Jordan Colman is a CFP® with 15 years of industry experience, currently serving at Octavia Wealth Advisors LLC in San Diego, CA. He has prior experience with Axa Advisors, LLC, where he worked for 10 years. Outside of his advisory roles, Colman is the CEO and owner of The Lone Wolves Investment Group, Inc. Octavia Wealth Advisors is a multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm uses customized portfolios with a focus on low-cost ETFs and mutual funds, complemented by alternative investments and structured products, while providing a range of advisory and trust administration services.

Amy Moore is a CFP® professional with 11 years of industry experience. She has been with Pure Financial Advisors in various capacities since 2016. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management using a financial-planning-centered approach grounded in academic frameworks.

Penny Agnew is a financial advisor with Momentum Independent Network Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Momentum Independent Network in 2025, she worked for nine years at LPL Financial, LLC. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans. The firm offers both discretionary and non-discretionary portfolio solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory services.

Kathryn Bowie is a Series 65-licensed financial advisor at Pure Financial Advisors, LLC with one year of industry experience. She has been with Pure Financial Advisors since 2022. 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’s investment approach is planning-centered and incorporates tax-aware techniques, diversified portfolios, and oversight by an Investment Committee.

Edward Parker is a Series 65-licensed advisor with Sovran Advisors, LLC, based in San Diego, CA, with two years of industry experience. Prior to joining Sovran in 2024, he worked at Bamboo Wealth Strategies and Spectrum Consulting Group. Outside of his advisory role, he is a part-owner and operator of a vending machine business. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, advisory services, and portfolio management through a combination of active and passive strategies. The firm uses written investment policy statements and integrates third-party and internal portfolio models, supporting clients with technology-enabled rebalancing and administrative services.

Michelle Packer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Facet. She previously worked at Telos Capital Management, Inc. for over a decade and spent four years with Equitable Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, offering services through phone, video, and a proprietary web platform. The firm implements model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms, while employing a flat subscription fee model rather than traditional asset-based fees.

Kamel Miqdadi is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance, and Euler Hermes Credit Insurance - Allianz. 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, incorporating tax-aware techniques and specialized strategies within a multi-advisor platform.

Sumit Mehta is a financial advisor at Pure Financial Advisors, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at NorthRock Partners and Growth Capital Services, Inc. Mehta is also the CEO of MIP Inc., a business he oversees independently. Pure Financial Advisors, LLC manages approximately $11.05 billion in assets with about 83 advisors serving individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers comprehensive planning and discretionary portfolio management across a range of asset types.

Bryan Ross is a CFP® professional with eight years of industry experience, currently serving at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors since 2015. 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’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware techniques, and specialized strategies, supported by an enterprise-scale infrastructure and a multi-advisor platform.

Gil Matro is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked within Navy Federal’s affiliated firms since 2001, including Navy Federal Asset Management and Navy Federal Financial Group. Outside of his advisory role, he serves as an estate administrator for his sister’s estate. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform while also providing layered solutions and digital ETF portfolio products.

Jarrod Brooksher is a CFP® with nine years of experience in the financial services industry. He is currently with Aldrich Wealth LP, where he has worked since 2025. His prior roles include positions at Schwab Wealth Advisory, Charles Schwab, Fidelity Investments, and Charles Schwab Bank. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors and participants. The firm combines active and passive management across various asset classes and employs tax-aware strategies and specialized solutions, including sub-advisory services to insurance-dedicated funds and pooled employer plans.

Bryan Mc Dermott is a CFP® with three years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. He previously worked at Financial Planning for Generations, Inc., D.A. Davidson Companies, and Goldman Sachs. From 2017 to 2021, he founded and was involved with Magnus Care, LLC, a company providing in-home care services to seniors. Pure Financial Advisors is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm focuses on comprehensive financial planning and discretionary portfolio management, employing academic investment frameworks and utilizing specialized platforms to support held-away retirement accounts and donor-advised fund services.

Sofia Bucay is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LifeInvest Wealth Management, Portfolio Resources Group, IPG Investment Advisors, and Investment Placement Group. Outside of her advisory work, she operates "Hablando de Lana," a financial literacy commentary platform to which she devotes a small portion of her time without compensation. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus while allowing tactical adjustments.

Parker Brean is a Series 66-licensed financial advisor with Hilltop Securities Inc. in San Diego, CA, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as a director at Linday Brean Public Relations Inc., assisting with financial management and accounting. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a variety of portfolio management programs and fiduciary consulting services through an open-architecture platform with distinguished custody capabilities and a broad range of investment strategies.

Joseph Sanchez IV is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, and Axa Advisors. 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 retirement plans. The firm emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies, diversified portfolios, and specialized sub-advisers.

Kyle Stacey is a CFP® professional with eight years of experience at Pure Financial Advisors, LLC, where he has worked since 2016. He is based in San Diego, CA. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with an emphasis on academic investment frameworks and continuous planning through its Foundation Financial Plan process.

Bernd Steinebrunner is a CFP® professional with 19 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior experience includes roles at MetLife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. Outside of financial advising, he pursues photography as a hobby and serves as Chair of the Advisory Council Committee for Family Promise Orange County, a nonprofit assisting homeless families. 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, with regular client account reviews and multiple platform partnerships.

Sean Storck is a Certified Financial Planner® with 20 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Avantax. Outside of advisory roles, he is involved in tax preparation and consulting through Reason Tax Group, LLC and Reason Financial and Tax. 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 a long-term, diversified investment approach and customizable portfolio management.

Alexander Valles is a financial advisor at Pure Financial Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has previous work experience at Bank of America, N.A., Merrill, and Lincoln Financial Advisors Corporation. Outside of his advisory role, he owns a real estate rental business. Pure Financial Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach based on academic frameworks and offers services including pension consulting, donor-advised fund solutions, and held-away retirement plan management.

Kaleigh Hollander is a financial professional with 15 years of industry experience, currently affiliated with Sovran Advisors, LLC. She holds a Series 66 designation and has previously worked with MassMutual Life Insurance, Thrivent Financial, and Cetera Wealth Services. Hollander also maintains an administrative role with Sovran Advisors and works as a financial professional with James Loken. Sovran Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services, utilizing a combination of advisor-managed and model portfolios, with regular account reviews tailored to client objectives.