Richard Wright is a financial advisor at Wedbush Securities Inc. in San Diego, CA, holding a Series 63 designation with 46 years of industry experience. He has been with Wedbush Securities since 2012. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, and capital markets, with approximately $5.68 billion in regulatory assets under management.

Trenton Adams is a CFP® professional with 32 years of experience in financial advising. He is currently a partner at Parliament Wealth Management & Insurance Services and an investment advisor representative at Sovran Advisors, LLC. Prior to these roles, he worked at Mass Mutual Investors Services and Metlife Securities. Outside of finance, Adams operates a photography business. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and portfolio management through advisor-managed and model portfolios, utilizing multiple platform relationships and regularly reviewing client accounts.

Douglas Dort is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Chalice Wealth Advisors, LLC and Chalice Capital Partners, LLC since 2018, as well as Harbor Financial Services, LLC from 2007 to 2018. Dort is also president of Financial & Retirement Strategies, Inc., a company involved in insurance and tax preparation. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with consulting services.

Lisa Murphy is a financial advisor at Mission Wealth Management, LP with nine years of industry experience. She holds the CFP® designation and has previously worked at Altegris Investments, Bradley Wealth Management, and AlphaCore Capital. Outside of her advisory work, she volunteers with the nonprofit organization 3rd Decade. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients including non-profits and pension plans. The firm offers tailored wealth management and financial planning services, emphasizing long-term investment strategies with a diverse range of assets and incorporating alternative investments as part of its approach.

Brian Wolff is a Certified Financial Planner® with nine years of industry experience. He has worked at Pure Financial Advisors, LLC since 2017 and previously held positions at Purshe Kaplan Sterling Investments and Wwm Financial. 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 provides comprehensive financial planning and discretionary portfolio management using a financial-planning-centered approach based on academic frameworks such as modern portfolio theory and tax-aware asset location.

Baron Willis is a financial advisor at Chelsea Advisory Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chelsea Financial Services since 2016 and Hartley Cylke Pacific since 2003. Willis serves as a director on the Alpine Fire Protection District board and is a commissioner for the San Diego LAFCO. He also owns Willis Insurance & Financial Services, a non-investment-related business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm focuses on long-term, fundamental investment strategies and manages diversified portfolios primarily on a discretionary basis, integrating closely with an affiliated broker-dealer and custody platform.

Lawrence Hudson is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Metlife Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Wealth Advisory Solutions. Hudson is also an insurance agent specializing in life, health, disability, annuities, and long-term care 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 client assets through a team of about 53 advisors and offers a range of portfolio management and retirement consulting services tailored to client objectives.

Sofia Biggs is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Primerica Advisors and XP Securities LLC. 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 uses model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Hillis Haygood is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services and C.A. Short Company. Haygood is based in San Diego, CA. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways platform, which includes discretionary Managed Accounts and fund advice developed by Morningstar Investment Management.

Michael Chipperfield is a CFP® professional with 10 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2020. Prior to joining Pure Financial Advisors, he was employed at Charles Schwab Bank for three years. 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, emphasizing academic frameworks and continuous planning through its Foundation Financial Plan process.

Joseph Brocato is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Cetera Advisor Networks. Outside of advising, he is involved in documentary film production as a co-owner of Unlikely Hero Productions, LLC, and writes articles on financial services topics. He also provides freelance strategic coaching and consulting services to both financial and non-financial clients. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in assets across about 3,390 clients. The firm offers comprehensive financial planning and portfolio management services using a combination of advisor-managed accounts, model portfolios, and third-party managers, with regular reviews tailored to client objectives.

Randal Atwell is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with Madison Avenue Securities since 2007 and operates Randal L. Atwell Insurance Services, Inc., where he provides insurance product evaluations and reviews. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, offering investment advisory, portfolio management, and financial planning services with approximately $2.0 billion in assets under management.

Barry Waxler is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Kingswood Capital Partners, Benchmark Investments, LPL Financial, and Universal Financial Consultants Corporation. He is the author of the book *Stop Bleeding Cash* and serves on an advisory board focused on exit planning, collaborating with attorneys, accountants, and financial advisors. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, offering portfolio management, third-party manager oversight, and consulting services.

Jason Greer is a CFA® charterholder with 14 years of industry experience. He has worked at Dunham & Associates Investment Counsel, Inc. since 2013. Dunham is a multi-team SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm employs an asset allocation and manager-of-managers approach and offers a range of investment strategies including proprietary mutual funds, separately managed accounts, and a private equity fund, alongside custody and trust services through its affiliated trust company.

Julia King is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at LifePro Asset Management and operates Rockstar Financial. Outside of her advisory role, she owns a performance coaching business for experienced business owners and professionals and is a certified divorce financial analyst involved in divorce planning and mediation services. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives. The firm employs tailored asset allocations with discretionary and non-discretionary management, using model portfolios and third-party sub-advisers.

Nicholas Geraci is a financial advisor with Octavia Wealth Advisors LLC and holds CPA credentials. He has one year of industry experience and also serves as Chief Executive Officer of the Tax and Financial Center, a tax and accounting firm. Prior to Octavia Wealth Advisors, he worked at Rowling & Associates for three years. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and municipal entities. The firm uses customized portfolios that incorporate low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products, and provides a range of investment management and retirement plan advisory services.

Mark Peetz is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His career includes roles at Cantella & CO., Inc. and Silicon Valley Securities, Inc. He has been with Kingswood Wealth Advisors and its affiliated entity since 2022. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and various advisory services.

Amy Gallego is a financial advisor at Dunham with 17 years of industry experience. She has been with Dunham & Associates Investment Counsel, Inc. since 2015. In addition to her advisory role, she is the co-founder of Out of Doors Picnics, a San Diego-based picnic planning service. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of services including mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm employs an asset allocation and manager-of-managers investment approach, supported by formal quarterly rebalancing and proprietary algorithmic tools.

Vilayphone Fixsen is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has been with Madison Avenue Securities since 2008. Outside of her advisory role, she is involved in construction as a treasurer and office administrator for BuildingLegacy Contracting. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Jamie Plemons is a financial advisor with Creativeone Wealth, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. Plemons owns Advanced Wealth Planning and Advanced Estate Planning, providing investment advisory, insurance, estate planning, and Medicaid planning services. Additionally, Plemons works as a paralegal and assists with Medicaid applications and legal document preparation. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, and nonprofit clients. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through its network of Investment Adviser Representatives.