Erin Mansell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked for eight years at Goldman Sachs Personal Financial Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Brian Lavoie is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked at Coastwise Capital Group, LLC and Laurel Wealth Advisors. Integrated Wealth Concepts 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, and retirement plan advisory services, employing a long-term investment approach complemented by shorter-term trades for portfolio rebalancing.

Zachary Staggs is a financial advisor at Farther with 15 years of industry experience. He holds a Series 66 designation and previously worked for 15 years at Hollencrest Capital Management. He is also a sales associate for an insurance agency that provides various insurance products. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a platform that combines proprietary model portfolios and algorithmic rebalancing grounded in Modern Portfolio Theory. The firm incorporates a range of investment vehicles and supplements advisor judgment with AI tools.

Louis Lopez is a CFP® and registered investment advisor with 14 years of experience, currently serving at Mariner Wealth Advisors since 2012. He is based in San Diego, CA. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm implements discretionary, customized portfolios supported by internal research and third-party managers, along with integrated tax and accounting services uncommon for a firm of its size.

William Mitchell is a financial advisor with NewEdge Advisors in San Diego, CA, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Bank of New York Mellon Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, using various program structures and technology tools to support advisor and client needs.

Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Martinez & Winter and Ameritas-affiliated firms since 2006. Winter is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation engaged in charitable grant-making. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and leveraging third-party technology and managers.

Andrew Farmer is a CFP® professional with one year of experience at Corient. Prior to joining Corient, he held roles at Deloitte, Sunrun, and Gradient Capital Advisors, and also worked in academic positions at the University of Southern California, Point Loma Nazarene University, and Cypress High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs advanced risk management and portfolio monitoring tools.

Christopher Omel is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Marwan "Mark" Yacoub is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with J. W. Cole Advisors and J.W. Cole Financial since 2013. In addition to his advisory role, he acts as an agent with various insurance carriers, offering Medicare, health care, long-term care, and supplemental insurance. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment strategies.

Andrew Welzel is a financial advisor at Mariner Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mariner since 2015. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external managers and provides extensive tax, accounting, and family office services alongside traditional portfolio management.

Dominick Mcpeake is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously spent 11 years at Lord Abbett & Co., LLC before joining Rockefeller Financial in 2026. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that offers securities transactions, variable insurance products, and placement and investment banking services.

Robert Wolter is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He previously worked at LPL Financial, Wells Fargo Clearing, and Piper Sandler & Co. in various advisory roles. 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, offering advisor-managed programs, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Anna Diaz is a CFP® professional with 23 years of industry experience, currently advising at Corient in San Diego, CA. Her prior work includes roles at Merrill and Dowling & Yahnke, LLC. 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 employs a goals-based, team investment approach utilizing both in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management.

Kayla Loren is a CFP® with five years of industry experience, currently advising clients at Schwab Wealth Advisory in San Diego, CA. She has been with Charles Schwab and its affiliated entities since 2021. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Paul Sung is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan Securities. Sung also has experience owning and managing a rental property business. Citigroup Global Markets serves individual and institutional clients across private banking and wealth management segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm operates at large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Nathan Dorn is a financial advisor at Mariner with 11 years of industry experience. He holds the CFP® designation and Series 65 license. Dorn has worked at Mariner Wealth Advisors since 2016 and previously at FirstPoint Financial from 2014 to 2017. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing discretionary, customized portfolios supported by an internal team and third-party managers.

Whitney Drechsler is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she worked at US Bank Private Wealth Management and Commonwealth Financial Network. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement plan consulting, with capabilities that include alternative investments, tax-managed strategies, and international exposure.

Alec Williams is a financial advisor with Guardian Life who holds a Series 66 designation and has 11 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he is involved with the Friends of Braille Institute, a nonprofit supporting services for the visually impaired. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Joe Miller Jr. is a financial advisor with Independent Financial Group, LLC in Carlsbad, CA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Independent Financial Group since 2003 and previously worked at Sentra Securities Corporation. Outside of financial advising, Miller is managing member of CK Enterprises LLC, a horse stable, and is involved in consulting services through Beacons LLC, where he provides business analysis and risk management. He also serves as CEO of Beacons Inc, overseeing business operations and regulatory compliance. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies delivered through various platforms and third-party manager programs.

Sophia Lizalde is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She holds a Series 65 designation and previously worked at VEBS. Integrated Wealth Concepts LLC 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, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party managers.