Trevor Shaw is a CFP® professional with four years of industry experience, currently serving at Gradient Capital Advisors, LLC. He has been with Gradient Capital Advisors since 2015, working continuously in various capacities within the firm. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and corporate plan sponsors. The firm employs a combined fundamental and technical investment approach, utilizing a range of strategies including options, short sales, and margin transactions, and provides comprehensive portfolio management, financial planning, and retirement plan consulting.

Brenton Armstrong is a CFP® professional with 18 years of industry experience, currently serving at Weatherly Asset Management since 2015. He holds the Series 65 designation and is based in Del Mar, CA. Weatherly Asset Management serves individual and institutional clients, including trusts and retirement plans, through discretionary portfolio management and comprehensive financial planning. The firm employs a team-based investment approach combining macroeconomic analysis with fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income.

Jacqueline Galindo is a financial advisor with Presidio Capital Management, LLC in San Diego, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Presidio Capital Management in 2026, she worked at Charles Schwab & Co., Inc. and Motley Fool, LLC. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and long-term strategies using low-cost mutual funds and ETFs, while maintaining flexibility to incorporate other investment vehicles as appropriate.

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.

Todd Seger is a financial advisor at Guide Advisors, Inc. in San Diego, CA, holding a Series 65 credential with eight years of industry experience. Prior to his current role, he served 11 years in the United States Air Force and has held engineering and aviation consulting positions, including as president of Seger Aviation, LLC. In his aviation consulting business, he focuses on software design requirements for F-16 adversarial air flying missions. Guide Advisors, Inc. provides fee-based financial planning and consulting to individuals, high-net-worth clients, and charitable organizations, offering co-advisory management through third-party platforms. The firm emphasizes public education via seminars and workshops and supports clients with insurance and annuity products through licensed agents.

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.

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 nine years of industry experience. He has been with Navy Federal in various roles since 2018, including positions at Navy Federal Credit Union and Navy Federal Financial Group, and previously worked at Phase Four Financial Solutions. Outside of his advisory work, he volunteers as a lead for small group discussions at Rise City Church. 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 primarily delivers advice through managed advisory programs utilizing third-party portfolio managers, supported by due diligence from an investment committee and a range of portfolio solutions including automated ETF products.

Rory Macdonald is a CFP® and holds a Series 65 license, with 13 years of industry experience. He has been with Mission Wealth Management, LP since 2012. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment, tax, trust, philanthropy, and risk planning, utilizing both in-house management and select third-party sub-advisors.

David Hirons is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior positions include roles at RBC Capital Markets, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. Outside of advising, he works as an independent contractor and retail marketing consultant. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets services along with portfolio management tailored to client objectives.

Ali Emami is a financial advisor at Legacy Wealth Management, LLC with two years of industry experience. He has worked at Regal Group CPA since 2012. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs both model and customized investment strategies, including alternative investments, and utilizes a broad menu of affiliated resources and third-party 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.

Alan Baca is a financial advisor at Ethos Financial Group, LLC with 12 years of industry experience. He previously worked for Bernstein Global Wealth Management for 11 years before joining Ethos in 2023. In addition to his advisory role, he is a managing partner in private equity investment partnerships. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm uses a model portfolio approach combining index-based exposures and third-party research, offering both discretionary and non-discretionary solutions.

Sundip Rai is a financial advisor at Dynamic with nine years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Laurel Wealth Advisors. Mr. Rai is also a licensed insurance agent and offers various insurance products as part of his practice. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides extensive support to other advisers through technology, compliance, and sub-advisory services.

Ryan Callan is a financial advisor at AlphaCore Capital LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Callan Capital, LLC for 18 years and Merrill for 5 years. He serves as a consultant for Alternative Fund Advisors, LLC, dedicating a limited number of hours monthly to this role. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory, with an emphasis on alternative investments alongside traditional asset classes.

Luis Gonzalez Fitzmaurice is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation. He has worked at Snowden Lane Partners since 2023 and has prior experience in logistics and academia. Snowden Capital Advisors LLC serves primarily high-net-worth individuals and family offices, as well as institutional clients including pension plans and governmental agencies. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment instruments and platforms.

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.