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.

Levi Anderson is a CFP® professional with 11 years of experience in the financial industry. He is currently with Root Financial Partners and has previously worked at EP Wealth Advisors, TD Ameritrade, and Edward Jones. Root Financial Partners serves individuals—including high-net-worth households—retirement plans, trusts, charities, and small businesses by providing discretionary investment management and comprehensive financial planning. The firm builds diversified, passive asset-allocation portfolios using low-cost index funds and ETFs, alongside third-party sub-adviser strategies, and offers a dedicated private-wealth service for multi-generational or concentrated-asset households.

Rebecca Martin is a CFP® professional with 12 years of industry experience. She has worked at Dunham & Associates Investment Counsel, Inc. since 2016 and previously spent three years at SPC. Based in San Diego, CA, she holds the Series 66 designation. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm uses a manager-of-managers investment approach with formal quarterly rebalancing and offers a range of strategies including proprietary mutual funds, separately managed accounts, and a private fund focused on long-term private equity investments.

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.

Lenia Muro is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and 20 years of industry experience. She previously worked at Commonwealth Financial Network from 2012 to 2021 before joining M Holdings Securities in 2021. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Joel Almquist is a financial advisor with Sovran Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Almquist serves as a board member of the nonprofit organization Frozen Orphans. 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, and utilizes multiple platform relationships to tailor client allocations and monitor accounts regularly.

Patricia Flores is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at CUSO Financial Services, LP, Independent Financial Group, Linsco Private Ledger, and Wells Fargo Clearing. Navy Federal Investment Services serves members of Navy Federal Credit Union along with 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 using third-party portfolio managers and provides planning and reporting through its investment adviser representatives.

Ana Pasion is a financial advisor at The Wealth Consulting Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, First Command, Curate Partners, and First Allied Advisory Services. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive portfolio management along with legal and implementation support.

Stephanie Williams is a financial advisor at AlphaCore Capital LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and worked previously at Altegris Investments, Inc. for 11 years before joining AlphaCore Capital in 2020. AlphaCore Capital LLC is an independent multi-team wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors with comprehensive financial planning and investment management, emphasizing alternative investments alongside traditional assets through fundamental and qualitative macro analysis.