Kyle Rodgers is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has held roles at multiple firms including Benchmark Investments, DST Wealth Management, and Kingswood Capital Partners. Outside of his advisory work, Rodgers serves as Vice President of Dannah Investment Group, LLC, a property casualty insurance agency and business consulting firm, and is a board member of Brotherhood for the Fallen, a nonprofit supporting families of fallen police officers. Kingswood Wealth Advisors serves a diverse clientele including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm features an open-architecture investment platform that utilizes third-party managers and integrates insurance-linked account management alongside its advisory offerings.

Danielle Mariano is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her background includes roles at Cadaret, Grant & Co., Inc., and Benchmark Investments, LLC. She is also active in helping clients aged 65 and older understand Medicare insurance options through her role as an insurance agent at Mariano Agency LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with a focus on integrating insurance-linked accounts and frequently works with affiliated and unaffiliated third-party managers.

Michael Sztrom is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Integrated Advisors Network since 2018 and previously operated Sztrom Capital Management LLC and Sztrom Wealth Management, Inc. since 2015. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a variety of investment approaches and frequently utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Justin Peek is a CFP® professional with 21 years of industry experience. He has worked at Edward Jones for 18 years before joining Golden State Wealth Management and LPL Financial in 2022. Peek is also licensed to sell life, long-term care, and health insurance products. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, financial planning, and retirement consulting. The firm offers discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers while billing primarily on a percentage-of-assets basis.

Ronald Ophetveld is a financial advisor at Perigon Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Seaside Advisory Services, Inc. for nine years. Outside of advisory work, he provides part-time Chief Financial Officer services to various companies. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Conrad Travassos is an advisor with Golden State Wealth Management, LLC, holding a Series 66 credential and beginning his industry career in 2024. His prior experience includes roles at LPL Financial, PEEK Wealth, and several positions outside of finance, such as work at the University of San Diego and ownership of East Coast Pizza Cardiff. He also provides administrative support to Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses with asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytic approaches for tailored portfolio construction and offers discretionary management alongside standalone planning and consulting engagements.

Phillip Bell is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at Yorkshire Wealth Management and Integrated Advisors Network since 2017 and spent one year at SII Investments prior to that. Bell also serves as Director and President of the Valley Center Fire Protection District. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and offers services including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through platforms such as Envestnet.

Howard Heatherly is a financial advisor with Wealth Watch Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with firms including Wealth Watch Advisors, Civil Service Benefits Network, ALLSTATE FINANCIAL, and Cornerstone Direct Financial. Outside of advisory work, he serves as an instructor at Civil Service Benefits Network, LLC, educating federal employees on their benefits and conducting individual benefit reviews. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions, offering portfolio management and financial planning services. The firm utilizes a combination of quantitative, qualitative, and technical methods to manage investment strategies, and it also provides access to alternative private placements for eligible investors.

Aida Laird is a financial advisor at Sprott Asset Management USA Inc. with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Sprott Global Resource Investments, Ltd. and Acosta & Layon. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, focusing on precious metals and natural resources through a combination of bottom-up fundamental analysis and cyclical/value investment approaches.

Ronald Packard is a financial advisor at Wealth Watch Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Vanderbilt Securities, Capital Asset Advisory Service, and Consolidated Portfolio Review Corp. Outside of his advisory role, he is a partner in Packard Senior Services, assisting with Medi-Cal applications. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical investment strategies, and offers discretionary and non-discretionary portfolio management primarily through third-party model managers.

Albert Yanez is a financial advisor with RBC Securities, Inc., holding Series 66 and Series 63 credentials and 23 years of industry experience. His prior experience includes roles at City National Securities, City National Bank, CUSO Financial Services, and Scottrade, Inc. Outside of advising, he manages a rental property in Seabrook, Texas. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is notable for its integration within a broad financial services group, including affiliations with banking and trust entities.

Michael Woods is a financial advisor at Calton & Associates, Inc. in Escondido, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Calton & Associates since 2013 and also serves as Vice President of Faulkner Media Group, a company that creates marketing materials for financial services professionals. Additionally, he is a partner at Woods Consulting, LLC, providing consulting services to the pharmaceutical and financial services industries. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines advisory services with commissionable brokerage and insurance products.

Adnan Hussain is a financial advisor at Kingswood Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Cetera and LPL Financial. Outside of advisory work, he is involved as a life insurance and fixed annuities sales agent with Tarkenton Financial. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform, frequently working with third-party managers and sub-advisors, and integrates insurance-linked account management in its operational model.

Timothy Rickey is a CFP® with seven years of industry experience, currently serving at Axxcess Wealth Management, LLC. His prior roles include positions at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors. He is also licensed to sell various types of insurance. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party manager capabilities through its Third-Party Asset Management Platform.

Richard Leu is a financial advisor with Axxcess Wealth Management, LLC in Carlsbad, CA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bridge Advisory, LLC dba Penniall & Associates, Inc. from 2016 to 2023. Outside of his advisory role, Leu serves as a volunteer board member and indoor cycling instructor for the YMCA of the Foothills. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and public entities. The firm offers customized, multi-asset portfolios managed through both internal and third-party managers, alongside a formal TAMP platform that supports other registered investment advisers.

Matthew Wiegele is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 13 years of industry experience, all with entities within the Navy Federal Financial Group. Outside of his advisory work, he serves as co-trustee of the Wiegele Family Trust, managing rental property issues in San Marcos, CA. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing third-party portfolio managers and a model-driven investment platform to provide a range of advisory and brokerage solutions.

John Forbes is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Lasalle St. Securities, L.L.C. since 2014. Outside of his advisory role, he serves as the Parliamentarian and Photography Editor for the Dalmatian Club of Northern California. Lasalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management, with a notable focus on a predominantly non-discretionary asset mix.

Randy Helfond is a CPA affiliated with Concurrent Investment Advisors, LLC, with 30 years of professional experience through his own practice, Randy G. Helfond, CPA. He joined Concurrent Investment Advisors in 2025. Concurrent Investment Advisors is an enterprise-scale firm with 161 advisors serving over 10,000 clients and managing approximately $9.9 billion in assets. The firm offers wealth management, investment management, financial planning, and retirement advisory services, utilizing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Thomas Grimm is a financial advisor at Kingswood Wealth Advisors, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Benchmark Investments, Inc., Millennial Advisers, LLC, and Laidlaw and Company. Outside of his advisory role, he volunteers as president of a Toastmasters and Youth Leadership Program, teaching public speaking and communication skills. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform with a focus on integrating insurance-linked accounts and affiliated financial entities.

Christopher Haddad is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Raymond James Financial Services and T. Rowe Price Investment Services. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates insurance-linked account management alongside institutional consulting.