Clarissa Tawel is a financial advisor at Aldrich Wealth LP with seven years of industry experience. She holds a Series 65 designation and has worked with several firms including Strategy Asset Managers L.L.C. and Holly Street Wealth Advisors prior to joining Aldrich Wealth in 2023. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across asset classes and applies tax-aware investment techniques, with oversight by an Investment Committee that guides asset allocation and manager selection.

Ira Tweed is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Capital Analysts since 2021. His prior experience includes roles at Lincoln Investment, Great American Advisors, Inc., and Mass Mutual Life Insurance. He also serves as an insurance agent, brokering term life insurance and fixed annuities. Capital Analysts provides portfolio management and advisory services to a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs discretionary and non-discretionary approaches supported by an in-house investment management team and offers customized portfolios, third-party manager access, and ERISA retirement plan advisory services.

Barry Waxler is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at several firms, including Universal Financial Consultants Corporation and Versus Capital Partners, and has authored the book *Stop Bleeding Cash*. Waxler also participates on an advisory board focused on exit planning and is involved in life insurance sales and referrals related to technology and capital development. Kingswood Wealth Advisors serves individual and institutional clients with portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently utilizing third-party managers, and is notable for its integration with affiliated financial entities and its management of insurance-linked accounts.

Mark Peetz is a financial advisor at Kingswood Wealth Advisors, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2022. His prior experience includes roles at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both affiliated and unaffiliated third-party managers.

Derek Bough is a financial advisor at Portfolio Medics, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Investment Advisor Group and Investment Advisor Alliance. Outside of his advisory work, he is a rideshare delivery driver, spending approximately 40 hours per month in this role. 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 offers customized portfolios that incorporate diversified mutual funds, ETFs, individual securities, and independent managers, using a blend of fundamental, technical, and cyclical analysis.

Frank Hsin is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Kingswood Wealth Advisors in 2023, he worked at UBS Financial Services Inc. for 12 years. Outside of finance, he is a co-owner of a coffee business, 805 Office Coffee Company LLC, involved in invoicing, deliveries, and customer service. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform that integrates insurance-linked accounts and uses both affiliated and third-party managers.

Anthony Kakuk is a CFP® professional with three years of experience, currently serving as an advisor at Axxcess Wealth Management, LLC. He has previously worked at T3 Trading Group, LLC and is involved as Chief Financial Officer at MTK Group dba Caring Companions Referral Agency, an in-home care services business. Additionally, he owns and operates Pro Fitness Body Solutions, a private training gym. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive TAMP and sleeve-manager capabilities.

Douglas Shultz is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Yorkshire Wealth Management, LLC and Integrated Advisors Network since 2016, and previously spent a year at SII Investments, Inc. Outside of advisory services, he serves as the Escondido City Treasurer, managing treasury bond investments for the city. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a risk-profile framework and a combination of fundamental and quantitative analysis to implement client plans, often utilizing third-party sub-adviser platforms and offering discretionary and non-discretionary portfolio management and financial planning services.

Curtis Burns is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Madison Avenue Securities, LLC, Vintage West Capital Management, and Mutual Securities, Inc. He is also involved with The Burns-Blackburn Group, which operates an insurance agency offering various insurance products. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a range of investment approaches and leverages third-party sub-adviser platforms for portfolio oversight and customized client solutions.

Erik Strong is a financial advisor at Aldrich Wealth LP with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for eight years before joining Aldrich Wealth in 2021. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers tax-aware portfolio implementation alongside complementary services through affiliated accounting and broker-dealer entities.

Grant Starkey is a financial advisor at Verus Capital Partners, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Avantax. Outside of advisory services, he is involved in tax preparation and accounting through Starkey Brothers, Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Christopher Richard is an advisor with Integrated Advisors Network LLC and holds the Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Vineyard Wealth Advisors and Integrated Advisors Network since 2015. Outside of his advisory work, he serves as a trustee for the Cramer Irrevocable Trust and participates on the financial committee of the Fairbanks Rancho Association. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, and institutional plans. The firm employs a variety of investment approaches and frequently utilizes third-party sub-advisers and managed account platforms to manage client portfolios.

H Rappaport is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. Prior to joining Kingswood in 2025, he was affiliated with International Assets Advisory for 11 years. Outside of advisory work, he provides radio commentary on stock market and investment news for KYW News Radio and Bloomberg Radio/Local TV and is the author of the book *Live Long Live Rich*, which focuses on investing for income. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, ERISA plan advisory, and consulting. The firm employs an open-architecture investment platform and integrates insurance-linked account management with relationships to affiliated financial entities.

Dennis Manzo is a Series 65-licensed financial advisor with Axxcess Wealth Management, LLC, where he has worked since 2018. He has six years of industry experience, including four years at Spartan Aviation prior to joining Axxcess. In addition to his advisory role, he serves as an independent contractor conducting on-site evaluations for a nonprofit regulatory agency that oversees private trade career schools. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using various analytical approaches and offers distinctive third-party asset management platform capabilities, serving other RIAs and broker-dealers with operational support and consolidated reporting.

Jacob Driver is a financial advisor at Concorde Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Compass, Pacific Sotheby's Realty, and RE/Max. Outside of his advisory role, Driver serves as Vice President of Investments at 1031 Capital Solutions and is a licensed real estate broker. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA-compliant advisory services.

Danny Kominski is a financial advisor at International Assets Investment Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities from 2012 to 2021. Kominski has been with International Assets Investment Management and its affiliate since 2021. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs, focusing on customized, long-term portfolio construction using a variety of investment vehicles.

Steven Clement is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently an advisor at Axxcess Wealth Management, LLC and also provides tax preparation, planning, and trustee services through his CPA practice, The Accountancy. Additionally, he serves as an Investment Advisor Representative of Bridge Advisory, LLC. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis, and provides operational support such as trade order management and consolidated reporting through its Third-Party Asset Management Platform.

Brian Braker is a financial advisor at Kingswood Wealth Advisors, LLC in San Diego, CA. He holds a Series 66 designation and has experience as a futures trader and commodities trader prior to joining Kingswood. Braker also performs clerical, data entry, sales, and marketing duties in a junior financial planner role at Sutter Wealth Management. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, and consulting services. The firm employs an open-architecture platform with third-party managers and integrates insurance-linked account management alongside its investment advisory services.

Mark Katz is a financial advisor at Aegis Capital Corp. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Hilltop Securities Inc. Katz serves on the finance committee of the Rancho Santa Fe Association HOA. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a significant portion of assets managed on a non-discretionary basis.

Daniel Packard is a Series 65-licensed financial advisor with 12 years of industry experience, currently with Wealth Watch Advisors, Inc. Since 2007, he has been a partner at Packard Senior Services, assisting clients with Medi-Cal applications. His prior roles include positions at Consolidated Portfolio Review Corp and CG Advisory Services. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a variety of investment strategies through vetted third-party managers and offers financial planning, consulting, and access to select alternative private placements for accredited investors.