Liam Morando is a financial advisor with Dunham in San Diego, CA, holding Series 65 and Series 63 licenses and having four years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2021. Outside of advising, Mr. Morando serves as an unpaid board member of the Exit Planning Institute’s San Diego chapter, contributing to the promotion of best practices in business exit planning. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients. The firm offers a range of services including proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds, employing an asset allocation and manager-of-managers investment approach with formal quarterly rebalancing and a proprietary algorithmic rebalancing tool.

Michael Brown is a Series 65-credentialed advisor at Integrated Advisors Network LLC with one year of industry experience. His prior work includes roles at Copper Crest Capital, the University of San Diego, and Ameriprise Financial Services. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a combination of fundamental and quantitative strategies within a risk-profile framework and frequently incorporates third-party sub-advisers and private fund investments in client portfolios.

Arturo Pulido is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at TD Ameritrade, Mission Federal Credit Union, and San Diego County Credit Union. He is based in San Diego, CA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm integrates third-party portfolio managers through managed advisory programs and provides both personalized and automated investment solutions.

Frank Gutierrez is a financial advisor with Navy Federal Investment Services, LLC in San Diego, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, and Bank of America. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs using third-party portfolio managers vetted by an investment committee and offers both personalized and automated investment solutions.

Matthew Wiegele is a financial advisor with Navy Federal Investment Services, LLC in San Marcos, CA, holding the ChFC® designation along with Series 66 and 63 licenses. He has 13 years of industry experience, having worked exclusively within various Navy Federal entities since 2013. Outside of his advisory role, he serves as co-trustee of the Wiegele Family Trust. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs that utilize third-party portfolio managers monitored through an investment committee and offers layered solutions including unified managed accounts and automated ETF portfolios.

Kelly Carter is a financial advisor at Creativeone Wealth, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Summit Wealth Partners, LLC and Adviser Alliance, LLC. Carter is also CEO of Beacon Retirement Planning Group, Inc., where she is involved in the sale of fixed insurance and annuity products. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options strategies, and select private investments.

John Forbes is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. His prior firms include Lasalle St. Securities, Securities America Advisors, Financial West Group, Torrey Pines Securities, and RBC Capital Markets. Outside of his advisory work, he serves as Parliamentarian for the Dalmatian Club of Northern California. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominantly non-discretionary asset management approach.

Gina Willkomm is a CFP® professional at Aspiriant, LLC with two years of industry experience. Her career includes roles at Aspiriant since 2021 and prior experience at Pure Financial Advisors, Inc. and Wealth Quest Partners, Inc. She has also worked with Corepower Yoga, LLC. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional clients, offering comprehensive investment management and wealth planning services. The firm combines customized investment programs with a broad range of family office capabilities and manages public mutual funds that invest in private assets.

Cade Isakson is a financial advisor at Dunham with three years of industry experience. He holds the Series 66 designation and has worked at Dunham & Associates Investment Counsel, Inc. since 2023. His prior work experience includes roles outside the financial industry, such as at Hot Tub Cruisin and Mission Bay Sports Center. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm’s investment approach combines asset allocation with a manager-of-managers strategy, offering proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund, supported by affiliated trust and custody services.

Keon Khamsehpour is a Series 65-licensed advisor at Prosperity - An EisnerAmper Company with two years of industry experience. He previously worked at Laird Norton Wetherby Wealth Management and Wetherby Asset Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach, emphasizing asset allocation and diversification, and manages roughly $5 billion in client assets.

Thomas Grimm is a financial advisor at Kingswood Wealth Advisors, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Benchmark Investments, Inc., Millennial Advisers, LLC, and Laidlaw and Company. Outside of his advisory role, he volunteers as president of a Toastmasters and Youth Leadership Program, teaching public speaking and communication skills. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform with a focus on integrating insurance-linked accounts and affiliated financial entities.

Christopher Haddad is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Raymond James Financial Services and T. Rowe Price Investment Services. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates insurance-linked account management alongside institutional consulting.

Kevin Foote is a financial advisor with Kestra Private Wealth Services, LLC in San Diego, CA. He holds a Series 66 designation and has 22 years of industry experience, including prior work at LPL Financial, LLC. He also serves as an operations manager with Kestra Private Wealth Services, providing operational support for securities consulting and investment activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services, overseeing advisor recommendations within its approved platform.

Amon Dothard is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, GW Golden Financial, EMortgage/American Financial, and ReMax/Compass. Outside of his advisory role, he serves as a financial advisor and consultant with Elite Resource Team, an independent marketing organization and virtual family office specializing in holistic planning for accounting professionals and their affluent clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies aligned with client objectives.

Adam Slade is a financial advisor at Aspiriant, LLC with two years of industry experience. Prior to joining Aspiriant, he worked at Airbus for three years and has also held positions at Christopher Newport University. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering comprehensive wealth management services including investment management, tax and estate planning, and specialty consulting. The firm emphasizes customized investment programs and expanded family office capabilities, supported by an affiliated law group and a substantial employee ownership structure.

Han Gu is a CFP® professional with eight years of industry experience, currently affiliated with Kingswood Wealth Advisors, LLC. He has worked at multiple firms, including Crestwood Capital Management LLC and Cetera, and has served as president of Madison Fund Service, Ltd., providing tax consulting and preparation services. Additionally, he works as a property and casualty insurance broker. Kingswood Wealth Advisors serves a diverse clientele, 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 customized investment approaches and integrates insurance-related account management alongside its advisory services.

Aaron Malardino is a financial advisor with RBC Securities, Inc. in Solana Beach, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at City National Securities, Inc., Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo Clearing. Outside of advising, he serves as an officer for Gilbert James Holdings, Inc., managing 49ers season ticket sales, and is a board member of Malsimi Holdings, Inc., involved in real estate purchasing decisions. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm’s investment management is delegated to RBC Rochdale, which constructs and implements diversified portfolios using mutual funds, ETFs, SMAs, and individual securities.

Matthew Argyropoulos is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with LNW in La Jolla, CA, having previously worked at Morgan Stanley and in private baseball-related ventures. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for entities such as trusts, estates, foundations, and endowments. The firm employs a disciplined strategic asset allocation with global diversification and a core-satellite approach, integrating alternative investments and impact-investing options where appropriate.

Jason Parker is a Certified Financial Planner® with 17 years of industry experience. He is currently with Kingswood Wealth Advisors, LLC, where he has worked since 2024. His prior experience includes roles at Eudaimonia Partners, LLC, B. Riley Wealth Management, Inc., and Raymond James Financial Services, Inc. Outside of his advisory role, he owns Chase & Jax, LLC, a non-investment related business. 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 while utilizing an open-architecture platform that incorporates third-party managers and supports insurance-linked account management.

Michael Crawford is a financial advisor at AlphaCore Capital LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Arete Wealth Management LLC, Entrust Wealth Advisors, LLC, UBS Financial Services Inc., and Morgan Stanley in various capacities. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management with an emphasis on multi-asset portfolios that include alternative investments and private market commitments.