Sasa Gligorijevic is a financial advisor at Dunham with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Dunham, he held roles at Sprott Asset Management USA and related affiliates, and has worked in various food and beverage businesses. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm employs a manager-of-managers investment approach with formal quarterly rebalancing and offers custody and trust services through an affiliated trust company.

Bruin Jones is a financial advisor at Dunham with a Series 66 designation and two years of industry experience. Prior to joining Dunham, he held roles at Rival Roofing, Top Golf, Grove Hotel, Northwestern Mutual, Boise State University, and Sandpoint High School. 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, investment consulting, and a private fund. The firm employs an asset allocation and manager-of-managers approach with formal rebalancing processes and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Eugene Shepherd is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Raymond James & Associates, Eagle Strategies, and New York Life Insurance Company among others. Outside of finance, he is the CEO of Shepherd Fishing Excursions, a fishing guide business. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing $13 billion, serving individuals, entities, institutional investors, and banking institutions. The firm offers comprehensive financial planning and multi-asset portfolio management, emphasizing alternative investments alongside traditional holdings and employing a combination of in-house and sub-advisory strategies.

Timothy Callan is a CFP®-designated financial advisor with 25 years of industry experience, currently with AlphaCore Capital LLC. He previously worked at Callan Capital, LLC for 18 years and Merrill for 6 years. Outside of his advisory role, he serves as a managing member of Salena LLC, a real estate investment company, and as a consultant for Alternative Fund Advisors, LLC. 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 financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, with a focus on multi-asset portfolios that include alternative and traditional investments.

Frank Kuiper is a financial advisor at Concorde Asset Management, LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Before joining Concorde in 2018, he worked at Independent Financial Group for seven years. Kuiper also works as a licensed insurance agent offering life and long-term care insurance since 2012. Concorde Asset Management serves a diverse client base including individuals, high-net-worth households, corporations, and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers and wrap fee programs, utilizing model portfolios and overlay management strategies.

Ashten Barber is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, MassMutual Investors Services, and Cetera Wealth Services. Barber is also active as an insurance agent selling fixed insurance products and serves on the board of Impact Network Group, supporting its strategic direction. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory relationships, and portfolio management across multiple program types. The firm uses a combination of active and passive investment strategies, implementing advisor-created models or third-party strategies, supported by technology for rebalancing and administration.

Andrew Kraffert Gora is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Bangerter Financial Services, Emerson Equity LLC, and Compass. Outside of his advisory role, Gora serves as a San Diego board member of CCIM, where he helps organize events and supports chapter growth. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs. The firm serves a broad client base including individuals, corporate and charitable clients, and retirement plans, using individualized asset allocation and model-based portfolio construction with both in-house and external strategists.

Justin Wilson is a CFP® with 20 years of industry experience currently serving at Pure Financial Advisors, LLC. He has previously worked at firms including Perigon Wealth Management, Allworth Financial, and Duncan Financial. Wilson also holds a role with the City of Rocklin. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Ruby Mc Farland is a financial advisor at Snowden Capital Advisors LLC with a Series 66 designation and one year of industry experience. Prior to joining Snowden Lane Partners in 2025, Mc Farland held roles in various organizations including the Community of Madrid, Junior Achievement San Diego, and University of California, Santa Barbara. Snowden Capital Advisors LLC serves primarily high-net-worth individuals and family offices, as well as institutional clients such as pension plans and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, third-party manager selection, financial planning, and ERISA consulting, utilizing a broad range of investment instruments and access to multiple custodians.

Nicholas Garcia is a financial advisor at Compound Planning, Inc. in San Diego, CA, with 13 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including First Republic Securities, First Republic Investment Management, and Compound Advisers. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm uses a fiduciary, goals-based investment process with a range of strategies from low-cost ETFs to professional options and incorporates technology and automated monitoring tools for portfolio oversight.

Liam Morando is a financial advisor with Dunham in San Diego, CA, holding Series 65 and Series 63 licenses and having four years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2021. Outside of advising, Mr. Morando serves as an unpaid board member of the Exit Planning Institute’s San Diego chapter, contributing to the promotion of best practices in business exit planning. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients. The firm offers a range of services including proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds, employing an asset allocation and manager-of-managers investment approach with formal quarterly rebalancing and a proprietary algorithmic rebalancing tool.

Michael Best is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He is also the owner of Best & Company, CPAs, an accounting firm he has been involved with since 1991. Prior to joining Belpointe in 2025, he worked at Axxcess Wealth Management and Securities America Advisors. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm employs a range of investment strategies and offers discretionary portfolio management and financial planning, managing approximately $7.6 billion in client assets across a network of about 174 advisors.

Michael Ingram is a CFP® professional with over 22 years of industry experience, currently serving at Octavia Wealth Advisors LLC in San Diego, CA. He has worked at Purshe Kaplan Sterling Investments, Inc. and Axa Advisors, LLC, with 16 years at Axa and 6 years at his current firms. In addition to his advisory roles, Ingram is involved in insurance product implementation through Octavia Risk Management LLC and serves as a trustee for family trusts. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, and institutional entities. The firm offers customized investment management and financial planning services using proprietary models focused on low-cost ETFs and mutual funds, alongside alternative investments and structured products.

Dominic Knauf is a financial advisor with Pure Financial Advisors, LLC in San Diego, CA, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Pure Financial Advisors in 2021, he worked at Northrock Partners, LLC for four years. He is also the founder and CEO of 2510 Consulting, a strategic planning and business consulting firm. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic theories and provides comprehensive services including discretionary portfolio management and pension consulting.

Anthony Vu is a CFP® with 16 years of experience in the financial services industry. He has worked at Pure Financial Advisors, LLC since 2022 and previously spent six years at Charles Schwab Bank and Charles Schwab & Co., Inc. 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 emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Marysol Flores Salazar is a CFP® professional with 16 years of industry experience. She is currently with Pure Financial Advisors, LLC and has previous experience at firms including MissionSquare Investment Services, Ameriprise Financial Services, and Citigroup Global Markets. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a financial-planning-centered approach grounded in academic frameworks and continuous planning processes.

Mark Augusta is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Stone & Youngberg LLC, and Piper Sandler & Co. He has been with Hilltop Securities since 2015. Hilltop Securities serves individual, high-net-worth, and institutional clients through both advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions, combining custody, banking, and market-making capabilities on an open-architecture platform.

Cade Isakson is a financial advisor at Dunham with three years of industry experience. He holds the Series 66 designation and has worked at Dunham & Associates Investment Counsel, Inc. since 2023. His prior work experience includes roles outside the financial industry, such as at Hot Tub Cruisin and Mission Bay Sports Center. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm’s investment approach combines asset allocation with a manager-of-managers strategy, offering proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund, supported by affiliated trust and custody services.

Keon Khamsehpour is a Series 65-licensed advisor at Prosperity - An EisnerAmper Company with two years of industry experience. He previously worked at Laird Norton Wetherby Wealth Management and Wetherby Asset Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach, emphasizing asset allocation and diversification, and manages roughly $5 billion in client assets.

Eric Finke is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. In addition to advising, he occasionally originates mortgage loans as an independent contractor. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management, utilizing active and passive investment strategies supported by technology-driven rebalancing and administrative services. The firm offers both discretionary and non-discretionary management across various program types, including third-party manager allocations and advisory annuities.