Dimitry Tikhonov is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Madison Avenue Securities since 2007 and is also the owner and advisor of Doffin Group, Inc., where he is involved in insurance services including life and long-term care insurance. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through multiple account platforms, utilizing diverse investment approaches and custodian relationships.

Joy Funk is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Madison Avenue Securities, LLC and previously held roles at CUSO Financial Services, LP and Centurion Counsel, Inc. Outside of her advisory work, she provides operational and trading support at AE Financial Services. Madison Avenue Securities, LLC serves a diverse client base including high net worth individuals, charitable institutions, and retirement plans. The firm offers a range of investment advisory and consulting services with multiple account platforms and employs various analytical and allocation approaches.

Cory Persson is a CFA® charterholder with 12 years of industry experience. He has worked at Axxcess Wealth Management, LLC since 2018 and previously at Pacific Capital from 2013 to 2018. 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, charitable organizations, and other advisers. The firm is notable for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, offering customized multi-asset portfolios and operational support to RIAs and broker-dealers.

Deborah Stokes is a financial advisor at Wedbush Securities Inc. with 40 years of industry experience. She has been with Wedbush Morgan Securities since 2009 and holds Series 63 and Series 66 designations. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services and is notable for its integration of broker-dealer, capital markets, custody, clearing, and prime services across multiple asset classes.

Brett Elliott is a financial advisor at Golden State Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC, Edward Jones, Empyr, Dunham and Associates, and Sun Capital Management. Elliott operates his advisory services through Golden State Wealth Management, an independent registered investment advisor. Golden State Wealth Management serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and businesses. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing various analytic approaches and third-party managers to tailor portfolios.

Wyatt Gibbs is a financial advisor with Axxcess Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Prudential Financial Planning Services, LPL Enterprise, and Prudential Financial. He is also a licensed insurance agent based in Laguna Beach, CA. 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 a combination of fundamental, technical, and cyclical analysis, and is notable for its Third-Party Asset Management Platform and sleeve-manager capabilities.

David Hudson is a financial advisor at Trajan Wealth, L.L.C. in Carlsbad, CA, with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Outside of his advisory role, he owns rental properties in Arizona and works part-time as an insurance agent selling fixed-indexed annuities. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm emphasizes a long-term, disciplined investment approach using stocks, ETFs, and mutual funds tailored to clients’ risk tolerances and financial situations.

Jessica Passier is a financial advisor with Madison Avenue Securities, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at Girard Securities from 2014 to 2018 before joining Madison Avenue Securities in 2018. Outside of her advisory role, she works part-time as a server and bartender for an event service company. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients through multiple advisory models that include discretionary and non-discretionary portfolio management.

Matthew Carvalho is a financial advisor at Cardinal Point Wealth Management with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to his current role, he worked at Loring Ward Securities Inc. for nine years and has held leadership roles at multiple Cardinal Point entities. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, core-and-satellite investment approach and provides cross-border planning and services to clients in both the U.S. and Canada.

Laura Malechuk is a financial advisor with Madison Avenue Securities, LLC and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including prior roles at CUSO Financial Services, LP and Foresters Equity Services, Inc. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

Carl Pinkard II is a CFP® professional with 23 years of industry experience, currently serving at Aldrich Wealth LP in Carlsbad, CA. He has held roles at Aldrich Wealth LP since 2008 and has additional experience at Pacific Coast Capital, LLC. Outside of advisory work, he is a principal of AKT Services, LLP, a holding company, and is involved with Aldrich Capital Advisors LP, a firm focused on M&A consulting and investment banking. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs a combined active and passive investment approach overseen by an Investment Committee and offers tax-aware strategies, SMAs, private market vehicles, and sub-advisory services for insurance-dedicated funds and pooled employer retirement plans.

Cynthia Pulver is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at multiple firms including International Assets Advisory and Global View Capital Management. Outside of her advisory role, she is involved in mortgage lending and health insurance, serving as a mortgage loan officer and health insurance agent in Utah. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tailored investment approach using an open-architecture platform and integrates insurance-linked account management alongside its multi-team advisory model.

Matthew Nadeau is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Kingswood Wealth Advisors, LLC. His prior roles include positions at Kingswood Capital Partners, Hayden Royal, Lord Abbett, and Wells Fargo Funds Management. He serves as vice president and board member of the Boys and Girls Club of Placer County. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, 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 investment approaches and integrates insurance-linked account management within its multi-team model.

Martin Mcnees is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Madison Avenue Securities since 2005. Outside of his advisory role, he serves as president of AE Financial Services, a broker-dealer based in Topeka, KS. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Donald Skinner is a financial advisor at Kingswood Wealth Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Outside of his advisory role, he umpires high school and summer league baseball. Kingswood Wealth Advisors serves a broad 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 utilizes third-party managers and supports insurance-linked account management.

Brian Jellig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Epstein and White Financial, and Edward Jones. Outside of his advisory work, he is an insurance agent offering fixed life insurance and annuity products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused model construction, supported by a proprietary technology platform and quantitative tools.

Ryan Martinez is a financial advisor at Aldrich Wealth LP in Carlsbad, CA, holding a Series 65 designation. He joined Aldrich Wealth in 2025 and has one year of industry experience. Prior to his advisory role, he worked at Elor Energy and has educational experience from UC Santa Barbara and Santa Barbara City College. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an Investment Committee to oversee portfolio construction, combining active and passive strategies with tax-aware techniques and offers services including sub-advisory roles for insurance-dedicated funds and retirement plans.

William Sayre is a financial advisor with Wedbush Securities Inc. in Oceanside, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wedbush Securities since 1984. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm provides a range of managed account solutions and combines broker-dealer, capital markets, custody, clearing, and prime services, including commodities and derivatives activities.

Douglas Dort is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Chalice Wealth Advisors, LLC and Chalice Capital Partners, LLC since 2018 and previously at Harbor Financial Services, LLC from 2007 to 2018. Dort is also president of Financial & Retirement Strategies, Inc., a company involved in insurance and tax preparation 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 platform utilizing third-party managers and integrates insurance-linked account management as part of its operational model.

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.