Gary Huband Jr. is a CFP® with 16 years of experience in the financial industry, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Bank of the West. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm emphasizes a financial-planning-centered approach and utilizes advanced platforms and strategies, including management of held-away retirement plans and donor-advised funds.

Michael Crawford is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding a Series 66 designation with 24 years of industry experience. His previous experience includes ten years at UBS Financial Services Inc. and concurrent roles since 2018 with Arete Wealth Management LLC and Entrust Wealth Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Danilo Kim is a CFP® professional with 21 years of experience in financial advising. He is currently affiliated with Sovran Advisors, LLC and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory roles, he is involved with Greater Pacific Solutions as a financial advisor and holds a license to sell fixed insurance products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management using a combination of active and passive strategies. The firm supports multiple investment programs and employs technology-driven rebalancing and administrative services across a platform that includes mutual funds, ETFs, alternatives, and derivatives.

Trevor Callan is a financial advisor at AlphaCore Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Callan Capital, LLC since 2007. He serves on the advisory board of Praxis Solutions and consults for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income exposures.

Eric Barbarita is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Concorde Asset Management since 2023 and previously operated his own sole proprietorship consulting business. Outside of his advisory role, he runs a small consulting business providing advice to local small business owners and refers contractors for specialized services. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models, and provides a range of products including alternative investments and ERISA plan services.

Rommel Palomera Salas is a CFP® and Series 66-registered advisor with seven years of industry experience. He is currently with The Wealth Consulting Group and has prior experience at LPL Financial, Uber, and Wells Fargo Bank. 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 and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Alyssa Rolon is a Series 65-licensed financial advisor with three years of industry experience. She currently works at Northwest Asset Management and previously held roles at Telos Capital Management, Inc. and North Western Mutual. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach centered on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement and financial planning, ERISA consulting, and tax preparation.

Simon Bortcosh is a financial advisor at Northwest Asset Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Fisher Investments. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering services such as investment management, retirement and financial planning, ERISA/401(k) consulting, and tax preparation.

Alejandro Darjania is a financial advisor at Dunham with a Series 66 designation and one year of industry experience. He has previously worked at First Republic Bank and Wells Fargo Bank. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. 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.

Ryan Yamato is a financial advisor at Dunham with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Affinity Investment Advisors, Schwab Wealth Advisory, and Charles Schwab & Co. in various roles. Dunham is an SEC-registered investment adviser and broker-dealer that provides wealth management services to individual and high-net-worth clients through mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm combines multiple business lines and affiliations, including trust services and algorithmic rebalancing, serving a client base of over 12,700 with a manager-of-managers investment approach.

Katy Chai is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 designation and eight years of industry experience. Before joining Sovran Advisors in 2024, she worked at MML Investor Services, LLC and MassMutual Life Insurance Co, each for six years, and spent ten years at Deloitte Consulting. Outside of advising, she provides divorce financial analysis through her firm, Clarity Lane Divorce Solutions, and offers life and health insurance products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory services, and portfolio management across multiple investment programs. The firm employs a mix of active and passive investment strategies and supports advisors with technology-driven rebalancing and access to third-party managers.

David Cook is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Pure Financial Advisors in San Diego, CA since 2014. 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 employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

Christopher Willingham is a financial advisor at AlphaCore Capital LLC with nine years of industry experience. He previously worked at Callan Capital for four years and The Ayco Company, L.P./Mercer Allied for five years. Willingham holds a Series 66 designation and is based in La Jolla, CA. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and offers additional services such as tax preparation and ERISA retirement plan advisory.

Marlene Gotz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Hilltop Securities since 1994. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary retirement-plan consulting under ERISA arrangements.

Paul Justin is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding CFP® and ChFC® designations and bringing 40 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc, and various Sovran-related entities. He also serves as an elected board member of the VIP Reeves Condominium Owners Association. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management using both active and passive investment strategies across multiple program types. The firm employs written investment policy statements and offers flexible asset allocation options including third-party managers and advisory annuity contracts.

Brian Kurlan is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Wedbush Securities since 2012. Outside of his advisory role, he is involved in a ticket resale business primarily using StubHub. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer, capital markets, custody, clearing, and prime services, with approximately $5.68 billion in regulatory assets under management.

Michael Woitkoski is a financial advisor with The Wealth Consulting Group in San Diego, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Outside of his advisory work, he is involved in offering access to legal services through the LegalShield platform. 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 and plan sponsors, charities, and trusts. The firm utilizes a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party and manager-of-manager programs.

Erica Cordova is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Sovran Advisors, LLC. Her prior roles include positions at Cetera Wealth Services, MassMutual Investors Services, and North Star Financial. Outside of financial advising, she is involved in music and event production through her venture DOVA and manages an Airbnb property in San Diego. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans by providing financial planning and investment advisory services. The firm employs a variety of portfolio management strategies and multiple platform partnerships to tailor investment solutions to client objectives.

Blake Soto is a financial advisor with RBC Securities, Inc. in La Mesa, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at Navy Federal Investment Services, Sprott Asset Management USA, and Stifel. Outside of finance, he has worked as a part-time grill cook at Chipotle Mexican Grill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment advisory services with affiliated sub-advisors and a broad financial services group that includes banking, trust, and municipal advisory activities.

David Gotz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Hilltop Securities since 1982. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm combines custody, banking, and market-making capabilities and utilizes both third-party and proprietary strategies.