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.

Paul Condrat is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Davidson Investment Advisors, Inc. since 2004. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions, including registered investment companies and retirement plans. The firm uses a centralized investment team to manage multi-cap equity and fixed income strategies with an emphasis on active, long-term management and tax-related 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 Bendix is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Cedar Crest Advisors, LLC and DFPG Investments, Inc. Bendix serves on the board of directors for the Alternative and Direct Investment Securities Association and consults for a nonprofit organization focused on financing and fundraising. Diversify Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and consulting services to individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification approach and offers a variety of investment options and fee structures tailored to client needs.

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.

Deana Ingalls is a financial advisor with IP Financial Advisory Services LLC, holding the ChFC® designation and a Series 63 license. She has 33 years of industry experience and has previously worked with LPL Financial, LLC, and WCG Wealth Advisors, LLC. Ingalls is also a licensed notary and author. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio solutions and access to third-party investment advisors, with a notable emphasis on non-high-net-worth individuals.

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 a Series 66 designation and has worked at Sprott Global Resource Investments Ltd. since 2022. Outside of his advisory role, he is the founder and private placement partner of an investment club, Cast Investment Management, LLC. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on natural-resource and precious-metals businesses using bottom-up fundamental analysis and offers both actively managed and index-based resource-focused investment strategies.

Brenton Stransky is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Independence Square Holdings, LLC since 2019. His prior experience includes roles at LPL Financial, Private Advisor Group, Cetera Investment Services, PNC Wealth Management, and Ameriprise. Outside of his advisory work, he is also an author. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm combines in-house portfolio management with third-party selections, employing a range of investment strategies and maintaining a strong digital platform orientation to deliver customized and model-based portfolios.

Ronnie Caruthers is a financial advisor with Simplicity Wealth in Carlsbad, CA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at LifePro Asset Management and founding Caruthers Tax and Financial Solutions, which provides tax planning and college planning services to families. He previously operated Ducerus College Planning, a college planning business active for nearly three decades. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, alongside offering technology and operational support services for other advisers.

Mitchell Dunn is a Series 66-licensed financial advisor with nine years of industry experience, currently with Axxcess Wealth Management, LLC. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Edward Jones. He also holds an insurance agent license and engages in insurance product sales on a part-time basis. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, businesses, charitable organizations, and government entities. The firm utilizes customized multi-asset portfolios, a formal manager platform, and consolidated reporting to serve both direct clients and 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.

Bradley Titus is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Wedbush Securities since 2009. 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, capital markets, and advanced clearing and prime services, including discretionary and non-discretionary portfolio management.

Lauren Alvey is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mariner Wealth Advisors with six years of industry experience. Prior to joining Mariner, she worked at AllianceBernstein and MassMutual/MML Investor Services. Outside of her advisory role, she serves as Treasurer for the Hidden City Derby Girls. Mariner Wealth Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party managers, while also providing extensive tax integration and administrative family office services.

Michael Haig is a financial advisor with Integrated Wealth Concepts LLC in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Laurel Wealth Advisors, Sterling Global Strategies, and APW Capital. Outside of advising, Haig oversees the finances of two restaurants, Hamey Sushi Oceanside and Harney Poway. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, implementing customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Adam Baker is a financial advisor with Integrated Wealth Concepts LLC in Escondido, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He previously worked at Triad Advisors, OneDigital Investment Advisors LLC, PB Shore Club, SagePoint Financial, Inc, Independent Capital Management, and 24 HOUR FITNESS. Baker also provides fixed insurance products such as life, disability, and long-term care insurance as part of his financial planning services. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a range of mutual funds, ETFs, equities, and fixed income, with a long-term investment approach complemented by shorter-term rebalancing trades.

Robin Gattinella is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding a Series 66 designation and three years of industry experience. Prior to joining D.A. Davidson, Gattinella worked at Caffe Vacanza for eight years and volunteered at St. John's School for nine years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.