Daniel Leyva is a financial advisor at Kingswood Wealth Advisors, LLC in San Diego, CA, with two years of industry experience. He holds the Series 66 designation and previously worked for LPL Financial LLC for nine years. Prior to his advisory career, he was employed at Hornblower Cruises and Events for two years. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, employing an open-architecture platform with both discretionary and non-discretionary investment approaches.

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.

Michael Nessim is a financial advisor at Kingswood Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Benchmark Advisory Services LLC, Benchmark Investments, Inc., and Newbridge Securities Corp. Outside of his advisory role, Nessim serves as Treasurer of the Promenade Condominium Association in New York and is involved in managing personal investment entities. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and supports insurance-linked account management through affiliated financial entities.

Michael Rohling is a financial advisor with Golden State Wealth Management, LLC in San Diego, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Golden State Wealth Management since 2018 and previously at Independent Financial Partners and LPL Financial. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm constructs tailored portfolios using various analytic approaches and offers discretionary portfolio management alongside standalone planning and consulting services.

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 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 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.

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.

William Mitchell is a financial advisor with NewEdge Advisors and holds Series 65 and Series 63 licenses. He has 18 years of industry experience, including roles 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 plans, corporations, trusts, and charitable organizations through a network of independent adviser representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

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 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.

Zachary Brown is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has no prior industry experience and has worked in various roles outside finance, including veterinary healthcare and education. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.