving some of the largest institutional investors including sovereign wealth funds.

Joseph Mamer is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, RBC Capital Markets, and A. G. Edwards & Sons, Inc. He also serves as trustee of a family estate, managing assets to provide scholarships for nieces and nephews. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services utilizing both discretionary and non-discretionary approaches, with a notable portion of assets managed on a non-discretionary basis.

Rosa Lasnover is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with Wfgia since 2001. Outside of her advisory role, she is an investor in W&J Operations LLC, a company involved in transporting legal merchandise within the United States. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach, supported by multiple program platforms and an advisor network managing approximately $1.7 billion in regulatory assets under management.

George Ebenhack is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 53 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1997 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, employing discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.