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.

Christopher Donahugh is a financial advisor at Axxcess Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and previously operated as a self-employed advisor for 13 years. Outside of his advisory role, he is also an insurance agent specializing in accident, health, life, casualty, and property insurance. 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 utilizes fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios and provides operational support such as trade order management, billing, and consolidated reporting.

Paul Condrat is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Davidson Investment Advisors, Inc. since 2004. He holds the Series 65 designation and is based in Carlsbad, CA. Davidson Investment Advisors offers discretionary and non-discretionary portfolio management services to individuals and institutions across various strategies including equity and fixed income. The firm combines fundamental, quantitative, and qualitative analysis through a centralized investment team and emphasizes active, long-term management with tax-aware 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 at Simplicity Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including LifePro Asset Management and Ducerus. Caruthers founded Caruthers Tax and Financial Solutions, which provides tax planning as well as college planning services for families, incorporating life insurance and fixed annuities in funding strategies. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with model portfolios that are actively monitored and rebalanced.

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.

Alexandra Gill is a financial advisor with Axxcess Wealth Management, LLC in Carlsbad, CA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Financial and Purus Wealth Management. Outside of advising, she engages in the online sale of personal clothing through Poshmark. 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, businesses, and government entities. The firm utilizes a customized, multi-asset investment approach and operates a platform that serves both its own clients and third-party advisory firms.

Todd Blackburn is a financial advisor with Integrated Advisors Network LLC in Carlsbad, CA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His prior roles include positions at Madison Avenue Securities, Vintage West Capital Management, and Mutual Securities. Blackburn also manages The Burns-Blackburn Group, an insurance agency providing various life insurance and annuity products. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and frequently uses third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.