Ryan Callan is a financial advisor at AlphaCore Capital LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Callan Capital, LLC for 18 years and Merrill for 5 years. He serves as a consultant for Alternative Fund Advisors, LLC, dedicating a limited number of hours monthly to this role. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory, with an emphasis on alternative investments alongside traditional asset classes.

Stephanie Williams is a financial advisor at AlphaCore Capital LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and worked previously at Altegris Investments, Inc. for 11 years before joining AlphaCore Capital in 2020. AlphaCore Capital LLC is an independent multi-team wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors with comprehensive financial planning and investment management, emphasizing alternative investments alongside traditional assets through fundamental and qualitative macro analysis.

Mark Zabst is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Raymond James Financial Services for 19 years. Zabst also served in a leadership role at the Georgetown Business Networking Group for five years. Outside of his advisory work, he holds a vice president position at Financial 360, LLC, a non-investment support company. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and multi-asset investment management that includes alternative investments alongside traditional equities and fixed income.

Carl Adams is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at AlphaCore since 2018, following nine years at Delphi Private Advisors. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion in assets. The firm serves individuals, entities, institutional investors, and banking institutions, offering comprehensive financial planning and investment management with an emphasis on alternative investments alongside traditional asset classes.

Brennan Cobb is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds the Series 65 designation and previously worked at enTrust Wealth Advisors, LLC and US Bank. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory services with a focus on multi-asset portfolios that include alternative investments.

Troy Owens is a CFP® with seven years of experience in financial services. He is currently with AlphaCore Capital LLC in La Jolla, CA, where he has worked since 2021, following prior roles at LPL Financial and Nautilus Advisors. In addition to his advisory role, Owens acts as a producing insurance agent for AlphaCore Insurance Services, offering insurance products to clients. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, institutional investors, and select banking institutions, providing comprehensive financial planning and multi-asset portfolio management that includes alternative investments alongside traditional assets.

Eugene Shepherd is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at firms including Raymond James & Associates and New York Life Insurance Company. Outside of finance, he is the CEO of Shepherd Fishing Excursions, a fishing guide business. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and multi-asset portfolio management that includes alternative investments alongside traditional assets.

Timothy Callan is a CFP®-designated financial advisor with 25 years of industry experience, currently with AlphaCore Capital LLC. He previously worked at Callan Capital, LLC for 18 years and Merrill for 6 years. Outside of his advisory role, he serves as a managing member of Salena LLC, a real estate investment company, and as a consultant for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, with a focus on multi-asset portfolios that include alternative and traditional investments.

Michael Crawford is a financial advisor at AlphaCore Capital LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Arete Wealth Management LLC, Entrust Wealth Advisors, LLC, UBS Financial Services Inc., and Morgan Stanley in various capacities. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management with an emphasis on multi-asset portfolios that include alternative investments and private market commitments.

Trevor Callan is a financial advisor at AlphaCore Capital LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Callan Capital, LLC. Outside of his advisory role, he serves as a member of Praxis Solutions' advisory board and consults for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering financial planning, investment management, retirement plan advisory, and model portfolio services with an emphasis on alternative investments alongside traditional assets.

Christopher Willingham is a financial advisor at AlphaCore Capital LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Callan Capital and The Ayco Company, L.P./Mercer Allied. AlphaCore Capital is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory services with a focus on multi-asset portfolios that include alternative investments alongside traditional assets.

Daniel Conners is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding Series 63 and Series 65 designations and 43 years of industry experience. His career includes tenures at UBS Financial Services Inc., Morgan Stanley, Entrust Wealth Advisors, and Arete Wealth Management. He is a limited partner investor in Sorrento Ventures, a venture capital firm. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and some banking clients, offering comprehensive planning, investment management, retirement plan advisory, institutional sub-advisory, and model portfolio services. AlphaCore emphasizes multi-asset portfolios combining traditional and alternative investments through a blend of in-house management and external sub-advisers.

David Stubbs is a financial advisor at AlphaCore Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining AlphaCore in 2025, he worked at Blackstone Securities Partners and Blackstone Inc. from 2023 to 2025, and spent seven years at J.P. Morgan across its Securities, Wealth Management, and Asset Management divisions. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, offering comprehensive financial planning and investment management with a focus on alternative investments alongside traditional asset classes.

Chris Maudlin is a financial advisor at AlphaCore Capital LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Altegris Investments, Merrill, and Morgan Stanley DW Inc. He has been with AlphaCore Capital since 2020. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services. AlphaCore emphasizes allocation to alternative investments alongside traditional assets, utilizing macro analysis and due diligence to build multi-asset portfolios that include both liquid and illiquid private market commitments.

Kyle Kraus is a CFP® with 24 years of industry experience and currently serves at AlphaCore Capital LLC. His prior roles include positions at Financial Engines Advisors, The Vanguard Group, Ameriprise, and Charles Schwab. Outside of his advisory work, he is also a freelance musical artist performing at various venues. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion for individuals, entities, and institutional investors. The firm provides comprehensive financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, emphasizing allocation to alternative investments alongside traditional asset classes through a multi-asset portfolio approach.

