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.

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.

Jesse Sikorski is a financial advisor at Sikorski Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining his current firm in 2021. Outside of his advisory role, he is a licensed insurance agent. Sikorski Wealth Management offers portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and macroeconomic analysis alongside various asset-allocation strategies, and it uses borrowing and derivatives in managed accounts.

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.

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.

Stephen Mulholland is a CFP® and CFA® with eight years of industry experience. He is a managing member and Chief Investment Officer at Mulholland & Kuperstock Asset Management, LLC, where he has worked since 2019, and also serves as Principal and Chief Investment Officer at MKAM ETF LLC. Prior to these roles, he worked at GSG Capital Advisors and Livian & Co. Mulholland & Kuperstock Asset Management, LLC provides individualized asset management and retirement-plan consulting to individuals, high-net-worth clients, trusts, ERISA plan sponsors, and small business entities. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, technical, and sector analysis, managing portfolios on a discretionary basis with ongoing monitoring and periodic rebalancing.

Chaz Fahrner is a CFP® professional with nine years of industry experience, currently serving as an advisor at Orion Capital Management LLC since 2022. His prior roles include positions at The Gensler Group and LPL Financial, LLC. Outside of his advisory work, he is involved in a real estate rental business in San Diego. Orion Capital Management LLC provides discretionary portfolio management and financial planning primarily for individuals, high-net-worth clients, families, trusts, and retirement plans. The firm employs an active investment approach using fundamental analysis and a wide range of instruments, including derivatives strategies for accredited investors, and operates across seven offices with a four-advisor team.

Jefferson Rotherham is a CFP® and Series 66 credentialed financial advisor at Orion Capital Management LLC with 10 years of industry experience. He has worked at Orion since 2019 and previously held roles at LPL Financial LLC and The Gensler Group. Orion Capital Management LLC provides customized portfolio management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and institutions, managing approximately $370 million for about 160 clients. The firm uses an active, fundamental-analysis approach and integrates automated analytics and AI-supported tools alongside human oversight in its planning and reporting processes.

Andrew Mestyanek is a financial advisor at Pacific Spirit Investments LP with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Globeflex Capital, L.P. for 29 years and briefly at Andrew Mark Consultant. Outside of his advisory role, Mestyanek serves as CEO and Managing Member of Pacific Spirit LLC, a real estate investment company. Pacific Spirit Investments provides discretionary investment management and portfolio construction for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a bottom-up quantitative stock-selection and portfolio-construction process across traditional and alternative asset classes.

Zeynep Herges is a Series 65–licensed financial advisor with nine years of industry experience. She has been with Herges Capital Management since 2013. The firm provides discretionary portfolio management to private clients, focusing on a low-cost, tax-efficient, long-only strategy that emphasizes direct holdings of individual stocks and bonds, quantitative selection methods, and risk-weighted commodity allocation.

Anna Marie Lovell is a financial advisor at Open Water Advisory Partners with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Infinity Financial Services Advisory. She also serves as Advanced Planning Lead at Collective VFO. Open Water Advisory Partners is a two-advisor registered investment adviser providing comprehensive financial planning and integrated wealth strategies to individuals, families, and business owners. The firm uses a combination of fundamental, technical, and top-down analysis to build customized, long-term investment plans across various asset classes and offers both discretionary and non-discretionary portfolio management.

Steven Prescott is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at Colorado Financial Service Corporation since 2019 and concurrently at Kingsbarn Real Estate Capital since 2016. He is based in San Diego, CA. Harvesting Gains Corporation provides investment and planning services primarily to individuals, high-net-worth clients, business owners, and trusts and estates. The firm offers discretionary portfolio management, 1031 like-kind exchange advisory, private placement advice, and comprehensive financial, tax, charitable, and pension planning, combining fundamental analysis, macroeconomic inputs, and tax-efficient, long-term portfolio management.

Brian Lowder is a CFP® and CFA® with 28 years of industry experience. He has been the principal of Brian D. Lowder, Inc. since 1991. The firm provides fee-only financial planning and investment management services to individuals, families, trusts, corporations, and charitable organizations. Brian D. Lowder, Inc. serves a diverse client base including high-net-worth individuals and institutional clients such as corporate pension plans and endowments. The firm develops customized Investment Policy Statements for each client, focusing on fundamental analysis, diversification, and a core-and-satellite investment approach with ongoing monitoring and quarterly reporting.