Taranjit Khamba is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior roles include positions at LPL Financial and JP Morgan Chase Bank, N.A. Wedbush Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering a broad range of advisory and broker-dealer services across various asset classes and portfolio management strategies.

Allegria Jimenez is a financial advisor at Merit Financial Advisors with the Series 66 designation and two years of industry experience. Her prior firms include Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, allowing advisors to customize portfolios for their clients.

Annie Chen is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. Her prior experience includes roles at Falcon Wealth Planning and Westmount Asset Management. Pure Financial Advisors provides financial planning and portfolio management services 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, utilizing tax-aware techniques and specialized strategies within a multi-advisor platform.

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.

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.

Darren Todd is a CFP® professional with over 31 years of experience in financial advising. He is currently affiliated with The Wealth Consulting Group in San Diego, CA, and has held roles at WCG Wealth Advisors, LPL Financial, and Todd Financial & Insurance Services, Inc. He also operates as an insurance agent specializing in health, group employee benefits, and property and casualty insurance. 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, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs.

Bradley Swain is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wedbush Securities since 2009 and previously spent eight years with UBS Financial Services. Wedbush Securities serves individual, high-net-worth, and institutional clients through a range of investment advisory and broker-dealer services, including discretionary portfolio management, institutional research, and commodities and securities lending. The firm offers multiple wealth management and capital markets solutions while providing custodial, clearing, and prime services.

Carl Jackson Jr. is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services, LLC. Jackson is also involved with WealthPointe Advisors, a financial services business. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various programs. The firm employs both active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Marc Gallo is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with The Wealth Consulting Group since 2014 and previously worked at LPL Financial. 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, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party manager-of-manager programs.

Ashten Barber is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Prior to joining Sovran Advisors, Barber worked at Cetera Wealth Services, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Fidelity Personal and Workplace Advisors. Barber is also an insurance agent involved in the sales of fixed insurance products and serves on the board of Impact Network Group, where they support the organization’s strategic direction and day-to-day operations. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management across multiple program types. The firm combines active and passive investment strategies, including mutual funds, ETFs, alternatives, and derivatives, implemented through advisor-driven and third-party model portfolios with technology-supported rebalancing and administrative services.

Andrew Kraffert Gora is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Bangerter Financial Services, Emerson Equity LLC, and Compass. Outside of his advisory role, Gora serves as a San Diego board member of CCIM, where he helps organize events and supports chapter growth. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs. The firm serves a broad client base including individuals, corporate and charitable clients, and retirement plans, using individualized asset allocation and model-based portfolio construction with both in-house and external strategists.

Justin Wilson is a CFP® with 20 years of industry experience currently serving at Pure Financial Advisors, LLC. He has previously worked at firms including Perigon Wealth Management, Allworth Financial, and Duncan Financial. Wilson also holds a role with the City of Rocklin. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Ruby Mc Farland is a financial advisor at Snowden Capital Advisors LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Snowden Lane Partners in 2025, her background includes roles at the Community of Madrid, Il Fornaio Del Mar, Junior Achievement San Diego, and WorldHealer Inc. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party manager selection with a range of investment tools and institutional capabilities.

Nicholas Garcia is a financial advisor at Compound Planning, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at First Republic Investment Management, First Republic Securities, and Morling Financial Advisors. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Michael Best is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He has worked previously at Axxcess Wealth Management and Securities America Advisors. In addition to his advisory role, he is the owner and CPA at Best & Company, CPAs, an accounting firm he has operated since 1991. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning, employing customized portfolios through a combination of internal management and third-party relationships.

Michael Ingram is a CFP® professional with over 22 years of industry experience, currently serving at Octavia Wealth Advisors LLC in San Diego, CA. He has worked at Purshe Kaplan Sterling Investments, Inc. and Axa Advisors, LLC, with 16 years at Axa and 6 years at his current firms. In addition to his advisory roles, Ingram is involved in insurance product implementation through Octavia Risk Management LLC and serves as a trustee for family trusts. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, and institutional entities. The firm offers customized investment management and financial planning services using proprietary models focused on low-cost ETFs and mutual funds, alongside alternative investments and structured products.

Dominic Knauf is a financial advisor with Pure Financial Advisors, LLC in San Diego, CA, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Pure Financial Advisors in 2021, he worked at Northrock Partners, LLC for four years. He is also the founder and CEO of 2510 Consulting, a strategic planning and business consulting firm. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic theories and provides comprehensive services including discretionary portfolio management and pension consulting.

Anthony Vu is a CFP® with 16 years of experience in the financial services industry. He has worked at Pure Financial Advisors, LLC since 2022 and previously spent six years at Charles Schwab Bank and Charles Schwab & Co., Inc. in San Diego, CA. 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 discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Marysol Flores Salazar is a CFP® professional with 16 years of industry experience. She is currently with Pure Financial Advisors, LLC and has previous experience at firms including MissionSquare Investment Services, Ameriprise Financial Services, and Citigroup Global Markets. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a financial-planning-centered approach grounded in academic frameworks and continuous planning processes.