San Diego, CA Camino Del Rio N. Office

William Frankenstein is a CFP® with 42 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He is also involved with the Foundation for Senior Services, where he discusses financial planning with seniors. 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, offering customized portfolio management and diversified investment strategies.

Justin Galietti is a financial advisor at Sovran Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Wealth Services, Integrative Wealth Partners, and MassMutual Life Insurance Company. Outside of advisory roles, he is also involved in fixed insurance sales. 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, utilizing a range of portfolio management strategies and multiple platform relationships to tailor client solutions.

Katherine Flores is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Her prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. She is also the owner of Kathy Flores Wealth Management Inc., an entity used for tax and retirement plan purposes. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, advisory services, and portfolio management with a blend of active and passive investment strategies. The firm supports its advisors with technology-driven rebalancing and access to multiple program types, managing nearly $1.9 billion in assets.

Joel Almquist is a financial advisor with Sovran Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Almquist serves as a board member of the nonprofit organization Frozen Orphans. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, and utilizes multiple platform relationships to tailor client allocations and monitor accounts regularly.

William Oconnell is a financial advisor with Sovran Advisors, LLC in San Diego, CA. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Prior to Sovran, he worked at WCG Wealth Advisors, LLC and LPL Financial, LLC. Outside of his advisory role, he provides income tax return preparation services for individuals and small home-based businesses. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory relationships, and portfolio management. The firm employs a blend of active and passive investment strategies using mutual funds, ETFs, alternatives, and derivatives, leveraging written investment policy statements and technology-supported rebalancing.

Jacqueline Goodreau is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with firms including Cetera, Mass Mutual Investors Services, and METLIFE Securities. In addition to her advisory roles, she operates Vision, Insight, & Initiative, Inc., a business entity used for tax purposes related to her financial services. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning, advisory services, and portfolio management across various program types. The firm uses a combination of active and passive investment strategies and offers third-party manager allocations and retirement plan consulting.

Samantha Jackson Kittle is a financial advisor at Sovran Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera Advisor Networks, Greater Pacific Solutions, Mass Mutual Investors Services, HSBC Bank USA, and New York Life. Outside of her advisory role, she is involved in financial services recruiting, identifying and placing candidates within the financial distribution sector. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in client assets through a team of 53 advisors. The firm offers comprehensive financial planning and portfolio management, utilizing a blend of advisor-managed and model portfolios along with third-party managers to align with client objectives.

Daniel Dodgen is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MSI Financial Services. He is also the president and CEO of D E Dodgen Financial Advice, a corporation that manages accounting for securities, insurance, and advisory income. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm employs a blend of active and passive investment strategies, using internal and third-party models supported by technology-driven rebalancing and administrative services.

James Loken is a financial advisor with Sovran Advisors, LLC in Pasadena, CA. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial for Lutherans. In addition to his advisory work, he is involved in the sale of 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 and offers a range of portfolio management and consulting services, utilizing both advisor-managed and model portfolios tailored to client objectives.

Carl Jackson Jr. is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services, LLC. Jackson is also involved with WealthPointe Advisors, a financial services business. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various programs. The firm employs both active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Ashten Barber is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Prior to Sovran, Barber worked at Cetera Wealth Services, MassMutual, and Fidelity. Outside of advisory services, Barber is an insurance agent specializing in fixed insurance products and serves on the board of Impact Network Group, supporting its strategic direction and operations. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management through a combination of active and passive investment strategies, integrating internal and third-party models with technology-enabled administrative support.

Eric Finke is a financial advisor at Sovran Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera Wealth Services, Mass Mutual Investors Services, and Metlife Securities. Outside of advising, he occasionally originates mortgage loans as an independent contractor. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in client assets. The firm offers financial planning and portfolio management through a combination of advisor-managed and model portfolios, utilizing multiple platform relationships and regular account reviews.

Mark Pearcy is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Metlife Securities Inc., Mass Mutual Investors Services, and as President and CEO of Pearcy Financial Partners and Insurance Services. Outside of his advisory work, he serves as Vice Commodore of the Southwestern Yacht Club. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management services. The firm offers both discretionary and non-discretionary strategies, blending active and passive investments tailored to client objectives and supported by technology-enabled rebalancing and administrative tools.

Royceton Pinder is a financial advisor at Sovran Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Metlife Securities, and Greater Pacific Solutions. Pinder serves as an audit committee member for Pomona Valley Community Health Center. 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 53 advisors, offering tailored portfolio management and retirement plan consulting using a combination of advisor-managed and model portfolios.

Danilo Kim is a CFP® professional with 21 years of experience in financial advising. He is currently affiliated with Sovran Advisors, LLC and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory roles, he is involved with Greater Pacific Solutions as a financial advisor and holds a license to sell fixed insurance products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management using a combination of active and passive strategies. The firm supports multiple investment programs and employs technology-driven rebalancing and administrative services across a platform that includes mutual funds, ETFs, alternatives, and derivatives.