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.

Marci Bair is a CFP®-credentialed financial advisor with The Wealth Consulting Group in San Diego, CA, bringing 33 years of industry experience. She has been associated with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2014 and has led Bair Financial Group since 1998. The Wealth Consulting Group offers 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 approach combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

William Lafleur is a Series 65-licensed financial advisor with nine years of industry experience. He currently works at Sovran Advisors, LLC and previously held roles at WCG Wealth Advisors, LLC, Mutual of Omaha Bank, and operated as a self-employed advisor. Lafleur serves as a power of attorney for several family members, monitoring their investment accounts on a pro bono basis. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, and serves approximately 3,390 clients with around $1.78 billion in assets under management.

Raymond Weber is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding a Series 63 designation and bringing 42 years of industry experience. He previously worked at Morgan Stanley and its affiliates for 16 years before joining Hilltop Securities in 2013. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement consulting, and advisory solutions on an open-architecture platform that includes both third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, acting as a qualified custodian and full-service broker-dealer.

Warren Barrett is a financial advisor at Global View Capital Management LLC with 15 years of industry experience and a Series 65 credential. His career includes roles at several firms, such as Horter Investment Management and C2 Financial Corporation. Outside of his advisory work, he is involved in mortgage origination and serves as an insurance agent, focusing on the education and sale of life insurance and long-term care products. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach using algorithmic research, offering a range of managed account options including SMAs, mutual funds, ETFs, and a low-cost ETF-only platform.

Orawicha Suraniwongse is a financial advisor with Encompass More Asset Management LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Encompass More, Orawicha worked at Transamerica Financial Advisors and World Financial Group. Outside of advising, Orawicha is the owner of OS Tax and Books, providing accounting and tax services, and serves as an officer for the Thai and Southeast Asian Association of California, supporting cultural events and financial operations. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million through a team of 84 advisors and employs model-based strategies combining proprietary and third-party sub-advisers with a range of investment options including equities, fixed income, and private placements.

Akhilesh Sinha is a financial advisor at Sovran Advisors, LLC with 31 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Metlife Securities Inc., MassMutual Investors Services, and Greater Pacific Solutions, where he also provides financial planning and advisory services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting. The firm employs written investment policy statements and a combination of active and passive strategies across a variety of investment vehicles.

Stephen Pitchkolan is a financial advisor with Wedbush Securities Inc. in San Diego, CA. He holds Series 63 and Series 65 designations and has 45 years of industry experience, with 37 years at Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions.

Michael Kelly is a financial advisor with Wedbush Securities Inc. in San Diego, CA. He holds a Series 63 designation and has 33 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 portfolio management, research, and clearing with operational capabilities spanning wealth management, fixed income, commodities, and securities lending.

Marcus Gonzalez is a CFP® professional at Pure Financial Advisors, LLC with one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. He has also worked outside the financial sector in education and hospitality. Pure Financial Advisors, LLC serves several thousand individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm uses a financial-planning-centered approach based on academic frameworks and offers services such as pension consulting, variable annuity management, and donor-advised fund solutions.

Morgan Davis is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2021 and previously spent six years at North Island Credit Union and Cuso Financial Services. 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 plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers legal-service integration and fiduciary support for plan sponsors.

Steven Pollock is a Certified Financial Planner® with 20 years of experience in the financial services industry. He currently works at Merit Financial Advisors and has held prior roles at PKS Investments, LPL Financial, and Reason Financial, Inc. In addition to his advisory work, he is co-treasurer of the Friends of Kate Sessions Elementary Parent Teacher Organization in San Diego. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios managed through centrally controlled models and overseen by an internal investment committee.

Stephen Lovell is a financial advisor with Realta Investment Advisors, Inc., holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors, Kalos Capital, Investacorp, and LPL Financial. Lovell serves as a board member and vice chairman of the education committee for ADISA, an organization providing education about alternative investments to RIAs and registered representatives. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs a tailored investment approach based on client goals, risk tolerance, and time horizon, utilizing asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.