Bruce Beaty is a financial advisor at Madison Avenue Securities, LLC with eight years of industry experience. He holds the ChFC® and Series 63 designations and has held roles at multiple firms including AE Wealth Management, Dynamic Planning Network, and Heartland Investment Advisory Services. Outside of his advisory work, he serves as a managing partner in investment-unrelated ventures such as R&B Ventures, LLC and Quail Holding, LLC. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options through various platforms and third-party managers. The firm also supports pension consulting, college-savings assistance, and services for charitable organizations.

Kyle Farmer is a CFP® professional with four years of experience at Pure Financial Advisors, LLC and prior experience at Sunrun and the SDSU Financial Markets Lab. Based in San Diego, CA, he also owns and operates Tuna Twins Fishing, a commercial fishing business. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered, utilizing modern portfolio theory, tax-aware techniques, and a multi-advisor platform supported by enterprise-scale infrastructure.

Joseph Bailey is a CFP® professional with two years of industry experience, currently advising at Pure Financial Advisors, LLC in San Diego, CA. He has been associated with Pure Financial Advisors since 2023 and has a background that includes work at Bloomberg BNA and involvement with the Association of International Certified Public Accounts. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with an emphasis on continuous planning and tax-aware strategies.

Anthony Krickl is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Cetera, Mass Mutual Investors Services, and MetLife Securities. He is also a partner at DirectPath Financial, LLC, providing financial and insurance services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and retirement plan consulting. The firm employs a mix of active and passive investment strategies and provides access to third-party managers and advisory annuity contracts.

David Morgan is a financial advisor with Belpointe Asset Management LLC in San Diego, CA, holding 5 years of industry experience. He is also the owner of Dave Morgan CPA, Inc., an accounting firm providing tax and accounting services since 2003. Prior to Belpointe, he worked at Axxcess Wealth Management, Onyx Bridge Wealth Group, Elite Investment Team, and Securities America Advisors. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets through a network of about 174 advisors. The firm serves individuals, retirement plans, corporations, trusts, and other advisers, offering discretionary investment management, financial planning, and retirement-plan consulting with a focus on customized portfolios that combine various investment strategies.

Andrew Evans is a CFP® with 14 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. He is a founding partner of Parliament Wealth Management & Insurance Services and has held roles at Mass Mutual Investors Services, MetLife Securities, and Cetera Wealth Services. Outside of financial advising, Evans is owner of Silent Flight Inc., a business focused on expense management, and serves as treasurer for Redeemer OC. 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 client assets through a team of 53 advisors, offering tailored portfolio management and planning solutions using both advisor-managed and model portfolios across multiple platform relationships.

Jeffrey Brecht is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC since 2021. His prior roles include positions at Principal Securities, Inc., Principal Life Insurance Company, and several other firms over the course of his career. He holds Series 63 and Series 66 licenses. Pure Financial Advisors, LLC is a large registered investment adviser with over $11 billion in assets under management, serving individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks, offering comprehensive planning and discretionary portfolio management across a range of investment products and specialized services.

Steven Brahy is a CFP® professional with 29 years of experience in the financial advisory industry. He is currently with Madison Avenue Securities, LLC, where he has worked since 2021. Prior to this, he was with Rose Court Wealth Management for eight years. Outside of his primary role, he is involved with Empress Investment Group, providing wealth management, insurance, and investment advisory services. Madison Avenue Securities, LLC serves a diverse client base including high net worth individuals, charitable institutions, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through various account platforms, employing multiple investment strategies and custodial arrangements.

Karen Baszak is a Certified Financial Planner® with 23 years of industry experience, currently serving at Pure Financial Advisors, LLC since 2014. She holds the Series 63 and Series 65 licenses 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 guided by an Investment Committee, incorporating tax-aware strategies and the use of sub-advisers for specialized investment sleeves.

Jeffery Wagner is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at AE Financial Services, UMB Financial Services, and Waddell & Reed, among others. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options through multiple platforms and sub-advisers. The firm manages approximately $2.0 billion across 14,000 clients and employs strategic and tactical asset allocation using various investment vehicles.

