Deborah Stokes is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 66 designations and bringing 41 years of industry experience. She has been with Wedbush Morgan Securities since 2009, totaling 17 years at the firm. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s services include wealth management, fixed income, commodities, securities lending, and capital markets, with both discretionary and non-discretionary portfolio management options.

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.

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 three years of industry experience. He previously worked at BDO USA and Moss Adams and is a certified public accountant who owns a tax preparation and bookkeeping business. Reese is also vice president of the board of Advanced Piping Products Inc., a manufacturing company serving the oil and gas refinery sector. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach and integrates customized portfolios, model portfolios, and third-party solutions, leveraging digital platforms and a broad range of investment instruments.

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 for Edward Jones from 2010 to 2024. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of internal portfolio management and third-party strategies, including access to alternative investments and proprietary ETFs.

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.

Brenton Stransky is a CFP® with 21 years of industry experience, currently serving at Independence Square Holdings, LLC since 2019. His prior experience includes roles at LPL Financial, Private Advisor Group, Cetera Investment Services, PNC Wealth Management, and Ameriprise. Outside of his advisory work, he is also an author. Independence Square Holdings operates as a multi-team advisor with about 40 advisors, serving individuals, retirement plans, institutional, and corporate clients through comprehensive financial planning and portfolio management services. The firm combines customized and model portfolios with third-party solutions, leveraging digital platforms and offering access to alternative investments and performance-based arrangements for qualified clients.

Jamie Lima is a CFP® with 20 years of industry experience currently serving as a Wealth Advisor at SAX Wealth Advisors, LLC. He previously founded and served as President and Chief Compliance Officer of Woodson Wealth Management. Lima is also CEO and co-founder of SecureSplit Inc., a software company focused on divorce financial planning tools. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using primarily low-cost passive funds and supplements portfolios with customized fixed-income ladders and third-party sub-advisers.

Adam Baker is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at firms including Triad Advisors, OneDigital Investment Advisors LLC, SagePoint Financial, Inc, and Independent Capital Management. Outside of advisory services, he provides a range of fixed insurance products to support clients’ financial planning needs. 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, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income, implemented through both internal management and third-party asset managers.

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 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Martinez & Winter and Ameritas-affiliated firms since 2006. Winter is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation engaged in charitable grant-making. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and leveraging third-party technology and managers.

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 with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan Securities. Sung also has experience owning and managing a rental property business. Citigroup Global Markets serves individual and institutional clients across private banking and wealth management segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm operates at large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Sophia Lizalde is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She holds a Series 65 designation and previously worked at VEBS. 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, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party managers.