Jacqueline Lewis is a CFP® with 23 years of experience in the financial industry. She is currently affiliated with Mariner Independent and serves as a director at Wealth with Options. She has previously worked with Wells Fargo Clearing and AdvicePeriod, LLC. Lewis is a board member of Ronald McDonald House San Diego, a charitable organization. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform supports model portfolios, discretionary management, and offers retirement plan services with institutional resources and affiliated investment options.

Steven Clement is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently an advisor at Axxcess Wealth Management, LLC and also provides tax preparation, planning, and trustee services through his CPA practice, The Accountancy. Additionally, he serves as an Investment Advisor Representative of Bridge Advisory, LLC. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis, and provides operational support such as trade order management and consolidated reporting through its Third-Party Asset Management Platform.

Mason Tucker is a financial advisor with Integrated Advisors Network LLC in San Diego, CA, holding a Series 65 designation and six years of industry experience. He has previously worked at Ernst & Young and has been involved with several affiliated firms under the Copper Crest brand, including Copper Crest Advisors, Copper Crest Insurance Services, and Copper Crest CPAs. Outside of his advisory role, he is engaged with non-investment-related activities through Copper Crest CPA's LLP and Copper Crest Insurance Services, LLC. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers a range of services, including portfolio management, financial planning, wrap-fee programs, and access to third-party managers, employing a mix of fundamental and quantitative strategies within a risk-profile framework.

Deborah Sims is a financial advisor at Madison Avenue Securities, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera and Summit Brokerage Services. She also dedicates time to helping federal employees understand benefits and retirement options through her ChFEBC designation. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies across discretionary and non-discretionary accounts.

Brian Braker is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 license and one year of industry experience. Prior to joining Kingswood in 2025, he worked as a futures trader and commodities trader and was employed at Constellation Brands. Outside of his advisory role, he is engaged as a junior financial planner with Sutter Wealth Management, where he contributes to clerical duties, data entry, sales, and marketing. 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, operating an open-architecture platform that uses both affiliated and unaffiliated third-party managers.

Mark Katz is a financial advisor at Aegis Capital Corp. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Hilltop Securities Inc. Katz serves on the finance committee of the Rancho Santa Fe Association HOA. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a significant portion of assets managed on a non-discretionary basis.

Tom Ngo is a CFP® with 12 years of experience in the financial services industry. He is currently with BakerAvenue, where he has worked since 2018, and has prior experience at firms including Iconiq Capital and 10X Group, LLC. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, offering a range of strategies that combine tactical allocation, quantitative analysis, and fundamental research to manage risk and pursue client objectives.

Julianna Rote is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2014. She holds a Series 65 license and is based in San Diego, CA. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies using a broad range of assets, including ETFs, institutional mutual funds, individual securities, and alternative investments.

Daniel Packard is a Series 65-licensed financial advisor with 12 years of industry experience, currently with Wealth Watch Advisors, Inc. Since 2007, he has been a partner at Packard Senior Services, assisting clients with Medi-Cal applications. His prior roles include positions at Consolidated Portfolio Review Corp and CG Advisory Services. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a variety of investment strategies through vetted third-party managers and offers financial planning, consulting, and access to select alternative private placements for accredited investors.

Kevin Mcfarland is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 63 designation and 24 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. In addition to his advisory work, he manages a horse farm through Valley Farm Racing LLC. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Rory Miller II is a financial advisor at Madison Avenue Securities, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial for nine years and National Planning Corporation for one year. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, along with pension consulting, college-savings assistance, and services for charitable institutions and trusts. The firm manages approximately $2.0 billion across multiple advisory programs and uses a range of portfolio management strategies tailored to client goals and risk tolerance.

Chahati Lancaster is a CFP® professional with five years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. She has previously worked at Haydel Biel & Associates and several other firms. Lancaster holds the Series 65 designation. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm’s platform supports customized investment solutions and offers a broad range of affiliated services through its extensive network.

Ami Aranha is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has worked at Aspiriant LLC since 2018 and previously spent three years at Callan Capital, LLC. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office, and specialty services. The firm offers customized investment programs and distinctive family office capabilities, including accounting, banking support, and access to private investment offerings.

Vincent Florentino is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds Series 65 and Series 66 licenses and has recent experience at Yorkshire Wealth Management. Prior to his advisory roles, he worked in various fields including education, emergency medical services, and media production. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting, using a mix of fundamental and quantitative approaches and often incorporates third-party sub-advisers and managed account solutions.

Christopher Richey is a CFA charterholder with 28 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2019 and previously worked at Neosho Capital LLC for 15 years. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to client portfolios.

Myles Rush is a CFP® and holds a Series 66 designation, with 12 years of experience in the financial advisory industry. He has worked at Aspiriant, LLC since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs using a range of implementation options and includes expanded family office capabilities such as accounting and banking support.

Bart Zandbergen is a CFP® with 33 years of industry experience, currently serving at Axxcess Wealth Management, LLC since 2020. His prior roles include positions at Tessera Capital Partners, Gramercy Securities, Optivest Inc., Fmn Capital Corporation, and Financial Mgmt Network. Zandbergen holds a Certified Divorce Financial Analyst designation and performs intermittent modeling work and contributes to several magazines outside the securities industry. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm specializes in customized multi-asset portfolios and offers distinctive third-party manager integration and administrative support through its Third-Party Asset Management Platform.

Creede Murphy is a CFP® and holds a Series 65 license with 13 years of industry experience. He is currently with Mission Wealth Management, LP and was previously with American Assets Capital Advisers, LLC, where he held a non-voting equity interest. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services, utilizing diversified investment strategies that include ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Christopher Brown is a financial advisor at Kingswood Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Wells Fargo Clearing. Outside of his advisory role, he serves as a member of the Page High School Quarterback Club, assisting with football game operations and program expenditures. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering 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 accounts through affiliated financial entities.

Michael Olsen is a financial advisor at Madison Avenue Securities, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Madison Avenue Securities since 2012. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment approaches, including portfolio management, financial planning, pension consulting, and college-savings services.