Samuel Nunez is a financial advisor at Bolton Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bolton Global Asset Management and Bolton Global Capital since 2016. He is also the owner and managing member of Bilimek, LLC, an entity created to facilitate his securities and investment-related business. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent advisers, using a variety of investment vehicles and a primarily long-term approach.

Veston Thompson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Navy Federal in various capacities since 2007 and previously worked at Ameriprise for one year. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that emphasize third-party portfolio managers supported by an investment committee conducting ongoing due diligence and reviews.

Robert Holaday is a financial advisor with Infinity Financial Services Advisory and holds a Series 63 designation. He has 43 years of industry experience and has been associated with Infinity Financial Services Advisory since 2021, with prior experience at Holaday & Associates Financial & Insurance Services dating back to 1974. He is also the owner of Holaday Financial and Insurance Services, a fixed insurance business. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.

Baron Willis is a financial advisor at Chelsea Advisory Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chelsea Financial Services since 2016 and Hartley Cylke Pacific since 2003. Willis serves as a director on the Alpine Fire Protection District board and is a commissioner for the San Diego LAFCO. He also owns Willis Insurance & Financial Services, a non-investment-related business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm focuses on long-term, fundamental investment strategies and manages diversified portfolios primarily on a discretionary basis, integrating closely with an affiliated broker-dealer and custody platform.

Michael Holaday is a financial advisor with Infinity Financial Services Advisory in El Cajon, CA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Infinity Financial Services Advisory since 2021 and has concurrently operated Holaday Financial since 2012. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.

Michelle Packer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Facet. She previously worked at Telos Capital Management, Inc. for over a decade and spent four years with Equitable Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, offering services through phone, video, and a proprietary web platform. The firm implements model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms, while employing a flat subscription fee model rather than traditional asset-based fees.

Albert Shapiro is a financial advisor with PFG Advisors based in El Cajon, CA. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at United Planners, OSAIC, and Securities America, Inc. Outside of his advisory work, he is involved as a financial advisor with MyPoint Credit Union. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs and multi-platform access to diversified investment options.

Roxana Gomez is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 66 designation. She has nine years of industry experience, previously working at MMA Securities LLC and Marsh & McLennan Agency. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, and implements customized portfolios using a combination of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Darek Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, Unionbanc Investment Services, and Union Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm is notable for its combination of large institutional scale, in-house research capabilities, and specialized market roles such as swap dealer and futures commission merchant.

Melissa Marin is a financial advisor with Integrated Wealth Concepts LLC and holds Series 65 and Series 66 licenses. She has 23 years of industry experience and has previously worked with firms including Commonwealth Financial Network, Manning Wealth Management, and John Hancock. Marin is involved with RetirementDNA, an affiliated investment-related business focused on retirement planning. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, managing portfolios using mutual funds, ETFs, equities, and fixed income with both long-term strategies and shorter-term adjustments.

Christopher Mc Cain is a CFP® with 20 years of industry experience. He is currently affiliated with Truist Advisory Services and Truist Investment Services, joining both in 2026. Prior to that, he spent ten years at CUSO Financial Services, LP. Mc Cain serves as Vice President on the board of the Clan Rince Irish Dance Foundation, a nonprofit supporting Irish dance students. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by inter-affiliate integration across its affiliated entities.

Jason Watters is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Creative Planning, LLC, Reilly Financial Advisors, LLC, and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large network of advisors and employs a diversified, risk-class based investment approach blending passive and active management overseen by an internal Investment Committee.

Janet Kohrmann is a CFP®-certified financial advisor with 17 years of industry experience. She currently works at Farther Finance Advisors and previously held roles at Goldman Sachs PFM and United Capital Financial Advisers, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Michelle Hall is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She has held positions at Creative Planning since 2023, previously working at The Retirement Advantage, OneAmerica Retirement Services, and Alpha & Omega Financial Management Consultants Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other tactical approaches.

Blanca Pasallo is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including TD Ameritrade and Chase Bank. Her prior experience also includes a role at Sedberry Tobin Insurance Services and early work with Unleashed By Petco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its advisory role to multiple funds and use of advanced technologies in research.

Dennis Notchick is a CFP® professional affiliated with Cetera, with 12 years of industry experience. He has held positions at firms including Stratos Wealth Advisors, Mariner Wealth Advisors, and Avantax, and currently operates Integrated Tax and Wealth Management, offering financial and tax planning services. In addition to advisory work, he is involved in tax preparation and insurance sales. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving a diverse client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a broad network of independent advisors.

Kelly Rhine is a financial advisor with LPL Financial in Spring Valley, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2025, Rhine worked at NASA Federal Credit Union for 10 years, CUSO Financial Services, LP for 9 years, and Valic Financial Advisors for 2 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including third-party asset management and institutional platforms, supported by technology tools for research and operations.

Brian Grigg is a financial advisor with LPL Financial, holding the PFS™ designation and Series 66 license, and has 17 years of industry experience. His career includes roles at Avantax Insurance Services, Hughes Ferguson Grigg LLP, and managing his own firms such as Grigg Financial Group and Brian Grigg CPA. He is also involved in tax preparation and accounting through his ownership of related business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Howard is a financial advisor with LPL Financial in El Cajon, CA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Avantax Advisory Services and 1st Global Capital Corp., as well as over a decade at Wade, Howard & Associates, CPAs LLP. He is involved in tax preparation and accounting through his related business, HNK, CPAS, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

David Jones is a Series 66 licensed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015, working in El Cajon, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.