Juan Gomez Garcia is a financial advisor at MissionSquare Retirement with 19 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at GWFS Equities, Inc., Mml Distributors, LLC, Massachusetts Mutual Life Insurance Company, and Bancwest Investment Services, Inc. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Brian Young is a financial advisor at Sovran Advisors, LLC in Costa Mesa, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Park Avenue Securities, and Guardian Life Insurance. He is also involved as a financial professional with DirectPath Financial. 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 investment advisory services, utilizing a range of advisor-managed and model portfolios, unified managed accounts, and third-party managers to align with client objectives.

Christopher Lowe is a CFP® with 23 years of industry experience. He is currently an advisor at Independent Advisor Alliance, LLC and has previously worked with Independent Financial Partners and LPL Financial. In addition to his advisory work, he serves as an adjunct professor. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services, leveraging a network model and technology platforms to provide portfolio management through discretionary and non-discretionary strategies.

Daniel Heidelberger is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Sovran Advisors, LLC and has held prior roles at Cetera Wealth Services, Mass Mutual Investors Services, and Thrivent Financial. In addition to his advisory work, he sells fixed insurance products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies, including active and passive exposures, and offers access to both internal portfolio models and third-party managed account platforms.

Kurtis Anderson is a financial advisor with PFG Advisors in La Jolla, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at firms such as Cetera, LPL Financial, and Equitable Advisors. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm utilizes model portfolios and third-party managers, emphasizing a top-down macro allocation strategy implemented with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Brian Marvin is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining AlphaCore Capital in 2020, he worked at GlobeFlex for four years and at Marvin & Palmer Associates for ten years, where he retains a minority ownership stake. AlphaCore Capital is an independent wealth advisory firm with roughly 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, employing a multi-asset investment approach that includes alternative investments alongside traditional equities and fixed income.

Jordan Colman is a CFP® with 15 years of industry experience, currently serving at Octavia Wealth Advisors LLC in San Diego, CA. He has prior experience with Axa Advisors, LLC, where he worked for 10 years. Outside of his advisory roles, Colman is the CEO and owner of The Lone Wolves Investment Group, Inc. Octavia Wealth Advisors is a 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 uses customized portfolios with a focus on low-cost ETFs and mutual funds, complemented by alternative investments and structured products, while providing a range of advisory and trust administration services.

Amy Moore is a CFP® professional with 11 years of industry experience. She has been with Pure Financial Advisors in various capacities since 2016. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management using a financial-planning-centered approach grounded in academic frameworks.

Edward Sella is a CFP® and PFS™ professional with 45 years of experience in the financial services industry. He is currently with AlphaCore Capital LLC, having joined in 2025 after a long career including 42 years at SPC Financial, Inc. and over four decades at Raymond James Financial Services, Inc. He serves as Chair of the investment committee for the Girl Scouts Nation's Capital. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and some banking institutions, offering comprehensive financial planning and multi-asset investment management that incorporates alternative investments alongside traditional securities.

Penny Agnew is a financial advisor with Momentum Independent Network Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Momentum Independent Network in 2025, she worked for nine years at LPL Financial, LLC. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans. The firm offers both discretionary and non-discretionary portfolio solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory services.

Kathryn Bowie is a Series 65-licensed financial advisor at Pure Financial Advisors, LLC with one year of industry experience. She has been with Pure Financial Advisors since 2022. 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’s investment approach is planning-centered and incorporates tax-aware techniques, diversified portfolios, and oversight by an Investment Committee.

Mason Mah is a financial advisor at Dunham with two years of industry experience. He holds the Series 66 credential and previously worked at Pacific Western Bank. Mason also operated a graphic design business and spent five years at the University of California. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm uses an asset allocation and manager-of-managers approach with formal quarterly rebalancing and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Edward Parker is a Series 65-licensed advisor with Sovran Advisors, LLC, based in San Diego, CA, with two years of industry experience. Prior to joining Sovran in 2024, he worked at Bamboo Wealth Strategies and Spectrum Consulting Group. Outside of his advisory role, he is a part-owner and operator of a vending machine business. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, advisory services, and portfolio management through a combination of active and passive strategies. The firm uses written investment policy statements and integrates third-party and internal portfolio models, supporting clients with technology-enabled rebalancing and administrative services.

Michelle Packer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Facet. She previously worked at Telos Capital Management, Inc. for over a decade and spent four years with Equitable Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, offering services through phone, video, and a proprietary web platform. The firm implements model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms, while employing a flat subscription fee model rather than traditional asset-based fees.

Kamel Miqdadi is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance, and Euler Hermes Credit Insurance - Allianz. 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, incorporating tax-aware techniques and specialized strategies within a multi-advisor platform.

Sumit Mehta is a financial advisor at Pure Financial Advisors, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at NorthRock Partners and Growth Capital Services, Inc. Mehta is also the CEO of MIP Inc., a business he oversees independently. Pure Financial Advisors, LLC manages approximately $11.05 billion in assets with about 83 advisors serving individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers comprehensive planning and discretionary portfolio management across a range of asset types.

Bryan Ross is a CFP® professional with eight years of industry experience, currently serving at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors since 2015. 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’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware techniques, and specialized strategies, supported by an enterprise-scale infrastructure and a multi-advisor platform.

Jonathan Elsberry is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding Series 63 and Series 65 designations with 22 years of industry experience. Prior to joining AlphaCore in 2022, he worked at Private Asset Management, Inc. for five years. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion for individuals, entities, and institutional investors. The firm uses a multi-asset approach that includes alternative investments alongside traditional equities and fixed income, employing fundamental and qualitative macro analysis and manager due diligence to build diversified portfolios.

Gil Matro is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked within Navy Federal’s affiliated firms since 2001, including Navy Federal Asset Management and Navy Federal Financial Group. Outside of his advisory role, he serves as an estate administrator for his sister’s estate. 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 primarily delivers advice through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform while also providing layered solutions and digital ETF portfolio products.

Jarrod Brooksher is a CFP® professional with 10 years of industry experience. He is currently with Aldrich Wealth LP and has previously worked at Schwab Wealth Advisory, Charles Schwab, and Fidelity Investments. 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 uses a combination of active and passive managers in diversified portfolios and employs tax-aware strategies alongside specialized services such as sub-advisory roles and performance-based fee arrangements for private market investments.