Sovran Advisors, LLC

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.

Alfonso Valdez is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Trilogy Capital, Inc., LPL Financial, and National Planning Corporation. He is also licensed to sell 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 employs a range of portfolio management strategies and utilizes multiple platform relationships to tailor investment solutions to client objectives.

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, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at WCG Wealth Advisors, LLC and LPL Financial, LLC, each for 11 years, as well as operating his own tax preparation business. In addition to financial advising, he provides income tax return preparation for individuals and small home-based businesses. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services through a variety of strategies and platform relationships, managing approximately $1.78 billion in assets with a team of 53 advisors.

Margery Neis is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Sovran Advisors, LLC. She previously worked at RWA Wealth Partners, LLC and Polaris Wealth Advisory Group. Margery is also the owner of Bountiful Wealth, LLC, an entity created for tax management and professional liability purposes. 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 a range of portfolio management and consulting services tailored to client objectives.

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.

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.

David Coen is a financial advisor at Creative Planning with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sageview Advisory Group and Cetera Advisor Network. Outside of advisory roles, he is the owner and seminar presenter of College Planning America, a college counseling and planning business. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting, while offering integrated retirement plan services and affiliated legal, trust, and recordkeeping businesses.

Carl Jackson Jr. is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes long tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company, as well as more recent roles at Mass Mutual Investors Services and Cetera Wealth Services. 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, portfolio management, retirement plan consulting, and advisory variable annuity services, utilizing a combination of advisor-managed portfolios, model portfolios, and third-party managers tailored to client objectives.

Ashten Barber is an investment advisor representative at Sovran Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity and MassMutual. Barber is also the owner of Eclipse Financial Advisors and serves on the board of Impact Network Group, where he supports strategic direction and daily operations. 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 tailored portfolio management and a range of advisory solutions using multiple platform relationships.

Russell Albright is a financial advisor at Sovran Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RWA Wealth Partners, Polaris Wealth Advisory Group, Polaris Greystone Financial Group, Bank of the West, and operated his own firm, Albright Investment Management. Outside of his advisory role, he is the owner of Russell Albright CTFA, LLC, an entity established for tax management purposes related to his wealth management business. 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 a range of portfolio management options and tailored investment strategies.

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 at Sovran Advisors, LLC with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Sovran Advisors in 2024, Pearcy worked at MassMutual Investors Services and MetLife Securities Inc. He is also president and CEO of Pearcy Financial Partners and Insurance Services and serves as vice commodore on the board of the Southwestern Yacht Club. 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 a range of portfolio management and consulting services tailored to client objectives.

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.