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.

Marc Gallo is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with The Wealth Consulting Group since 2014 and previously worked at LPL Financial. 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 and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party manager-of-manager programs.

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.

Lisa Aubel is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes roles at Navy Federal Financial Group and Northwestern Mutual Investment Management, among others. She has also taught at Arizona State University. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and supports a range of investment solutions including automated ETF portfolios.

Michael Des Camp is a financial advisor with Navy Federal Investment Services, LLC in San Diego, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Navy Federal, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes roles outside the financial services industry, including positions at Eugene Golf and Country Club and Fusion Golf Center. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs featuring third-party portfolio managers and provides layered investment solutions through a combination of digital and personalized services.

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.