Dominick Pullano is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Kingswood Capital Partners, Benchmark Investments, and Aegis Capital Corp. He also serves as president of PCM Associates, managing investment services and office operations related to his advisory activities. 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, incorporating third-party managers and supporting insurance-linked account management through affiliated financial entities.

Michael Delgado is a CFP® professional at Gladstone Wealth Partners with one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, utilizing diverse investment approaches tailored at the representative level.

William Bianchi is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Legend Advisory Corporation. Outside of his advisory role, he owns Health & Wealth Advisors Inc., a business involved in the sale and service of various insurance products. 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, ERISA plan advisory, and consulting services, with a distinctive approach that integrates insurance-linked account management and utilizes an open-architecture platform with both affiliated and unaffiliated third-party managers.

Leah Burnett is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Purshe Kaplan Sterling Investments, Aurora Wealth Advisors, and LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of portfolio management and consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Nathaniel Ritchison is a CFP® with 21 years of industry experience, currently serving at Pure Financial Advisors since 2014. He holds a Series 65 license and is based in San Diego, CA. 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 the use of sub-advisers for specialized strategies.

Gregory Richards is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at firms including Benchmark Investments LLC and Centaurus Financial INC. Outside of his advisory role, he is involved with The Estate Planning Team, where he prospects clients regarding deferred sales trust strategies, and refers clients to AmeriEstate Legal Plan, Inc. for legal planning assistance. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to 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 advice, integrates affiliated financial entities, and supports insurance-linked account management.

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.

Dean Heimbach is a CFP® professional with 15 years of industry experience, currently affiliated with Pure Financial Advisors, LLC. He has worked at Pure Financial Advisors since 2020, with prior experience at Retirement Planners of America from 2014 to 2019. 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 using academic frameworks and offers services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Edgar Jimenez Mora is a financial advisor at Sovran Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, MassMutual, and J.P. Morgan Securities. Outside of finance, he manages El Ranchito, a family restaurant, and oversees operational improvements through Mora Administrative Management. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of portfolio management options and regularly reviews client accounts to tailor strategies to individual objectives.

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.

John McCartin is a financial advisor at Sound Income Strategies, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sound Income Strategies since 2015, in addition to operating McCartin and Associates since 2001. Outside of his advisory role, he is an independent insurance agent specializing in the sale of life insurance and fixed annuity products. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm employs a fixed-income and income-oriented investment approach, combining fundamental and technical analysis, and offers asset management, financial planning, insurance services, and co- and sub-advisory arrangements.

Brian Samuels is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Planning Corporation and Prosperity Wealth Management, Inc. Outside of advisory work, he serves as Managing Director and CEO of Highland Capital Financial Consulting LLC, an insurance marketing agency. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages discretionary portfolios using a mix of fundamental, technical, and cyclical analysis across various investment types and strategies.

Jesse Lipscomb is a financial advisor with Compass Financial Management LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held positions at Bison Advisors and Truadvice, LLC, and has owned and operated several businesses including Roadmap Tax Services, Inc. and Roadmap Insurance Solutions, Inc. In addition to his advisory work, Lipscomb manages a cattle ranching operation through Charcoal Valley Ranch LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment process that combines fundamental, technical, charting, and cyclical analysis across various asset classes.

Joseph Schaaf is a CFP® professional with one year of industry experience, currently serving at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors since 2020 and has prior work experience including a role at Epic Wings and Things. Pure Financial Advisors 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. The firm employs a planning-centered investment approach overseen by an Investment Committee and integrates tax-aware techniques, diversified portfolios, and specialized sub-advisers within an enterprise-scale infrastructure.

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.

Christopher Kilrain is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, and Bank of America. Kilrain serves as an elected board member of the Mount Helix Park Foundation, where he participates in maintenance and finance committee decisions for the nature preserve. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning and portfolio management, utilizing a mix of active and passive investment strategies across multiple program types. The firm employs written investment policy statements and integrates internal portfolio models and third-party strategies through technology-supported platforms.

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.

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.

Ryan Miiller is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC in San Diego, CA. His prior experience includes 11 years at TD AMERITRADE before joining Pure Financial Advisors. 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 strategies, and specialized management techniques.

Robert Mccullock III is a CFP® professional with 26 years of industry experience, currently serving at Pure Financial Advisors, LLC since 2013. He holds Series 63 and Series 66 licenses and is based in San Diego, CA. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm employs a financial-planning-centered approach based on academic frameworks and offers comprehensive planning along with discretionary portfolio management and a range of related services.