Warren Barrett is a financial advisor at Global View Capital Management LLC with 15 years of industry experience and a Series 65 credential. His career includes roles at several firms, such as Horter Investment Management and C2 Financial Corporation. Outside of his advisory work, he is involved in mortgage origination and serves as an insurance agent, focusing on the education and sale of life insurance and long-term care products. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach using algorithmic research, offering a range of managed account options including SMAs, mutual funds, ETFs, and a low-cost ETF-only platform.

David Stubbs is a financial advisor at AlphaCore Capital LLC with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Blackstone Securities Partners L.P., Blackstone Inc., and multiple divisions of J.P. Morgan. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with an emphasis on alternative investing alongside traditional equity and fixed-income strategies.

Orawicha Suraniwongse is a financial advisor with Encompass More Asset Management LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Encompass More, Orawicha worked at Transamerica Financial Advisors and World Financial Group. Outside of advising, Orawicha is the owner of OS Tax and Books, providing accounting and tax services, and serves as an officer for the Thai and Southeast Asian Association of California, supporting cultural events and financial operations. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million through a team of 84 advisors and employs model-based strategies combining proprietary and third-party sub-advisers with a range of investment options including equities, fixed income, and private placements.

Akhilesh Sinha is a financial advisor at Sovran Advisors, LLC with 31 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Metlife Securities Inc., MassMutual Investors Services, and Greater Pacific Solutions, where he also provides financial planning and advisory services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting. The firm employs written investment policy statements and a combination of active and passive strategies across a variety of investment vehicles.

Stephen Pitchkolan is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wedbush Securities since 1989 and serves as Managing Director of the Kelly-Pitchkolan Wealth Management Group, focusing on wealth management. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, clearing, custodial, and prime services, with approximately $5.68 billion in regulatory assets under management.

Marcus Gonzalez is a CFP® professional at Pure Financial Advisors, LLC with one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. He has also worked outside the financial sector in education and hospitality. Pure Financial Advisors, LLC serves several thousand individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm uses a financial-planning-centered approach based on academic frameworks and offers services such as pension consulting, variable annuity management, and donor-advised fund solutions.

Morgan Davis is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2021 and previously spent six years at North Island Credit Union and Cuso Financial Services. 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 plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers legal-service integration and fiduciary support for plan sponsors.

Steven Pollock is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior roles include positions at PKS Investments, LPL Financial, and Reason Financial, among others. Outside of his advisory work, he serves as co-treasurer for the Friends of Kate Sessions Elementary Parent Teacher Organization in San Diego. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios, and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Stephen Lovell is a financial advisor with Realta Investment Advisors, Inc., holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors, Kalos Capital, Investacorp, and LPL Financial. Lovell serves as a board member and vice chairman of the education committee for ADISA, an organization providing education about alternative investments to RIAs and registered representatives. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs a tailored investment approach based on client goals, risk tolerance, and time horizon, utilizing asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Gaston Guerrero is a financial advisor at BBVA Global Wealth Advisors, INC. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Private Portfolio, Inc. and Mercantile Capital Advisors, LLC. Outside of his advisory roles, Guerrero serves as president of Mercantile Consulting Group, a property management company. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment process incorporates client risk profiles and utilizes both BBVA’s global fund research and third-party models, with a focus on non-discretionary accounts and an international investment approach.

Jacob Johnson is a financial advisor with Compass Financial Management LLC in San Diego, CA. He holds a Series 65 designation and has experience working at Roadmap Tax since 2025 following an 11-year career in the U.S. Navy. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and non-discretionary retirement plan consulting, utilizing a multi-team approach with 27 advisors managing approximately $519 million in discretionary assets.

Jan Rogers is a financial advisor with Avantax Planning Partners, Inc. in San Diego, CA, holding a Series 66 designation and 26 years of industry experience. Her prior work includes roles at Cetera and First Allied Securities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, centralized trading, and annual account reviews, serving approximately 7,500 clients with $7.57 billion in assets under management.

Joshua Aldus is a financial advisor with Octavia Wealth Advisors LLC in San Diego, CA, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at AXA Advisors and Purshe Kaplan Sterling Investments. Aldus serves as a board member for the California Society of Certified Public Accountants, where he helps organize active lifestyle events. 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, retirement plans, and municipal entities. The firm employs customized portfolios emphasizing low-cost ETFs, mutual funds, and securities, while also utilizing alternative investments and sub-advisors as appropriate.

Robert Pancrazi is a financial advisor at Dunham with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ast Investor Services, LLC and Fourwood Capital Partners, LLC for 13 years. 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, standalone investment consulting, and a private fund. The firm’s investment process focuses on asset allocation and a manager-of-managers approach, supported by quarterly rebalancing and a proprietary algorithmic rebalancing program.

Tyler Cohen is a CFP® and ChFC® credentialed advisor with five years of industry experience, currently affiliated with The AmeriFlex Group in San Diego, CA. His work history includes roles at Cambridge Investment Research, CURO Financial and Insurance Solutions, and several other firms. Outside of his financial career, he previously operated a dog boarding facility called The Animal Keeper. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap programs and model asset allocations to deliver tailored investment strategies.

Chris Maudlin is a financial advisor at AlphaCore Capital LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at AlphaCore Capital since 2020, following an 11-year tenure at Altegris Investments. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory, emphasizing multi-asset diversification through qualitative analysis and manager due diligence.

Collin Vaz is a financial advisor with HBW Advisory Services LLC, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, he has worked in various roles including a booking manager at Spin Nightclub in San Diego. Outside of his advisory role, he is involved in the event venue business as a booking manager. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base that includes individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that combines tactical asset allocation, fixed income, and multi-manager diversification, and it provides both discretionary and non-discretionary services through various platforms, including partnerships with third-party money managers.

Richard Alexander is a CFP® and holds a Series 66 license with 15 years of experience in financial advising. He has worked at Pure Financial Advisors, LLC since 2018 and previously at Ameriprise Financial Services, Inc. from 2014 to 2017. 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’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware techniques, and the use of specialized sub-advisers.

Lucas Keefer is a financial advisor at Dunham with a Series 66 designation and one year of industry experience. Prior to joining Dunham, he held roles at LPL Enterprise and has experience outside the financial sector, including hospitality and retail positions. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm employs a manager-of-managers investment approach with formal rebalancing and offers a variety of investment vehicles, including proprietary mutual funds, separately managed accounts, and a private fund, alongside trust and custodial services through an affiliated trust company.

Nathan Nicholas is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Pure Financial Advisors, LLC since 2015 and also serves as president of Door Systems International, a company specializing in sales of electrified hardware. 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’s investment approach is planning-centered and incorporates tax-aware strategies, diversification, and oversight by an Investment Committee.