Dominic Repetti is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. He is a co-owner and financial advisor at Next Retirement Solutions and also owns the Santa Barbara Country Club. Concurrent Investment Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing roughly $15.7 billion in assets across a multi-office platform.

James Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior experience includes roles at W&S Brokerage Services and Western Southern Life. Outside of his advisory work, he is a compensated bass guitar player in the Revival Time Church of God in Christ choir and a member of the Rotary Club of Southeast San Diego. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm delivers investment advice through model portfolios managed by third-party subadvisers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Howard Heatherly is a financial advisor with Wealth Watch Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with firms including Wealth Watch Advisors, Civil Service Benefits Network, ALLSTATE FINANCIAL, and Cornerstone Direct Financial. Outside of advisory work, he serves as an instructor at Civil Service Benefits Network, LLC, educating federal employees on their benefits and conducting individual benefit reviews. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions, offering portfolio management and financial planning services. The firm utilizes a combination of quantitative, qualitative, and technical methods to manage investment strategies, and it also provides access to alternative private placements for eligible investors.

Aida Laird is a financial advisor at Sprott Asset Management USA Inc. with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Sprott Global Resource Investments, Ltd. and Acosta & Layon. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, focusing on precious metals and natural resources through a combination of bottom-up fundamental analysis and cyclical/value investment approaches.

Ronald Packard is a financial advisor at Wealth Watch Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Vanderbilt Securities, Capital Asset Advisory Service, and Consolidated Portfolio Review Corp. Outside of his advisory role, he is a partner in Packard Senior Services, assisting with Medi-Cal applications. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical investment strategies, and offers discretionary and non-discretionary portfolio management primarily through third-party model managers.

Denise Ruiz is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 63 designation and has previously worked with Raymond James Financial Services Advisors, Inc. and NEXT Retirement Solutions. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven investment approach that incorporates ETFs, mutual funds, and selected individual securities.

Dimitris Magemeneas is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Edward Jones, Kingsview Asset Management, Kingsview Partners, and the State of California. He holds a Series 66 credential. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach with customized portfolios.

John Gergurich is a financial advisor at Capital Analysts with 19 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2012. Additionally, he is CEO and owner of Scripps Tax & Financial Group, where he provides tax consultation and planning. He is also licensed as a life insurance agent, focusing on life insurance planning and case implementation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary fund screening, with a range of advisory and managed portfolio options.

Albert Yanez is a financial advisor with RBC Securities, Inc., holding Series 66 and Series 63 credentials and 23 years of industry experience. His prior experience includes roles at City National Securities, City National Bank, CUSO Financial Services, and Scottrade, Inc. Outside of advising, he manages a rental property in Seabrook, Texas. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is notable for its integration within a broad financial services group, including affiliations with banking and trust entities.

Michael Woods is a financial advisor at Calton & Associates, Inc. in Escondido, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Calton & Associates since 2013 and also serves as Vice President of Faulkner Media Group, a company that creates marketing materials for financial services professionals. Additionally, he is a partner at Woods Consulting, LLC, providing consulting services to the pharmaceutical and financial services industries. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines advisory services with commissionable brokerage and insurance products.

Robert Ortbals is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and has been associated with Next Retirement Solutions since 2016. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities aligned with client goals and risk tolerance.

Lisa Aubel is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at Navy Federal Financial Group and Navy Federal Investment Services since 2017 and previously held positions at Garrett J Bleakley, Garrett T. Bleakley, Northwestern Mutual Investment Management, and Arizona State University. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Michael Des Camp is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC in San Diego, CA. He has two years of industry experience, including prior roles at Northwestern Mutual and Navy Federal Financial Group. His background also includes work outside finance in the golf and boating industries and time as a student at the University of Oregon. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and offers multiple service features including overlay and private wealth consulting programs.

Robert Reaburn is a financial advisor with Simplicity Wealth in San Diego, CA, holding a Series 65 credential and bringing nine years of industry experience. He has been with Simplicity Wealth since 2024 and also serves as Managing Director of LifePro Financial Services, where he provides consultation services to non-affiliated advisers on retirement planning and insurance needs. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services from financial planning to managed account platforms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers.

Adnan Hussain is a financial advisor at Kingswood Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Cetera and LPL Financial. Outside of advisory work, he is involved as a life insurance and fixed annuities sales agent with Tarkenton Financial. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform, frequently working with third-party managers and sub-advisors, and integrates insurance-linked account management in its operational model.

Timothy Rickey is a CFP® with seven years of industry experience, currently serving at Axxcess Wealth Management, LLC. His prior roles include positions at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors. He is also licensed to sell various types of insurance. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party manager capabilities through its Third-Party Asset Management Platform.

Paul Neuner is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at PKS Investments, Concurrent Retirement Solutions, and Raymond James Financial Services. Outside of finance, he owns and operates a hobby farm focused on raising Wagyu beef. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities.

Michael Brown is a Series 65-credentialed advisor at Integrated Advisors Network LLC with one year of industry experience. His prior work includes roles at Copper Crest Capital, the University of San Diego, and Ameriprise Financial Services. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a combination of fundamental and quantitative strategies within a risk-profile framework and frequently incorporates third-party sub-advisers and private fund investments in client portfolios.

Arturo Pulido is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at TD Ameritrade, Mission Federal Credit Union, San Diego County Credit Union, and Evolution Hospitality. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers via the Envestnet platform and combines advisory and brokerage services within its credit-union-affiliated structure.

Frank Gutierrez is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, and Bank of America. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet, providing ongoing account monitoring, rebalancing, and optional tax and impact overlay services.