Scott Preece is a financial advisor at Packerland Brokerage Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 2018. His prior experience includes six years at Foresters Equity Advisory and Foresters Equity Services, Inc. Outside of his advisory work, he is involved in insurance sales, serves as a substitute teacher, and participates as a wrestling referee. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 178 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes both direct management and third-party money managers via the Hilltop-cleared Envestnet platform, providing a range of account structures and investment strategies.

Kevin Bendix is a financial advisor at Diversify Advisory Services, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Kirkland & Ellis LLP for twelve years. Bendix is also affiliated with DFPG Investments, LLC and has been involved with the University of California since 2022. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a range of internal models and third-party solutions across multiple platforms.

Kelsey Anderson is a CFP® professional with nine years of industry experience, currently serving as a wealth manager at The AmeriFlex Group. Prior to joining AmeriFlex, Kelsey worked extensively at Charles Schwab Bank and Charles Schwab & Co., Inc. in various roles over eight years. Outside of her advisory work, she holds a committee member position at the Country Club of Rancho Bernardo. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model allocations, discretionary and non-discretionary manager relationships, and multiple wrap programs.

Gregory Stephens is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and bringing 30 years of industry experience. His prior roles include positions at Ms Howells & Co, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets. He is also managing director of Stephens Investments & Wealth Management Solutions. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, with a notable focus on insurance-linked accounts and an open-architecture platform utilizing third-party managers and sub-advisors.

Logan Lowrey is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 credential and having 16 years of industry experience. His prior firms include Benchmark Investments, Inc., CAPE SECURITIES, Inc., PNC Wealth Management, and Edward Jones. Lowrey also owns Lowrey Wealth Management, an investment-related business focused on financial advice and life insurance. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, with a distinctive operational model supporting insurance-linked account management and an open-architecture platform utilizing both affiliated and unaffiliated third-party managers.

Michael Deluca is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds a Series 63 designation and has worked with Wedbush Morgan Securities since 2009. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

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.

Gabrielle Beard is a financial advisor with RBC Securities, Inc. She holds the Series 66 designation and has prior experience at City National Securities, Inc. and City National Bank. Outside of finance, she has worked in event-related roles including Anna Marie Events and Pop Ups Unlimited. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates within a broad financial services group affiliated with a bank and offers discretionary portfolio management, financial planning, and ongoing reporting.

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.

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 at RBC Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including City National Securities, City National Bank, CUSO Financial Services, and Scottrade. Outside of his advisory role, 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 its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank, offering discretionary portfolio management and financial planning.

Michael Woods is a financial advisor at Calton & Associates, Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with Calton & Associates since 2013. Outside of his advisory role, Woods serves as Vice President of Faulkner Media Group, where he creates marketing materials for financial services professionals, and he is a partner at Woods Consulting, LLC, providing consulting services to the pharmaceutical and financial services industries. Calton & Associates is a multi-team firm that serves individuals, retirement plans, trusts, estates, and other business entities. The firm offers fee-based portfolio management and financial planning, utilizes various analytical approaches, and provides access to third-party money managers and model portfolios.

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® professional with eight years of experience, currently with Axxcess Wealth Management, LLC. He previously worked at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors. Outside of his advisory role, he is also licensed as an insurance agent, focusing on accident, health, life, and variable insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base. The firm emphasizes customized, multi-asset portfolios and offers a formal platform that supports third-party advisory firms through its tailored investment solutions and consolidated reporting capabilities.