Rommel Palomera Salas is a CFP® and Series 66-registered advisor with seven years of industry experience. He is currently with The Wealth Consulting Group and has prior experience at LPL Financial, Uber, and Wells Fargo Bank. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

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.

Simon Bortcosh is a CFP®-designated financial advisor at Northwest Asset Management with approximately four years of industry experience, including roles at Fisher Investments. He is based in San Diego, CA. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, utilizing strategic asset allocation and Modern Portfolio Theory with diversified ETFs, mutual funds, and individual securities.

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.

Marlene Gotz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Hilltop Securities since 1994. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary retirement-plan consulting under ERISA arrangements.

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.

Brian Kurlan is a financial advisor with Wedbush Securities Inc. in San Diego, California. He holds a Series 66 designation and has 20 years of industry experience, including 14 years with Wedbush. Outside of his advisory role, he operates a ticket resale business primarily using StubHub. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, securities lending, and capital markets, with both discretionary and non-discretionary portfolio management options.

Michael Woitkoski is a financial advisor with The Wealth Consulting Group in San Diego, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Outside of his advisory work, he is involved in offering access to legal services through the LegalShield platform. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, and trusts. The firm utilizes a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party and manager-of-manager programs.

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.

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.

David Gotz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Hilltop Securities since 1982. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm combines custody, banking, and market-making capabilities and utilizes both third-party and proprietary strategies.

David Ohanian is a financial advisor with RBC Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at City National Securities since 2017 and was previously with UnionBanc Investment Services. Outside of his advisory role, Ohanian serves on the boards of the Old Globe regional theater and the UCI Beal Applied Innovation incubator program. 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 is affiliated with a broad financial services group and utilizes RBC Rochdale as a sub-advisor to implement discretionary asset allocation strategies.

Sandra Mapp is a Series 66 licensed advisor at Savvy with 12 years of industry experience. She previously worked at Mercer Global Advisors and Epstein and White Financial. Outside of advising, Mapp serves as Vice President of the Mt Miguel High School Foundation in a volunteer capacity. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based investment strategies combined with active equity and tax-aware direct indexing, supported by third-party sub-advisers and technology platforms.

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.

Kurt Volker is an investment advisor representative with Octavia Wealth Advisors LLC in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley Wealth Management and AXA Advisors. In addition to his advisory role, Volker is involved with Octavia Risk Management LLC, where he implements insurance products. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, businesses, and municipal entities. The firm uses proprietary models favoring low-cost ETFs, mutual funds, and individual securities, with a long-term investment approach complemented by alternative investments and specialized retirement plan advisory services.

Lisa Hohl is a financial consultant at Wedbush Securities Inc. with six years of industry experience. She has worked previously at Northwestern Mutual Investment Services LLC and Morgan Stanley. She operates under The Kelly-Pitchkolan Wealth Management Group as a DBA for Wedbush Securities. Wedbush Securities provides both investment advisory and broker-dealer services to a range of individual, high-net-worth, and institutional clients. The firm offers wealth management, fixed income, commodities, securities lending, and capital markets services, combining discretionary and non-discretionary portfolio management with institutional research and advanced clearing capabilities.

Robert Holaday is a financial advisor with Infinity Financial Services Advisory and holds a Series 63 designation. He has 43 years of industry experience and has been associated with Infinity Financial Services Advisory since 2021, with prior experience at Holaday & Associates Financial & Insurance Services dating back to 1974. He is also the owner of Holaday Financial and Insurance Services, a fixed insurance business. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.

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.