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®-credentialed financial advisor with over 23 years of industry experience. He is currently with Aldrich Wealth LP, where he has worked since 2008, and has also held roles at Pacific Coast Capital, LLC, among other firms. Outside of his advisory work, he is a principal at AKT Services, LLP and is involved in 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 employs an Investment Committee–overseen approach combining active and passive management across asset classes, utilizes tax-aware strategies, and offers specialized services including sub-advisory roles and performance-based fee arrangements for private market investments.

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.

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.

Erik Strong is a financial advisor at Aldrich Wealth LP with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for eight years before joining Aldrich Wealth in 2021. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers tax-aware portfolio implementation alongside complementary services through affiliated accounting and broker-dealer entities.

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.

Dennis Manzo is a Series 65-licensed financial advisor with Axxcess Wealth Management, LLC, where he has worked since 2018. He has six years of industry experience, including four years at Spartan Aviation prior to joining Axxcess. In addition to his advisory role, he serves as an independent contractor conducting on-site evaluations for a nonprofit regulatory agency that oversees private trade career schools. 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 various analytical approaches and offers distinctive third-party asset management platform capabilities, serving other RIAs and broker-dealers with operational support and consolidated reporting.

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.

Danny Kominski is a financial advisor at International Assets Investment Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities from 2012 to 2021. Kominski has been with International Assets Investment Management and its affiliate since 2021. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs, focusing on customized, long-term portfolio construction using a variety of investment vehicles.

Steven Clement is a CFP® with five years of experience in financial advising. He is currently with Axxcess Wealth Management, LLC and has prior experience at Bridge Advisory, LLC and The Accountancy. In addition to his advisory role, Mr. Clement is a Certified Public Accountant who provides tax preparation, planning, and trustee services through The Accountancy. Axxcess Wealth Management offers wealth management, financial planning, and related consulting services to a diverse range of clients, including individuals, trusts, businesses, and municipalities. The firm emphasizes customized, multi-asset portfolios and provides services both directly and through its Axxcess Customized Portfolio Platform, which supports other advisory firms with multi-manager account structures and consolidated reporting.

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 Certified Financial Planner® with 34 years of industry experience. He is currently with Axxcess Wealth Management, LLC and has prior experience at firms including Financial Management Network Inc and Gramercy Securities, Inc. Outside of advisory work, he holds a Certified Divorce Financial Analyst designation and performs intermittent modeling work while contributing to several magazines. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm emphasizes customized multi-asset portfolios with ongoing oversight, acting both directly and through its proprietary platform as a TAMP and sub-advisor for third-party advisory firms.

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® with 39 years of industry experience, currently affiliated with CreativeOne Securities, LLC since 2022. He has worked previously at Calton & Associates, Inc. and North County Financial Associates, where he has been involved since 1985. Outside of financial advising, Babcock is president of a nonprofit organization and owns a tax preparation business. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

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.