Edgar Jimenez Mora is a financial advisor at Sovran Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, MassMutual, and J.P. Morgan Securities. Outside of finance, he manages El Ranchito, a family restaurant, and oversees operational improvements through Mora Administrative Management. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of portfolio management options and regularly reviews client accounts to tailor strategies to individual objectives.

Callie Perallon is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing 12 years of experience in the financial industry. She joined Merrill Lynch in 2019. Her expertise areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and retirement income. Callie holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Exit Planning Advisor (CEPA®) designation, along with being a Personal Investment Advisor (PIA). She earned a Bachelor's degree from Boise State University. Callie utilizes tools such as the Personalized Wealth Analysis® (PWA), a comprehensive wealth planning process that helps clients understand how their finances support life goals and adapt to life events and decisions. Originally from the Northwest, she relocated to San Diego after completing her education. Callie is married with children and leads an active lifestyle. She has participated in endurance events including the Pacific Coast Trail Ultra 50 mile race and the Los Cabos Ironman. Her personal interests include biking, cooking, golfing, running marathons, spending time with family, and practicing yoga.

John McCartin is a financial advisor at Sound Income Strategies, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sound Income Strategies since 2015, in addition to operating McCartin and Associates since 2001. Outside of his advisory role, he is an independent insurance agent specializing in the sale of life insurance and fixed annuity products. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm employs a fixed-income and income-oriented investment approach, combining fundamental and technical analysis, and offers asset management, financial planning, insurance services, and co- and sub-advisory arrangements.

Jesse Lipscomb is a financial advisor with Compass Financial Management LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held positions at Bison Advisors and Truadvice, LLC, and has owned and operated several businesses including Roadmap Tax Services, Inc. and Roadmap Insurance Solutions, Inc. In addition to his advisory work, Lipscomb manages a cattle ranching operation through Charcoal Valley Ranch LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment process that combines fundamental, technical, charting, and cyclical analysis across various asset classes.

Dale Walker is a financial advisor with The Partners Wealth Management in San Diego, possessing 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Financial Sense Securities, Inc. Outside of advisory work, he serves as a director and board member of the San Diego County Junior Golf Association. The Partners Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a combination of custom portfolios and model-based management, leveraging both in-house and third-party strategies, with a required use of the Amplify Platform for trading and back-office functions.

Joseph Schaaf is a CFP® professional with one year of industry experience, currently serving at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors since 2020 and has prior work experience including a role at Epic Wings and Things. 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 and integrates tax-aware techniques, diversified portfolios, and specialized sub-advisers within an enterprise-scale infrastructure.

Christopher Kilrain is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, and Bank of America. Kilrain serves as an elected board member of the Mount Helix Park Foundation, where he participates in maintenance and finance committee decisions for the nature preserve. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning and portfolio management, utilizing a mix of active and passive investment strategies across multiple program types. The firm employs written investment policy statements and integrates internal portfolio models and third-party strategies through technology-supported platforms.

Matthew Bregozzo is a financial advisor with Avantax Planning Partners, Inc. in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Cetera-affiliated firms and First Allied, spanning over a decade. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets and utilizes firm-designed style allocation models with tax-intelligent strategies.

Robert Jones is a financial advisor at BOK Financial Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Northern Trust Securities, Inc., Northern Trust Investments, Inc., and CUSO Financial Services, L.P. He has worked in both independent and enterprise settings throughout his career. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining proprietary research and a range of model strategies supported by its affiliation with a bank holding company and related investment entities.

Ryan Miiller is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC in San Diego, CA. His prior experience includes 11 years at TD AMERITRADE before joining Pure Financial Advisors. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and specialized management techniques.

Robert Mccullock III is a CFP® professional with 26 years of industry experience, currently serving at Pure Financial Advisors, LLC since 2013. He holds Series 63 and Series 66 licenses and is based in San Diego, CA. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm employs a financial-planning-centered approach based on academic frameworks and offers comprehensive planning along with discretionary portfolio management and a range of related services.

Nicholas Cipriano is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and Merrill. Outside of his advisory role, he is the owner of CIP Holdings, L.L.C., which manages long-term rental properties in Arizona. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory platforms and programs.

Kyle Farmer is a CFP® professional with four years of experience at Pure Financial Advisors, LLC and prior experience at Sunrun and the SDSU Financial Markets Lab. Based in San Diego, CA, he also owns and operates Tuna Twins Fishing, a commercial fishing business. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered, utilizing modern portfolio theory, tax-aware techniques, and a multi-advisor platform supported by enterprise-scale infrastructure.

John Alling is a financial advisor at Wedbush Securities Inc. in San Diego, CA, with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wedbush Morgan Securities since 2009, following eight years at First Wall Street Corp. Wedbush Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, including wealth management, fixed income, commodities, and securities lending. The firm offers both discretionary and non-discretionary portfolio management tailored to client objectives and administers multiple managed account programs.

Joseph Bailey is a CFP® professional with two years of industry experience, currently with Pure Financial Advisors, LLC in San Diego, CA. Prior to his current role, he held a position at Bloomberg BNA for six years. He is also affiliated with the Association of International Certified Public Accounts. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a financial-planning-centered approach based on academic frameworks such as modern portfolio theory and tax-aware asset location.

Anthony Krickl is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Cetera, Mass Mutual Investors Services, and MetLife Securities. He is also a partner at DirectPath Financial, LLC, providing financial and insurance services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and retirement plan consulting. The firm employs a mix of active and passive investment strategies and provides access to third-party managers and advisory annuity contracts.

Andrew Evans is a CFP® with 14 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. He is a founding partner of Parliament Wealth Management & Insurance Services and has held roles at Mass Mutual Investors Services, MetLife Securities, and Cetera Wealth Services. Outside of financial advising, Evans is owner of Silent Flight Inc., a business focused on expense management, and serves as treasurer for Redeemer OC. 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 approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and planning solutions using both advisor-managed and model portfolios across multiple platform relationships.

Jeffrey Brecht is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC since 2021. His prior roles include positions at Principal Securities, Inc., Principal Life Insurance Company, MullinTBG, and M Holdings Securities, Inc. He holds Series 63 and Series 66 licenses and is based in San Diego, CA. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a financial-planning-centered approach grounded in modern portfolio theory and tax-aware asset location.

Karen Baszak is a Certified Financial Planner® with 23 years of industry experience, currently serving at Pure Financial Advisors, LLC since 2014. She holds the Series 63 and Series 65 licenses and is based in San Diego, CA. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach guided by an Investment Committee, incorporating tax-aware strategies and the use of sub-advisers for specialized investment sleeves.

Charlie Elamparo is a financial advisor at Realta Investment Advisors, Inc. in San Diego, CA, holding a Series 66 designation with five years of industry experience. He previously worked at LPL Financial for seven years before joining Realta Investment Advisors and Realta Equities in 2024. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm uses individualized advice to guide asset allocation across multiple investment types and operates platforms offering third-party manager programs and held-away account aggregation.