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.

Vincent Florentino is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds Series 65 and Series 66 licenses and has recent experience at Yorkshire Wealth Management. Prior to his advisory roles, he worked in various fields including education, emergency medical services, and media production. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting, using a mix of fundamental and quantitative approaches and often incorporates third-party sub-advisers and managed account solutions.

Bart Zandbergen is a CFP® with 33 years of industry experience, currently serving at Axxcess Wealth Management, LLC since 2020. His prior roles include positions at Tessera Capital Partners, Gramercy Securities, Optivest Inc., Fmn Capital Corporation, and Financial Mgmt Network. Zandbergen holds a Certified Divorce Financial Analyst designation and performs intermittent modeling work and contributes to several magazines outside the securities industry. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm specializes in customized multi-asset portfolios and offers distinctive third-party manager integration and administrative support through its Third-Party Asset Management Platform.

Christopher Brown is a financial advisor at Kingswood Wealth Advisors, LLC in San Diego, CA, with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Wells Fargo Advisors. Outside of advisory work, he serves as a member of the Page High School Quarterback Club, assisting with game-day operations. Kingswood Wealth Advisors serves a diverse client base including retail investors, high-net-worth individuals, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both discretionary and non-discretionary investment approaches.

Andrea Orlando is a CFP® with 40 years of experience in the financial services industry. She has worked at Summit Financial, LLC since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Summit Equities, Inc. Ms. Orlando is also licensed to offer insurance products through multiple companies. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Michelle Cavallero is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network LLC and Hayden Royal. Outside of her advisory work, she knits blankets for foster children in her community on a volunteer basis. 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 platform and integrates insurance-linked account management through affiliated entities.

Anthony Nardi is a CFP® professional with 12 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC. His prior experience includes roles at Benchmark Investments, LPL Financial, Sterling National Bank, and J.P. Morgan Securities. Outside of his advisory work, he is involved in fixed annuity and life insurance activities through an independent marketing organization. Kingswood Wealth Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Richard Rodgers is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His work history includes roles at Kingswood Capital Partners, Benchmark Investments, and DST Wealth Management. Outside of his advisory duties, he is founder and CEO of Dannah Investment Group, a financial consulting and insurance firm, and holds ownership interests in several insurance agencies and fintech consumer finance marketplaces. 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, operating an open-architecture platform that often incorporates third-party managers and sub-advisors.

Michael Nakanishi is a financial advisor at Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 registrations with 28 years of industry experience. He has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2022 and spent 12 years at American Independent Securities Group. Outside of his advisory role, Nakanishi is involved in business consulting and the sale of various insurance products through an independent operation in Honolulu. 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 an open-architecture platform with discretionary and non-discretionary advice, frequently utilizing third-party managers and integrating insurance-linked account management in its operations.

Kevin Manzo is a financial advisor with Axxcess Wealth Management, LLC, holding a Series 66 credential and bringing 17 years of industry experience. He has worked at Tessera Capital Partners and Arete Wealth Management LLC before his current tenure at Axxcess Wealth Management. Outside of advising, Manzo is involved in insurance sales, focusing on life and variable annuity products. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a multi-asset portfolio approach with strategic and tactical asset allocation, and provides operational support through its Third-Party Asset Management Platform.