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 22 years of industry experience. He has worked at Silvercrest Asset Management Group LLC since 2019 and previously held roles at Neosho Capital, Choi Asset Management LLC, and Brandes Investment Partners, LP. He is based in San Diego, CA, and holds Series 63 and Series 65 licenses. Silvercrest Asset Management Group provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, employing proprietary valuation tools and quantitative risk analytics while managing a range of investment mandates.

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® with 39 years of industry experience, currently affiliated with CreativeOne Securities, LLC since 2022. He has worked previously at Calton & Associates, Inc. and North County Financial Associates, where he has been involved since 1985. Outside of financial advising, Babcock is president of a nonprofit organization and owns a tax preparation business. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

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.

Scott Munro is a financial advisor with BFC Planning, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Crown Capital Securities, LP and American International Marketing. Outside of his advisory work, he serves as Executive Director for Munro World Art Associates, representing collectors and galleries in the buying and selling of art collectibles. BFC Planning, Inc. serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

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 in San Diego, CA, holding a Series 65 designation and nine years of industry experience. He previously worked at LifePro Asset Management and Retirement Wealth Advisors and has been the owner of Abrams Insurance Solutions since 2009, where he sells health, life, and disability insurance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, individual securities, and third-party managers, offering discretionary portfolio management alongside technology and operational services for advisers.

Garrett Newman is a CFP®-credentialed financial advisor with 14 years of industry experience, currently with Brighton Jones LLC in San Diego, CA. His previous work includes roles at LPL Financial and Fidelity Investments, among others. Outside of his advisory work, he operates Remy's Mobile Notary, a mobile notary service. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach and access to both public and private investment opportunities through its affiliated entities.

Georgette Young is a CFP® with 12 years of experience in the financial industry, currently with Madison Avenue Securities, LLC. Her prior roles include positions at Fidelity and Bank of America/Merrill Lynch. She is also a licensed insurance agent, selling life, health, disability, long-term care, and annuities. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting and assistance for charitable institutions. The firm manages about $2.0 billion across multiple advisor-managed and third-party manager platforms, providing both discretionary and non-discretionary portfolio management.

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® with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company, Ludacka Wealth Partners, hConsult, LPL Guided Wealth Advisors, Morgan Stanley, and Citigroup Global Markets. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm offers discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, combining macroeconomic analysis with fundamental, quantitative, and qualitative research across equity, fixed-income, and tactical approaches.

Christopher Ornee is a financial advisor at Savvy with six years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Corient Services LLC, Dowling & Yahnke, LLC, and S&P Global Market Intelligence. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations, offering both discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs diversified, index-based solutions supplemented by quantitative models and integrates proprietary technology such as artificial intelligence and machine learning with human oversight.

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® professional with 17 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Mercer Global Advisors and Epstein and White Retirement Income Solutions. In addition to his advisory work, O'Connor is an insurance agent offering fixed insurance products through O'Connor Insurance and Annuity Services. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based strategies enhanced by quantitative models and tax-aware rebalancing, integrating proprietary and third-party technology solutions alongside traditional portfolio management.

Kyle Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PFG Advisors. His career includes roles at Raymond James, Securities America, and United Planners. He also has experience in the insurance sector. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, utilizing macro allocation strategies with index-based ETFs alongside fundamental and technical analysis.

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.