Kirk Strawn is a CFA® charterholder with 35 years of industry experience. He is currently with AlphaCore Capital LLC, where he has worked for eight years, and previously spent seven years at Altegris Investments, Inc. From 2022 to 2025, he was also affiliated with AlphaCore Insurance Services, LLC. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, providing financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, with a focus on multi-asset portfolios that incorporate both traditional and alternative investments.

Brett Roenick is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Elite Lifestyle Management, Engage LLC, and CryoTherapy. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors by offering comprehensive financial planning and investment management, emphasizing alternative investments alongside traditional asset classes through a combination of in-house management and sub-advisory relationships.

Richard Pfister is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding Series 63, 65, and 66 licenses and having 11 years of industry experience. He has been with AlphaCore Capital since 2014 and previously worked at AlphaCore Technologies LLC from 2018 to 2021. Pfister serves on the Schwab Advisory Board and is a member of the investment committee at Bishop High School, where he reviews the endowment portfolio. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors with comprehensive financial planning, investment management, retirement plan advisory, sub-advisory services, and model portfolio subscriptions, emphasizing alternative investments alongside traditional assets through multi-asset portfolios.

Brian Marvin is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining AlphaCore Capital in 2020, he worked at GlobeFlex for four years and at Marvin & Palmer Associates for ten years, where he retains a minority ownership stake. AlphaCore Capital is an independent wealth advisory firm with roughly 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, employing a multi-asset investment approach that includes alternative investments alongside traditional equities and fixed income.

Edward Sella is a CFP® and PFS™ professional with 45 years of experience in the financial services industry. He is currently with AlphaCore Capital LLC, having joined in 2025 after a long career including 42 years at SPC Financial, Inc. and over four decades at Raymond James Financial Services, Inc. He serves as Chair of the investment committee for the Girl Scouts Nation's Capital. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and some banking institutions, offering comprehensive financial planning and multi-asset investment management that incorporates alternative investments alongside traditional securities.

Jonathan Elsberry is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding Series 63 and Series 65 designations with 22 years of industry experience. Prior to joining AlphaCore in 2022, he worked at Private Asset Management, Inc. for five years. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion for individuals, entities, and institutional investors. The firm uses a multi-asset approach that includes alternative investments alongside traditional equities and fixed income, employing fundamental and qualitative macro analysis and manager due diligence to build diversified portfolios.

David Curiel is a CFP® and holds a Series 65 license, working with AlphaCore Capital LLC since 2022. He has two years of industry experience and previously worked for Life Credit Company for nine years. Based in La Jolla, CA, he is part of a multi-team firm. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, including high-net-worth clients, entities, and institutional investors, offering comprehensive financial planning and multi-asset portfolio management that includes alternative investments alongside traditional assets.

Marc Seward is a financial advisor with AlphaCore Capital LLC, holding the ChFC® designation and Series 63 and 65 licenses, and brings 30 years of industry experience. He has worked previously at Enviso Capital LLC and Raymond J. Lucia Companies, Inc., and has operated Marc Seward Consulting since 1998. Outside of advisory roles, he offers insurance products and services to clients through AlphaCore Insurance Services LLC and his consulting business. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, providing comprehensive financial planning and multi-asset portfolio management that integrates alternative investments alongside traditional assets.

Rory Mcglynn is a CFP® with 15 years of industry experience, currently advising at AlphaCore Capital LLC since 2025. He previously worked at Sella & Martinic, LLC and Raymond James Financial Services. Outside of his advisory role, he serves as a producing agent for non-variable insurance. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, employing a multi-asset investment approach that incorporates alternative investments alongside traditional equities and fixed income.

Henry Mcclurg is a financial advisor at AlphaCore Capital LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank SSB and Charles Schwab for 15 years, as well as Citigroup Global Markets for 2 years. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and specialized advisory services with an emphasis on multi-asset portfolios that include alternative investments.

Ethel Mcglynn is a financial advisor at AlphaCore Capital LLC with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab and TD Ameritrade. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management that incorporates alternative investments alongside traditional assets.

Brandon Bol is a CFP® professional with six years of industry experience, currently serving as an advisor at AlphaCore Capital LLC since 2025. Prior to joining AlphaCore, he worked at The Colony Group, LLC and HoyleCohen, LLC. Outside of his advisory role, he is involved as a co-manager of an investment holding company. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management with an emphasis on alternative investments alongside traditional asset classes.

Michael Mcgreevy is a financial advisor at AlphaCore Capital LLC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Private Asset Management, Inc. for 24 years before joining AlphaCore Capital in 2022. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion in assets. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and multi-asset investment management with an emphasis on alternative investments alongside traditional equities and fixed income.