Justin Peek is a CFP® professional with 21 years of industry experience. He has worked at Edward Jones for 18 years before joining Golden State Wealth Management and LPL Financial in 2022. Peek is also licensed to sell life, long-term care, and health insurance products. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, financial planning, and retirement consulting. The firm offers discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers while billing primarily on a percentage-of-assets basis.

Ronald Ophetveld is a financial advisor at Perigon Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Seaside Advisory Services, Inc. for nine years. Outside of advisory work, he provides part-time Chief Financial Officer services to various companies. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Annette Sullivan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with Madison Avenue Securities since 2009. Outside of her advisory role, she is a joint owner of a rental property. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Dane Brockman is a CFP® professional with 16 years of industry experience, currently serving as an advisor at The Wealth Consulting Group. He has worked at multiple firms, including LPL Financial and U.S. Bancorp Advisors. Brockman provides investment advisory services primarily through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm combines active and passive investment strategies with a variety of portfolio management approaches, offering services that include financial planning, access to third-party managers, and advisor-enhanced automated investment platforms.

Walter Valenzuela is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 63 designation and 33 years of industry experience. He previously worked at Hilltop Securities Inc. for 28 years before joining Kestra in 2020. Outside of his advisory role, Mr. Valenzuela serves as president of Maravu HOA and is involved in real estate management. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm provides access to a wide range of investment products and platforms while overseeing advisor recommendations.

David Hammond is a Series 66-registered advisor with Navy Federal Investment Services, LLC, based in San Diego, CA. He has 16 years of industry experience, including prior roles at Merrill, Chase Investment Services Corp., and Cuso Financial Services, LP. Since 2017, he has been with Navy Federal Investment Services and its affiliated entities. Navy Federal Investment Services serves members of Navy Federal Credit Union alongside individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and supports layered solutions such as unified managed accounts and digital automated ETF portfolios.

Conrad Travassos is an advisor with Golden State Wealth Management, LLC, holding a Series 66 credential and beginning his industry career in 2024. His prior experience includes roles at LPL Financial, PEEK Wealth, and several positions outside of finance, such as work at the University of San Diego and ownership of East Coast Pizza Cardiff. He also provides administrative support to Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses with asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytic approaches for tailored portfolio construction and offers discretionary management alongside standalone planning and consulting engagements.

Mark Zabst is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Raymond James Financial Services for 19 years. Zabst also served in a leadership role at the Georgetown Business Networking Group for five years. Outside of his advisory work, he holds a vice president position at Financial 360, LLC, a non-investment support company. 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 and multi-asset investment management that includes alternative investments alongside traditional equities and fixed income.

Phillip Bell is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at Yorkshire Wealth Management and Integrated Advisors Network since 2017 and spent one year at SII Investments prior to that. Bell also serves as Director and President of the Valley Center Fire Protection District. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and offers services including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through platforms such as Envestnet.

Carl Adams is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at AlphaCore since 2018, following nine years at Delphi Private Advisors. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion in assets. The firm serves individuals, entities, institutional investors, and banking institutions, offering comprehensive financial planning and investment management with an emphasis on alternative investments alongside traditional asset classes.

Deshaun Harvey is a Series 66-licensed financial advisor at Dunham with two years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2023 and previously worked at Global Equity Finance. Before entering the financial industry, he spent five years at the University of San Diego and seven years in grade school education. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through various investment vehicles, including proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm employs an asset allocation and manager-of-managers approach, with formal quarterly rebalancing overseen by an investment committee and an algorithmic rebalancing tool for program accounts.

Sanford Fisch is a financial advisor at Integrity Advisory Solutions with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been involved in the legal field as a partner at Armstrong, Fisch, and Tutoli Law Firm since 1989. He is also CEO of the American Academy of Estate Planning Attorneys, a membership organization focused on estate planning. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, utilizing asset allocation frameworks and third-party platforms to tailor investment strategies.

Brennan Cobb is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds the Series 65 designation and previously worked at enTrust Wealth Advisors, LLC and US Bank. 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, investment management, and retirement plan advisory services with a focus on multi-asset portfolios that include alternative investments.

Peter Litton is a financial advisor with RBC Securities, Inc. based in La Jolla, CA. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. His prior work includes roles at City National Bank and Comerica Securities, Inc., as well as Comerica Bank. Outside of advising, he is an officer of Litton Enterprises, an S-Corp co-owned with his brother that holds a minority share in the Norfolk Tides minor league baseball team. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory services within a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and custodial features through a multi-team platform.

James Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at W&S Brokerage Services and Western Southern Life. Outside of his advisory role, Jackson is active as a compensated bass guitar player in the Revival Time Church of God in Christ choir and is a member of the Rotary Club of Southeast San Diego. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and provides additional digital automated investment options.

Howard Heatherly is a financial advisor with Wealth Watch Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with firms including Wealth Watch Advisors, Civil Service Benefits Network, ALLSTATE FINANCIAL, and Cornerstone Direct Financial. Outside of advisory work, he serves as an instructor at Civil Service Benefits Network, LLC, educating federal employees on their benefits and conducting individual benefit reviews. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions, offering portfolio management and financial planning services. The firm utilizes a combination of quantitative, qualitative, and technical methods to manage investment strategies, and it also provides access to alternative private placements for eligible investors.

Aida Laird is a financial advisor at Sprott Asset Management USA Inc. with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Sprott Global Resource Investments, Ltd. and Acosta & Layon. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, focusing on precious metals and natural resources through a combination of bottom-up fundamental analysis and cyclical/value investment approaches.

Ronald Packard is a financial advisor at Wealth Watch Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Vanderbilt Securities, Capital Asset Advisory Service, and Consolidated Portfolio Review Corp. Outside of his advisory role, he is a partner in Packard Senior Services, assisting with Medi-Cal applications. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical investment strategies, and offers discretionary and non-discretionary portfolio management primarily through third-party model managers.

Pearse Migl is a financial advisor at Dunham with two years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual and Le Triomphe Country Club. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that provides wealth management services to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, standalone consulting, and a private fund. The firm employs an asset allocation and manager-of-managers investment approach supported by a formal rebalancing process and an algorithmic tool, also offering custodian and trust services through an affiliated trust company.

Viktoria Palermo is a financial advisor at Dunham with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Lucia Securities. She serves as Chief Compliance Officer for Dunham Funds and also oversees BSA/AML compliance for Dunham Trust Company and Dunham Private Trust. Dunham is a multi-team SEC-registered investment adviser and broker-dealer that provides wealth management to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm emphasizes asset allocation and a manager-of-managers approach with formal rebalancing processes and offers custody, trust, and donor-advised fund services through its affiliated trust company.