Sofia Bucay is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LifeInvest Wealth Management, Portfolio Resources Group, IPG Investment Advisors, and Investment Placement Group. Outside of her advisory work, she operates "Hablando de Lana," a financial literacy commentary platform to which she devotes a small portion of her time without compensation. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus while allowing tactical adjustments.

Parker Brean is a Series 66-licensed financial advisor with Hilltop Securities Inc. in San Diego, CA, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as a director at Linday Brean Public Relations Inc., assisting with financial management and accounting. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a variety of portfolio management programs and fiduciary consulting services through an open-architecture platform with distinguished custody capabilities and a broad range of investment strategies.

Joseph Sanchez IV is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, and Axa Advisors. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies, diversified portfolios, and specialized sub-advisers.

Kyle Stacey is a CFP® professional with eight years of experience at Pure Financial Advisors, LLC, where he has worked since 2016. He is based in San Diego, CA. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with an emphasis on academic investment frameworks and continuous planning through its Foundation Financial Plan process.

David Curiel is a CFP® and Series 65 credentialed advisor at AlphaCore Capital LLC with two years of industry experience. Prior to joining AlphaCore Capital, he worked for nine years at Life Credit Company. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm combines traditional equity and fixed-income investing with alternative strategies and asset classes, providing comprehensive wealth planning, investment management, and specialized services such as tax preparation and ERISA retirement plan advisory.

Bernd Steinebrunner is a CFP® professional with 19 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior experience includes roles at MetLife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. Outside of financial advising, he pursues photography as a hobby and serves as Chair of the Advisory Council Committee for Family Promise Orange County, a nonprofit assisting homeless families. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, with regular client account reviews and multiple platform partnerships.

Sean Storck is a CFP® with 19 years of industry experience, currently affiliated with Merit Financial Advisors in San Diego, CA. He has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Avantax entities. Storck is also involved with Reason Tax Group, LLC, a tax preparation and accounting business. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Marc Seward is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Enviso Capital LLC and operating his own consulting business since 1998. He is also involved with AlphaCore Insurance Services, offering insurance products to clients. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning, investment management, and ERISA retirement plan advisory services, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Jeffrey Dunham is a financial advisor at Dunham with 43 years of industry experience. He holds a Series 63 designation and has been with Dunham and Associates Investment Counsel, Inc. since 1985. Dunham is also a board member of the Dunham Foundation, a charity supporting various children’s causes. Dunham is an SEC-registered investment adviser and broker-dealer that provides wealth management services to individual and high-net-worth clients. The firm employs an asset allocation and manager-of-managers investment approach, offering proprietary mutual funds, separately managed accounts, and a private fund, alongside trust and custodial services through its affiliated trust company.

Alexander Valles is a financial advisor at Pure Financial Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Pure Financial Advisors since 2021, following prior roles at Bank of America, Merrill, and Lincoln Financial Advisors. Outside of his advisory work, he is involved in real estate rental management as an owner. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a planning-centered approach based on modern portfolio theory and tax-aware strategies.

Kaleigh Hollander is a financial professional with 15 years of industry experience, currently affiliated with Sovran Advisors, LLC. She holds a Series 66 designation and has previously worked with MassMutual Life Insurance, Thrivent Financial, and Cetera Wealth Services. Hollander also maintains an administrative role with Sovran Advisors and works as a financial professional with James Loken. Sovran Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services, utilizing a combination of advisor-managed and model portfolios, with regular account reviews tailored to client objectives.

Zachary Kitz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Hilltop Securities since 2012. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm employs an open-architecture platform with a range of adviser-managed and model-based programs, and provides specialized services such as municipal bond strategies co-advised by Franklin Templeton Group.

Irma Dipp is a financial advisor with Snowden Capital Advisors LLC in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Snowden Lane Partners since 2015. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm employs a multi-team approach combining institutional capabilities with customized model portfolios and oversight of third-party managers.

Matthias Shortridge is a CFP® and Series 63-registered advisor with three years of industry experience. He is currently with Pure Financial Advisors, LLC, having previously worked with Northwestern Mutual Wealth Management Company and other firms. Pure Financial Advisors serves individual and high-net-worth clients with financial planning and portfolio management, employing a planning-centered investment approach overseen by an Investment Committee that incorporates modern portfolio theory and tax-aware strategies. The firm combines enterprise-scale infrastructure with distinctive operational features such as private equity ownership and advisor involvement in adult-education teaching.

Joseph Hodapp is a CFP® professional at Pure Financial Advisors, LLC with one year of industry experience. He has worked at Pure Financial Advisors since 2022 and previously held roles at Century 21 Masters and Patriot Pacific Financial Corp. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on modern portfolio theory and tax-aware asset location.

Robert Nowak is a CFA® charterholder with six years of industry experience. He is currently with Pure Financial Advisors in San Diego, where he has worked since 2022. Prior to that, he was with Interactive Brokers for one year and RMV Capital for six years. Pure Financial Advisors 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. The firm’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware techniques, and the use of sub-advisers for specialized strategies.

Rachel Fuss is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently with Pure Financial Advisors, LLC and previously worked at Securian Advisors Northwest, Minnesota Life Insurance Company, Securian Financial Services Inc, and Edward Jones. She was also the owner of Charthouse Financial LLC, a finance business that is in the process of closing. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as for 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 the use of sub-advisers for specialized portfolio sleeves.

Andrew Baker is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He is also the owner of BakerStayz, a short-term rental business. Baker leads a team at Financial Haus, where he mentors junior advisors and meets with clients. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, advisory services, and portfolio management across various program types. The firm employs a combination of active and passive investment strategies and utilizes internal models as well as third-party platforms to manage assets.

Shawn Waltz is a financial advisor at Dunham with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Dunham & Associates Investment Counsel, Inc. since 2019. His prior experience includes roles at Pershing LLC and Lockwood Advisors, Inc. Dunham is an SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth clients through a range of offerings, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm emphasizes asset allocation and a manager-of-managers strategy, utilizing formal quarterly and algorithmic rebalancing, and provides custody, trust, and donor-advised fund services through its affiliated trust company.

Joan O'Connell is a financial advisor at MissionSquare Retirement with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Blue Water Capital Management, LLC, and operated her own consulting practice prior to joining MissionSquare. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management, using a quantitatively driven and personalized approach delivered through multiple channels exclusively within MissionSquare-administered accounts.