Charles Bollard is a Financial Consultant at Fidelity Investments, where he collaborates with high-net-worth families and individuals to work towards their financial goals. He has been with Fidelity Investments since 2021, holding various roles including Investment Consultant, Financial Representative, and High Net Worth Associate. Prior to joining Fidelity Investments, Charles worked in financial services and risk management at Capstone Partners from 2020 to 2021, and as a Fixed Income Analyst at Goldman Sachs from 2018 to 2020. He holds a California Insurance License.

Brian Wolff is a CFP® professional with nine years of industry experience, currently serving as an advisor at Pure Financial Advisors, LLC since 2017. Prior to joining Pure, he worked at Purshe Kaplan Sterling Investments and Wwm Financial. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach that incorporates modern portfolio theory and tax-aware asset location.

Baron Willis is a financial advisor at Chelsea Advisory Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chelsea Financial Services since 2016 and Hartley Cylke Pacific since 2003. Willis serves as a director on the Alpine Fire Protection District board and is a commissioner for the San Diego LAFCO. He also owns Willis Insurance & Financial Services, a non-investment-related business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm focuses on long-term, fundamental investment strategies and manages diversified portfolios primarily on a discretionary basis, integrating closely with an affiliated broker-dealer and custody platform.

Lawrence Hudson is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Metlife Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Wealth Advisory Solutions. Hudson is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors and offers a range of portfolio management and retirement consulting services tailored to client objectives.

Sofia Biggs is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Primerica Advisors and XP Securities LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily advises through managed programs utilizing third-party portfolio managers and offers a range of investment solutions supported by both advisory and commission-based channels.

Michael Chipperfield is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC in San Diego, CA. He previously worked at Charles Schwab Bank for three years before joining Pure Financial Advisors, where he has been since 2020. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach incorporating modern portfolio theory and tax-aware strategies, offering comprehensive planning and discretionary portfolio management across a variety of investment vehicles.

Joseph Brocato is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Cetera Advisor Networks. Outside of advising, he is involved in documentary film production as a co-owner of Unlikely Hero Productions, LLC, and writes articles on financial services topics. He also provides freelance strategic coaching and consulting services to both financial and non-financial clients. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in assets across about 3,390 clients. The firm offers comprehensive financial planning and portfolio management services using a combination of advisor-managed accounts, model portfolios, and third-party managers, with regular reviews tailored to client objectives.

Randal Atwell is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with Madison Avenue Securities since 2007 and operates Randal L. Atwell Insurance Services, Inc., where he provides insurance product evaluations and reviews. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, offering investment advisory, portfolio management, and financial planning services with approximately $2.0 billion in assets under management.

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.

Michael Holaday is a financial advisor with Infinity Financial Services Advisory in El Cajon, CA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Infinity Financial Services Advisory since 2021 and has concurrently operated Holaday Financial since 2012. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.

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.

Robert Canavan is a Certified Financial Planner® (CFP®) with 28 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2018, and previously spent five years at Fidelity Brokerage Services LLC. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach grounded in academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

William Hodapp is a CFP® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at CI Surevest Private Wealth, Wells Fargo, and 1 St Global Capital Corp. Hodapp is based in San Diego, CA. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory and tax-aware strategies.

Michael Pugsley is a CFP® with 27 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2020. His prior roles include positions at W&S Brokerage Services, Western Southern Life, AIG Direct, and Horace Mann Companies. He is also active in independent insurance sales in San Diego, focusing on various insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, supported by a broad network of affiliated offices and investment adviser representatives.

Maxwell Hacker is a CFP® and holds a Series 66 license, currently serving as an advisor at Pure Financial Advisors, LLC with 16 years of industry experience. His prior roles include positions at Motley Fool Wealth Management, T. Rowe Price Advisory Services, Inc., and Edward Jones. He is based in San Diego, CA. Pure Financial Advisors, LLC manages approximately $11 billion in assets for individual and high-net-worth clients, providing comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach grounded in academic frameworks and offers a range of related services including pension consulting, donor-advised fund solutions, and assistance with held-away retirement accounts.

Paul Barnum is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC and MML Investors Services, LLC. Outside of his advisory work, he serves as president of The Elite OC, a nonprofit young professional society. Sovran Advisors provides financial planning, advisory services, and portfolio management to individuals, corporations, and retirement plan sponsors. The firm employs both active and passive investment strategies and offers access to third-party managers and retirement plan consulting.

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.

Christopher Lamb is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He previously worked at Octavia Wealth Advisors, LLC and LPL Financial LLC. Lamb is also involved in client referrals for Octavia Wealth Advisors in San Diego, CA. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets through a network of about 174 advisors. The firm serves individuals, retirement plans, corporations, trusts, and other advisers, offering customized discretionary portfolio management and financial planning using a blend of passive, active, and tactical strategies.

Juan Gomez Garcia is a financial advisor at MissionSquare Retirement with 19 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at GWFS Equities, Inc., Mml Distributors, LLC, Massachusetts Mutual Life Insurance Company, and Bancwest Investment Services, Inc. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Brian Young is a financial advisor at Sovran Advisors, LLC in Costa Mesa, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Park Avenue Securities, and Guardian Life Insurance. He is also involved as a financial professional with DirectPath Financial. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and investment advisory services, utilizing a range of advisor-managed and model portfolios, unified managed accounts, and third-party managers to align with client objectives.