Cari Leamy is a financial advisor at NewEdge Advisors with five years of industry experience. She holds the Series 65 and Series 66 credentials and has worked at several firms, including Brighton Jones and Refresh Investments, before joining NewEdge Advisors in 2025. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and other entities through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party strategies and leveraging technology such as algorithmic model portfolios and held-away account platforms.

William Brennan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Independent Financial Group and related entities since 2003. Outside of his advisory role, Brennan serves as a board member for St. Pat's Church. 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 advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management.

Thomas Strohl is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd since 2013. He also holds a Series 63 registration and has been affiliated with LPL Financial since 2013. Stratos Wealth Partners provides advisory services to a broad range of clients, including individual investors, trusts, charitable organizations, corporations, and retirement plans. 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.

Michael Strauss is a CFP® with 13 years of industry experience, currently serving at Corient. His prior roles include positions at Dowling & Yahnke, LLC, Portrait Wealth LLC, the University of Chicago Booth School of Business, and The Vanguard Group, Inc. He holds Series 63 and Series 65 licenses. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, and it offers specialized services through affiliated entities.

Charles Webb is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in San Diego, CA. Outside of his advisory role, his spouse owns a clothing store called Wild Dove Boutique. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and integrated retirement plan services.

Marcella Harkness is a CFP® with 35 years of industry experience, currently affiliated with Independent Financial Group, LLC. She has worked with Capital Growth Investment Management Services since 2010 and has been associated with Hagerty Stewart & Associates LLC and Independent Financial Group Inc. since 2003. In addition to her advisory roles, she serves as a FINRA non-public arbitrator on arbitration panels. 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 advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Monica Gooding is a financial advisor at Independent Financial Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC for ten years before joining her current firm in 2018. Monica took a one-year period for further study between roles. 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 plan services through a national network of Investment Adviser Representatives and provides access to multiple advisory programs and third-party asset managers.

Chad Cristo is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Putnam Retail Management for 30 years before joining Independent Financial Group in 2022. 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 plan services through a national network of Investment Adviser Representatives and manages approximately $11.3 billion in regulatory assets.

Megan Nielsen is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Integrated Wealth Concepts in 2026, she worked at Wealthspire Retirement Advisory, NFP Retirement, Inc., and Mutual of America in various roles from 2011 through 2026. Outside of her advisory work, Nielsen is a licensed real estate broker and serves as president of Fort Stockton Investments, Inc., which manages income generated from mining rights and interests. 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, family office, and retirement plan advisory services, employing a customized, long-term investment approach with a variety of mutual funds, ETFs, equities, and fixed income.

Andrew Mcnamara is a CFP® with 11 years of industry experience, currently serving with Corient in San Diego, CA. His career includes roles at Dowling & Yahnke, LPL Financial, and Foresters Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including private fund capabilities and trust entities.

Alex Esposito is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at OneDigital Investment Advisors LLC, Triad Advisors, Independent Capital Management, and Sagepoint Financial. 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, employing customized portfolios with mutual funds, ETFs, individual equities, and fixed income using primarily a long-term approach.

Allison Williams is a financial advisor at Stratos Wealth Partners, Ltd with 18 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Kent Colwell is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2019, with prior roles at Intelligence Driven Advisers, LLC, Labrum Wealth Management, LLC, and RSM US Wealth Management LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, combining proprietary portfolio models and third-party expert input to provide tailored asset allocation and retirement guidance. The firm operates at scale with a large client base and focuses primarily on non-discretionary advice rather than standalone financial planning.

Ronny Inniger is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, Securities America, and Bank of the West. Outside of finance, he is the president and owner of Main Tap Tavern, a bar and grill in El Cajon, CA, and is involved in sports-related ventures focused on supporting athletes and professionals through Titans Sports Alliance LLC and Empire Sports Alliance LLC. 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 advisory programs and investment management services through a national network of representatives, utilizing multiple platform options and third-party managers.

Arnold Adkins is a financial advisor with Empower Advisory Group in Oceanside, CA, holding Series 66, Series 65, and Series 63 licenses and nine years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, Park Avenue Securities, Guardian Life Insurance Company of America, and Mass Mutual. Outside of finance, he is a co-owner of Viscape Arts, an independent film production company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through integrated recordkeeping and administrative platforms with an emphasis on long-term portfolio returns and annual rebalancing.

David Rootes is a financial advisor at Integrated Wealth Concepts LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Laurel Wealth Advisors since 2012 alongside his current role. Outside of advising, he owns Jonathan's Designs, LLC, a furniture manufacturing and design company. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent advisors under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term focus and utilizing both internal and third-party management strategies.

Stephen Locko is a financial advisor with GWN Securities Inc. in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with GWN Securities since 2009 and is also involved with ISN Network and Resource Marketing Associates. Outside of his advisory role, Locko owns and operates Beachfront Tax LLC, a tax preparation facilitation business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including legacy market-timing and momentum-based approaches.

Savanna Steed is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at LPL Financial, OSAIC, Triad Advisors, and Key Investment Services. She began her professional work in accounting at Washington State University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving over 24,000 clients through about 366 advisors. The firm offers a range of advisor-managed and model-based portfolios, third-party manager programs, and financial planning services using an open-architecture approach that integrates multiple external platforms and tools.

John Podesto is a CFP® with 17 years of industry experience. He is currently with Independent Financial Group, LLC and previously worked at LPL Financial for 15 years. Podesto is also an officer and director of LEOZO DREAMS, LLC, a financial consulting business. 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 plan services through a national network of Investment Adviser Representatives and utilizes multiple program options and third-party managers to implement client investment profiles.

Aaron Chamberlin is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stifel Nicolaus & Co. Inc for 12 years before joining Oppenheimer in 2021. Chamberlin serves as trustee of the John Arnold Family Trust, a role he has held since 1998. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection, with a notable role as a qualified custodian and a range of discretionary and non-discretionary investment programs.