Kevin Mcfarland is a financial advisor with Concurrent Investment Advisors, LLC, holding the Series 63 designation and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. Outside of his advisory work, Mcfarland is involved in managing a horse farm through Valley Farm Racing LLC. Concurrent Investment Advisors, LLC is an SEC-registered firm that provides wealth management, financial planning, and investment management services to individuals, families, trusts, businesses, and retirement plans. The firm follows a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities to align with client goals and risk tolerance.

Rory Miller II is a financial advisor at Madison Avenue Securities, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Madison Avenue Securities since 2026, following nine years at LPL Financial and earlier roles at National Planning Corporation and BOFI Federal Bank. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion for around 14,000 clients through multiple wrap programs, third-party managers, and advisor-managed models.

Chahati Lancaster is a CFP® and Series 65-registered financial advisor with United Capital Financial Advisors, bringing five years of industry experience. She previously worked at Haydel Biel & Associates and held roles at AppleOne and Wesley Thomas Enterprises. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions and operates a technology platform supporting independent advisors.

Ami Aranha is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has worked at Aspiriant LLC since 2018 and previously spent three years at Callan Capital, LLC. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office, and specialty services. The firm offers customized investment programs and distinctive family office capabilities, including accounting, banking support, and access to private investment offerings.

Vincent Florentino is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds Series 65 and Series 66 licenses and has recent experience at Yorkshire Wealth Management. Prior to his advisory roles, he worked in various fields including education, emergency medical services, and media production. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting, using a mix of fundamental and quantitative approaches and often incorporates third-party sub-advisers and managed account solutions.

Christopher Richey is a CFA charterholder with 28 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2019 and previously worked at Neosho Capital LLC for 15 years. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to client portfolios.

Myles Rush is a CFP® and holds a Series 66 designation, with 12 years of experience in the financial advisory industry. He has worked at Aspiriant, LLC since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs using a range of implementation options and includes expanded family office capabilities such as accounting and banking support.

Bart Zandbergen is a CFP® with 33 years of industry experience, currently serving at Axxcess Wealth Management, LLC since 2020. His prior roles include positions at Tessera Capital Partners, Gramercy Securities, Optivest Inc., Fmn Capital Corporation, and Financial Mgmt Network. Zandbergen holds a Certified Divorce Financial Analyst designation and performs intermittent modeling work and contributes to several magazines outside the securities industry. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm specializes in customized multi-asset portfolios and offers distinctive third-party manager integration and administrative support through its Third-Party Asset Management Platform.

Creede Murphy is a CFP® and holds a Series 65 license with 13 years of industry experience. He is currently with Mission Wealth Management, LP and was previously with American Assets Capital Advisers, LLC, where he held a non-voting equity interest. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services, utilizing diversified investment strategies that include ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Christopher Brown is a financial advisor at Kingswood Wealth Advisors, LLC in San Diego, CA, with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Wells Fargo Advisors. Outside of advisory work, he serves as a member of the Page High School Quarterback Club, assisting with game-day operations. Kingswood Wealth Advisors serves a diverse client base including retail investors, high-net-worth individuals, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both discretionary and non-discretionary investment approaches.

Michael Olsen is a financial advisor at Madison Avenue Securities, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Madison Avenue Securities since 2012. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment approaches, including portfolio management, financial planning, pension consulting, and college-savings services.

Andrea Orlando is a CFP® with 40 years of experience in the financial services industry. She has worked at Summit Financial, LLC since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Summit Equities, Inc. Ms. Orlando is also licensed to offer insurance products through multiple companies. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Michelle Cavallero is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network LLC and Hayden Royal. Outside of her advisory work, she knits blankets for foster children in her community on a volunteer basis. 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 investment platform and integrates insurance-linked account management through affiliated entities.

Anthony Nardi is a CFP® professional with 12 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC. His prior experience includes roles at Benchmark Investments, LPL Financial, Sterling National Bank, and J.P. Morgan Securities. Outside of his advisory work, he is involved in fixed annuity and life insurance activities through an independent marketing organization. Kingswood Wealth Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Richard Rodgers is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His work history includes roles at Kingswood Capital Partners, Benchmark Investments, and DST Wealth Management. Outside of his advisory duties, he is founder and CEO of Dannah Investment Group, a financial consulting and insurance firm, and holds ownership interests in several insurance agencies and fintech consumer finance marketplaces. 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, operating an open-architecture platform that often incorporates third-party managers and sub-advisors.

Neelab Naibkhyl is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at multiple firms, including Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. In addition to advising, she serves as vice president at Concurrent Investment Advisors, leading various departments and overseeing overall operations. Concurrent Investment Advisors is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Michael Nakanishi is a financial advisor at Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 registrations with 28 years of industry experience. He has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2022 and spent 12 years at American Independent Securities Group. Outside of his advisory role, Nakanishi is involved in business consulting and the sale of various insurance products through an independent operation in Honolulu. 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 an open-architecture platform with discretionary and non-discretionary advice, frequently utilizing third-party managers and integrating insurance-linked account management in its operations.

Robert Choi is a CFA® charterholder with 21 years of industry experience. He has worked at Silvercrest Asset Management Group LLC since 2019 and previously spent four years at Neosho Capital. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services and employs a range of proprietary equity and fixed-income strategies tailored to client objectives.

Kevin Manzo is a financial advisor with Axxcess Wealth Management, LLC, holding a Series 66 credential and bringing 17 years of industry experience. He has worked at Tessera Capital Partners and Arete Wealth Management LLC before his current tenure at Axxcess Wealth Management. Outside of advising, Manzo is involved in insurance sales, focusing on life and variable annuity products. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a multi-asset portfolio approach with strategic and tactical asset allocation, and provides operational support through its Third-Party Asset Management Platform.

Nelson Dort is a Series 65-licensed financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, and has four years of industry experience. Prior to joining Kingswood in 2022, he worked eight years at Pinellas Suncoast Transit Authority. He is also involved part-time in tax preparation with Financial and Retirement Strategies, Inc., a non-investment-related business he has been associated with since 2007. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, and consulting services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside its multi-team advisory model.