Sergio Gallego is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. He has been with Berthel Fisher since 2013 and also works with BFC Planning, Inc. outside the firm. In addition to his advisory role, he is involved in mortgage origination and insurance sales. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets and serving thousands of clients through a network of independent adviser representatives. The firm offers a range of investment platforms and delivery models tailored to client needs.

Peter Litton is a financial advisor with RBC Securities, Inc. based in La Jolla, CA. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. His prior work includes roles at City National Bank and Comerica Securities, Inc., as well as Comerica Bank. Outside of advising, he is an officer of Litton Enterprises, an S-Corp co-owned with his brother that holds a minority share in the Norfolk Tides minor league baseball team. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory services within a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and custodial features through a multi-team platform.

James Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at W&S Brokerage Services and Western Southern Life. Outside of his advisory role, Jackson is active as a compensated bass guitar player in the Revival Time Church of God in Christ choir and is a member of the Rotary Club of Southeast San Diego. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and provides additional digital automated investment options.

Victor Orozco Jr. is a CFP® professional with 18 years of industry experience, currently serving as an advisor at The Wealth Consulting Group in San Diego, CA. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. 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, corporations, charities, and trusts. The firm employs a tailored investment process that combines multiple analytical approaches and offers both direct management and access to third-party programs, with additional integration of legal-service pathways and fiduciary support for plan sponsors.

Daniel Dodgen is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MSI Financial Services. He is also the president and CEO of D E Dodgen Financial Advice, a corporation that manages accounting for securities, insurance, and advisory income. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm employs a blend of active and passive investment strategies, using internal and third-party models supported by technology-driven rebalancing and administrative services.

Pearse Migl is a financial advisor at Dunham with two years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual and Le Triomphe Country Club. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that provides wealth management services to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, standalone consulting, and a private fund. The firm employs an asset allocation and manager-of-managers investment approach supported by a formal rebalancing process and an algorithmic tool, also offering custodian and trust services through an affiliated trust company.

Taranjit Khamba is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 66 and Series 63 licenses and having five years of industry experience. His prior experience includes positions at LPL Financial, JP Morgan Chase Bank, N.A., and Axis Bank. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Viktoria Palermo is a financial advisor at Dunham with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Lucia Securities. She serves as Chief Compliance Officer for Dunham Funds and also oversees BSA/AML compliance for Dunham Trust Company and Dunham Private Trust. Dunham is a multi-team SEC-registered investment adviser and broker-dealer that provides wealth management to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm emphasizes asset allocation and a manager-of-managers approach with formal rebalancing processes and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Allegria Jimenez is a financial advisor at Merit Financial Advisors in San Diego, CA, holding a Series 66 credential with two years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centralized sleeves and model portfolios, offering both discretionary and non-discretionary accounts supported by an internal investment team and various third-party managers.

Annie Chen is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. Her career includes roles at Falcon Wealth Planning and Westmount Asset Management prior to joining Pure Financial Advisors. Pure Financial Advisors, LLC is a large registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm focuses on comprehensive financial planning and discretionary portfolio management, employing academic frameworks and continuous planning through its Foundation Financial Plan process.

James Loken is a financial advisor with Sovran Advisors, LLC in Pasadena, CA. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial for Lutherans. In addition to his advisory work, he is involved in the sale of fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets and offers a range of portfolio management and consulting services, utilizing both advisor-managed and model portfolios tailored to client objectives.

Nora Kouza is a financial advisor with RBC Securities, Inc. based in La Jolla, CA. She holds Series 63 and Series 65 credentials and has 15 years of industry experience. Her prior work includes roles at City National Bank and Unionbanc Investment Services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to affiliated sub-advisors and a range of custodial and cash-management features.

Brian Sauter is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Pure Financial Advisors, LLC since 2009, serving in his current role since 2019. The firm 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. Pure Financial Advisors employs a planning-centered investment approach overseen by an Investment Committee, combining enterprise-scale infrastructure with unique operational features such as private equity ownership and advisor involvement in adult-education teaching.

Veston Thompson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Navy Federal in various capacities since 2007 and previously worked at Ameriprise for one year. 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 primarily delivers advice through managed advisory programs that emphasize third-party portfolio managers supported by an investment committee conducting ongoing due diligence and reviews.

Kendle Smith is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Pure Financial Advisors, LLC since 2020, with prior roles at Householder Group, LPL Financial, Waddell & Reed, Inc., and various insurance carriers. 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, incorporating modern portfolio theory, tax-aware techniques, and specialized strategies.

Darren Todd is a CFP® professional with over 31 years of experience in financial advising. He is currently affiliated with The Wealth Consulting Group in San Diego, CA, and has held roles at WCG Wealth Advisors, LPL Financial, and Todd Financial & Insurance Services, Inc. He also operates as an insurance agent specializing in health, group employee benefits, and property and casualty insurance. 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs.

Bradley Swain is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wedbush Securities since 2009 and previously spent eight years with UBS Financial Services. Wedbush Securities serves individual, high-net-worth, and institutional clients through a range of investment advisory and broker-dealer services, including discretionary portfolio management, institutional research, and commodities and securities lending. The firm offers multiple wealth management and capital markets solutions while providing custodial, clearing, and prime services.

Patricia Stewart is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. In addition to her advisory role, she is also involved in insurance sales outside of her investment activities. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets. The firm serves individuals, retirement plans, corporations, trusts, and other advisers with a customized investment approach that blends passive, active, and tactical strategies implemented primarily on a discretionary basis.

Carl Jackson Jr. is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services, LLC. Jackson is also involved with WealthPointe Advisors, a financial services business. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various programs. The firm employs both active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Troy Owens is a CFP® with seven years of experience in the financial services industry. He is currently with AlphaCore Capital LLC and also acts as a producing agent for AlphaCore Insurance Services, offering insurance products to clients. His prior experience includes roles at LPL Financial, Nautilus Advisors, and other businesses. 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, providing comprehensive financial planning, investment management, and retirement plan advisory services with a focus on multi-asset portfolios that include alternative investments.