Benjamin Littman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors since 2007. 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 tax-aware strategies and the use of sub-advisers for specialized portfolio management.

Joseph Anderson is a Certified Financial Planner (CFP®) with 21 years of experience in the financial advisory industry, currently serving at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors in various roles since 2007. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including portfolio management, pension consulting, and donor-advised fund solutions.

Zachary Oleinik is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Equitable Advisors. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that use third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.

Christopher Bertorelli is a Certified Financial Planner® with 32 years of industry experience. He is currently with Octavia Wealth Advisors LLC and has held prior roles at John Hancock Investment Management and Manulife Asset Management. Bertorelli serves on the Coronado Cays Yacht Club Financial Advisory Committee, providing financial guidance to the board. Octavia Wealth Advisors is an SEC-registered multi-team firm managing over $2 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, and government entities. The firm uses customized portfolios primarily composed of low-cost ETFs and mutual funds while incorporating alternative investments and provides both discretionary and non-discretionary services.

Peter Keller is a CFP® with 26 years of industry experience and has been with Pure Financial Advisors, LLC since 2012. He is based in San Diego, CA, and holds Series 63 and Series 65 licenses. Pure Financial Advisors, LLC manages approximately $11.05 billion in assets for several thousand individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing a financial-planning-centered approach grounded in academic frameworks such as modern portfolio theory and tax-aware asset location.

Allison Alley is a Certified Financial Planner™ (CFP®) with 20 years of industry experience. She has been with Pure Financial Advisors, LLC since 2015. 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 emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies and specialized sub-advisers.

Juan Sanchez Costes is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at firms including UBS Financial Services, Vector Global WMG, and Banamex/Citibank. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, incorporating global asset classes and emerging-market exposures.

Dan Holzer is a financial advisor at Realta Investment Advisors, Inc. in San Diego, CA, holding a Series 66 designation with 15 years of industry experience. He has worked at Realta Investment Advisors since 2022 and concurrently serves as CEO of Alternative Investment, Inc., a real estate investing business. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients, utilizing a range of portfolio management strategies including asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Samantha Jackson Kittle is a financial advisor at Sovran Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera Advisor Networks, Greater Pacific Solutions, Mass Mutual Investors Services, HSBC Bank USA, and New York Life. Outside of her advisory role, she is involved in financial services recruiting, identifying and placing candidates within the financial distribution sector. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in client assets through a team of 53 advisors. The firm offers comprehensive financial planning and portfolio management, utilizing a blend of advisor-managed and model portfolios along with third-party managers to align with client objectives.

Sanford Fisch is a financial advisor at Integrity Advisory Solutions with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been involved in the legal field as a partner at Armstrong, Fisch, and Tutoli Law Firm since 1989. He is also CEO of the American Academy of Estate Planning Attorneys, a membership organization focused on estate planning. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, utilizing asset allocation frameworks and third-party platforms to tailor investment strategies.

Sergio Gallego is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. He has been with Berthel Fisher since 2013 and also works with BFC Planning, Inc. outside the firm. In addition to his advisory role, he is involved in mortgage origination and insurance sales. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets and serving thousands of clients through a network of independent adviser representatives. The firm offers a range of investment platforms and delivery models tailored to client needs.

Victor Orozco Jr. is a CFP® professional with 18 years of industry experience, currently serving as an advisor at The Wealth Consulting Group in San Diego, CA. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process that combines multiple analytical approaches and offers both direct management and access to third-party programs, with additional integration of legal-service pathways and fiduciary support for plan sponsors.

Daniel Dodgen is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MSI Financial Services. He is also the president and CEO of D E Dodgen Financial Advice, a corporation that manages accounting for securities, insurance, and advisory income. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm employs a blend of active and passive investment strategies, using internal and third-party models supported by technology-driven rebalancing and administrative services.

Taranjit Khamba is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 66 and Series 63 licenses and having five years of industry experience. His prior experience includes positions at LPL Financial, JP Morgan Chase Bank, N.A., and Axis Bank. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Allegria Jimenez is a financial advisor at Merit Financial Advisors in San Diego, CA, holding a Series 66 credential with two years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centralized sleeves and model portfolios, offering both discretionary and non-discretionary accounts supported by an internal investment team and various third-party managers.

Annie Chen is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. Her career includes roles at Falcon Wealth Planning and Westmount Asset Management prior to joining Pure Financial Advisors. Pure Financial Advisors, LLC is a large registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm focuses on comprehensive financial planning and discretionary portfolio management, employing academic frameworks and continuous planning through its Foundation Financial Plan process.

James Loken is a financial advisor with Sovran Advisors, LLC in Pasadena, CA. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial for Lutherans. In addition to his advisory work, he is involved in the sale of fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets and offers a range of portfolio management and consulting services, utilizing both advisor-managed and model portfolios tailored to client objectives.

Brian Sauter is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Pure Financial Advisors, LLC since 2009, serving in his current role since 2019. The firm 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. Pure Financial Advisors employs a planning-centered investment approach overseen by an Investment Committee, combining enterprise-scale infrastructure with unique operational features such as private equity ownership and advisor involvement in adult-education teaching.

Veston Thompson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Navy Federal in various capacities since 2007 and previously worked at Ameriprise for one year. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that emphasize third-party portfolio managers supported by an investment committee conducting ongoing due diligence and reviews.

Kendle Smith is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Pure Financial Advisors, LLC since 2020, with prior roles at Householder Group, LPL Financial, Waddell & Reed, Inc., and various insurance carriers. 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, incorporating modern portfolio theory, tax-aware techniques, and specialized strategies.