Costa Mesa, CA Office

Margery Neis is a CFP® and holds a Series 65 license with nine years of industry experience. She currently works at Sovran Advisors, LLC, having joined the firm in 2025 after previous roles at RWA Wealth Partners, LLC, and Polaris Wealth Advisory Group. Margery is the owner of Bountiful Wealth, LLC, a legal entity established for tax management and liability purposes in her wealth management practice. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing financial planning and portfolio management through a combination of advisor-driven strategies and third-party models. The firm manages assets using a mix of active and passive investments and supports multiple custodial platforms with technology-enabled rebalancing and administrative services.

David Coen is a financial advisor at Sovran Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Creative Planning, LLC, Sageview Advisory Group, and Cetera Advisor Network, LLC. Outside of advisory work, he owns College Planning America, a college counseling and planning service, where he also presents seminars. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning and portfolio management services. The firm employs a blend of active and passive investment strategies and provides access to third-party managers and advisory annuity contracts.

Murphy Megonigal is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He also serves as president of KimstaffHR, Inc., a company specializing in HR and payroll outsourcing. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management, employing both discretionary and non-discretionary strategies. The firm uses a combination of active and passive investments, including mutual funds, ETFs, alternatives, and derivatives, supported by technology-driven rebalancing and administrative services.

Kirk Snyder is a CFA® charterholder with 27 years of industry experience. He is currently an investment advisory representative at Sovran Advisors, LLC and has prior experience at Morgan Stanley Private Bank and Cetera Wealth Services. In addition to his advisory role, he works as an insurance agent selling fixed insurance 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 assets through a team of 53 advisors, offering customized portfolio management and a range of model portfolios and third-party strategies.

Eric Meister is a financial advisor at Sovran Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. outside of work, he serves as a soccer referee for CalSouth. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management using a mix of active and passive strategies across multiple program types.