Cynthia Pulver is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at multiple firms including International Assets Advisory and Global View Capital Management. Outside of her advisory role, she is involved in mortgage lending and health insurance, serving as a mortgage loan officer and health insurance agent in Utah. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tailored investment approach using an open-architecture platform and integrates insurance-linked account management alongside its multi-team advisory model.

Matthew Nadeau is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Kingswood Wealth Advisors, LLC. His prior roles include positions at Kingswood Capital Partners, Hayden Royal, Lord Abbett, and Wells Fargo Funds Management. He serves as vice president and board member of the Boys and Girls Club of Placer County. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with both discretionary and non-discretionary investment approaches and integrates insurance-linked account management within its multi-team model.

Karen Clapp is a financial advisor at Aspiriant, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Aspiriant since 2021, previously serving four years at Hynes Advisory Inc. DBA HearthStone. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing a range of investment management and wealth planning services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialty consulting services.

Lisa Claycomb is a financial advisor with Infinity Financial Services Advisory in Ramona, CA, holding a Series 66 designation and 12 years of industry experience. She has worked with Infinity Financial Services since 2014 and has served as an insurance agent since 2011. Claycomb also teaches financial and retirement classes at Poway Adult School. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes portfolio management, financial planning, adviser selection, and pension consulting.

Martin Mcnees is a financial advisor at Madison Avenue Securities, LLC with 27 years of industry experience. He has been with Madison Avenue Securities since 2005. Mcnees holds Series 63 and Series 65 licenses and also serves as president of AE Financial Services, a broker-dealer. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple portfolio management options and sub-advisers.

Donald Skinner is a financial advisor at Kingswood Wealth Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Outside of his advisory role, he umpires high school and summer league baseball. Kingswood Wealth Advisors serves a broad client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform that utilizes third-party managers and supports insurance-linked account management.

Brian Jellig is a CFP® professional with nine years of industry experience. He currently serves as a financial advisor at Savvy and has previously worked at Mercer Global Advisors, Epstein and White Financial, and Edward Jones. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based strategies combined with technology-driven planning tools and offers services ranging from discretionary portfolio management to specialized option strategies.

Ryan Martinez is a financial advisor at Aldrich Wealth LP in Carlsbad, CA, holding a Series 65 designation. He joined Aldrich Wealth in 2025 and has one year of industry experience. Prior to his advisory role, he worked at Elor Energy and has educational experience from UC Santa Barbara and Santa Barbara City College. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an Investment Committee to oversee portfolio construction, combining active and passive strategies with tax-aware techniques and offers services including sub-advisory roles for insurance-dedicated funds and retirement plans.

Joshua Murphy is a financial advisor with Kestra Private Wealth Services, LLC in San Diego, CA, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at Morgan Stanley and Stifel before joining Kestra in 2019. Outside of his primary advisory role, he is involved with California Wealth Transitions and serves as president of the Murphy Investment Group, both under Kestra Investment Services. Kestra Private Wealth Services provides investment advisory through independent advisors and multi-advisor teams serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services, including discretionary and non-discretionary arrangements.

Paul Hynes is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC since 2021. Prior to joining Aspiriant, he led Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management for seven years and was involved with the Strategic Trusted Advisors Roundtable for eight years. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning and family office services. The firm offers customized investment programs using a variety of implementation options and provides expanded family office capabilities beyond typical advisory services.

Wendy Wildey is a financial advisor at Aspiriant, LLC with 18 years of industry experience. She holds a Series 63 designation and previously worked at Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management for seven years before joining Aspiriant in 2021. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office, and specialty services. The firm employs customized investment programs based on asset allocation and offers a range of implementation options, including third-party managers and private investments.

Douglas Dort is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Chalice Wealth Advisors, LLC and Chalice Capital Partners, LLC since 2018 and previously at Harbor Financial Services, LLC from 2007 to 2018. Dort is also president of Financial & Retirement Strategies, Inc., a company involved in insurance and tax preparation services. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform utilizing third-party managers and integrates insurance-linked account management as part of its operational model.

Clarissa Tawel is a financial advisor at Aldrich Wealth LP with seven years of industry experience. She holds a Series 65 designation and has worked with several firms including Strategy Asset Managers L.L.C. and Holly Street Wealth Advisors prior to joining Aldrich Wealth in 2023. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across asset classes and applies tax-aware investment techniques, with oversight by an Investment Committee that guides asset allocation and manager selection.

Sofia Biggs is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Primerica Advisors and XP Securities LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily advises through managed programs utilizing third-party portfolio managers and offers a range of investment solutions supported by both advisory and commission-based channels.

Randal Atwell is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with Madison Avenue Securities since 2007 and operates Randal L. Atwell Insurance Services, Inc., where he provides insurance product evaluations and reviews. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, offering investment advisory, portfolio management, and financial planning services with approximately $2.0 billion in assets under management.

Barry Waxler is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at several firms, including Universal Financial Consultants Corporation and Versus Capital Partners, and has authored the book *Stop Bleeding Cash*. Waxler also participates on an advisory board focused on exit planning and is involved in life insurance sales and referrals related to technology and capital development. Kingswood Wealth Advisors serves individual and institutional clients with portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently utilizing third-party managers, and is notable for its integration with affiliated financial entities and its management of insurance-linked accounts.

Mark Peetz is a financial advisor at Kingswood Wealth Advisors, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2022. His prior experience includes roles at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both affiliated and unaffiliated third-party managers.

Vilayphone Fixsen is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has been with Madison Avenue Securities since 2008. Outside of her advisory role, she is involved in construction as a treasurer and office administrator for BuildingLegacy Contracting. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Frank Hsin is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Kingswood Wealth Advisors in 2023, he worked at UBS Financial Services Inc. for 12 years. Outside of finance, he is a co-owner of a coffee business, 805 Office Coffee Company LLC, involved in invoicing, deliveries, and customer service. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform that integrates insurance-linked accounts and uses both affiliated and third-party managers.

Anthony Kakuk is a CFP® professional with three years of experience, currently serving as an advisor at Axxcess Wealth Management, LLC. He has previously worked at T3 Trading Group, LLC and is involved as Chief Financial Officer at MTK Group dba Caring Companions Referral Agency, an in-home care services business. Additionally, he owns and operates Pro Fitness Body Solutions, a private training gym. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive TAMP and sleeve-manager capabilities.