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.

Alissa Todd is a Series 66–licensed financial advisor with 10 years of industry experience. She is currently with The Wealth Consulting Group, where she has worked since 2017, and has prior experience with LPL Financial. Todd is involved in hosting events for Women Owning Wealth and speaks at various conferences and events. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers through multiple custodial platforms.

Paul Lim is a CFP®-certified financial advisor with 19 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Lim is based in San Diego, CA. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through attorney referrals and related resources.

Michael Love is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Private Asset Management Inc. for 11 years before joining Kestra in 2023. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with an emphasis on advisor-managed accounts and institutional operational support.

Matthew Summe is a financial advisor at Dunham with seven years of industry experience. He holds a Series 66 credential and has worked previously at UBS Financial Services, CITIGROUP, Merrill, and Stratos Wealth Partners. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that serves individual and high-net-worth clients with a range of offerings including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm employs a manager-of-managers investment approach with formal quarterly rebalancing and provides custody, trust, and donor-advised fund services through an affiliated trust company.

Christine Diruscio is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with Madison Avenue Securities since 2016 and is currently associated with Empress Investment Group. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion for around 14,000 clients through multiple programs and investment models utilizing a range of securities and discretionary portfolio management strategies.

Katherine Flores is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. Her career includes roles at firms such as Cetera Wealth Services, Mass Mutual Investors Services, Metlife Securities, LPL Financial, and A. G. Edwards & Sons. She is also the owner of Kathy Flores Wealth Management Inc. and serves as a financial advisor for Direct Path Financial Planning Investments. 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 offers access to third-party managers and unified managed account platforms.

Haley Otten is an advisor at Dunham with a Series 66 credential and one year of industry experience. Prior to joining Dunham, she held roles at the Aztec Recreation Center at San Diego State University and worked at Carlsbad High School. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of wealth management solutions including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm employs a manager-of-managers investment approach with formal quarterly rebalancing and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Michael Graham is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Raymond James Financial Services, Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and Edward Jones. Outside of his advisory work, he is a part-time independent contractor for TravelPlex, assisting clients with travel arrangements, and also works as a part-time Uber and Lyft driver. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, with additional offerings for pension consulting, college savings, and charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients across 91 advisors, utilizing a variety of portfolio management approaches including advisor-managed models and third-party managers.

James King is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Coppell Advisory Solutions since 2014 and previously with Ken Stern & Associates Inc for nine years. Mr. King is also licensed for fixed insurance and long-term care. Coppell Advisory Solutions LLC is part of Fusion Investment Advisors, which manages discretionary portfolios and financial planning services for individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform with tailored investment strategies, employing both fundamental and technical analysis across a broad range of investment products.

Samuel Nunez is a financial advisor at Bolton Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bolton Global Asset Management and Bolton Global Capital since 2016. He is also the owner and managing member of Bilimek, LLC, an entity created to facilitate his securities and investment-related business. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent advisers, using a variety of investment vehicles and a primarily long-term approach.

Monica Szakos is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC. She previously worked at Arete Wealth Advisors LLC and Axxcess Wealth Management, LLC. Outside of advising, she is involved in computer consulting, web design, and IT maintenance. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets across 174 advisors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, employing a combination of passive, active, tactical, and blended strategies tailored to client objectives.

Kelsey Anderson is a CFP® professional with nine years of industry experience, currently serving as a wealth manager at The AmeriFlex Group. Prior to joining AmeriFlex, Kelsey worked extensively at Charles Schwab Bank and Charles Schwab & Co., Inc. in various roles over eight years. Outside of her advisory work, she holds a committee member position at the Country Club of Rancho Bernardo. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model allocations, discretionary and non-discretionary manager relationships, and multiple wrap programs.

Stephen Widner is a Series 63 registered advisor with 35 years of experience in the financial services industry. He has worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2020, following two decades at CUSO Financial Services, L.P. in various advisory roles. 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 focuses on managed advisory programs that utilize third-party portfolio managers and provides a range of investment solutions, including automated ETF portfolios and unified managed accounts.

Charlotte Jones is a financial advisor at Compound Planning, Inc. with six years of industry experience. She previously worked at Northstar Financial Management and held roles at Intuit, Inc. and FTD Companies. Outside of advising, she serves as a manager and member of an LLC focused on community investment through real estate in Moscow, Idaho. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional services. The firm uses a fiduciary, goals-based process and employs a variety of investment strategies, including direct indexing and alternative assets, supported by automated monitoring and technology partnerships.

Czarina Frias is a financial advisor at Dunham with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Dunham & Associates Investment Counsel Inc. for a total of six years, with prior experience at Gold Bullion International, The Prudential Insurance Company of America, and Pruco Securities, LLC. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm uses an asset allocation and manager-of-managers approach, offering tailored investment strategies and custody, trust, and donor-advised fund services through its affiliated trust company.

Gregory Stephens is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and bringing 30 years of industry experience. His prior roles include positions at Ms Howells & Co, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets. He is also managing director of Stephens Investments & Wealth Management Solutions. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, with a notable focus on insurance-linked accounts and an open-architecture platform utilizing third-party managers and sub-advisors.

Logan Lowrey is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 credential and having 16 years of industry experience. His prior firms include Benchmark Investments, Inc., CAPE SECURITIES, Inc., PNC Wealth Management, and Edward Jones. Lowrey also owns Lowrey Wealth Management, an investment-related business focused on financial advice and life insurance. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, with a distinctive operational model supporting insurance-linked account management and an open-architecture platform utilizing both affiliated and unaffiliated third-party managers.

Rebecca Martin is a CFP® professional with 12 years of industry experience. She has worked at Dunham & Associates Investment Counsel, Inc. since 2016 and previously spent three years at SPC. Based in San Diego, CA, she holds the Series 66 designation. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm uses a manager-of-managers investment approach with formal quarterly rebalancing and offers a range of strategies including proprietary mutual funds, separately managed accounts, and a private fund focused on long-term private equity investments.

Alphonse Chan Jr. is a CFA® charterholder with 31 years of industry experience. He has worked at Silvercrest Asset Management Group LLC since 2019 and previously spent six years at Neosho Capital. Chan is based in San Diego, CA. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm employs a combination of proprietary equity and fixed-income strategies alongside tailored portfolio management and quantitative risk analytics.