Stevan Dority is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Wells Fargo Advisors. In addition to his advisory role, Dority is the CEO of Wine Country Wealth, a wealth management firm. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach with opportunistic rebalancing.

Karen Clapp is a financial advisor at Aspiriant, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Aspiriant since 2021. Her prior experience includes four years at Hynes Advisory Inc. DBA HearthStone and one year at Clapp Legal. Aspiriant serves primarily 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 provides accounting, tax, and estate planning support, as well as access to private investment offerings and public mutual funds investing in private assets.

Martin Mcnees is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Madison Avenue Securities since 2005. Outside of his advisory role, he serves as president of AE Financial Services, a broker-dealer based in Topeka, KS. 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 range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Donald Skinner is a financial advisor at Kingswood Wealth Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Outside of his advisory role, he umpires high school and summer league baseball. Kingswood Wealth Advisors serves a broad client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform that utilizes third-party managers and supports insurance-linked account management.

Brian Jellig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Epstein and White Financial, and Edward Jones. Outside of his advisory work, he is an insurance agent offering fixed life insurance and annuity products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused model construction, supported by a proprietary technology platform and quantitative tools.

David Foster is a CFA® charterholder with three years of industry experience, currently affiliated with Integrated Advisors Network LLC in San Diego, CA. Prior to joining Integrated Advisors Network, he worked at Allianz Global Investors for 14 years. Outside of his advisory role, he is involved with Copper Crest CPAs LLP in accounting, consulting, and planning. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, using both discretionary and non-discretionary investment management approaches, and frequently utilizes third-party sub-advisers to implement client portfolios.

Ryan Martinez is a financial advisor at Aldrich Wealth LP in Carlsbad, CA, holding a Series 65 designation. He joined Aldrich Wealth in 2025 and has one year of industry experience. Prior to his advisory role, he worked at Elor Energy and has educational experience from UC Santa Barbara and Santa Barbara City College. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an Investment Committee to oversee portfolio construction, combining active and passive strategies with tax-aware techniques and offers services including sub-advisory roles for insurance-dedicated funds and retirement plans.

Joshua Murphy is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 66 and Series 63 licenses and having 13 years of industry experience. Prior to joining Kestra in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Murphy is involved in additional business activities including operating California Wealth Transitions, an independent advisory practice, and serving as President of Murphy Investment Group. Kestra Private Wealth Services offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients with a range of investment products and platforms, supporting discretionary and non-discretionary accounts alongside specialized offerings like annuity subaccount and 529 plan services.

William Sayre is a financial advisor with Wedbush Securities Inc. in Oceanside, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wedbush Securities since 1984. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm provides a range of managed account solutions and combines broker-dealer, capital markets, custody, clearing, and prime services, including commodities and derivatives activities.

Paul Hynes is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC since 2021. Prior to joining Aspiriant, he led Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management for seven years and was involved with the Strategic Trusted Advisors Roundtable for eight years. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning and family office services. The firm offers customized investment programs using a variety of implementation options and provides expanded family office capabilities beyond typical advisory services.

Wendy Wildey is a financial advisor at Aspiriant, LLC with 18 years of industry experience. She holds a Series 63 designation and previously worked at Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management for seven years before joining Aspiriant in 2021. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office, and specialty services. The firm employs customized investment programs based on asset allocation and offers a range of implementation options, including third-party managers and private investments.

Douglas Dort is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Chalice Wealth Advisors, LLC and Chalice Capital Partners, LLC since 2018 and previously at 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 services. 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 platform utilizing third-party managers and integrates insurance-linked account management as part of its operational model.

Scott Benson is a financial advisor with Concurrent Investment Advisors, LLC in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, LPL Financial, and Hornor Townsend & Kent. Outside of his advisory work, he serves as a FINRA arbitrator and is employed part-time with SEIU Local 280 at horse racing events. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets, employing a long-term investment approach using diversified portfolios that include ETFs, mutual funds, and alternative investments.

Clarissa Tawel is a financial advisor at Aldrich Wealth LP with seven years of industry experience. She holds a Series 65 designation and has worked with several firms including Strategy Asset Managers L.L.C. and Holly Street Wealth Advisors prior to joining Aldrich Wealth in 2023. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across asset classes and applies tax-aware investment techniques, with oversight by an Investment Committee that guides asset allocation and manager selection.

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.

Ira Tweed is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Capital Analysts since 2021. His prior experience includes roles at Lincoln Investment, Great American Advisors, Inc., and Mass Mutual Life Insurance. He also serves as an insurance agent, brokering term life insurance and fixed annuities. Capital Analysts provides portfolio management and advisory services to a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs discretionary and non-discretionary approaches supported by an in-house investment management team and offers customized portfolios, third-party manager access, and ERISA retirement plan advisory services.

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 credentials and bringing 33 years of industry experience. He has worked at several firms, including Universal Financial Consultants Corporation and Versus Capital Partners, and has authored the book *Stop Bleeding Cash*. Waxler also participates on an advisory board focused on exit planning and is involved in life insurance sales and referrals related to technology and capital development. Kingswood Wealth Advisors serves individual and institutional clients with portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently utilizing third-party managers, and is notable for its integration with affiliated financial entities and its management of insurance-linked accounts.

Mark Peetz is a financial advisor at Kingswood Wealth Advisors, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2022. His prior experience includes roles at Cantella & CO., Inc. and Silicon Valley Securities, Inc. 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, utilizing an open-architecture platform with both affiliated and unaffiliated third-party managers.

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.