Namhee Park is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Kingswood, Park worked at Mirae Asset Wealth Management, MML Investors Services, and New York Life Insurance Company among others. Park serves on the board of the Korean American Chamber of Commerce of Orange County and is the CFO of the Yonsei Global CEO Association. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with both discretionary and non-discretionary advice and integrates insurance-linked account management within its operational model.

Paul Condrat is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Davidson Investment Advisors, Inc. since 2004. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions, including registered investment companies and retirement plans. The firm uses a centralized investment team to manage multi-cap equity and fixed income strategies with an emphasis on active, long-term management and tax-related services.

James Plotkin is a Series 65-licensed advisor with seven years of industry experience, currently with Private Management Group Inc in Carlsbad, CA. He has operated Plotkin & Associates Inc, DBA Plotkin Group, for over 35 years, where he serves as President and CEO, providing employee assessments for hiring and development. Private Management Group, Inc. offers discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets through a multi-team approach focused on combining long-term strategic frameworks with shorter-term tactical decisions.

Brian Dixon is a CFP® and ChFC® credentialed financial advisor at Kingswood Wealth Advisors, LLC with 23 years of industry experience. His prior work includes roles at CITY NATIONAL BANK, RBC Capital Markets, Raymond James Financial Services, and SunTrust. Outside of his advisory work, Dixon is involved in insurance sales and serves as a power of attorney for multiple family members. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes an open-architecture platform with both discretionary and non-discretionary investment management and integrates insurance-linked account management through affiliated entities.

Matthew Reese is a financial advisor at Independence Square Holdings, LLC with three years of industry experience. He previously worked at BDO USA and Moss Adams and is a certified public accountant who owns a tax preparation and bookkeeping business. Reese is also vice president of the board of Advanced Piping Products Inc., a manufacturing company serving the oil and gas refinery sector. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach and integrates customized portfolios, model portfolios, and third-party solutions, leveraging digital platforms and a broad range of investment instruments.

Jeffrey Anderson is a CFA® charterholder with 21 years of industry experience. He is currently with Axxcess Wealth Management, LLC and has previously worked at Presidio Capital Management, Inverness Securities, and Ancora Advisors. Axxcess Wealth Management offers wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, charitable organizations, and government entities. The firm’s investment approach centers on customized multi-asset portfolios and utilizes a range of internal and third-party managers, ETFs, mutual funds, and alternative investments, supported by a formal platform that integrates multiple managers and provides consolidated reporting.

Mohamed Alsoraimi is a financial advisor at Kingswood Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Benchmark Investments, Kingswood Capital Partners, and Chalice Capital Partners. Outside of his advisory role, he owns Sierra Regulatory Consulting, an LLC that provides occasional regulatory consulting services. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment approach, uses third-party managers and sub-advisors, and supports insurance-linked account management through its integration with affiliated financial entities.

Michael Mirich is an investment advisor representative with Realta Investment Advisors, Inc., holding Series 63 and Series 65 designations and 22 years of industry experience. His prior work includes roles at Center Street Securities, Inc. and Arete Wealth Advisors, LLC. Outside of advisory services, he operates an eBay flipping business under the name Sumo Slams Deals. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs personalized strategies based on client goals and risk tolerance, utilizing a diverse mix of asset classes and third-party manager programs.

Renee Faison is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including World Equity Group and Woodbury Financial Services. Faison is the president and founder of the Derrick Faison Foundation, a nonprofit focused on heart disease prevention, education, and youth support, and serves on the board of Farrs Best, a community outreach organization. She is also the founder of Kingdom Awakening 2020 Magazine, a ministry publication. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, ERISA advisory, and consulting services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management within its multi-team model.

Michael Bendix is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Cedar Crest Advisors, LLC and DFPG Investments, Inc. Bendix serves on the board of directors for the Alternative and Direct Investment Securities Association and consults for a nonprofit organization focused on financing and fundraising. Diversify Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and consulting services to individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification approach and offers a variety of investment options and fee structures tailored to client needs.

Judson Gee is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Kingswood Capital Partners, Niagara International Capital Limited, Hayden Royal, Uhlmann Price Securities, and Jhg Financial. He is also involved as majority owner and operator of Camp Stonefly LLC, overseeing campground management and related activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform, frequently uses third-party managers, and integrates insurance-linked account management through affiliated entities.

Khoa Hoang is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2010 to 2024. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of internal portfolio management and third-party strategies, including access to alternative investments and proprietary ETFs.

Deana Ingalls is a financial advisor with IP Financial Advisory Services LLC, holding the ChFC® designation and a Series 63 license, with 33 years of industry experience. Her prior roles include positions at LPL Financial, Osaic FA, and WCG Wealth Advisors. Outside of advisory services, she is a licensed notary and author. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on those other than high-net-worth individuals. The firm offers portfolio management, financial planning, and specialized consulting services, utilizing a range of analytical approaches and discretionary management strategies to tailor portfolios to client needs.

Jason Mcmurtry is a financial advisor at Concorde Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including DFPG Investments, Inc and Steadfast Companies. Outside of his advisory work, he owns a boat chartering business and an apparel company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using proprietary and third-party model strategies and offers overlay management with discretionary trading and allocation.

Paul Lee is a financial advisor with Kingswood Wealth Advisors, LLC and holds a Series 66 designation with 17 years of industry experience. Prior to joining Kingswood in 2021, he worked at Mirae Asset Wealth Management (USA) Inc. from 2015 to 2021. Outside of his advisory role, he serves as a managing director at Trinidad Coffee Company, where he consults on operational and marketing strategies, and he is a board member of the USC Asian Pacific American Alumni Association. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management, frequently working with third-party managers and affiliated financial entities.

Nicole English is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Benchmark Investments, LLC, Kingswood Capital Partners, LLC, Chalice Capital Partners, LLC, Chalice Wealth Advisors, LLC, and Lucia Securities, LLC. Outside of investment advising, she is principal of NE Business Enterprises, a company providing reserve studies for homeowners associations. 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, using an open-architecture platform with both discretionary and non-discretionary advice.

Svitlana Kyrukhina is a financial advisor at Kingswood Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. for nine years. Kyrukhina is a co-founder of the Ukraine Crisis Emergency Fund, a nonprofit providing immediate aid to affected areas. 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, and consulting services, utilizing an open-architecture platform with discretionary and non-discretionary investment approaches.

Michael Castaneda is a financial advisor at Sprott Asset Management USA Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Sprott Global Resource Investments Ltd. since 2022. Outside of his advisory role, he is the founder and private placement partner of an investment club, Cast Investment Management, LLC. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on natural-resource and precious-metals businesses using bottom-up fundamental analysis and offers both actively managed and index-based resource-focused investment strategies.

Brenton Stransky is a CFP® with 21 years of industry experience, currently serving at Independence Square Holdings, LLC since 2019. His prior experience includes roles at LPL Financial, Private Advisor Group, Cetera Investment Services, PNC Wealth Management, and Ameriprise. Outside of his advisory work, he is also an author. Independence Square Holdings operates as a multi-team advisor with about 40 advisors, serving individuals, retirement plans, institutional, and corporate clients through comprehensive financial planning and portfolio management services. The firm combines customized and model portfolios with third-party solutions, leveraging digital platforms and offering access to alternative investments and performance-based arrangements for qualified clients.

Ronnie Caruthers is a financial advisor with Simplicity Wealth in Carlsbad, CA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at LifePro Asset Management and founding Caruthers Tax and Financial Solutions, which provides tax planning and college planning services to families. He previously operated Ducerus College Planning, a college planning business active for nearly three decades. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, alongside offering technology and operational support services for other advisers.