Alan Baca is a financial advisor at Ethos Financial Group, LLC with 12 years of industry experience. He previously worked for Bernstein Global Wealth Management for 11 years before joining Ethos in 2023. In addition to his advisory role, he is a managing partner in private equity investment partnerships. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm uses a model portfolio approach combining index-based exposures and third-party research, offering both discretionary and non-discretionary solutions.

Sundip Rai is a financial advisor at Dynamic with nine years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Laurel Wealth Advisors. Mr. Rai is also a licensed insurance agent and offers various insurance products as part of his practice. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides extensive support to other advisers through technology, compliance, and sub-advisory services.

Ryan Callan is a financial advisor at AlphaCore Capital LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Callan Capital, LLC for 18 years and Merrill for 5 years. He serves as a consultant for Alternative Fund Advisors, LLC, dedicating a limited number of hours monthly to this role. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory, with an emphasis on alternative investments alongside traditional asset classes.

Luis Gonzalez Fitzmaurice is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation. He has worked at Snowden Lane Partners since 2023 and has prior experience in logistics and academia. Snowden Capital Advisors LLC serves primarily high-net-worth individuals and family offices, as well as institutional clients including pension plans and governmental agencies. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment instruments and platforms.

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.

Eric Blackhall is a financial advisor at Octavia Wealth Advisors LLC with 16 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Octavia Wealth Advisors in 2020, he worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and AXA Advisors, LLC. Blackhall also operates a CPA practice providing tax advice to clients. Octavia Wealth Advisors is an SEC-registered 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 offers customized portfolio management using a range of investment vehicles and provides retirement plan advisory and trust administration services.

Alissa Todd is a Series 66–licensed financial advisor with 10 years of industry experience. She is currently with The Wealth Consulting Group, where she has worked since 2017, and has prior experience with LPL Financial. Todd is involved in hosting events for Women Owning Wealth and speaks at various conferences and events. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers through multiple custodial platforms.

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.

Michael Love is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Private Asset Management Inc. for 11 years before joining Kestra in 2023. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with an emphasis on advisor-managed accounts and institutional operational support.

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.

Katherine Flores is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. Her career includes roles at firms such as Cetera Wealth Services, Mass Mutual Investors Services, Metlife Securities, LPL Financial, and A. G. Edwards & Sons. She is also the owner of Kathy Flores Wealth Management Inc. and serves as a financial advisor for Direct Path Financial Planning Investments. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management across various program types. The firm employs both active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

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.

Haley Otten is an advisor at Dunham with a Series 66 credential and one year of industry experience. Prior to joining Dunham, she held roles at the Aztec Recreation Center at San Diego State University and worked at Carlsbad High School. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of wealth management solutions 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 offers custody, trust, and donor-advised fund services through its affiliated trust company.

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 13 years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC. She previously worked at Arete Wealth Advisors LLC and Axxcess Wealth Management, LLC. Outside of advising, she is involved in computer consulting, web design, and IT maintenance. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets across 174 advisors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, employing a combination of passive, active, tactical, and blended strategies tailored to client objectives.

Stephen Widner is a Series 63 registered advisor with 35 years of experience in the financial services industry. He has worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2020, following two decades at CUSO Financial Services, L.P. in various advisory roles. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm focuses on managed advisory programs that utilize third-party portfolio managers and provides a range of investment solutions, including automated ETF portfolios and unified managed accounts.

Charlotte Jones is a financial advisor at Compound Planning, Inc. with six years of industry experience. She previously worked at Northstar Financial Management and held roles at Intuit, Inc. and FTD Companies. Outside of advising, she serves as a manager and member of an LLC focused on community investment through real estate in Moscow, Idaho. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional services. The firm uses a fiduciary, goals-based process and employs a variety of investment strategies, including direct indexing and alternative assets, supported by automated monitoring and technology partnerships.

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.