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.

Michael Hyat is a CFP® professional with 38 years of industry experience. He has worked with Independent Financial Group, Inc. and Independent Financial Group, LLC since 2004 and previously operated Hyat Financial Services from 1989 to 2020. He serves as a volunteer board member for his homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across active and passive investments to create tailored client strategies.

Gregory Jankowski is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2019. Prior to joining Hightower, he worked at Delphi Private Advisors from 2013 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to offer a range of investment options and operational features.

Adam Baker is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at firms including Triad Advisors, OneDigital Investment Advisors LLC, SagePoint Financial, Inc, and Independent Capital Management. Outside of advisory services, he provides a range of fixed insurance products to support clients’ financial planning needs. 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, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income, implemented through both internal management and third-party asset managers.

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.

Daniel Roberts is a Series 65 licensed financial advisor with Stratos Wealth Partners, Ltd. in San Diego, CA, bringing one year of industry experience. His prior roles include positions at Stratos Private Wealth and Ciari Guitars, Inc., as well as academic experience at California Polytechnic University San Luis Obispo. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, utilizing an open-architecture investment approach and offering a range of advisory and portfolio management solutions.

Laila Khosroabadi is a Series 66-licensed financial advisor with NewEdge Advisors, LLC, bringing 14 years of industry experience. She also maintains a legal practice, providing attorney services through her own law office. Her prior roles include positions at Morgan Stanley and other financial and legal firms. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Bruce Levitus is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at OSAIC for 21 years and spent time at DJK Consulting before joining his current firm. Outside of his advisory role, he volunteers for the Alzheimer's Foundation of America, organizing fundraising activities linked to his hobbies of paddling and skiing. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a combination of firm and third-party models to develop tailored investment strategies, offering both discretionary and non-discretionary portfolio management across multiple platforms.

John Peters is a CFP®, CFA®, and Series 63-registered financial advisor at Corient with six years of industry experience. He has worked at Corient since 2022, and previously held roles at Northern Trust Corporation and Dowling & Yahnke, LLC. Based in San Diego, CA, Peters is currently part of a large advisory team at Corient. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services through various affiliates.

Emme Phillips is a financial advisor at Corient with Series 63 and Series 66 credentials and two years of industry experience. Her prior firms include Fidelity Personal & Workplace Advisors, Equitable Advisors, and OneSeven. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options to align portfolios with client objectives.