Deborah Stokes is a financial advisor at Wedbush Securities Inc. with 40 years of industry experience. She has been with Wedbush Morgan Securities since 2009 and holds Series 63 and Series 66 designations. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services and is notable for its integration of broker-dealer, capital markets, custody, clearing, and prime services across multiple asset classes.

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.

Ira Tweed is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Capital Analysts since 2021. His prior experience includes roles at Lincoln Investment, Great American Advisors, Inc., and Mass Mutual Life Insurance. He also serves as an insurance agent, brokering term life insurance and fixed annuities. Capital Analysts provides portfolio management and advisory services to a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs discretionary and non-discretionary approaches supported by an in-house investment management team and offers customized portfolios, third-party manager access, and ERISA retirement plan advisory services.

Grant Starkey is a financial advisor at Verus Capital Partners, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Avantax. Outside of advisory services, he is involved in tax preparation and accounting through Starkey Brothers, Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Jacob Driver is a financial advisor at Concorde Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Compass, Pacific Sotheby's Realty, and RE/Max. Outside of his advisory role, Driver serves as Vice President of Investments at 1031 Capital Solutions and is a licensed real estate broker. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA-compliant advisory services.

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.

James Plotkin is a Series 65-licensed advisor with seven years of industry experience, currently with Private Management Group Inc in Carlsbad, CA. He has operated Plotkin & Associates Inc, DBA Plotkin Group, for over 35 years, where he serves as President and CEO, providing employee assessments for hiring and development. Private Management Group, Inc. offers discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets through a multi-team approach focused on combining long-term strategic frameworks with shorter-term tactical decisions.

Matthew Reese is a financial advisor at Independence Square Holdings, LLC with two years of industry experience. He holds a CPA credential and owns a tax preparation and bookkeeping business. Prior to joining Independence Square, he worked at BDO USA and Moss Adams, and he also serves as Vice President on the board of Advanced Piping Products Inc., a manufacturing company. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to a diverse client base, including individuals, retirement plans, corporations, and government entities. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary services supported by digital platforms and access to third-party managers.

Michael Mirich is an investment advisor representative with Realta Investment Advisors, Inc., holding Series 63 and Series 65 designations and 22 years of industry experience. His prior work includes roles at Center Street Securities, Inc. and Arete Wealth Advisors, LLC. Outside of advisory services, he operates an eBay flipping business under the name Sumo Slams Deals. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs personalized strategies based on client goals and risk tolerance, utilizing a diverse mix of asset classes and third-party manager programs.

Khoa Hoang is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a wide range of investment instruments and access to alternative investments and third-party managers.

Jason Mcmurtry is a financial advisor at Concorde Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including DFPG Investments, Inc and Steadfast Companies. Outside of his advisory work, he owns a boat chartering business and an apparel company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using proprietary and third-party model strategies and offers overlay management with discretionary trading and allocation.

Jamie Lima is a CFP® and Series 66-registered advisor with 20 years of industry experience. He is currently a Wealth Advisor at SAX Wealth Advisors, LLC and the President and Founder of Woodson Wealth Management. Lima is also the CEO and co-founder of SecureSplit Inc, a software development company focused on tools for divorce financial planning. SAX Wealth Advisors offers investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation primarily through low-cost, passively managed funds, supplemented by customized fixed-income strategies and alternative investments.

Adam Baker is a financial advisor with Integrated Wealth Concepts LLC in Escondido, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He previously worked at Triad Advisors, OneDigital Investment Advisors LLC, PB Shore Club, SagePoint Financial, Inc, Independent Capital Management, and 24 HOUR FITNESS. Baker also provides fixed insurance products such as life, disability, and long-term care insurance as part of his financial planning services. Integrated Wealth Concepts LLC 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, using a range of mutual funds, ETFs, equities, and fixed income, with a long-term investment approach complemented by shorter-term rebalancing trades.

Robert O'Carroll is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J. W. Cole Advisors since 2013. Outside of his advisory work, he serves as a member of the San Marcos Lutheran Church Endowment Committee and as treasurer for the nonprofit Cancer for College. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

James Galante is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 25 years of industry experience, including 12 years at Commonwealth Financial Network prior to joining Kestra Advisory in 2025. Outside of his advisory role, he is involved in several registered representative activities through Kestra Investment Services and is a member of Monarch Retirement & Investment LLC and Monarch Retirement Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions to support its clients.

Erin Mansell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked for eight years at Goldman Sachs Personal Financial Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding ties to the Ameritas group, including Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006, as well as co-running Martinez & Winter since 2007. He is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation involved in charitable grant approvals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a combination of model portfolios, third-party sub-advisers, and customized strategies.

Marwan "Mark" Yacoub is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with J. W. Cole Advisors and J.W. Cole Financial since 2013. In addition to his advisory role, he acts as an agent with various insurance carriers, offering Medicare, health care, long-term care, and supplemental insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment strategies.

Paul Sung is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan. Outside of his advisor role, he has been involved in managing a business entity since 2018. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm operates at large institutional scale and provides specialized services such as derivatives trading and bespoke discretionary solutions.

Laurie Lipman is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has 25 years of industry experience. She has worked with several firms including LS Investment Planning, Good Life Advisors, LLC, and LPL Financial, LLC. She is also a 50% owner of Lipman-Westburg Inc., a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with managed account programs, retirement consulting, custody services, and access to third-party asset managers.