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.

Jeffrey Babcock is a CFP® professional with 39 years of industry experience. He is currently with CreativeOne Securities, LLC and has also worked with Calton & Associates, Inc. and North County Financial Associates. Beyond his advisory roles, he serves as president of SD LUV, a nonprofit organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs using a combination of project-based planning and ongoing asset management.

Briana D'esposito is a financial advisor at Rossby Financial, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various roles from 2020 to 2024. Outside of advising, she is the owner of Live True Productions, an event and film company, through which she organizes two events annually. Rossby Financial is a registered investment adviser serving individuals, trusts, charitable organizations, pension plans, and corporate entities. The firm employs multiple analysis methods to tailor investment strategies according to clients’ risk tolerance and time horizons, managing approximately $358.6 million across 800 client relationships.

Andrew Castro is a Series 66-licensed financial advisor with three years of industry experience, currently serving at Sprott Asset Management USA Inc. He has worked at Sprott since 2023 and is involved with Sprott Global Resource Investments, Ltd. Outside of his advisory role, Castro is engaged in family-owned seasonal businesses, including Spina Farms Pumpkin Patch and C&S Farms LLC, a seasonal coffee stand. Sprott Asset Management USA Inc. provides investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on resource- and metals-themed strategies through separately managed accounts, private funds, and ETFs. The firm emphasizes bottom-up, value-oriented fundamental analysis complemented by top-down asset allocation and offers both active and index-based implementations.

Christopher Abrams is a financial advisor with Simplicity Wealth, holding a Series 65 designation and nine years of industry experience. Prior to joining Simplicity Wealth in 2025, he worked at LifePro Asset Management for seven years and Retirement Wealth Advisors for one year. Abrams also owns and operates Abrams Insurance Solutions, an insurance sales business specializing in health, life, and disability insurance since 2009. 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 using ETFs, mutual funds, and individual securities, and offers advisory services along with technology and operational support for other advisors through its managed account platform.

Garrett Newman is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Brighton Jones LLC in San Diego, CA, and has prior experience at LPL Financial, Peak American Financial Group, Health IQ, Prudential Insurance, and Fidelity Investments. Outside of his advisory role, he owns and operates Remy's Mobile Notary. Brighton Jones serves a diverse client base including high-net-worth individuals, families, trusts, and retirement plan sponsors, offering comprehensive wealth management services such as family office support, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach with continuous monitoring and utilizes independent managers alongside affiliated investment vehicles.

Dominick Pullano is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Kingswood Capital Partners, Benchmark Investments, and Aegis Capital Corp. He also serves as president of PCM Associates, managing investment services and office operations related to his advisory activities. 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 with both discretionary and non-discretionary advice, incorporating third-party managers and supporting insurance-linked account management through affiliated financial entities.

Brian Patterson is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Ludacka Wealth Partners, hConsult, and LPL Guided Wealth Advisors. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection and manages over $8 billion in discretionary assets, acting as an outsourced sub-advisor for various intermediaries.

Christopher Ornee is a financial advisor at Savvy with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Corient Services LLC, Dowling & Yahnke, LLC, The Tides Group, and S&P Global Market Intelligence. 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 models, supported by proprietary technology and third-party platforms.

Michael Delgado is a CFP® professional at Gladstone Wealth Partners with one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, utilizing diverse investment approaches tailored at the representative level.

William Bianchi is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Legend Advisory Corporation. Outside of his advisory role, he owns Health & Wealth Advisors Inc., a business involved in the sale and service of various insurance products. Kingswood Wealth Advisors serves a diverse 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, with a distinctive approach that integrates insurance-linked account management and utilizes an open-architecture platform with both affiliated and unaffiliated third-party managers.

Sean O'Connor is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Inc and Epstein and White Retirement Income Solutions, LLC. He is also an insurance agent offering fixed insurance products through O'Connor Insurance and Annuity Services. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party tools.

Kyle Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PFG Advisors. He has worked at several firms including United Planners, OSAIC, Securities America, and Raymond James. Outside of his advisory role, he has business involvement with Airbnb. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach features model portfolios and third-party managers with an emphasis on macro allocation and index-based ETFs, supported by multiple marketplace platforms and strategic partnerships.

Leah Burnett is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Purshe Kaplan Sterling Investments, Aurora Wealth Advisors, and LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of portfolio management and consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Michael Seid is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Axxcess Wealth Management since 2013 and previously spent eight years at Arete Wealth Advisors, LLC. Outside of his advisory role, he serves as a board member for Aurora Spine Group, a medical device manufacturer. Axxcess Wealth Management offers wealth management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios and provides operational support through its Third-Party Asset Management Platform, acting as a sub-advisor or co-advisor to other RIAs and broker-dealers.

Gregory Richards is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at firms including Benchmark Investments LLC and Centaurus Financial INC. Outside of his advisory role, he is involved with The Estate Planning Team, where he prospects clients regarding deferred sales trust strategies, and refers clients to AmeriEstate Legal Plan, Inc. for legal planning assistance. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with both discretionary and non-discretionary investment advice, integrates affiliated financial entities, and supports insurance-linked account management.