Barry Waxler is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at several firms, including Universal Financial Consultants Corporation and Versus Capital Partners, and has authored the book *Stop Bleeding Cash*. Waxler also participates on an advisory board focused on exit planning and is involved in life insurance sales and referrals related to technology and capital development. Kingswood Wealth Advisors serves individual and institutional clients with portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently utilizing third-party managers, and is notable for its integration with affiliated financial entities and its management of insurance-linked accounts.

Mark Peetz is a financial advisor at Kingswood Wealth Advisors, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2022. His prior experience includes roles at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both affiliated and unaffiliated third-party managers.

Vilayphone Fixsen is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has been with Madison Avenue Securities since 2008. Outside of her advisory role, she is involved in construction as a treasurer and office administrator for BuildingLegacy Contracting. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Frank Hsin is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Kingswood Wealth Advisors in 2023, he worked at UBS Financial Services Inc. for 12 years. Outside of finance, he is a co-owner of a coffee business, 805 Office Coffee Company LLC, involved in invoicing, deliveries, and customer service. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform that integrates insurance-linked accounts and uses both affiliated and third-party managers.

David Koehler Jr. is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and LPL Financial, LLC. Outside of finance, he is involved with the Kansas City Bier Company, where he works as a server and bartender. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, pension plans, and charitable organizations. The firm manages about $2.0 billion for roughly 14,000 clients and offers portfolio management through advisor-managed models, third-party managers, and model portfolios.

Douglas Shultz is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Yorkshire Wealth Management, LLC and Integrated Advisors Network since 2016, and previously spent a year at SII Investments, Inc. Outside of advisory services, he serves as the Escondido City Treasurer, managing treasury bond investments for the city. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a risk-profile framework and a combination of fundamental and quantitative analysis to implement client plans, often utilizing third-party sub-adviser platforms and offering discretionary and non-discretionary portfolio management and financial planning services.

James Taylor III is a financial advisor at Gladstone Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors and Remote Link Solutions. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes multiple asset types and tax-managed strategies.

Grant Starkey is a financial advisor at Verus Capital Partners, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Avantax. Outside of advisory services, he is involved in tax preparation and accounting through Starkey Brothers, Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

H Rappaport is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. Prior to joining Kingswood in 2025, he was affiliated with International Assets Advisory for 11 years. Outside of advisory work, he provides radio commentary on stock market and investment news for KYW News Radio and Bloomberg Radio/Local TV and is the author of the book *Live Long Live Rich*, which focuses on investing for income. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, ERISA plan advisory, and consulting. The firm employs an open-architecture investment platform and integrates insurance-linked account management with relationships to affiliated financial entities.

Jacob Driver is a financial advisor at Concorde Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Compass, Pacific Sotheby's Realty, and RE/Max. Outside of his advisory role, Driver serves as Vice President of Investments at 1031 Capital Solutions and is a licensed real estate broker. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA-compliant advisory services.

Deborah Sims is a financial advisor at Madison Avenue Securities, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera and Summit Brokerage Services. She also dedicates time to helping federal employees understand benefits and retirement options through her ChFEBC designation. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies across discretionary and non-discretionary accounts.

Brian Braker is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 license and one year of industry experience. Prior to joining Kingswood in 2025, he worked as a futures trader and commodities trader and was employed at Constellation Brands. Outside of his advisory role, he is engaged as a junior financial planner with Sutter Wealth Management, where he contributes to clerical duties, data entry, sales, and marketing. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform that uses both affiliated and unaffiliated third-party managers.

Mark Katz is a financial advisor at Aegis Capital Corp. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Hilltop Securities Inc. Katz serves on the finance committee of the Rancho Santa Fe Association HOA. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a significant portion of assets managed on a non-discretionary basis.

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.

Rory Miller II is a financial advisor at Madison Avenue Securities, LLC in San Diego, CA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial and National Planning Corporation. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable organizations. The firm manages about $2.0 billion for roughly 14,000 clients through multiple wrap programs, sub-advisers, and third-party manager relationships.

Vincent Florentino is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds Series 65 and Series 66 registrations and has one year of industry experience. His background includes roles in healthcare and education, as well as founding a multimedia company. Integrated Advisors Network is an SEC-registered multi-team investment adviser that offers portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, and corporate entities. The firm employs a range of investment approaches, often utilizes third-party sub-advisers, and implements client plans based on risk profiles and Investment Policy Statements.

Christopher Brown is a financial advisor at Kingswood Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Wells Fargo Clearing. Outside of his advisory role, he serves as a member of the Page High School Quarterback Club, assisting with football game operations and program expenditures. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and supports insurance-linked accounts through affiliated financial entities.

Michael Olsen is a financial advisor at Madison Avenue Securities, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Madison Avenue Securities since 2012. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment approaches, including portfolio management, financial planning, pension consulting, and college-savings services.

Michelle Cavallero is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network LLC and Hayden Royal. Outside of her advisory work, she knits blankets for foster children in her community on a volunteer basis. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates insurance-linked account management through affiliated entities.

Anthony Nardi is a CFP® professional with 12 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC. His prior experience includes roles at Benchmark Investments, LPL Financial, Sterling National Bank, and J.P. Morgan Securities. Outside of his advisory work, he is involved in fixed annuity and life insurance activities through an independent marketing organization. Kingswood Wealth Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.