William Larson is a Series 65-licensed advisor at Wealth Legacy Group, Inc. with one year of experience in the financial industry. Prior to joining Wealth Legacy Group, he worked at Action Sport Rentals and held various positions while pursuing his education at Arizona State University and Baylor University. Wealth Legacy Group, Inc. serves high-net-worth families, business owners, nonprofit clients, and institutional entities by providing integrated wealth planning, business succession, philanthropic planning, and guidance on tax-deferred real estate investments. The firm utilizes a proprietary planning process and works primarily through institutional third-party managers and model platforms, focusing on coordinated discretionary management rather than in-house security selection.

David Jackson is a financial advisor at Del Mar Wealth Management Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses and is the Owner and Principal of Jackson Wealth Management Group, Inc., a registered investment advisor since 2005. He is also a licensed insurance agent in California. Del Mar Wealth Management provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a tailored investment process that integrates fundamental analysis, Modern Portfolio Theory, and both long- and short-term trading, while also utilizing third-party tools and sub-advisers to implement tax mitigation and model portfolio strategies.

Raphael Biderman is a financial advisor at Fairbanks Capital Management, Inc. in San Diego, CA, holding a Series 65 designation with seven years of industry experience. He has been with Fairbanks Capital Management since 2015. Fairbanks Capital Management provides discretionary investment management primarily to individual clients and institutional entities, focusing on a concentrated, long-term equity investment approach combined with active management of investment-grade fixed income. The firm is also notable for its role as adviser and sponsor of private pooled investment vehicles and real estate projects.

Luka Erceg is a financial advisor at Dynamique Capital Advisors with over five years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Kingswood Capital Partners and Dynamique Securities. Outside of his advisory work, he is the managing director of Erceg Partners, LLC, providing consulting services in turnaround, restructuring, and board advisory. He is also a licensed attorney who occasionally takes pro bono cases for nonprofits. Dynamique Capital Advisors serves primarily high-net-worth individuals and institutional clients, offering discretionary portfolio management, retirement plan consulting, and tailored financial planning. The firm employs a tactical allocation strategy that integrates fundamental, technical, cyclical, and event-driven analysis across a diverse range of investment instruments.

Damien Lanyon is a CFP® and ChFC® with 27 years of industry experience. He is affiliated with Lanyon Advisory Services (Viewpoint Financial Partners, LLC), where he has worked since 2015. Lanyon is also an independent licensed insurance agent. Lanyon Advisory Services provides portfolio management, financial planning, and access to third-party managers for individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages approximately $109 million across about 70 clients, employing multiple analytical approaches and offering both discretionary and non-discretionary management.

Christopher D'arcy is a CFA® charterholder with 21 years of industry experience. He has been with D’Arcy Capital Management LLC since 2011, where he is part of a four-advisor team. The firm provides personalized investment management and financial planning services to individuals, trusts, estates, retirement plans, and other institutions. D’Arcy Capital Management employs a core-and-satellite investment approach combining active and passive strategies, with offerings that include diversified asset allocation programs, non-diversified strategies, and customized separately managed accounts for high-net-worth clients.

Connor Buckley is a CFP® professional with two years of industry experience currently with Petix & Botte Financial. He has previously worked at LPL Financial and has experience in tax preparation through Petix & Botte Tax. Petix & Botte Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities, managing approximately $412 million in client assets. The firm utilizes customized portfolios and a variety of investment strategies, including tax-aware trading, and integrates tax preparation services alongside its advisory offerings.

Paul Botte is a CFP®-certified financial advisor with over 41 years of industry experience. He is a founding principal of Petix & Botte Financial and has held roles with LPL Financial and Tax & Financial Services Co., Inc. Since 2013, he has authored a book titled *Instant Retirement*. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $364 million across 743 clients, offering discretionary asset management and tailored portfolios that incorporate fundamental, technical, and cyclical analysis alongside various LPL Financial–sponsored advisory programs.

Connor Ludwig is a financial advisor at WEalthetic LLC with a Series 65 designation and one year of industry experience. Prior to joining WEalthetic, he worked in various roles including positions at Ace Parking, Ascenden, and Boise State University. WEalthetic LLC serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management, comprehensive portfolio management with integrated financial planning, and standalone financial planning and consulting. The firm employs diverse analytical methods and a range of investment strategies to tailor portfolios and plans to client goals, offering services to both individual and institutional clients.

Sandie Turley is a financial advisor at Western Financial Corporation with 27 years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at Rivulet Media, Inc. and operating S. Turley & Co. LLC since 2012. Western Financial Corporation is an SEC-registered investment adviser offering customized portfolio management, retirement-plan consulting, and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm employs a systematic, rules-based investment approach that combines relative-strength equity selection with diversified fixed-income and ETF strategies, managing over $400 million in discretionary assets for approximately 170 clients.

