Mira Abas is a financial advisor at Madison Avenue Securities, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc. and World Financial Group, Inc. In addition to her advisory role, she serves as an operations manager assistant at Empress Investment Group and provides notary services for client documents. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Steven Payne is a CFP® with 37 years of experience in the financial industry. He is currently with United Capital Financial Advisors and has previously worked with LPL Financial, Girard Securities, and Cetera Advisor Networks. Outside of his advisory work, he plays guitar in the Brokers Band, a non-investment-related musical group based in San Diego. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and corporate or institutional accounts. The firm supports customized investment solutions through a broad affiliate network and offers technology and consulting services to other independent advisors.

Ronnie Caruthers is a financial advisor with Simplicity Wealth in Carlsbad, CA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at LifePro Asset Management and founding Caruthers Tax and Financial Solutions, which provides tax planning and college planning services to families. He previously operated Ducerus College Planning, a college planning business active for nearly three decades. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, alongside offering technology and operational support services for other advisers.

Ramiro Herrera is a financial advisor at Kingswood Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, First Allied Securities, and NorthWestern Mutual Investment Services. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform, frequently utilizes third-party managers, and integrates insurance-linked account management within its operational model.

Thomas Freismuth is a financial advisor with Accelerate Retirement, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has previously worked at firms including NFP Retirement, Cambridge Investment Research Advisors, HUB International, LPL Financial, and Mutual Service Corporation. Outside of his advisory role, he is involved with Touch of Green LLC, a cultivation enterprise. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm focuses on customized portfolio construction and retirement plan services, managing assets across multiple custodial platforms while offering co-fiduciary roles and conducting formal investment due diligence for plan sponsors.

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.