Alan Baca is a financial advisor at Ethos Financial Group, LLC with 12 years of industry experience. He previously worked for Bernstein Global Wealth Management for 11 years before joining Ethos in 2023. In addition to his advisory role, he is a managing partner in private equity investment partnerships. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm uses a model portfolio approach combining index-based exposures and third-party research, offering both discretionary and non-discretionary solutions.

Sundip Rai is a financial advisor at Dynamic with nine years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Laurel Wealth Advisors. Mr. Rai is also a licensed insurance agent and offers various insurance products as part of his practice. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides extensive support to other advisers through technology, compliance, and sub-advisory services.

Luis Gonzalez Fitzmaurice is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation. He has worked at Snowden Lane Partners since 2023 and has prior experience in logistics and academia. Snowden Capital Advisors LLC serves primarily high-net-worth individuals and family offices, as well as institutional clients including pension plans and governmental agencies. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment instruments and platforms.

Christopher Rand is a CFP® professional with 29 years of experience in the financial services industry. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Rand also serves as an instructor for graduate-level business courses at UC Berkeley Extension and is a member of the CFP Board’s Integrity Review Commission. WCG Wealth Advisors, LLC provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, and it maintains notable integration with legal-service pathways to support comprehensive client needs.

Matthew Horsley is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Pure Financial Advisors, LLC since 2014. He holds the Series 63 designation and is based in San Diego, CA. Pure Financial Advisors provides financial planning and portfolio management 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, tax-aware techniques, and specialized sub-advisers within an enterprise-scale platform.

Eric Blackhall is a financial advisor at Octavia Wealth Advisors LLC with 16 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Octavia Wealth Advisors in 2020, he worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and AXA Advisors, LLC. Blackhall also operates a CPA practice providing tax advice to clients. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management using a range of investment vehicles and provides retirement plan advisory and trust administration services.

Alissa Todd is a Series 66–licensed financial advisor with 10 years of industry experience. She is currently with The Wealth Consulting Group, where she has worked since 2017, and has prior experience with LPL Financial. Todd is involved in hosting events for Women Owning Wealth and speaks at various conferences and events. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers through multiple custodial platforms.

Paul Lim is a CFP®-certified financial advisor with 19 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Lim is based in San Diego, CA. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through attorney referrals and related resources.

Katherine Flores is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. Her career includes roles at firms such as Cetera Wealth Services, Mass Mutual Investors Services, Metlife Securities, LPL Financial, and A. G. Edwards & Sons. She is also the owner of Kathy Flores Wealth Management Inc. and serves as a financial advisor for Direct Path Financial Planning Investments. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management across various program types. The firm employs both active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

David Kooger is a Series 65-licensed financial advisor at Core Planning with one year of industry experience. He previously worked at West Virginia University and the University of Texas at El Paso. Kooger is also the founder of Texel Compass, a business consulting firm that assists entrepreneurs with starting and managing their businesses. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients. The firm offers tailored investment strategies, including ERISA 3(21) retirement-plan advisory services, utilizing third-party model portfolios and automated rebalancing tools.

Enri Santee is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Trilogy Capital, One America, and Equus Workforce. Outside of his advisory role, Mr. Santee is an Operating Engineer with the International Union of Operating Engineers Local 12, operating construction equipment during non-market hours. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis to build customized portfolios using a variety of investment vehicles, emphasizing retail and small-business client relationships.

Samuel Nunez is a financial advisor at Bolton Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bolton Global Asset Management and Bolton Global Capital since 2016. He is also the owner and managing member of Bilimek, LLC, an entity created to facilitate his securities and investment-related business. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent advisers, using a variety of investment vehicles and a primarily long-term approach.

Levi Anderson is a CFP® professional with 11 years of experience in the financial industry. He is currently with Root Financial Partners and has previously worked at EP Wealth Advisors, TD Ameritrade, and Edward Jones. Root Financial Partners serves individuals—including high-net-worth households—retirement plans, trusts, charities, and small businesses by providing discretionary investment management and comprehensive financial planning. The firm builds diversified, passive asset-allocation portfolios using low-cost index funds and ETFs, alongside third-party sub-adviser strategies, and offers a dedicated private-wealth service for multi-generational or concentrated-asset households.

David Wu is a financial advisor at Dynamic with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including 20/20 Capital Management and Ameritas. Outside of advisory work, he is a licensed insurance agent specializing in disability, life insurance, long-term care, and annuity sales. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on long-term, client-specific investment strategies and significant emphasis on supporting other advisers through technology and operational resources.

Lenia Muro is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and 20 years of industry experience. She previously worked at Commonwealth Financial Network from 2012 to 2021 before joining M Holdings Securities in 2021. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Joel Almquist is a financial advisor with Sovran Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Almquist serves as a board member of the nonprofit organization Frozen Orphans. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, and utilizes multiple platform relationships to tailor client allocations and monitor accounts regularly.

Ana Pasion is a financial advisor at The Wealth Consulting Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, First Command, Curate Partners, and First Allied Advisory Services. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive portfolio management along with legal and implementation support.

William Oconnell is a financial advisor with Sovran Advisors, LLC in San Diego, CA. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Prior to Sovran, he worked at WCG Wealth Advisors, LLC and LPL Financial, LLC. Outside of his advisory role, he provides income tax return preparation services for individuals and small home-based businesses. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory relationships, and portfolio management. The firm employs a blend of active and passive investment strategies using mutual funds, ETFs, alternatives, and derivatives, leveraging written investment policy statements and technology-supported rebalancing.

Jacob Greenberg is a CFP®, ChFC®, and Series 66-licensed advisor at Pure Financial Advisors, LLC with 14 years of industry experience. He has been with Pure Financial Advisors since 2015. Outside of his advisory role, he is a co-owner of 1BREATH, an apparel brand, and serves as an advisory board member for the CFP program at California State University of Fullerton, where he contributes guest lectures and program advisement. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

Jacqueline Goodreau is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with firms including Cetera, Mass Mutual Investors Services, and METLIFE Securities. In addition to her advisory roles, she operates Vision, Insight, & Initiative, Inc., a business entity used for tax purposes related to her financial services. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning, advisory services, and portfolio management across various program types. The firm uses a combination of active and passive investment strategies and offers third-party manager allocations and retirement plan consulting.