Nathan Nicholas is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Pure Financial Advisors, LLC since 2015 and also serves as president of Door Systems International, a company specializing in sales of electrified hardware. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates tax-aware strategies, diversification, and oversight by an Investment Committee.

Donald Rogers is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 credentials and bringing 59 years of industry experience. He previously worked at Jeffrey Matthews Financial Group LLC and Western Equity Group, Inc., and has owned and operated Don Rogers Tax Service since 1986, where he provides tax preparation services. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and investment strategies, including discretionary management tailored to clients’ goals, and integrates its advisory platform with affiliated broker-dealer and insurance activities.

Brian Perry is a CFP® and CFA® with 20 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2017, following five years at Charles Schwab. Perry is the author of several financial education books, including "Retirement Revamp," "Ignore the Hype," and "Piggy Bank to Portfolio," as well as a fiction book titled "The Holiday Party." Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, along with services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered, committee-overseen investment approach that incorporates modern portfolio theory, tax-aware techniques, and specialized strategies, supported by enterprise-scale infrastructure and advisor involvement in adult education.

Thomas Monahan is a financial advisor with Trustmont Advisory Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Trustmont in 2025, he spent 17 years with Independent Financial Group. Outside of his advisory role, he is the owner of PMI Management, a business and leadership coaching firm. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Edmundo Alvarado is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked at multiple firms including Compass Capital, Cetera Wealth Services, LLC, LPL Financial, National Planning Corporation, and Trilogy Capital Inc. In addition to his advisory role, he is an owner of Compass Capital, a financial services firm. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Phillip Di Rocco is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 license and 22 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, and Metlife Securities. Outside of advisory work, he owns Wealth 365 Advisors, offering full financial planning and insurance services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a range of active and passive investment strategies and supports multiple program types, managing nearly $1.9 billion in assets.

Dee House is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He holds a Series 63 designation and has held ownership roles in two non-investment-related businesses since 1982 and 1992, respectively. His prior advisory experience includes positions at Axxcess Wealth Management LLC and Securities America Advisors, Inc. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and sub-advisory relationships.

Pamela Yaroma is a CFP® professional with nine years of experience in financial advisory. She is currently with Sovran Advisors, LLC and has held prior roles at MassMutual Investors Services and Foresters Financial Services. Outside of her advisory work, she owns and manages a real estate business through A C Mountain LLC. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing comprehensive financial planning, advisory services, and portfolio management. The firm employs both active and passive investment strategies, utilizing proprietary models and third-party platforms to meet diverse client objectives.

David Foster is a CFA® charterholder with three years of industry experience, currently affiliated with Integrated Advisors Network LLC in San Diego, CA. Prior to joining Integrated Advisors Network, he worked at Allianz Global Investors for 14 years. Outside of his advisory role, he is involved with Copper Crest CPAs LLP in accounting, consulting, and planning. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, using both discretionary and non-discretionary investment management approaches, and frequently utilizes third-party sub-advisers to implement client portfolios.

Rodney Caudillo is a financial advisor at Wedbush Securities Inc. with 34 years of industry experience. He has been with Wedbush Securities since 2009 and holds a Series 63 designation. Outside of his advisory role, Caudillo serves as a volunteer commissioner on a local city commission in Chula Vista, California, focusing on safety issues affecting the community. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm provides various managed account solutions alongside commission-based brokerage arrangements and operates notable clearing, custodial, and prime services related to commodities and derivatives.

Dana Mc Grath is a CFP® with 10 years of industry experience, currently serving at Octavia Wealth Advisors LLC. Prior to this, Mc Grath worked at Axa Advisors, LLC for five years. In addition to advisory duties, Mc Grath is involved with Octavia Risk Management LLC, focusing on the implementation of insurance products. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and trust and custody administration through partnerships, utilizing customized portfolios with a long-term investment approach.

Guillermo Adame is a financial advisor at Western Wealth Management LLC with 21 years of industry experience. He holds the ChFC® designation and Series 66 license. Adame has worked with Western Wealth Management since 2016 and has been associated with LPL Financial since 2008. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and institutional investment management through a decentralized network of 88 investment adviser representatives.

Joshua Murphy is a financial advisor with Kestra Private Wealth Services, LLC in San Diego, CA, holding Series 66 and Series 63 licenses and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Murphy is involved with several affiliated entities, including roles as a financial advisor and president of investment-related businesses. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities, offering a range of advisory services and investment solutions across multiple platforms.

Daniel Scherer is a CFP® professional with four years of experience in the financial industry. He currently works at Root Financial Partners and previously held roles at Cisco Systems, Cequell III, and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, with customized portfolios based on client objectives, risk tolerance, and tax considerations.

Alison Burkett is a Series 66-licensed advisor at Snowden Capital Advisors LLC with 16 years of industry experience. She has been with Snowden Account Services, Inc. and Snowden Capital Advisors LLC since 2011. Outside of her advisory role, she coaches youth sports on weekends. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and a range of investment tools while employing third-party managers and institutional capabilities.

Neal Leisch is a CFP® professional with 27 years of experience in the financial services industry. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022. His prior experience includes roles at National Asset Management, National Securities Corp, and Wfg Investments, Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Richard Wright is a financial advisor at Wedbush Securities Inc. in San Diego, CA, holding a Series 63 designation with 46 years of industry experience. He has been with Wedbush Securities since 2012. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, and capital markets, with approximately $5.68 billion in regulatory assets under management.

Trenton Adams is a CFP® professional with 32 years of experience in financial advising. He is currently a partner at Parliament Wealth Management & Insurance Services and an investment advisor representative at Sovran Advisors, LLC. Prior to these roles, he worked at Mass Mutual Investors Services and Metlife Securities. Outside of finance, Adams operates a photography business. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and portfolio management through advisor-managed and model portfolios, utilizing multiple platform relationships and regularly reviewing client accounts.

Lisa Murphy is a financial advisor at Mission Wealth Management, LP with nine years of industry experience. She holds the CFP® designation and has previously worked at Altegris Investments, Bradley Wealth Management, and AlphaCore Capital. Outside of her advisory work, she volunteers with the nonprofit organization 3rd Decade. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients including non-profits and pension plans. The firm offers tailored wealth management and financial planning services, emphasizing long-term investment strategies with a diverse range of assets and incorporating alternative investments as part of its approach.

Brian Wolff is a Certified Financial Planner® with nine years of industry experience. He has worked at Pure Financial Advisors, LLC since 2017 and previously held positions at Purshe Kaplan Sterling Investments and Wwm Financial. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management using a financial-planning-centered approach based on academic frameworks such as modern portfolio theory and tax-aware asset location.