Bruce Levitus is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at OSAIC for 21 years and has also been associated with DJK Consulting. Outside of his advisory role, Levitus volunteers for the Alzheimer's Foundation of America, organizing fundraising activities linked to his hobbies such as paddling and skiing. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and provides a variety of advisory programs via its AccessPoint platform and third-party asset managers.

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.

Michael Kubiak is a financial advisor at Integrity Alliance, LLC with a Series 66 designation. He has recently begun his career in the industry, starting in 2025, and has experience with multiple roles prior to entering financial advising, including positions at Starbucks and various educational institutions. Integrity Alliance is a large advisory enterprise serving a diverse client base that includes individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and a range of investment programs supported by a network of over 300 independent advisors managing approximately $5.4 billion in client assets.

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.

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 with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 65 credential and 14 years of industry experience. His prior work includes seven years at Coastwise Capital Group, LLC, and subsequent roles at 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, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach.

Zachary Staggs is a Series 66-licensed advisor with 14 years of industry experience. He is currently with Farther and was previously with Hollencrest Capital Management for 15 years. He also has a sales associate role at Hollencrest Insurance Services, where he sells various insurance products as needed. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach, using proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

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 and holds Series 65 and Series 63 licenses. He has 18 years of industry experience, including roles 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 plans, corporations, trusts, and charitable organizations through a network of independent adviser representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding ties to the Ameritas group, including Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006, as well as co-running Martinez & Winter since 2007. He is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation involved in charitable grant approvals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a combination of model portfolios, third-party sub-advisers, and customized strategies.

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 in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His prior work includes roles at LPL Financial and Wells Fargo Advisors. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

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®-credentialed financial advisor with Schwab Wealth Advisory and has four years of industry experience. She has worked at various Schwab entities since 2021 and has held positions outside the financial services industry, including roles in hospitality and education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory (SWA) program, using Schwab’s standard asset allocation models and research tools. The firm delivers investment recommendations primarily to individual clients and conducts at least annual account reviews without discretionary trading authority.

Zachary Brown is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has no prior industry experience and has worked in various roles outside finance, including veterinary healthcare and education. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Paul Sung is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan. Outside of his advisor role, he has been involved in managing a business entity since 2018. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm operates at large institutional scale and provides specialized services such as derivatives trading and bespoke discretionary solutions.