Savanna Steed is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, OSAIC, Triad Advisors, and Key Investment Services. Steed also has a background in accounting from Washington State University. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture investment approach and offers advisor-managed programs, financial planning, third-party manager solutions, and outsourced CIO services.

Aaron Chamberlin is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co., Wells Fargo Clearing, and A.G. Edwards & Sons. Chamberlin is also the trustee of the John Arnold Family Trust, a role he has held since 1998. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with a notable focus on non-discretionary advisory assets and integrated custody services.

Kevin Keefe is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. He previously worked at Realta Investment Advisors, Inc., Realta Equities, Inc., and BNY Mellon Capital Markets, LLC. He serves as a board member for FMT Solutions, a non-investment-related role. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm combines strategic asset allocation and multi-manager portfolios across active and passive exposures, supporting advisors who utilize both firm- and third-party models to tailor client investment strategies.

Benjamin Weinberg is a CFP® professional with one year of experience currently working at Corient in San Diego, CA. He previously held roles at Centura Wealth Advisory and Davies Financial Advisors. Outside of finance, he was involved with the Viper Volleyball Club in 2023–2024. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, with capabilities in private funds and affiliated trust services.

Dustin Briquelet is a financial advisor at Integrated Wealth Concepts LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laurel Wealth Advisors, UBS Financial Services, and Citigroup Global Markets. He serves as a board member for the Dillon Foundation, which supports underprivileged children. 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 services, and sponsors wrap-fee programs, employing a primarily long-term investment approach with customized portfolios.

Neelab Naibkhyl is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Raymond James Financial Services. Outside of advising, she serves as vice-president at Concurrent Investment Advisors, leading various departments and overseeing overall operations. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Donald Rittenhouse is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Citigroup Global Markets. He has been with Integrated Wealth Concepts since 2023. 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, utilizing a combination of internal management and third-party managers with a primarily long-term investment approach.

Keith Trezek is a financial advisor with Independent Financial Group, LLC and holds Series 63, Series 65, and Series 66 licenses. He has 33 years of industry experience, including prior roles at Woodbury Financial Services Inc and Crown Capital Securities, L.P. In addition to his advisory work, he serves as an independent contractor in insurance outside of his firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with ongoing due diligence across passive and active investment exposures.

Brett Saddler is a financial advisor with Independent Financial Group, LLC, holding a Series 66 license and 22 years of industry experience. His prior roles include positions at Crown Capital Securities, Ameriprise, and several other financial services firms. He also works as an independent contractor selling life insurance outside of his advisory role. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes a combination of proprietary and third-party models for portfolio management, offering both discretionary and non-discretionary services across multiple platforms.

Francis Pedace Jr. is a CFP® professional with 28 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC since 2023. He previously worked at Laurel Wealth Advisors, Inc. for 10 years. Francis holds Series 63 and 65 licenses and has been licensed as an insurance agent in California since 1994, though he no longer actively engages in insurance activities. 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, employing customized portfolios with a long-term investment approach supported by model and wrap-fee programs.

Ryan Weisenberg is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Crest Capital Advisors and Goldman Sachs & Co. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers diverse portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Zhaoxia Tan is a CFP® professional with 18 years of experience, currently affiliated with Transamerica Financial Advisors. She has held roles at NetLaw, Function Academy, and ZEIDERS Enterprises, and has also worked as a math teacher at Sunny Hills High School. In addition to her advisory work, she teaches and tutors high school and college students in mathematics, including financial mathematics. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Luke Dubois is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Deloitte & Touche LLP for three years and has held positions at RetirementDNA and in academia. 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, using customized portfolios with a long-term approach supplemented by shorter-term trades and oversight of third-party managers.

Jacqueline Jackman Cunningham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has longstanding affiliations with Ameritas Life Insurance Corp, Hawkeye Brokerage Center, and Ameritas Investment Corp, each for over two decades. Cunningham is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by various program platforms and third-party technology.

Matthew Cairo is a CFP® professional currently affiliated with J. W. Cole Advisors, Inc. He has two years of industry experience, including prior roles at Bifrost Financial Planners and Blankinship & Foster, LLC Fiduciary Financial Advisors. In addition to his advisory work, he manages a financial planning DBA, O'Carroll Financial Planning, and serves as a successor trustee and power of attorney for multiple family members. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a range of discretionary and non-discretionary strategies incorporating fundamental and technical analysis.

Chelsea Wetzel is a financial advisor with Hightower Advisors in San Diego, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill, Raymond James & Associates, BNY Mellon Wealth Management, and Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement consulting.

Scott Dickerson is a financial advisor with Independent Financial Group, LLC, holding the CFP® and ChFC® designations and over 36 years of industry experience. His career includes roles at Sentra Securities Corporation and Capital Growth Investment Management Services. Dickerson serves as a trustee for multiple family trusts. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate plans, and charitable organizations. The firm employs a range of investment strategies including discretionary and non-discretionary portfolio management, using both firm- and third-party models tailored to client risk profiles.

Lenka Holman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has held roles at WFG Direct, NetLaw Inc., Aflac Insurance Agency, and Life Worth Living. Outside of her advisory work, she is involved in professional speaking through Life Worth Living. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, employer-sponsored plans, trusts, and other entities with approximately $1.7 billion in regulatory assets under management.

Kelly Feldmann is a CFP® and holds a Series 65 license with 10 years of industry experience. She currently works at Corient and has prior experience at Dowling & Yahnke, LLC and Donnelly Wealth Advisors, Inc. Feldmann is based in San Diego, CA. Corient provides investment advisory and financial planning services to 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 that integrates individual securities, fixed income strategies, and third-party manager solutions, while employing risk management tools and alternative investment options.

Matthew Mazzella is a financial advisor with Bankers Life Advisory Services, Inc. in San Diego, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2023. Outside of advisory services, he is director of operations for a construction safety staffing company. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios with a range of securities to meet client goals and risk tolerances.