Peter Keller is a CFP® with 26 years of industry experience and has been with Pure Financial Advisors, LLC since 2012. He is based in San Diego, CA, and holds Series 63 and Series 65 licenses. Pure Financial Advisors, LLC manages approximately $11.05 billion in assets for several thousand individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing a financial-planning-centered approach grounded in academic frameworks such as modern portfolio theory and tax-aware asset location.

Joseph Hewitt is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and The Hamilton Group. Hewitt’s background includes experience in investment research and consulting. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets across a multi-office platform, employing a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Allison Alley is a Certified Financial Planner™ (CFP®) with 20 years of industry experience. She has been with Pure Financial Advisors, LLC since 2015. 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 emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies and specialized sub-advisers.

Juan Sanchez Costes is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at firms including UBS Financial Services, Vector Global WMG, and Banamex/Citibank. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, incorporating global asset classes and emerging-market exposures.

Carl Adams is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds a Series 65 designation and previously worked for nine years at Delphi Private Advisors. Adams has been with AlphaCore Capital since 2018. AlphaCore Capital LLC serves individual, high-net-worth, entity, and institutional clients by providing wealth planning, investment management, and specialized services such as tax preparation, trustee services, and ERISA retirement plan advisory. The firm emphasizes alternative investing alongside traditional asset classes and manages accounts using discretionary strategies informed by macro and fundamental analysis.

Dan Holzer is a financial advisor at Realta Investment Advisors, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Emerson Equity LLC and Alternative Investment, Inc., where he serves as CEO. Realta Investment Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans and institutional clients. The firm focuses on personalized advice through advisor interviews and employs diversified asset allocation strategies, including the use of alternative investments and third-party managers.

Deshaun Harvey is a Series 66-licensed financial advisor at Dunham with two years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2023 and previously worked at Global Equity Finance. Before entering the financial industry, he spent five years at the University of San Diego and seven years in grade school education. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through various investment vehicles, including proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm employs an asset allocation and manager-of-managers approach, with formal quarterly rebalancing overseen by an investment committee and an algorithmic rebalancing tool for program accounts.

Samantha Jackson Kittle is a financial advisor at Sovran Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera Advisor Networks, Greater Pacific Solutions, Mass Mutual Investors Services, HSBC Bank USA, and New York Life. Outside of her advisory role, she is involved in financial services recruiting, identifying and placing candidates within the financial distribution sector. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in client assets through a team of 53 advisors. The firm offers comprehensive financial planning and portfolio management, utilizing a blend of advisor-managed and model portfolios along with third-party managers to align with client objectives.

Sanford Fisch is an advisor at Integrity Advisory Solutions with 17 years of industry experience. He holds the Series 66 and Series 65 credentials and has a background in law, serving as a partner at the Armstrong, Fisch, and Tutoli Law Firm since 1989. He is also the CEO of the American Academy of Estate Planning Attorneys, a membership organization focused on estate planning. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and businesses through a network of approximately 100 advisors managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes both fundamental and technical analysis alongside various asset-allocation strategies.

Brennan Cobb is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding a Series 65 designation with five years of industry experience. His previous roles include positions at enTrust Wealth Advisors, LLC and US Bank, as well as experience at the University of Oregon. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm emphasizes alternative investing alongside traditional equity and fixed-income strategies, offering comprehensive wealth planning, investment management, and specialized services such as tax preparation and ERISA retirement plan advisory.

Sergio Gallego is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. He has been with Berthel Fisher since 2013 and also works with BFC Planning, Inc. outside the firm. In addition to his advisory role, he is involved in mortgage origination and insurance sales. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets and serving thousands of clients through a network of independent adviser representatives. The firm offers a range of investment platforms and delivery models tailored to client needs.

Victor Orozco Jr. is a CFP® professional with 18 years of industry experience, currently serving as an advisor at The Wealth Consulting Group in San Diego, CA. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. 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, corporations, charities, and trusts. The firm employs a tailored investment process that combines multiple analytical approaches and offers both direct management and access to third-party programs, with additional integration of legal-service pathways and fiduciary support for plan sponsors.

Daniel Dodgen is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MSI Financial Services. He is also the president and CEO of D E Dodgen Financial Advice, a corporation that manages accounting for securities, insurance, and advisory income. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm employs a blend of active and passive investment strategies, using internal and third-party models supported by technology-driven rebalancing and administrative services.

Pearse Migl is a financial advisor at Dunham with two years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual and Le Triomphe Country Club. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that provides wealth management services to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, standalone consulting, and a private fund. The firm employs an asset allocation and manager-of-managers investment approach supported by a formal rebalancing process and an algorithmic tool, also offering custodian and trust services through an affiliated trust company.

Taranjit Khamba is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, JP Morgan Chase Bank, N.A., and Axis Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and investment advisory services along with wealth management, fixed income, commodities, and capital markets solutions.

Viktoria Palermo is a financial advisor at Dunham with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Lucia Securities. She serves as Chief Compliance Officer for Dunham Funds and also oversees BSA/AML compliance for Dunham Trust Company and Dunham Private Trust. Dunham is a multi-team SEC-registered investment adviser and broker-dealer that provides wealth management to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm emphasizes asset allocation and a manager-of-managers approach with formal rebalancing processes and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Allegria Jimenez is a financial advisor at Merit Financial Advisors with the Series 66 designation and two years of industry experience. Her prior firms include Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. 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 and employs a long-term, diversified investment approach managed by an internal team, allowing advisors to customize portfolios for their clients.

Annie Chen is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. Her prior experience includes roles at Falcon Wealth Planning and Westmount Asset Management. Pure Financial Advisors provides financial planning and portfolio management services 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, utilizing tax-aware techniques and specialized strategies within a multi-advisor platform.

James Loken is a financial advisor with Sovran Advisors, LLC in Pasadena, CA. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial for Lutherans. In addition to his advisory work, he is involved in the sale of fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets and offers a range of portfolio management and consulting services, utilizing both advisor-managed and model portfolios tailored to client objectives.

Brian Sauter is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Pure Financial Advisors, LLC since 2009, serving in his current role since 2019. The firm 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. Pure Financial Advisors employs a planning-centered investment approach overseen by an Investment Committee, combining enterprise-scale infrastructure with unique operational features such as private equity ownership and advisor involvement in adult-education teaching.