Luis Gonzalez Fitzmaurice is a financial advisor with Snowden Capital Advisors LLC in San Diego, CA. He holds the Series 66 designation and has been with Snowden Lane Partners since 2023. His prior experience includes roles at AIT Worldwide Logistics and positions in academia at CETYS Universidad and City University of Seattle. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing a multi-team approach with extensive use of third-party managers and a broad range of investment tools.

Christopher Rand is a CFP® professional with 29 years of experience in the financial services industry. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Rand also serves as an instructor for graduate-level business courses at UC Berkeley Extension and is a member of the CFP Board’s Integrity Review Commission. WCG Wealth Advisors, LLC provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, and it maintains notable integration with legal-service pathways to support comprehensive client needs.

Matthew Horsley is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Pure Financial Advisors, LLC since 2014. He holds the Series 63 designation 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, utilizing modern portfolio theory, tax-aware techniques, and specialized sub-advisers within an enterprise-scale platform.

Alissa Todd is a financial advisor at The Wealth Consulting Group with nine years of industry experience. She holds the Series 66 designation and has worked with WCG Wealth Advisors and LPL Financial since 2016. In addition to her advisory role, Todd hosts the Women Owning Wealth event and speaks at various industry conferences and events. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, and retirement plan clients. The firm employs a mix of active and passive investment strategies, model portfolios, and an algorithmic Guided Wealth Portfolios service, and offers legal support and implementation services through licensed attorneys and third-party vendors.

Paul Lim is a CFP®-certified financial advisor with 19 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Lim is based in San Diego, CA. WCG Wealth Advisors, LLC provides 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 process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through attorney referrals and related resources.

Matthew Summe is a financial advisor at Dunham with seven years of industry experience. He holds a Series 66 credential and has worked previously at UBS Financial Services, CITIGROUP, Merrill, and Stratos Wealth Partners. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that serves individual and high-net-worth clients with a range of offerings including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm employs a manager-of-managers investment approach with formal quarterly rebalancing and provides custody, trust, and donor-advised fund services through an affiliated trust company.

Christine Diruscio is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has served at Madison Avenue Securities since 2016 and has been a registered sales assistant with Empress Investment Group since 2024. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options that include discretionary and non-discretionary strategies using various asset classes. The firm also serves pension plans, charitable institutions, and trusts, managing approximately $2.0 billion for about 14,000 clients through multiple advisory platforms.

Katherine Flores is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Her prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. She is also the owner of Kathy Flores Wealth Management Inc., an entity used for tax and retirement plan purposes. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, advisory services, and portfolio management with a blend of active and passive investment strategies. The firm supports its advisors with technology-driven rebalancing and access to multiple program types, managing nearly $1.9 billion in assets.

David Kooger is a Series 65-licensed financial advisor at Core Planning with one year of industry experience. He previously worked at West Virginia University and the University of Texas at El Paso. Kooger is also the founder of Texel Compass, a business consulting firm that assists entrepreneurs with starting and managing their businesses. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients. The firm offers tailored investment strategies, including ERISA 3(21) retirement-plan advisory services, utilizing third-party model portfolios and automated rebalancing tools.

Enri Santee is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Trilogy Capital, One America, and Equus Workforce. Outside of his advisory role, Mr. Santee is an Operating Engineer with the International Union of Operating Engineers Local 12, operating construction equipment during non-market hours. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis to build customized portfolios using a variety of investment vehicles, emphasizing retail and small-business client relationships.

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.

Monica Szakos is a CFP® with 12 years of industry experience, currently serving at Belpointe Asset Management LLC. Her prior roles include positions at Arete Wealth Advisors LLC, Axxcess Wealth Management, LLC, and Securities America Advisors Inc. Outside of her advisory work, she is involved in computer consulting, web design, and IT services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers customized discretionary investment management and financial planning, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated funds and professional service entities.

Kelsey Anderson is a CFP® with eight years of industry experience and is currently a wealth manager at The AmeriFlex Group. Prior to joining AmeriFlex and Cambridge Investment Research in 2025, Anderson worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2017 to 2025. Outside of advisory work, Anderson serves as a committee member at the Country Club of Rancho Bernardo and is president of Faye Financial Corp. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model allocations and manager relationships.

Stephen Widner is a financial advisor at Navy Federal Investment Services, LLC with 34 years of industry experience. He holds the Series 63 designation and has worked at Navy Federal Investment Services since 2020, following two decades at CUSO Financial Services, L.P. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through model portfolios managed by third-party firms on the Envestnet platform.

Czarina Frias is a financial advisor at Dunham with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Dunham & Associates Investment Counsel Inc. for a total of six years, with prior experience at Gold Bullion International, The Prudential Insurance Company of America, and Pruco Securities, LLC. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm uses an asset allocation and manager-of-managers approach, offering tailored investment strategies and custody, trust, and donor-advised fund services through its affiliated trust company.

Gregory Stephens is a financial advisor at Kingswood Wealth Advisors, LLC with 29 years of industry experience. He holds a Series 66 designation and has worked previously at MS Howells & Co, Eudaimonia Partners LLC, and Harmony Grove Wealth Management. Stephens is also the managing director of Stephens Investments & Wealth Management Solutions. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and other institutional investors. The firm uses an open-architecture approach, tailoring strategies to clients’ objectives and risk tolerance while offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary plan advisory services.

Levi Anderson is a CFP® and holds a Series 66 license with 11 years of experience in the financial industry. He currently works at Root Financial Partners and previously held roles at EP Wealth Advisors, TD Ameritrade, and Edward Jones. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives, risk tolerance, and tax considerations, with additional strategies available for clients with more complex needs.

Logan Lowrey is a financial advisor at Kingswood Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, Benchmark Investments, and Cape Securities. Lowrey also owns Lowrey Wealth Management, an entity providing financial advice, investments, and life insurance. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and specialized consulting services.

Rebecca Martin is a CFP® with 12 years of industry experience. She has been with Dunham & Associates Investment Counsel, Inc. since 2016 and previously worked at Spc, Sigma Financial Corporation, and Southtrust Advisors. Dunham is an SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth clients through a variety of offerings, including proprietary mutual funds, wrap fee programs, separately managed accounts, standalone investment consulting, and a private fund. The firm uses an asset allocation and manager-of-managers investment approach, offers algorithmic rebalancing, and provides custody, trust, and donor-advised fund services through its affiliated trust company.

David Wu is a financial advisor at Dynamic with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including 20/20 Capital Management and Ameritas. Outside of advisory work, he is a licensed insurance agent specializing in disability, life insurance, long-term care, and annuity sales. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on long-term, client-specific investment strategies and significant emphasis on supporting other advisers through technology and operational resources.