Shannon Neimeyer is a CFP® professional with 12 years of experience in financial planning and asset management. She is currently an owner of Pinder & Neimeyer Financial and serves as an investment advisor representative at Sovran Advisors, LLC. Her prior experience includes roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Neimeyer also holds a mortgage license and provides mortgage services as a secondary business activity. Sovran Advisors serves individual and institutional clients, including high-net-worth individuals, corporations, and retirement plan sponsors. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting, utilizing a combination of active and passive investment strategies supported by technology-enabled rebalancing and administrative services.

Arthur Knori is a financial advisor with Wedbush Securities Inc., holding a Series 63 designation and possessing 38 years of industry experience. He has worked at Wedbush Securities since 2009 and previously spent seven years at First Wall Street Corp. Wedbush Securities offers both investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts, pension and profit-sharing plans, foundations, and pooled investment vehicles. The firm provides a range of services such as wealth management, fixed income, commodities, securities lending, capital markets, and advanced clearing and prime services.

Juan Nevarez Arellano is a financial advisor at Navy Federal Investment Services, LLC with one year of industry experience. He holds a Series 66 license and has previously worked at LPL Financial LLC / Guardtower Financial Services, among other firms. Outside of his advisory role, he is a notary. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, primarily delivering advice through managed advisory programs that utilize third-party portfolio managers and provide layered investment solutions including digital automated ETF portfolios.

Luis Cabuto is a CFP® professional affiliated with Verus Capital Partners, LLC, with eight years of industry experience. He has previously worked at LPL Financial and Securities America Advisors. Cabuto operates investment advisory services through Verus Capital Partners, an independent firm based in San Diego, CA. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to construct customized portfolios, incorporating tactical adjustments and selective hedging tailored to clients' time horizons, risk tolerance, and tax considerations.

Carol Ann Donahue is a ChFC® credentialed financial advisor with 12 years of industry experience. She is currently with The Wealth Consulting Group in San Diego, CA, where she has worked since 2018, following prior roles at LPL Financial, CUSO Financial Services, LP, and North Island Credit Union. Donahue serves as a trustee of the Morgan W. Davis and Carol Ann Donahue Family Trust. The Wealth Consulting Group is an SEC-registered wealth management firm that provides services to individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of active, passive, and algorithmically enhanced portfolio management solutions.

Paul Lee is a financial advisor with Kingswood Wealth Advisors, LLC and holds a Series 66 designation with 17 years of industry experience. Prior to joining Kingswood in 2021, he worked at Mirae Asset Wealth Management (USA) Inc. from 2015 to 2021. Outside of his advisory role, he serves as a managing director at Trinidad Coffee Company, where he consults on operational and marketing strategies, and he is a board member of the USC Asian Pacific American Alumni Association. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management, frequently working with third-party managers and affiliated financial entities.

Brian Brennan is a CFP® professional with 13 years of experience in the financial services industry. He is currently an investment advisor representative at Sovran Advisors, LLC and the owner of Parliament Wealth Management and Insurance Services. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Brennan also sells fixed insurance products as an insurance agent. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and investment advisory services through a range of strategies, including advisor-managed portfolios and model portfolios, and manages approximately $1.78 billion in client assets with a team of about 53 advisors.

Patricia Maisongodfrey is a financial advisor with Archer Investment Corporation based in La Mesa, CA. She holds a Series 63 designation and has 32 years of industry experience, including 27 years at Avantax Investment Services, Inc. and 26 years at Avantax Advisory Services. Outside of her advisory role, she serves as a trustee for a fiduciary appointment and operates a tax preparation and representation business. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, constructing diversified allocations based on client-specific financial assessments.

Nicole English is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Benchmark Investments, LLC, Kingswood Capital Partners, LLC, Chalice Capital Partners, LLC, Chalice Wealth Advisors, LLC, and Lucia Securities, LLC. Outside of investment advising, she is principal of NE Business Enterprises, a company providing reserve studies for homeowners associations. 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, using an open-architecture platform with both discretionary and non-discretionary advice.

Svitlana Kyrukhina is a financial advisor at Kingswood Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. for nine years. Kyrukhina is a co-founder of the Ukraine Crisis Emergency Fund, a nonprofit providing immediate aid to affected areas. 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, and consulting services, utilizing an open-architecture platform with discretionary and non-discretionary investment approaches.