Morgan Davis is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2021 and previously spent six years at North Island Credit Union and Cuso Financial Services. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers legal-service integration and fiduciary support for plan sponsors.

Steven Pollock is a Certified Financial Planner® with 20 years of experience in the financial services industry. He currently works at Merit Financial Advisors and has held prior roles at PKS Investments, LPL Financial, and Reason Financial, Inc. In addition to his advisory work, he is co-treasurer of the Friends of Kate Sessions Elementary Parent Teacher Organization in San Diego. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios managed through centrally controlled models and overseen by an internal investment committee.

Stephen Lovell is a financial advisor with Realta Investment Advisors, Inc., holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors, Kalos Capital, Investacorp, and LPL Financial. Lovell serves as a board member and vice chairman of the education committee for ADISA, an organization providing education about alternative investments to RIAs and registered representatives. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs a tailored investment approach based on client goals, risk tolerance, and time horizon, utilizing asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Jeffrey Stephenson is a financial advisor with Integrated Advisors Network LLC in San Diego, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Integrated Advisors Network and affiliated entities since 2019. Outside of his advisory work, he is president and sole owner of Trek Trading Corporation, a holding company established in 1985. 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 employs a range of investment approaches within risk-profile frameworks and routinely utilizes third-party sub-adviser platforms to implement and oversee client portfolios.

Gaston Guerrero is a financial advisor at BBVA Global Wealth Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Private Portfolio, Inc. and Mercantile Capital Advisors, LLC. Outside of his advisory role, he serves as president of Mercantile Consulting Group, a property management business, though he is not involved in daily operations. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation, leveraging BBVA S.A.’s fund research and third-party resources, and offers access to diverse investment products including mutual funds, ETFs, and structured products.

Jacob Johnson is a financial advisor with Compass Financial Management LLC in San Diego, CA. He holds a Series 65 designation and has experience working at Roadmap Tax since 2025 following an 11-year career in the U.S. Navy. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and non-discretionary retirement plan consulting, utilizing a multi-team approach with 27 advisors managing approximately $519 million in discretionary assets.

Joshua Aldus is a financial advisor with Octavia Wealth Advisors LLC in San Diego, CA, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at AXA Advisors and Purshe Kaplan Sterling Investments. Aldus serves as a board member for the California Society of Certified Public Accountants, where he helps organize active lifestyle events. 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, retirement plans, and municipal entities. The firm employs customized portfolios emphasizing low-cost ETFs, mutual funds, and securities, while also utilizing alternative investments and sub-advisors as appropriate.

Robert Pancrazi is a financial advisor with Dunham, holding Series 63 and Series 65 licenses and accumulating 27 years of industry experience. His prior roles include positions at Ast Investor Services LLC and Fourwood Capital Partners LLC since 2013, as well as earlier work with Voya Investment Management, New York Life Investment Management, and BlackRock. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients with wealth management solutions including proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm employs a manager-of-managers approach with formal quarterly rebalancing and offers both algorithmic rebalancing tools and a range of fee structures, supported by affiliations with a chartered trust company.

Tyler Cohen is a CFP® and ChFC® credentialed advisor with five years of industry experience, currently affiliated with The AmeriFlex Group in San Diego, CA. His work history includes roles at Cambridge Investment Research, CURO Financial and Insurance Solutions, and several other firms. Outside of his financial career, he previously operated a dog boarding facility called The Animal Keeper. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap programs and model asset allocations to deliver tailored investment strategies.

Collin Vaz is a financial advisor with HBW Advisory Services LLC, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, he has worked in various roles including a booking manager at Spin Nightclub in San Diego. Outside of his advisory role, he is involved in the event venue business as a booking manager. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base that includes individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that combines tactical asset allocation, fixed income, and multi-manager diversification, and it provides both discretionary and non-discretionary services through various platforms, including partnerships with third-party money managers.

Richard Alexander is a CFP® and holds a Series 66 license with 15 years of experience in financial advising. He has worked at Pure Financial Advisors, LLC since 2018 and previously at Ameriprise Financial Services, Inc. from 2014 to 2017. 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 modern portfolio theory, tax-aware techniques, and the use of specialized sub-advisers.

Lucas Keefer is a financial advisor at Dunham with a Series 66 designation and one year of industry experience. Prior to joining Dunham, he held roles at LPL Enterprise and has experience outside the financial sector, including hospitality and retail positions. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm employs a manager-of-managers investment approach with formal rebalancing and offers a variety of investment vehicles, including proprietary mutual funds, separately managed accounts, and a private fund, alongside trust and custodial services through an affiliated trust company.

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.

Martin Mcnees is a financial advisor at Madison Avenue Securities, LLC with 27 years of industry experience. He has been with Madison Avenue Securities since 2005. Mcnees holds Series 63 and Series 65 licenses and also serves as president of AE Financial Services, a broker-dealer. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple portfolio management options and sub-advisers.

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 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Compass Capital, Cetera Wealth Services, LPL Financial, National Planning Corporation, and Trilogy Capital Inc. Additionally, he is an owner of Compass Capital, a financial services firm operating under a DBA. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm utilizes a combination of active and passive strategies, including mutual funds, ETFs, alternatives, and derivatives, supported by technology-enabled rebalancing and administrative services.

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.