Gaston Guerrero is a financial advisor at BBVA Global Wealth Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Private Portfolio, Inc. and Mercantile Capital Advisors, LLC. Outside of advising, he serves as president of Mercantile Consulting Group, a property management business. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs. The firm primarily manages non-discretionary assets, aligning investment strategies with each client’s risk profile and leveraging global research and third-party models.

Collin Vaz is a financial advisor with HBW Advisory Services LLC, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, he has worked in various roles including a booking manager at Spin Nightclub in San Diego. Outside of his advisory role, he is involved in the event venue business as a booking manager. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base that includes individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that combines tactical asset allocation, fixed income, and multi-manager diversification, and it provides both discretionary and non-discretionary services through various platforms, including partnerships with third-party money managers.

Donald Rogers is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 credentials and bringing 59 years of industry experience. He previously worked at Jeffrey Matthews Financial Group LLC and Western Equity Group, Inc., and has owned and operated Don Rogers Tax Service since 1986, where he provides tax preparation services. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and investment strategies, including discretionary management tailored to clients’ goals, and integrates its advisory platform with affiliated broker-dealer and insurance activities.

Thomas Monahan is a financial advisor with Trustmont Advisory Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Trustmont in 2025, he spent 17 years with Independent Financial Group. Outside of his advisory role, he is the owner of PMI Management, a business and leadership coaching firm. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Dee House is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He holds a Series 63 designation and has held ownership roles in two non-investment-related businesses since 1982 and 1992, respectively. His prior advisory experience includes positions at Axxcess Wealth Management LLC and Securities America Advisors, Inc. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and sub-advisory relationships.

Rodney Caudillo is a financial advisor at Wedbush Securities Inc. with 34 years of industry experience. He has been with Wedbush since 2009 and previously worked at First Wall Street Corp. from 2007 to 2008. Caudillo serves as a volunteer commissioner on a local city commission in Chula Vista, California, focusing on safety issues affecting residents. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, supporting tailored portfolio management strategies and operational capabilities such as custodial and clearing services.

Guillermo Adame is a financial advisor at Western Wealth Management LLC with 21 years of industry experience. He holds the ChFC® designation and Series 66 license. Adame has worked with Western Wealth Management since 2016 and has been associated with LPL Financial since 2008. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and institutional investment management through a decentralized network of 88 investment adviser representatives.

Daniel Scherer is a CFP® professional with four years of experience in the financial industry. He currently works at Root Financial Partners and previously held roles at Cisco Systems, Cequell III, and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, with customized portfolios based on client objectives, risk tolerance, and tax considerations.

Alison Burkett is a Series 66-licensed advisor at Snowden Capital Advisors LLC with 16 years of industry experience. She has been with Snowden Account Services, Inc. and Snowden Capital Advisors LLC since 2011. Outside of her advisory role, she coaches youth sports on weekends. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and a range of investment tools while employing third-party managers and institutional capabilities.

Richard Wright is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding a Series 63 designation and 46 years of industry experience. His prior work includes 15 years at various Morgan Stanley entities from 1997 to 2012 before joining Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, securities lending, and capital markets services.

Lisa Murphy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2022. Prior to this, she worked at AlphaCore Capital LLC, Bradley Wealth Management, and Altegris Investments. She is also a volunteer with the nonprofit organization 3rd Decade. Mission Wealth Management is a multi-team advisory firm specializing in wealth management, financial planning, and personalized portfolio management for affluent individuals, families, and various institutional clients. The firm employs customized, typically long-term investment strategies using a range of assets including ETFs, mutual funds, individual securities, and alternative investments.

Hillis Haygood is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and C.A. Short Company. Haygood serves as a Relationship Manager at MissionSquare Retirement, a nonprofit organization that supports public sector employers and employees with retirement plan administration. MissionSquare Retirement provides deferred compensation and qualified retirement plans to state and local government employers, employees, and certain nonprofits. The firm offers Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management based on asset allocation models and personalized client information.

Julia King is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at LifePro Asset Management, RockStar Financial, and several other firms. In addition to her advisory work, she owns and operates a performance coaching business for experienced professionals and provides divorce financial analysis and mediation services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth, retirement plan, and registered investment company clients through a large network of affiliated offices. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing discretionary and non-discretionary management with model portfolios and an asymmetric rebalancing approach.

Nicholas Geraci is a financial advisor with Octavia Wealth Advisors LLC and holds CPA credentials. He has one year of industry experience and also serves as Chief Executive Officer of the Tax and Financial Center, a tax and accounting firm. Prior to Octavia Wealth Advisors, he worked at Rowling & Associates for three years. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and municipal entities. The firm uses customized portfolios that incorporate low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products, and provides a range of investment management and retirement plan advisory services.

Thomas Jack is a financial advisor with Vanderbilt Advisory Services in San Diego, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He joined Vanderbilt in 2018 after working at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is also a musician, engaging in singing, songwriting, and guitar playing, with some sales of CDs and digital music. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis within its investment approach, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Nicholas Seltun is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 66 registrations and 17 years of industry experience. His prior roles include positions at Seltun Financial Group, CS Planning Corp., and O'Connor Capital Advisory. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios, offering both discretionary and non-discretionary strategies along with model portfolios and research support for RIA firms.

Esmeralda Quintero is a CFP® and ChFC® with five years of industry experience. She currently works at Private Client Services, LLC and previously held roles at Northwestern Mutual and Wells Fargo. Outside of her advisory work, she is involved with Emerald Legacy Wealth Management LLC as a licensed insurance agent. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various organizations. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms across discretionary and non-discretionary accounts.

William Vourlas is a financial advisor at Calton & Associates, Inc. in San Diego, CA, holding a Series 66 designation with 17 years of industry experience. He has been with Calton & Associates since 2013. In addition to his advisory role, he is involved in Medicare insurance sales as an agent. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options and operates various program structures, including firm-managed wrap programs and separate account platforms.

Mark Di Matteo is a Series 65-licensed financial advisor at McAdam LLC with five years of industry experience. He has been with McAdam since 2020 and previously held roles in various hospitality and beverage companies. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios and offers a range of financial planning, investment management, and retirement consulting services across a multi-advisor platform.

Michelle Packer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Facet. She previously worked at Telos Capital Management, Inc. for over a decade and spent four years with Equitable Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, offering services through phone, video, and a proprietary web platform. The firm implements model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms, while employing a flat subscription fee model rather than traditional asset-based fees.