Scott Hinkle is a CFP® with 14 years of industry experience, currently serving as an advisor at Alden Investment Group. His prior career includes 25 years at Westhem Grant Group and experience with World Equity Group, Inc. and Hinkle Insurance Services. Alden Investment Group offers discretionary and non-discretionary portfolio management and fee-based financial planning for individuals, advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and integrates proprietary strategies and technology platforms to provide customized asset allocation and unified household reporting.

James Freeman is a CFP® professional with over 21 years of industry experience. He has been with Financial Alternatives, Inc. since 1989. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and wealth advisory services. Financial Alternatives, Inc. employs diversified portfolios across various asset classes and provides ongoing supervision and consolidated reporting through third-party platforms.

Kelli Burger is a CFP® and Series 65-registered advisor with Weatherly Asset Management, where she has worked since 2016, accumulating 13 years of industry experience. She is based in Del Mar, CA, and operates within an 11-advisor team at the firm. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets. The firm combines a top-down macroeconomic perspective with bottom-up fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income, and employs a team-based approach supported by an investment committee.

Colin Summers is a CFP® professional with one year of experience at Bull Oak Capital, LLC. Prior to joining Bull Oak, he worked for the City of San Diego and Starbucks Corporation. Bull Oak Capital serves individual and high-net-worth clients through a four-advisor team, offering customized financial planning and discretionary portfolio management. The firm emphasizes broad diversification using primarily ETF-based portfolios tailored to clients’ risk tolerance and time horizon, and incorporates a range of investment vehicles including equities, mutual funds, fixed income, TIPS, and cryptocurrencies.

Douglas Solorzano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial, and Wells Fargo Advisors. Outside of his advisory work, he owns a family janitorial company and participates in a civic organization focused on professional networking. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets through a long-term, customized investment approach that includes ETFs, mutual funds, and alternative investments. The firm operates at enterprise scale with 161 advisors and offers services such as wealth management, financial planning, and retirement plan advisory.

William Frankenstein is a CFP® with 42 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He is also involved with the Foundation for Senior Services, where he discusses financial planning with seniors. 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, offering customized portfolio management and diversified investment strategies.

Joshua Porras is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2020, and previously at Navy Federal Credit Union and Phase Four Financial Solutions. Outside of his advisory role, he volunteers as a lead for small group discussions at Rise City Church. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, 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 on platforms such as Envestnet, with ongoing due diligence and investment committee oversight.

Rory Macdonald is a CFP® with 13 years of industry experience and has been with Mission Wealth Management since 2012. He is based in San Diego, CA, and holds the Series 65 license. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm emphasizes customized, long-term strategies using a broad range of investment vehicles and offers services through tiered models to meet varied client needs.

Ali Emami is a financial advisor at Legacy Wealth Management, LLC in San Diego, CA, with one year of industry experience. He has worked at Regal Group CPA since 2012. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a team-based approach, utilizing tailored strategies, a broad investment menu, and third-party money managers.

Justin Galietti is a financial advisor at Sovran Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Wealth Services, Integrative Wealth Partners, and MassMutual Life Insurance Company. Outside of advisory roles, he is also involved in fixed insurance sales. 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, utilizing a range of portfolio management strategies and multiple platform relationships to tailor client solutions.

Peter Stokes is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior experience includes 11 years at Fidelity Investments. 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 strategies, and specialized sub-advisers.

Ryan Callan is a financial advisor at AlphaCore Capital LLC with 24 years of industry experience. He holds a Series 66 designation and previously operated Callan Capital, LLC for 18 years. In addition to his advisory role, he serves as a consultant for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies, and provides various services including tax preparation and ERISA retirement plan advisory.

Christopher Rand is a CFP® professional with 29 years of experience in the financial services industry. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Rand also serves as an instructor for graduate-level business courses at UC Berkeley Extension and is a member of the CFP Board’s Integrity Review Commission. WCG Wealth Advisors, LLC provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, and it maintains notable integration with legal-service pathways to support comprehensive client needs.

Matthew Horsley is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Pure Financial Advisors, LLC since 2014. He holds the Series 63 designation and is based in San Diego, CA. 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, utilizing modern portfolio theory, tax-aware techniques, and specialized sub-advisers within an enterprise-scale platform.

Eric Blackhall is a financial advisor at Octavia Wealth Advisors LLC with 16 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Octavia Wealth Advisors in 2020, he worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and AXA Advisors, LLC. Blackhall also operates a CPA practice providing tax advice to clients. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management using a range of investment vehicles and provides retirement plan advisory and trust administration services.

Alissa Todd is a financial advisor at The Wealth Consulting Group with nine years of industry experience. She holds the Series 66 designation and has worked with WCG Wealth Advisors and LPL Financial since 2016. In addition to her advisory role, Todd hosts the Women Owning Wealth event and speaks at various industry conferences and events. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, and retirement plan clients. The firm employs a mix of active and passive investment strategies, model portfolios, and an algorithmic Guided Wealth Portfolios service, and offers legal support and implementation services through licensed attorneys and third-party vendors.

Paul Lim is a CFP®-certified financial advisor with 19 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Lim is based in San Diego, CA. WCG Wealth Advisors, LLC 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 incorporating fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through attorney referrals and related resources.

Michael Love is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Private Asset Management Inc. for 11 years before joining Kestra in 2023. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with an emphasis on advisor-managed accounts and institutional operational support.

Matthew Summe is a financial advisor at Dunham with seven years of industry experience. He holds a Series 66 credential and has worked previously at UBS Financial Services, CITIGROUP, Merrill, and Stratos Wealth Partners. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that serves individual and high-net-worth clients with a range of offerings including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm employs a manager-of-managers investment approach with formal quarterly rebalancing and provides custody, trust, and donor-advised fund services through an affiliated trust company.

Christine Diruscio is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has served at Madison Avenue Securities since 2016 and has been a registered sales assistant with Empress Investment Group since 2024. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options that include discretionary and non-discretionary strategies using various asset classes. The firm also serves pension plans, charitable institutions, and trusts, managing approximately $2.0 billion for about 14,000 clients through multiple advisory platforms.