Seasoned financial advisors working with self-employed clients in Carlsbad, CA

Edward Creed is a financial advisor at Ameriprise with 37 years of industry experience. He has held roles within Ameriprise and Ameriprise Financial Services, Inc. since 2005. He holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm integrates proprietary research and algorithmic tools with a selective investment approach influenced by its affiliated product ecosystem.

Andrew Sontag is a CFP® with 20 years of industry experience, currently serving as an advisor at Carlsbad Wealth Advisory Group, Inc. since 2008. He holds a Series 66 designation and works out of Carlsbad, CA. Carlsbad Wealth Advisory Group offers discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, high-net-worth households, trusts, foundations, and charitable organizations. The firm’s investment approach centers on asset allocation using primarily exchange-traded funds (ETFs), focusing on low expense ratios, internal diversification, and liquidity, while managing all client assets in-house.

John Steccato is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has prior work experience with Axa and in education, including San Diego State University and Carlsbad High School. Outside of his advisory role, he is involved in a fixed business activity unrelated to investments. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual registration as an SEC-registered investment adviser and broker-dealer.

Michael Sorenson is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at The Wealth Advisors from 2013 to 2020. Outside of financial advising, he sponsors an educational website dedicated to the art of his late brother, Don Sorenson, whose paintings are sold through an independent gallery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research, and various investment strategies to meet diverse client needs.

Todd Blackburn is a financial advisor with Integrated Advisors Network LLC in Carlsbad, CA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His prior roles include positions at Madison Avenue Securities, Vintage West Capital Management, and Mutual Securities. Blackburn also manages The Burns-Blackburn Group, an insurance agency providing various life insurance and annuity products. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and frequently uses third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Jonathan Levatino is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory role, he also works as a rideshare driver for Uber and Doordash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.