Dale Walker is a financial advisor with The Partners Wealth Management in San Diego, possessing 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Financial Sense Securities, Inc. Outside of advisory work, he serves as a director and board member of the San Diego County Junior Golf Association. The Partners Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a combination of custom portfolios and model-based management, leveraging both in-house and third-party strategies, with a required use of the Amplify Platform for trading and back-office functions.

Joseph Schaaf is a CFP® professional with one year of industry experience, currently serving at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors since 2020 and has prior work experience including a role at Epic Wings and Things. 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 and integrates tax-aware techniques, diversified portfolios, and specialized sub-advisers within an enterprise-scale infrastructure.

Christopher Kilrain is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, and Bank of America. Kilrain serves as an elected board member of the Mount Helix Park Foundation, where he participates in maintenance and finance committee decisions for the nature preserve. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning and portfolio management, utilizing a mix of active and passive investment strategies across multiple program types. The firm employs written investment policy statements and integrates internal portfolio models and third-party strategies through technology-supported platforms.

Matthew Bregozzo is a financial advisor with Avantax Planning Partners, Inc. in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Cetera-affiliated firms and First Allied, spanning over a decade. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets and utilizes firm-designed style allocation models with tax-intelligent strategies.

Robert Jones is a financial advisor at BOK Financial Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Northern Trust Securities, Inc., Northern Trust Investments, Inc., and CUSO Financial Services, L.P. He has worked in both independent and enterprise settings throughout his career. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining proprietary research and a range of model strategies supported by its affiliation with a bank holding company and related investment entities.

Ryan Miiller is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC in San Diego, CA. His prior experience includes 11 years at TD AMERITRADE before joining Pure Financial Advisors. 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, incorporating modern portfolio theory, tax-aware strategies, and specialized management techniques.

Robert Mccullock III is a CFP® professional with 26 years of industry experience, currently serving at Pure Financial Advisors, LLC since 2013. He holds Series 63 and Series 66 licenses and is based in San Diego, CA. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm employs a financial-planning-centered approach based on academic frameworks and offers comprehensive planning along with discretionary portfolio management and a range of related services.

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.

John Alling is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 65 designations and 45 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and was previously with First Wall Street Corp. from 2000 to 2008. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and securities lending, with both discretionary and non-discretionary portfolio management options.

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.

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.

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.

Charlie Elamparo is a financial advisor at Realta Investment Advisors, Inc. in San Diego, CA, holding a Series 66 designation with five years of industry experience. He previously worked at LPL Financial for seven years before joining Realta Investment Advisors and Realta Equities in 2024. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm uses individualized advice to guide asset allocation across multiple investment types and operates platforms offering third-party manager programs and held-away account aggregation.

Daniel Neiman is a financial advisor with Independent Solutions Wealth Management, LLC, based in San Diego, CA, with 24 years of industry experience. He has been involved with Neiman Funds Management LLC since 2009 and serves as a managing member of Peak Reps, LLC, and president of Blackridge Asset Management, LLC. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management across various strategies. The firm emphasizes strategic asset allocation, model portfolio selection, and ongoing manager due diligence.

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.