Sandy Levine is a financial advisor at Redhawk Wealth Advisors, Inc. in Del Mar, CA, holding a Series 66 credential with 12 years of industry experience. Prior to joining Redhawk in 2020, Levine worked at Atlas Wealth Management Group and William Jordan Investments. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach emphasizes strategic and tactical asset allocation across various asset classes, supported by a weekly investment committee and, in some strategies, third-party signal providers.

Mitchell Dunn is a Series 66-licensed financial advisor with nine years of industry experience, currently with Axxcess Wealth Management, LLC. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Edward Jones. He also holds an insurance agent license and engages in insurance product sales on a part-time basis. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, businesses, charitable organizations, and government entities. The firm utilizes customized multi-asset portfolios, a formal manager platform, and consolidated reporting to serve both direct clients and other registered investment advisers.

Aaron Wiegman is a CFP® with 25 years of experience in financial services. He is currently with Savvy and has prior experience at firms including Financial Sense Wealth Management, Saybrus Equity Services, and Cambridge Investment Research Advisors. He serves as a board member and sponsor chair for the Financial Planning Association of San Diego. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based investment plans supplemented by quantitative models and integrates advanced technology with human oversight.

Niklaus Pleisch is a financial advisor with Kingswood Wealth Advisors, LLC, based in San Diego, CA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Kingswood, he worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, with an investment approach that includes customized allocations, use of third-party managers, and an emphasis on insurance-linked account management.

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.

Kathleen Stephens is a financial advisor at Golden State Wealth Management, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones for 10 years and LPL Financial for 2 years. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management alongside standalone planning and consulting engagements, employing various analytic approaches and third-party managers to tailor portfolios.

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® with 20 years of industry experience currently serving as a Wealth Advisor at SAX Wealth Advisors, LLC. He previously founded and served as President and Chief Compliance Officer of Woodson Wealth Management. Lima is also CEO and co-founder of SecureSplit Inc., a software company focused on divorce financial planning tools. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using primarily low-cost passive funds and supplements portfolios with customized fixed-income ladders and third-party sub-advisers.

Bradley Titus is a financial advisor with Wedbush Securities Inc. in Carlsbad, CA, holding Series 65 and Series 63 licenses and bringing 44 years of industry experience. He has been with Wedbush Securities since 2009. 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. The firm manages portfolios tailored to client objectives and risk tolerances and supports various institutional research and clearing services.

Douglas Solorzano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Outside of finance, he owns a family janitorial business and is a member of a civic networking organization. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of over 280 advisors serving more than 13,000 clients.

Melissa Saxton is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. She holds Series 63 and Series 65 licenses and is based in San Diego, CA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, direct indexing, and selective private market investments, managing approximately $295.6 billion in assets across more than 1,100 advisors.

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.

Derek Anthony is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2003. Outside of his advisory role, he owns and manages the rental of a personal property in San Diego. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its Schwab Wealth Advisory program, utilizing Charles Schwab’s internal research tools and asset-allocation models to tailor recommendations based on individual goals and risk tolerance.

Michael Haig is a financial advisor at Integrated Wealth Concepts LLC in Carlsbad, CA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Laurel Wealth Advisors, Sterling Global Strategies, APW Capital, Aurora Private Wealth, Sterling Wealth Management Group, and UBS Financial Services. Outside of advising, he 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 network of independent advisors. The firm offers customized investment management, financial planning, and family office services, employing primarily long-term portfolio strategies with selective shorter-term trading.

Andrea Chillak is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her previous roles include positions at Laurel Wealth Advisors, Inc., Morgan Stanley, and Citigroup Global Markets. In addition to her advisory work, she is licensed as a California insurance agent, focusing on life, fixed and variable contracts, and long-term care products. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, implementing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income while employing a combination of internal and third-party asset management.

Stephanie Bryan is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Delphi Private Advisors and AlphaCore Capital. Bryan is based in San Diego, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates affiliated and third-party managers, offering a range of portfolio management, financial planning, and retirement consulting services.

Robert Hanlon III is a CFA® charterholder with five years of industry experience. He is currently an advisor at Corient in San Diego, CA, where he has worked since 2022. His prior experience includes roles at Dowling & Yanhke, LLC and FS Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house security and fixed-income strategies with third-party manager solutions and customized asset allocation.