Marci Bair is a CFP®-credentialed financial advisor with The Wealth Consulting Group in San Diego, CA, bringing 33 years of industry experience. She has been associated with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2014 and has led Bair Financial Group since 1998. The Wealth Consulting Group offers 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 approach combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

William Lafleur is a Series 65-licensed financial advisor with nine years of industry experience. He currently works at Sovran Advisors, LLC and previously held roles at WCG Wealth Advisors, LLC, Mutual of Omaha Bank, and operated as a self-employed advisor. Lafleur serves as a power of attorney for several family members, monitoring their investment accounts on a pro bono basis. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, and serves approximately 3,390 clients with around $1.78 billion in assets under management.

Raymond Weber is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding a Series 63 designation and bringing 42 years of industry experience. He previously worked at Morgan Stanley and its affiliates for 16 years before joining Hilltop Securities in 2013. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement consulting, and advisory solutions on an open-architecture platform that includes both third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, acting as a qualified custodian and full-service broker-dealer.

Warren Barrett is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds a Series 65 designation and has a background that includes roles at Barrett Financial Services, Inc., Modern Market Technologies, Inc., and Horter Investment Management, LLC. Outside of advisory work, he is involved in mortgage origination and insurance services, including the education and sale of life insurance and long-term care products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and trading infrastructure.

Orawicha Suraniwongse is a financial advisor with Encompass More Asset Management LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Encompass More, Orawicha worked at Transamerica Financial Advisors and World Financial Group. Outside of advising, Orawicha is the owner of OS Tax and Books, providing accounting and tax services, and serves as an officer for the Thai and Southeast Asian Association of California, supporting cultural events and financial operations. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million through a team of 84 advisors and employs model-based strategies combining proprietary and third-party sub-advisers with a range of investment options including equities, fixed income, and private placements.

Akhilesh Sinha is a financial advisor at Sovran Advisors, LLC with 31 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Metlife Securities Inc., MassMutual Investors Services, and Greater Pacific Solutions, where he also provides financial planning and advisory services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting. The firm employs written investment policy statements and a combination of active and passive strategies across a variety of investment vehicles.

Stephen Pitchkolan is a financial advisor with Wedbush Securities Inc. in San Diego, CA. He holds Series 63 and Series 65 designations and has 45 years of industry experience, with 37 years at Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions.

Michael Kelly is a financial advisor with Wedbush Securities Inc. in San Diego, CA. He holds a Series 63 designation and has 33 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including portfolio management, research, and clearing with operational capabilities spanning wealth management, fixed income, commodities, and securities lending.

Marcus Gonzalez is a CFP® professional at Pure Financial Advisors, LLC with one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. He has also worked outside the financial sector in education and hospitality. Pure Financial Advisors, LLC serves several thousand individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm uses a financial-planning-centered approach based on academic frameworks and offers services such as pension consulting, variable annuity management, and donor-advised fund solutions.

Morgan Davis is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2021 and previously spent six years at North Island Credit Union and Cuso Financial Services. 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 plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers legal-service integration and fiduciary support for plan sponsors.

Steven Pollock is a Certified Financial Planner® with 20 years of experience in the financial services industry. He currently works at Merit Financial Advisors and has held prior roles at PKS Investments, LPL Financial, and Reason Financial, Inc. In addition to his advisory work, he is co-treasurer of the Friends of Kate Sessions Elementary Parent Teacher Organization in San Diego. 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 with an investment approach focused on long-term, diversified portfolios managed through centrally controlled models and overseen by an internal investment committee.

Stephen Lovell is a financial advisor with Realta Investment Advisors, Inc., holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors, Kalos Capital, Investacorp, and LPL Financial. Lovell serves as a board member and vice chairman of the education committee for ADISA, an organization providing education about alternative investments to RIAs and registered representatives. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs a tailored investment approach based on client goals, risk tolerance, and time horizon, utilizing asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Gaston Guerrero is a financial advisor at BBVA Global Wealth Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Private Portfolio, Inc. and Mercantile Capital Advisors, LLC. Outside of his advisory role, he serves as president of Mercantile Consulting Group, a property management business, though he is not involved in daily operations. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation, leveraging BBVA S.A.’s fund research and third-party resources, and offers access to diverse investment products including mutual funds, ETFs, and structured products.

Jacob Johnson is a financial advisor with Compass Financial Management LLC in San Diego, CA. He holds a Series 65 designation and has experience working at Roadmap Tax since 2025 following an 11-year career in the U.S. Navy. 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 non-discretionary retirement plan consulting, utilizing a multi-team approach with 27 advisors managing approximately $519 million in discretionary assets.

Joshua Aldus is a financial advisor with Octavia Wealth Advisors LLC in San Diego, CA, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at AXA Advisors and Purshe Kaplan Sterling Investments. Aldus serves as a board member for the California Society of Certified Public Accountants, where he helps organize active lifestyle events. 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, retirement plans, and municipal entities. The firm employs customized portfolios emphasizing low-cost ETFs, mutual funds, and securities, while also utilizing alternative investments and sub-advisors as appropriate.

Collin Vaz is a financial advisor with HBW Advisory Services LLC, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, he has worked in various roles including a booking manager at Spin Nightclub in San Diego. Outside of his advisory role, he is involved in the event venue business as a booking manager. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base that includes individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that combines tactical asset allocation, fixed income, and multi-manager diversification, and it provides both discretionary and non-discretionary services through various platforms, including partnerships with third-party money managers.

Richard Alexander is a CFP® and holds a Series 66 license with 15 years of experience in financial advising. He has worked at Pure Financial Advisors, LLC since 2018 and previously at Ameriprise Financial Services, Inc. from 2014 to 2017. 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’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware techniques, and the use of specialized sub-advisers.

Nathan Nicholas is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Pure Financial Advisors, LLC since 2015 and also serves as president of Door Systems International, a company specializing in sales of electrified hardware. 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’s investment approach is planning-centered and incorporates tax-aware strategies, diversification, and oversight by an Investment Committee.

Donald Rogers is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 credentials and bringing 59 years of industry experience. He previously worked at Jeffrey Matthews Financial Group LLC and Western Equity Group, Inc., and has owned and operated Don Rogers Tax Service since 1986, where he provides tax preparation services. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and investment strategies, including discretionary management tailored to clients’ goals, and integrates its advisory platform with affiliated broker-dealer and insurance activities.

Brian Perry is a CFP® and CFA® with 20 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2017, following five years at Charles Schwab. Perry is the author of several financial education books, including "Retirement Revamp," "Ignore the Hype," and "Piggy Bank to Portfolio," as well as a fiction book titled "The Holiday Party." Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, along with services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered, committee-overseen investment approach that incorporates modern portfolio theory, tax-aware techniques, and specialized strategies, supported by enterprise-scale infrastructure and advisor involvement in adult education.