H Rappaport is a financial advisor at Kingswood Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at International Assets Advisory for 11 years. Rappaport provides regular market commentary on KYW News Radio and Bloomberg Radio/Local TV and is the author of the book *Live Long Live Rich*, which focuses on investing for income. 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.

April Pantaleon is a Series 66 licensed advisor with Navy Federal Investment Services, LLC, based in San Diego, CA, with six years of industry experience. She worked at LPL Financial LLC for 19 years before joining Navy Federal Investment Services and Navy Federal Financial Group in 2026. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers services including model-driven asset allocation, unified managed accounts, and a Private Wealth Consulting program.

Daniel Heidelberger is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Sovran Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, Mass Mutual Investors Services, and Thrivent Financial. He is also licensed to sell fixed insurance 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 offers a range of portfolio management options and works with multiple platform relationships to tailor investment strategies according to client objectives.

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.

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.

Mason Tucker is a financial advisor with Integrated Advisors Network LLC in San Diego, CA, holding a Series 65 designation and six years of industry experience. He has previously worked at Ernst & Young and has been involved with several affiliated firms under the Copper Crest brand, including Copper Crest Advisors, Copper Crest Insurance Services, and Copper Crest CPAs. Outside of his advisory role, he is engaged with non-investment-related activities through Copper Crest CPA's LLP and Copper Crest Insurance Services, LLC. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers a range of services, including portfolio management, financial planning, wrap-fee programs, and access to third-party managers, employing a mix of fundamental and quantitative strategies within a risk-profile framework.

Deborah Sims is a financial advisor at Madison Avenue Securities, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera and Summit Brokerage Services. She also dedicates time to helping federal employees understand benefits and retirement options through her ChFEBC designation. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies across discretionary and non-discretionary accounts.

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.

Brian Braker is a financial advisor at Kingswood Wealth Advisors, LLC with one year of industry experience. Prior to joining Kingswood, he worked as a futures trader and commodities trader and held a position at Constellation Brands. He also has a role as a junior financial planner involving clerical duties, data entry, and sales and marketing. 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 clients’ goals and risk tolerance, offering both discretionary and non-discretionary portfolio management as well as consulting and oversight of third-party managers.

Mason Mah is a financial advisor at Dunham with a Series 66 designation and one year of industry experience. Prior to joining Dunham, he worked at Pacific Western Bank and has a background that includes roles outside finance, such as running a graphic design business. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through a variety of investment products and services, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm’s investment approach focuses on asset allocation and a manager-of-managers strategy, supported by formal rebalancing processes and proprietary algorithmic tools.

Edward Parker is a financial advisor at Sovran Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Bamboo Wealth Strategies and Spectrum Consulting Group. Outside of advising, he is a part-owner and operator of a vending machine business, Coastal Vending Company, LLC. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management across various program types. The firm employs both active and passive investment strategies and utilizes a combination of internal and third-party models supported by technology-driven rebalancing and administrative services.

Michelle Packer is a CFP® and holds a Series 66 license with 15 years of industry experience. She currently works at Facet and previously spent over a decade at Telos Capital Management, Inc. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning using a Total Financial Life Resources framework and primarily employs ETF-based discretionary asset-allocation programs without charging percentage-of-AUM investment 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.

Gil Matro is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked within various Navy Federal entities since 2006. Outside of his advisory role, he serves as an estate administrator for a family estate. Navy Federal Investment Services, LLC 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 a model portfolio approach with third-party portfolio managers and provides ongoing due diligence and account monitoring.

Jarrod Brooksher is a CFP® professional with nine years of industry experience, currently serving as an advisor at Aldrich Wealth LP. He previously worked at Schwab Wealth Advisory, Charles Schwab, Fidelity Investments, and Charles Schwab Bank. Outside of his advisory role, he maintains a rental property. 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 combines active and passive management across asset classes and applies tax-aware strategies, with an investment approach overseen by a committee.

Bryan Mc Dermott is a CFP® with three years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. He previously worked at Financial Planning for Generations, Inc., D.A. Davidson Companies, and Goldman Sachs. From 2017 to 2021, he founded and was involved with Magnus Care, LLC, a company providing in-home care services to seniors. Pure Financial Advisors is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm focuses on comprehensive financial planning and discretionary portfolio management, employing academic investment frameworks and utilizing specialized platforms to support held-away retirement accounts and donor-advised fund services.

Sofia Bucay is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LifeInvest Wealth Management, Portfolio Resources Group, IPG Investment Advisors, and Investment Placement Group. Outside of her advisory work, she operates "Hablando de Lana," a financial literacy commentary platform to which she devotes a small portion of her time without compensation. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus while allowing tactical adjustments.