Chris Baker is a financial advisor with Northern Trust Securities, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to his current role, he worked at Bank of America, N.A. for 10 years and Merrill for 3 years. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with a range of investment options including Separately Managed Accounts and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Paul Justin is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding CFP® and ChFC® designations and bringing 40 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc, and various Sovran-related entities. He also serves as an elected board member of the VIP Reeves Condominium Owners Association. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management using both active and passive investment strategies across multiple program types. The firm employs written investment policy statements and offers flexible asset allocation options including third-party managers and advisory annuity contracts.

Michael Woitkoski is a financial advisor with The Wealth Consulting Group in San Diego, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Outside of his advisory work, he is involved in offering access to legal services through the LegalShield platform. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, and trusts. The firm utilizes a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party and manager-of-manager programs.

Erica Cordova is a CFP® with 12 years of experience in financial planning and asset management. She is currently with Sovran Advisors, LLC and has previously worked at Cetera Wealth Services, Mass Mutual Investors Services, and North Star Financial, among others. Outside of her advisory work, Erica is involved in music and event creation through her venture DOVA, where she creates playlists and performs as a DJ. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management. The firm employs written investment policy statements and a blend of active and passive strategies across various asset classes to meet client objectives.

Blake Soto is a financial advisor with RBC Securities, Inc. in La Mesa, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at Navy Federal Investment Services, Sprott Asset Management USA, and Stifel. Outside of finance, he has worked as a part-time grill cook at Chipotle Mexican Grill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment advisory services with affiliated sub-advisors and a broad financial services group that includes banking, trust, and municipal advisory activities.

Cory Persson is a CFA® charterholder with 12 years of industry experience. He has worked at Axxcess Wealth Management, LLC since 2018 and previously at Pacific Capital from 2013 to 2018. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and other advisers. The firm is notable for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, offering customized multi-asset portfolios and operational support to RIAs and broker-dealers.

Spencer Morgan is a Series 65 licensed financial advisor with six years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked at TBM Consulting Group and Efficient Market Advisors, LLC. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individual, high-net-worth, and institutional investors. The firm employs a strategic approach using proprietary ETF model portfolios and offers specialized value and income strategies alongside fixed-income management.

James Thomas Jr. is a CFP® and ChFC® with 43 years of industry experience. He is associated with Calton & Associates, Inc. and has previously worked at Superior Planning, Inc. and Carmel Capital Partners. Outside of his advisory role, he serves as a trustee for the Catholic Community Foundation of San Diego and the nonprofit Build a Miracle, which focuses on building homes for the homeless and supporting education and employment initiatives. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm combines fee-based portfolio management and financial planning with commission-based brokerage and insurance products, using a variety of analytical approaches and third-party managers to create customized asset allocations.

Forrest Padilla is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Concorde Asset Management, LLC since 2018 and previously spent nine years at Financial Designs LTD and 14 years with Independent Financial Group, LLC. He co-hosts a weekly financial advisors radio show broadcast through KOGO AM 600 in San Diego. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, and provides ERISA retirement-plan advisory services with a focus on individualized client objectives.

Daniel Conners is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding Series 63 and Series 65 designations and 43 years of industry experience. His career includes tenures at UBS Financial Services Inc., Morgan Stanley, Entrust Wealth Advisors, and Arete Wealth Management. He is a limited partner investor in Sorrento Ventures, a venture capital firm. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and some banking clients, offering comprehensive planning, investment management, retirement plan advisory, institutional sub-advisory, and model portfolio services. AlphaCore emphasizes multi-asset portfolios combining traditional and alternative investments through a blend of in-house management and external sub-advisers.

Brett Elliott is a financial advisor at Golden State Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC, Edward Jones, Empyr, Dunham and Associates, and Sun Capital Management. Elliott operates his advisory services through Golden State Wealth Management, an independent registered investment advisor. Golden State Wealth Management serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and businesses. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing various analytic approaches and third-party managers to tailor portfolios.

Wyatt Gibbs is a financial advisor with Axxcess Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Prudential Financial Planning Services, LPL Enterprise, and Prudential Financial. He is also a licensed insurance agent based in Laguna Beach, CA. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using a combination of fundamental, technical, and cyclical analysis, and is notable for its Third-Party Asset Management Platform and sleeve-manager capabilities.

Timothy Voytko is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 registrations and bringing 36 years of industry experience. His prior roles include positions at Metlife Securities Inc., MassMutual Investors Services, and Integrative Wealth Partners, where he currently serves as a partner. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management across multiple program types. The firm employs a combination of active and passive investment strategies and uses technology-supported rebalancing and administrative services tailored to client objectives.

Michael Cadis is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently a financial advisor at Sovran Advisors, LLC in San Diego, where he has worked since 2024. Prior to Sovran, he held roles at Mass Mutual Investors Services, Metlife Securities, and 1717 Capital Management Company. Outside of advising, he operates a tax reporting entity, Michael Cadis LLC. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing financial planning, advisory services, and portfolio management. The firm employs both active and passive investment strategies and offers access to third-party managers and advisory annuity contracts.

Kurt Volker is an investment advisor representative with Octavia Wealth Advisors LLC in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley Wealth Management and AXA Advisors. In addition to his advisory role, Volker is involved with Octavia Risk Management LLC, where he implements insurance products. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, businesses, and municipal entities. The firm uses proprietary models favoring low-cost ETFs, mutual funds, and individual securities, with a long-term investment approach complemented by alternative investments and specialized retirement plan advisory services.

Vaughn Woods is a financial advisor with Bolton Securities Corporation in La Jolla, CA, holding a CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2007, as well as operating Vaughn Woods Financial Group since 2005. Outside of advisory work, he is the owner and president of Vaughn Woods Financial Group, Inc., and is licensed to sell fixed insurance products. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, emphasizing long-term investing combined with tactical trading and rebalancing.

Robert Holaday is a financial advisor with Infinity Financial Services Advisory and holds a Series 63 designation. He has 43 years of industry experience and has been associated with Infinity Financial Services Advisory since 2021, with prior experience at Holaday & Associates Financial & Insurance Services dating back to 1974. He is also the owner of Holaday Financial and Insurance Services, a fixed insurance business. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.

Richard Glass is an investment advisor representative with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and AXA Advisors. Glass also sells fixed insurance products on a limited basis. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory relationships, and portfolio management that incorporates both active and passive strategies across multiple asset classes.

David Hudson is a financial advisor with Trajan Wealth, L.L.C. in Carlsbad, CA, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He previously spent over a decade with Charles Schwab and Charles Schwab Bank. Outside of advisory work, he owns rental properties in Arizona and sells fixed-indexed annuities part-time. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and financial situations.

Jessica Passier is a financial advisor with Madison Avenue Securities, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Madison Avenue Securities since 2018 and previously at Girard Securities from 2014 to 2018. Outside of her advisory role, she works part-time as a server and bartender for Party Host Helpers. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients through various portfolio management approaches and multiple custodial platforms.