Matthew Wiegele is a ChFC® designated financial advisor with Navy Federal Investment Services, LLC, based in San Marcos, CA. He has 13 years of industry experience, all within affiliated Navy Federal entities. Outside of his advisory work, he serves as a co-trustee of the Wiegele Family Trust, managing family rental property. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management and financial planning primarily through managed advisory programs that incorporate third-party portfolio managers. The firm operates with a dual registered investment adviser and broker-dealer structure affiliated with a credit union group.

John Forbes is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. His prior firms include Lasalle St. Securities, Securities America Advisors, Financial West Group, Torrey Pines Securities, and RBC Capital Markets. Outside of his advisory work, he serves as Parliamentarian for the Dalmatian Club of Northern California. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominantly non-discretionary asset management approach.

Steven Vasquez is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Wells Fargo in various roles from 2002 to 2024. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs utilizing third-party portfolio managers and supports layered solutions including unified managed accounts and digital automated ETF portfolios.

Carl Lamb is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC. He previously worked at Allworth Financial, LPL Financial, and Loring Ward Securities. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient rebalancing and held-away account management.

Scott Chelberg is a CFP® with 40 years of industry experience, currently serving at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, Inc. and OSAIC. He is involved with the Boys & Girls Clubs of Carlsbad Foundation as a volunteer and serves as a board member of the Entrepreneurs Organization. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jonathan Lugo is a financial advisor at Axxcess Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he sells non-variable life, health, annuity, and disability income insurance products. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and provides operational support and consolidated reporting through its Third-Party Asset Management Platform.

Cory Persson is a CFA® charterholder with 12 years of industry experience. He has worked at Axxcess Wealth Management, LLC since 2018 and previously at Pacific Capital from 2013 to 2018. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and other advisers. The firm is notable for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, offering customized multi-asset portfolios and operational support to RIAs and broker-dealers.

Deborah Stokes is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 66 designations and bringing 41 years of industry experience. She has been with Wedbush Morgan Securities since 2009, totaling 17 years at the firm. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s services include wealth management, fixed income, commodities, securities lending, and capital markets, with both discretionary and non-discretionary portfolio management options.

Brett Elliott is a financial advisor at Golden State Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC, Edward Jones, Empyr, Dunham and Associates, and Sun Capital Management. Elliott operates his advisory services through Golden State Wealth Management, an independent registered investment advisor. Golden State Wealth Management serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and businesses. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing various analytic approaches and third-party managers to tailor portfolios.

Wyatt Gibbs is a financial advisor with Axxcess Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Prudential Financial Planning Services, LPL Enterprise, and Prudential Financial. He is also a licensed insurance agent based in Laguna Beach, CA. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using a combination of fundamental, technical, and cyclical analysis, and is notable for its Third-Party Asset Management Platform and sleeve-manager capabilities.

David Hudson is a financial advisor at Trajan Wealth, L.L.C. in Carlsbad, CA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab from 2012 to 2025. Outside of his advisory role, he is involved in managing rental properties in Arizona and works part-time as a fixed-indexed annuities insurance agent. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and institutions. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, and integrates tax, estate, and insurance planning through its employee advisors.

Matthew Carvalho is a financial advisor at Cardinal Point Wealth Management with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to his current role, he worked at Loring Ward Securities Inc. for nine years and has held leadership roles at multiple Cardinal Point entities. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, core-and-satellite investment approach and provides cross-border planning and services to clients in both the U.S. and Canada.

Carl Pinkard II is a CFP®-certified financial advisor with 23 years of industry experience. He is affiliated with Aldrich Wealth LP in Carlsbad, CA, where he has worked since 2008. Pinkard also dedicates limited time to M&A consulting and investment banking through Aldrich Capital Advisors LP. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm’s investment approach combines active and passive managers across asset classes, employs tax-aware strategies, and offers specialized solutions such as the RetireBridge 401K pooled employer plan and private market investment options.

Ryan Martinez is a financial advisor at Aldrich Wealth LP in Carlsbad, CA, holding a Series 65 designation. He joined Aldrich Wealth in 2025 and has one year of industry experience. Prior to his advisory role, he worked at Elor Energy and has educational experience from UC Santa Barbara and Santa Barbara City College. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an Investment Committee to oversee portfolio construction, combining active and passive strategies with tax-aware techniques and offers services including sub-advisory roles for insurance-dedicated funds and retirement plans.

William Sayre is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wedbush Securities since 1984. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers wealth management, fixed income, commodities, securities lending, and capital markets services, delivering both discretionary and non-discretionary portfolio management tailored to client needs.

Clarissa Tawel is a financial advisor at Aldrich Wealth LP with seven years of industry experience. She holds a Series 65 designation and has worked with several firms including Strategy Asset Managers L.L.C. and Holly Street Wealth Advisors prior to joining Aldrich Wealth in 2023. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across asset classes and applies tax-aware investment techniques, with oversight by an Investment Committee that guides asset allocation and manager selection.

Ira Tweed is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Capital Analysts since 2021 and previously held roles at Lincoln Investment, Great American Advisors, Inc., and Mass Mutual Life Insurance. Tweed is also involved as a writing agent in fixed annuities with Ash Brokerage. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a network of independent advisors and firm-managed programs, utilizing a proprietary mutual-fund screening process called CAPSL for discretionary and non-discretionary investment management.

Derek Bough is a financial advisor at Portfolio Medics, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Investment Advisor Group and Investment Advisor Alliance. Outside of his advisory work, he is a rideshare delivery driver, spending approximately 40 hours per month in this role. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios that incorporate diversified mutual funds, ETFs, individual securities, and independent managers, using a blend of fundamental, technical, and cyclical analysis.

Anthony Kakuk is a CFP® professional with three years of experience, currently serving as an advisor at Axxcess Wealth Management, LLC. He has previously worked at T3 Trading Group, LLC and is involved as Chief Financial Officer at MTK Group dba Caring Companions Referral Agency, an in-home care services business. Additionally, he owns and operates Pro Fitness Body Solutions, a private training gym. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive TAMP and sleeve-manager capabilities.

Curtis Burns is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Madison Avenue Securities, LLC, Vintage West Capital Management, and Mutual Securities, Inc. He is also involved with The Burns-Blackburn Group, which operates an insurance agency offering various insurance products. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a range of investment approaches and leverages third-party sub-adviser platforms for portfolio oversight and customized client solutions.