Phillip Di Rocco is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 license and 22 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, and Metlife Securities. Outside of advisory work, he owns Wealth 365 Advisors, offering full financial planning and insurance services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a range of active and passive investment strategies and supports multiple program types, managing nearly $1.9 billion in assets.

Pamela Yaroma is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a CFP® designation and Series 63 and 65 licenses. She has 10 years of industry experience, including prior roles at MassMutual Investors Services and Foresters Financial Services. Outside of her advisory work, Pamela is an owner of A C Mountain LLC, involved in real estate activities. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing comprehensive financial planning and portfolio management services. The firm combines advisor-driven strategies with internal and third-party portfolio models, employing both active and passive investment approaches across diverse asset classes.

Rodney Caudillo is a financial advisor at Wedbush Securities Inc. with 34 years of industry experience. He has been with Wedbush since 2009 and previously worked at First Wall Street Corp. from 2007 to 2008. Caudillo serves as a volunteer commissioner on a local city commission in Chula Vista, California, focusing on safety issues affecting residents. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, supporting tailored portfolio management strategies and operational capabilities such as custodial and clearing services.

Neal Leisch is a CFP® professional with 27 years of experience in the financial services industry. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022. His prior experience includes roles at National Asset Management, National Securities Corp, and Wfg Investments, Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Trenton Adams is a CFP® professional with 32 years of experience in financial advising. He is currently a partner at Parliament Wealth Management & Insurance Services and an investment advisor representative at Sovran Advisors, LLC. Prior to these roles, he worked at Mass Mutual Investors Services and Metlife Securities. Outside of finance, Adams operates a photography business. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and portfolio management through advisor-managed and model portfolios, utilizing multiple platform relationships and regularly reviewing client accounts.

Charles Bollard is a Financial Consultant at Fidelity Investments, where he collaborates with high-net-worth families and individuals to work towards their financial goals. He has been with Fidelity Investments since 2021, holding various roles including Investment Consultant, Financial Representative, and High Net Worth Associate. Prior to joining Fidelity Investments, Charles worked in financial services and risk management at Capstone Partners from 2020 to 2021, and as a Fixed Income Analyst at Goldman Sachs from 2018 to 2020. He holds a California Insurance License.

Brian Wolff is a CFP® professional at Pure Financial Advisors, LLC with nine years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Wwm Financial. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm focuses on comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach supported by academic frameworks and continuous planning processes.

Baron Willis is a financial advisor at Chelsea Advisory Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chelsea Financial Services since 2016 and Hartley Cylke Pacific since 2003. Willis serves as a director on the Alpine Fire Protection District board and is a commissioner for the San Diego LAFCO. He also owns Willis Insurance & Financial Services, a non-investment-related business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm focuses on long-term, fundamental investment strategies and manages diversified portfolios primarily on a discretionary basis, integrating closely with an affiliated broker-dealer and custody platform.

Lawrence Hudson is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Metlife Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Wealth Advisory Solutions. Hudson is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors and offers a range of portfolio management and retirement consulting services tailored to client objectives.

Michael Chipperfield is a CFP® professional with 10 years of experience in financial advisory services. He has worked at Pure Financial Advisors, LLC since 2020 and previously spent three years at Charles Schwab Bank. Chipperfield is based in San Diego, CA. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing continuous planning through its Foundation Financial Plan process and utilizing a range of investment strategies including ETFs, mutual funds, stocks, bonds, alternatives, and options.

Joseph Brocato is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Cetera Advisor Networks. Outside of advising, he is involved in documentary film production as a co-owner of Unlikely Hero Productions, LLC, and writes articles on financial services topics. He also provides freelance strategic coaching and consulting services to both financial and non-financial clients. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in assets across about 3,390 clients. The firm offers comprehensive financial planning and portfolio management services using a combination of advisor-managed accounts, model portfolios, and third-party managers, with regular reviews tailored to client objectives.

Michael Holaday is a financial advisor with Infinity Financial Services Advisory in El Cajon, CA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Infinity Financial Services Advisory since 2021 and has concurrently operated Holaday Financial since 2012. 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.

Robert Canavan is a Certified Financial Planner® (CFP®) with 28 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2018, and previously spent five years at Fidelity Brokerage Services LLC. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach grounded in academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

William Hodapp is a CFP® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at CI Surevest Private Wealth, Wells Fargo, and 1 St Global Capital Corp. Hodapp is based in San Diego, CA. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory and tax-aware strategies.

Maxwell Hacker is a CFP® and holds a Series 66 designation with 15 years of experience in financial advising. He has worked at Pure Financial Advisors, LLC since 2022 and previously spent eight years at Motley Fool Wealth Management. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware techniques, and specialized sub-advisers.

Paul Barnum is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC and MML Investors Services, LLC. Outside of his advisory work, he serves as president of The Elite OC, a nonprofit young professional society. Sovran Advisors provides financial planning, advisory services, and portfolio management to individuals, corporations, and retirement plan sponsors. The firm employs both active and passive investment strategies and offers access to third-party managers and retirement plan consulting.

Christopher Lamb is a financial advisor at Belpointe Asset Management LLC in San Diego, CA, with four years of industry experience. He previously worked at Octavia Wealth Advisors, LLC and LPL Financial LLC. Lamb is also involved in client referrals through Octavia Wealth Advisors. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients, offering discretionary investment management, financial planning, and retirement-plan consulting tailored to individuals, corporations, trusts, and other advisers.

Juan Gomez Garcia is a financial advisor at MissionSquare Retirement with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including GWFS Equities, Inc., Massachusetts Mutual Life Insurance Company, and Bancwest Investment Services, Inc. He is based in La Mesa, CA. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Brian Young is a financial advisor at Sovran Advisors, LLC in Costa Mesa, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Park Avenue Securities, and Guardian Life Insurance. He is also involved as a financial professional with DirectPath Financial. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and investment advisory services, utilizing a range of advisor-managed and model portfolios, unified managed accounts, and third-party managers to align with client objectives.

Daniel Heidelberger is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Sovran Advisors, LLC and has held prior roles at Cetera Wealth Services, Mass Mutual Investors Services, and Thrivent Financial. In addition to his advisory work, he sells fixed insurance products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies, including active and passive exposures, and offers access to both internal portfolio models and third-party managed account platforms.