Sean Gelt is a financial advisor at Hafnia Financial, Inc. with two years of industry experience. He holds the Series 65 designation and previously worked at Del Mar Credit for five years. In addition to his advisory role, he manages Gelt Business Group, providing wills, estates, trusts, and marital mediation services. Hafnia Financial offers discretionary investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a strategic asset allocation framework combining passive and active management, with a notable focus on working with independent subadvisors and using technology to manage held-away accounts.

Maureen Verduyn is a CFP® with 34 years of industry experience, currently serving at The Financial Team, Inc. in Carlsbad, CA. She has worked with Great Point Capital, LLC, Jrl Capital Corporation, and Independent Financial Group prior to her ongoing tenure at The Financial Team, Inc. since 1998. Verduyn is also a licensed California insurance agent. The Financial Team, Inc. provides financial planning, consulting, and third-party investment management referral services to individuals, trusts, estates, small businesses, institutions, and retirement plans. The firm acts as a solicitor connecting clients with independent managers, delivering advisory services on a non-discretionary basis and supporting client onboarding and profile development.

Todd Lunsford is a financial advisor with International Private Wealth Advisors LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at MGO Private Wealth, LLC for seven years. In addition to his advisory role, he is licensed as an insurance agent, spending a portion of his time selling various types of insurance including life and annuity products. International Private Wealth Advisors LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified portfolios with mutual funds, ETFs, individual securities, and alternative investments, managing approximately $255 million for around 384 clients.

Brandon Thorsten is a CFP® with 13 years of industry experience, currently serving as an advisor at Merrithew & Thorsten, Inc. He has been with the firm since its founding in 2001. Merrithew & Thorsten serves individual and high-net-worth clients, focusing on professionals nearing retirement or undergoing major life changes. The firm provides comprehensive financial planning, portfolio management, and tax services, using a holistic approach that emphasizes after-tax returns and lower-volatility portfolios.

Michael Kinnear is a CFP® and CFA® with 22 years of experience in financial advising. He has been with Brian D. Lowder, Inc. since 2002. The firm offers fee-only financial planning and investment management to individuals, families, trusts, corporations, and charitable organizations. It serves a diverse client base, including high-net-worth individuals and institutional clients, and employs a tailored investment approach focused on fundamental analysis and a core-and-satellite portfolio strategy.

David Brenner is a ChFC® and Series 63 licensed financial advisor with 40 years of industry experience. He has led D. M. Brenner, Inc. since 2013 and previously worked at Fortune Financial Services, Inc. from 2013 to 2020. In addition to his advisory role, he is a licensed insurance agent. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individual and business clients. The firm manages approximately $175 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, incorporating tax-aware strategies and ongoing portfolio monitoring.

Nate Miles is a financial advisor at Cooper Capital Group with a Series 65 designation and two years of industry experience. Prior to joining Cooper Capital Group, he worked at Kidder Mathews and was self-employed. Outside of his advisory role, Nate owns Heavenearth, an apparel business in Oceanside, CA, where he is involved in photography, design, and social media content. Cooper Capital Group serves individual and high-net-worth clients, offering discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and sector analysis, utilizing a wide range of strategies from traditional asset allocation to alternative investments.

Timothy Lackey is a ChFC® and holds a Series 66 license with 23 years of industry experience. He has worked at Centered Financial since 2020 and previously spent 15 years at Anchor Bay Securities, LLC. Outside of financial advising, he is a partner in a tanning salon business. Centered Financial serves individuals, including high-net-worth and non-HNW households, as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $59 million across 149 client accounts, offering portfolio management, financial planning, pension consulting, and referral and sub-advisory services with an investment approach that combines fundamental and technical analysis and uses a range of asset classes and strategies.

Andrew Russell is a CFP® with 18 years of industry experience and has been with Dean Roland Russell, LLC since 2012. He is based in San Diego, CA, and holds a Series 63 license. Dean Roland Russell, LLC serves individual and high-net-worth families, including related entities such as trusts and estates, offering fee-only wealth management and financial planning. The firm creates customized portfolios across global asset classes, incorporating tax, cash-flow, and estate planning considerations alongside security analysis.

N Alexander Alard is a financial advisor at Eiger Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. outside of his advisory role, he has been employed by JPMorgan Bank, where he offers banking products and services. Eiger Wealth Management primarily serves accredited individual investors as well as qualified retirement plans, trusts, and other entities. The firm provides wealth management and financial planning with discretionary portfolio management across public and private markets, emphasizing multi-asset diversification and coordination with outside professionals.