Daniel Packard is a Series 65-licensed financial advisor with 12 years of industry experience, currently with Wealth Watch Advisors, Inc. Since 2007, he has been a partner at Packard Senior Services, assisting clients with Medi-Cal applications. His prior roles include positions at Consolidated Portfolio Review Corp and CG Advisory Services. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a variety of investment strategies through vetted third-party managers and offers financial planning, consulting, and access to select alternative private placements for accredited investors.

Bart Zandbergen is a CFP® with 33 years of industry experience, currently serving at Axxcess Wealth Management, LLC since 2020. His prior roles include positions at Tessera Capital Partners, Gramercy Securities, Optivest Inc., Fmn Capital Corporation, and Financial Mgmt Network. Zandbergen holds a Certified Divorce Financial Analyst designation and performs intermittent modeling work and contributes to several magazines outside the securities industry. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm specializes in customized multi-asset portfolios and offers distinctive third-party manager integration and administrative support through its Third-Party Asset Management Platform.

Andrea Orlando is a CFP® with 40 years of experience in the financial services industry. She has worked at Summit Financial, LLC since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Summit Equities, Inc. Ms. Orlando is also licensed to offer insurance products through multiple companies. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Kevin Manzo is a financial advisor with Axxcess Wealth Management, LLC, holding a Series 66 credential and bringing 17 years of industry experience. He has worked at Tessera Capital Partners and Arete Wealth Management LLC before his current tenure at Axxcess Wealth Management. Outside of advising, Manzo is involved in insurance sales, focusing on life and variable annuity products. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a multi-asset portfolio approach with strategic and tactical asset allocation, and provides operational support through its Third-Party Asset Management Platform.

Jeffrey Babcock is a CFP® professional with 39 years of industry experience. He is currently with CreativeOne Securities, LLC and has also worked with Calton & Associates, Inc. and North County Financial Associates. Beyond his advisory roles, he serves as president of SD LUV, a nonprofit organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs using a combination of project-based planning and ongoing asset management.

Briana D'esposito is a financial advisor at Rossby Financial, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various roles from 2020 to 2024. Outside of advising, she is the owner of Live True Productions, an event and film company, through which she organizes two events annually. Rossby Financial is a registered investment adviser serving individuals, trusts, charitable organizations, pension plans, and corporate entities. The firm employs multiple analysis methods to tailor investment strategies according to clients’ risk tolerance and time horizons, managing approximately $358.6 million across 800 client relationships.

Andrew Castro is a Series 66-licensed financial advisor with three years of industry experience, currently serving at Sprott Asset Management USA Inc. He has worked at Sprott since 2023 and is involved with Sprott Global Resource Investments, Ltd. Outside of his advisory role, Castro is engaged in family-owned seasonal businesses, including Spina Farms Pumpkin Patch and C&S Farms LLC, a seasonal coffee stand. Sprott Asset Management USA Inc. provides investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on resource- and metals-themed strategies through separately managed accounts, private funds, and ETFs. The firm emphasizes bottom-up, value-oriented fundamental analysis complemented by top-down asset allocation and offers both active and index-based implementations.

Brian Patterson is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Ludacka Wealth Partners, hConsult, and LPL Guided Wealth Advisors. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection and manages over $8 billion in discretionary assets, acting as an outsourced sub-advisor for various intermediaries.

Kyle Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PFG Advisors. He has worked at several firms including United Planners, OSAIC, Securities America, and Raymond James. Outside of his advisory role, he has business involvement with Airbnb. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach features model portfolios and third-party managers with an emphasis on macro allocation and index-based ETFs, supported by multiple marketplace platforms and strategic partnerships.

Michael Seid is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Axxcess Wealth Management since 2013 and previously spent eight years at Arete Wealth Advisors, LLC. Outside of his advisory role, he serves as a board member for Aurora Spine Group, a medical device manufacturer. Axxcess Wealth Management offers wealth management, financial planning, and retirement plan advisory 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 and provides operational support through its Third-Party Asset Management Platform, acting as a sub-advisor or co-advisor to other RIAs and broker-dealers.

Paul Condrat is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Davidson Investment Advisors, Inc. since 2004. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions, including registered investment companies and retirement plans. The firm uses a centralized investment team to manage multi-cap equity and fixed income strategies with an emphasis on active, long-term management and tax-related services.

James Plotkin is a Series 65-licensed advisor with seven years of industry experience, currently with Private Management Group Inc in Carlsbad, CA. He has operated Plotkin & Associates Inc, DBA Plotkin Group, for over 35 years, where he serves as President and CEO, providing employee assessments for hiring and development. Private Management Group, Inc. offers discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets through a multi-team approach focused on combining long-term strategic frameworks with shorter-term tactical decisions.

Matthew Reese is a financial advisor at Independence Square Holdings, LLC with two years of industry experience. He holds a CPA credential and owns a tax preparation and bookkeeping business. Prior to joining Independence Square, he worked at BDO USA and Moss Adams, and he also serves as Vice President on the board of Advanced Piping Products Inc., a manufacturing company. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to a diverse client base, including individuals, retirement plans, corporations, and government entities. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary services supported by digital platforms and access to third-party managers.

Jeffrey Anderson is a CFA® charterholder with 20 years of experience in the financial industry. He currently serves as an advisor at Axxcess Wealth Management, LLC and has previously worked at Presidio Capital Management, LLC, Inverness Securities LLC, and Ancora Advisors LLC. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, retirement plans, and other investment advisers. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party asset management platform and sleeve-manager capabilities.

Michael Mirich is an investment advisor representative with Realta Investment Advisors, Inc., holding Series 63 and Series 65 designations and 22 years of industry experience. His prior work includes roles at Center Street Securities, Inc. and Arete Wealth Advisors, LLC. Outside of advisory services, he operates an eBay flipping business under the name Sumo Slams Deals. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs personalized strategies based on client goals and risk tolerance, utilizing a diverse mix of asset classes and third-party manager programs.

Khoa Hoang is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a wide range of investment instruments and access to alternative investments and third-party managers.

Jason Mcmurtry is a financial advisor at Concorde Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including DFPG Investments, Inc and Steadfast Companies. Outside of his advisory work, he owns a boat chartering business and an apparel company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using proprietary and third-party model strategies and offers overlay management with discretionary trading and allocation.

Michael Castaneda is a financial advisor at Sprott Asset Management USA Inc. with two years of industry experience. He holds the Series 66 designation and has worked with Sprott Global Resource Investments Ltd. since 2022. He is the founder and private placement partner of CAST INVESTMENT MANAGEMENT, LLC, an investment club based in San Diego. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles. The firm focuses on precious metals and natural resources through bottom-up fundamental analysis and cyclical/value investment strategies.

Ronnie Caruthers is a financial advisor with Simplicity Wealth in Carlsbad, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. His career includes prior roles at LifePro Asset Management and Ducerus, where he also founded Ducerus College Planning, a college planning service that operated for nearly three decades. He currently provides financial planning and tax-related services through Caruthers Wealth Solutions and Caruthers Tax and Financial Solutions, including college planning and funding strategy development for families. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities, offering services that include financial planning, portfolio management, and retirement plan solutions. The firm utilizes a fund-of-funds investment approach, leveraging ETFs, mutual funds, and independent managers, and supports advisers with technology and operational platforms such as a Turnkey Asset Management Program (TAMP).

Mitchell Dunn is a financial advisor at Axxcess Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Merrill, and Bank of America. In addition to his advisory role, Dunn is involved in insurance sales. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base. The firm offers customized, multi-asset portfolios managed through a combination of internal and third-party managers and operates a TAMP platform serving other registered investment advisers.