Nathan Sorkin is a CFP® with two years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. Prior to joining Stratos Wealth Partners in 2022, he worked at San Diego State University, the City of Del Mar, and Torrey Pines High School. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform with an open-architecture approach that integrates multiple investments into a single account and employs both advisor-managed and model-based portfolios.

Halle Hewitt is a financial advisor at Stratos Wealth Partners, Ltd with a Series 65 credential and one year of industry experience. Prior to joining Stratos, she worked at WCG Wealth Advisors, LLC and Fides Wealth Strategies Group. Outside of finance, she has experience in education and the hospitality industry, including roles at San Diego State University, the YMCA San Diego, and Ketch Grill & Taps. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios through active monitoring and multi-custodian asset allocation.

John Foster is a CFP® with 34 years of industry experience. He is currently with Independent Financial Group, LLC and previously worked at Park Avenue Securities and Guardian Life. Foster teaches financial professionals as a Living Balance Sheet Trainer and is planning to author several books. Independent Financial Group, LLC is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers a variety of investment advisory programs and financial planning services, implementing strategies through a combination of in-house and third-party managed portfolios.

Colin Domonoske is a financial advisor at Stratos Wealth Partners, Ltd in San Diego, CA, holding a Series 65 designation with six years of industry experience. He previously worked at Brown Wealth Management and Allegiance Inc. Domonoske also serves as an Associate Wealth Advisor with a registered investment adviser DBA, BWM Financial. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting through an open-architecture platform integrating various external tools and third-party managers.

Laurel Packham is a financial advisor with Eagle Strategies (NY Life) based in Oceanside, CA. She holds a Series 66 designation and has 23 years of industry experience. Laurel has been affiliated with Eagle Strategies and New York Life since 2013 and 2014, respectively. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Eron Reyes is a CFP®, CFA®, and Series 63-registered advisor with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2019, following roles at Seaside Wealth Management and Wells Fargo. Reyes is also a consultant and contributor to Simplicity Ops Academy, where he helps develop educational course content on general finance concepts. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds with investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios, supported by tax and accounting integration and administrative family office services.

Dena Schwartz is a financial advisor at Independent Financial Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years. 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 a range of brokerage, portfolio management, financial planning, and retirement services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Jerald Van Houten is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks for a combined 11 years before joining Independent Financial Group in 2023. Outside of his advisory role, Van Houten volunteers teaching financial biblical education and coaching through Kingdom Advisors and the John Maxwell Group, and serves as Central Valley Chapter President of the Main Street Chamber. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers a range of advisory programs and brokerage services, utilizing risk-tolerance profiles to manage client assets across multiple platforms and third-party managers.

Samuel Ramirez is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower Advisors in 2025, he worked at Kelly & Wohlner Group and Northrop Grumman, and served ten years in the US Navy. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, as well as proprietary research and diverse portfolio construction techniques.

Edwin Van Es is a financial advisor with Citigroup Global Markets in Carlsbad, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using robust internal standards and oversight, combining large institutional scale with specialized market roles and arrangements.

Suzette Lawrence is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at D.A. Davidson & Co. for 11 years before joining Independent Financial Group in 2024. Outside of her advisory role, Lawrence serves as a Girl Scout leader for Troop 4751 in Greater Los Angeles. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutions.

Michael Mayer is a CFP®-certified financial advisor at Corient with four years of industry experience. He previously worked at Willow Creek Financial, SNS Financial Group, Vector Wealth Management, and Pacific Life. 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 combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Rachel Dennenberg is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with these firms since 2011. Dennenberg also operates Dennenberg Consulting Inc., a business entity established for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions, supported by an in-house research team and a broad platform accommodating various investment strategies and service needs.

Lane Hustead is a CFA® charterholder with five years of industry experience. He is currently an advisor at Corient, having joined the firm in 2024. Prior to Corient, he worked at Bordeaux Wealth Advisors from 2020 to 2024 and spent two years at Ernst & Young. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, including alternative investments and private fund options.

Michael Gallion is a CFP® professional with 19 years of experience in financial advisory. He is currently affiliated with Osaic Advisory Services, LLC and has held prior roles at Arbor Point Advisors and One Degree Advisors, Inc. In addition to his advisory work, Gallion teaches financial planning and investing courses at a local adult school in Poway, CA. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

John Paladino is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and bringing 25 years of industry experience. He serves as Executive Director and Managing Partner of Sterling Global Strategies/Sterling Wealth Management and is also owner of TerraGear Products, a company specializing in bike travel bags and gear. Integrated Wealth Concepts LLC supports 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 consulting services, employing a primarily long-term investment approach with customized portfolio construction and oversight of third-party managers.

Robert Chapman is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and with 31 years of industry experience. He has worked at Independent Financial Group since 2011 and has operated as Robert T. Chapman Financial Consultant since 2004. Outside of his advisory work, he owns a marketing DBA called Pacific Crest Global Wealth Management and is also a licensed California insurance agent offering various insurance products. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, employing both in-house and third-party model portfolios, and operates as both a registered investment adviser and an active broker-dealer.

Victoria Plum is a financial advisor at Independent Financial Group, LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Independent Financial Group since 2015. Victoria also operates a business entity, Victoria Plum, LLC, for tax and investment purposes. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, using a combination of in-house and third-party manager models tailored to client risk profiles, and operates both as a registered investment adviser and an active broker-dealer.

Jacob Li is an associate advisor at Stratos Wealth Partners, Ltd. based in San Diego, CA. He holds a Series 65 credential and has experience working at Qualcomm and several other organizations prior to joining Stratos. His background includes roles in both the technology and investment advisory sectors. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers 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.

James Pierik is a financial advisor with Stratos Wealth Partners, Ltd. He holds the CFP® and ChFC® designations and has 39 years of industry experience. Prior to joining Stratos in 2013, he has been associated with LPL Financial since 1993. He is also a licensed insurance agent involved in the sale of fixed insurance products. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform. The firm emphasizes active monitoring, asset allocation across multiple custodians, and utilizes both affiliated and unaffiliated sub-advisors to implement tailored investment strategies.