Allegria Jimenez is a financial advisor at Merit Financial Advisors with the Series 66 designation and two years of industry experience. Her prior firms include Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, allowing advisors to customize portfolios for their clients.

Annie Chen is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. Her prior experience includes roles at Falcon Wealth Planning and Westmount Asset Management. 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 tax-aware techniques and specialized strategies within a multi-advisor platform.

Karla Thompson is a financial advisor at Simplicity Wealth with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Cetera-affiliated firms and CUSO Financial Services. Simplicity Wealth serves a diverse clientele including individual and high-net-worth investors, retirement plans, and institutional clients, offering services from financial planning to discretionary retirement plan management. The firm emphasizes a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers.

John Gergurich is a financial advisor at Capital Analysts in San Diego, CA, with 19 years of industry experience. He holds a Series 66 designation and has worked with Lincoln Investment since 2012, Capital Analysts since 2009, and Scripps Tax & Financial Group since 2006. He is also involved in life insurance planning and serves as CEO of Scripps Tax & Financial Group, which provides tax consultation and preparation services. Capital Analysts serves both retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors, combining discretionary and non-discretionary investment management supported by an in-house research team.

James Loken is a financial advisor with Sovran Advisors, LLC in Pasadena, CA. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial for Lutherans. In addition to his advisory work, he is involved in the sale of fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets and offers a range of portfolio management and consulting services, utilizing both advisor-managed and model portfolios tailored to client objectives.

Nora Kouza is a financial advisor with RBC Securities, Inc. based in La Jolla, CA. She holds Series 63 and Series 65 credentials and has 15 years of industry experience. Her prior work includes roles at City National Bank and Unionbanc Investment Services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to affiliated sub-advisors and a range of custodial and cash-management features.

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 in San Diego, CA, with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is involved in insurance sales. Belpointe serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches, supported by a broad network of affiliated businesses and proprietary product sponsorships.

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 industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. His prior experience includes roles at LPL Financial, Nautilus Advisors, and leadership within AlphaCore Insurance Services. Owens also acts as a producing insurance agent for an affiliate of his firm, offering insurance products to clients. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and offers services including tax preparation, trustee support, and retirement plan advisory.

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 two years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Sprott Asset Management USA and Sprott Global Resource Investments. Outside of finance, he has been involved with several cafés and hospitality businesses. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm uses a manager-of-managers investment approach with formal quarterly rebalancing and offers proprietary mutual funds, separately managed accounts, wrap fee programs, and private funds, supported by affiliated trust and custody services.

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.

Robert Reaburn is a financial advisor at Simplicity Wealth with nine years of industry experience. He holds a Series 65 designation and has been affiliated with LifePro Asset Management and LifePro Financial Services since 2016, where he serves as Managing Director providing 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, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, offering both discretionary and non-discretionary services alongside a managed account platform for advisers.

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.