Nicholas Geraci is a financial advisor with Octavia Wealth Advisors LLC and holds CPA credentials. He has one year of industry experience and also serves as Chief Executive Officer of the Tax and Financial Center, a tax and accounting firm. Prior to Octavia Wealth Advisors, he worked at Rowling & Associates for three years. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and municipal entities. The firm uses customized portfolios that incorporate low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products, and provides a range of investment management and retirement plan advisory services.

Amy Gallego is a financial advisor at Dunham with 17 years of industry experience. She has been with Dunham & Associates Investment Counsel, Inc. since 2015. In addition to her advisory role, she is the co-founder of Out of Doors Picnics, a San Diego-based picnic planning service. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of services including mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm employs an asset allocation and manager-of-managers investment approach, supported by formal quarterly rebalancing and proprietary algorithmic tools.

Jamie Plemons is a financial advisor with Creativeone Wealth, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. Plemons owns Advanced Wealth Planning and Advanced Estate Planning, providing investment advisory, insurance, estate planning, and Medicaid planning services. Additionally, Plemons works as a paralegal and assists with Medicaid applications and legal document preparation. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, and nonprofit clients. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through its network of Investment Adviser Representatives.

Michael Holaday is a financial advisor with Infinity Financial Services Advisory in El Cajon, CA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Infinity Financial Services Advisory since 2021 and has concurrently operated Holaday Financial since 2012. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.

Kirk Strawn is a CFA® charterholder with 35 years of industry experience. He is currently a financial advisor at AlphaCore Capital LLC, where he has worked since 2018. Prior to that, he was with Altegris Investments, Inc. for seven years and was involved with AlphaCore Insurance Services, LLC from 2022 to 2025. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management with a focus on both traditional and alternative investment strategies, including private equity and private credit, and provides additional services such as tax preparation and ERISA retirement plan advisory.

Brett Roenick is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and Elite Lifestyle Management. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Thomas Jack is a financial advisor with Vanderbilt Advisory Services in San Diego, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He joined Vanderbilt in 2018 after working at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is also a musician, engaging in singing, songwriting, and guitar playing, with some sales of CDs and digital music. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis within its investment approach, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Nicholas Seltun is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 66 registrations and 17 years of industry experience. His prior roles include positions at Seltun Financial Group, CS Planning Corp., and O'Connor Capital Advisory. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios, offering both discretionary and non-discretionary strategies along with model portfolios and research support for RIA firms.

Esmeralda Quintero is a CFP® and ChFC® with five years of industry experience. She currently works at Private Client Services, LLC and previously held roles at Northwestern Mutual and Wells Fargo. Outside of her advisory work, she is involved with Emerald Legacy Wealth Management LLC as a licensed insurance agent. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various organizations. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms across discretionary and non-discretionary accounts.

Robert Canavan is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC in San Diego, CA. His prior experience includes five years at Fidelity Brokerage Services LLC. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, along with services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is centered on planning and overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware techniques, and specialized sub-advisers.

William Vourlas is a financial advisor at Calton & Associates, Inc. in San Diego, CA, holding a Series 66 designation with 17 years of industry experience. He has been with Calton & Associates since 2013. In addition to his advisory role, he is involved in Medicare insurance sales as an agent. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options and operates various program structures, including firm-managed wrap programs and separate account platforms.

William Hodapp is a CFP® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at CI Surevest Private Wealth, Wells Fargo, and 1 St Global Capital Corp. Hodapp is based in San Diego, CA. Pure Financial Advisors provides financial planning and portfolio management services 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, utilizing modern portfolio theory and tax-aware strategies.

Michael Pugsley is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Foundations Investment Advisors LLC since 2020 and has prior experience with W&S Brokerage Services, Western Southern Life, AIG Direct, and Horace Mann Companies. He also conducts independent insurance sales in San Diego. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Maxwell Hacker is a CFP® and holds a Series 66 designation with 15 years of experience in financial advising. He has worked at Pure Financial Advisors, LLC since 2022 and previously spent eight years at Motley Fool Wealth Management. 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 sub-advisers.

Richard Pfister is a financial advisor at AlphaCore Capital LLC with 11 years of industry experience. He holds the Series 63, 65, and 66 licenses and has been with AlphaCore Capital since 2014. Pfister serves as an advisory board member for Schwab and is a member of the Investment Committee at Bishop High School, where he reviews the endowment portfolio. He is also the manager, president, and CEO of AlphaCore Insurance Services, LLC. 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, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Daniel Sands is a CFP® with 25 years of experience in financial advising, currently with Dunham & Associates Investment Counsel, Inc. since 2019. His prior experience includes roles at Arenite Advisory, Geneos Wealth Management, and Silversage Advisors. Sands serves on the investment committee at Dunham Trust Company, where he manages discretionary client accounts. 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, investment consulting, and a private fund. The firm combines multiple business lines with a manager-of-managers approach, a proprietary algorithmic rebalancing program, and affiliated trust services.

Paul Barnum is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC and MML Investors Services, LLC. Outside of his advisory work, he serves as president of The Elite OC, a nonprofit young professional society. Sovran Advisors provides financial planning, advisory services, and portfolio management to individuals, corporations, and retirement plan sponsors. The firm employs both active and passive investment strategies and offers access to third-party managers and retirement plan consulting.

Amir Lozani is a financial advisor at The Wealth Consulting Group with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015. Lozani is based in San Diego, CA. 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 using a combination of fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms.

Christopher Lamb is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding three years of industry experience. He has worked at Belointe Asset Management LLC and LPL Financial LLC since 2025 and has been with Octavia Wealth Advisors since 2022. Lamb also has a longstanding association with Class Advisors dating back to 2011. Octavia Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in client assets across a multi-advisor team, employing a long-term investment approach that incorporates fundamental and technical analysis, diversified portfolios, and specialized retirement plan services with an emphasis on public-sector clients.

Ryan Morse is a CFP® and Series 66 licensed advisor with 26 years of industry experience. He currently serves at Octavia Wealth Advisors LLC and has previously worked at Axa Advisors, LLC for 20 years. Outside of his advisory role, he acts as a Successor Trustee for an Immediate Family Trust and serves as President of Ryan C. Morse Financial, Inc. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory, using proprietary portfolio models that combine low-cost ETFs, mutual funds, and individual securities with alternative investments when appropriate.