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 with Wedbush Securities Inc. in San Diego, CA, holding a Series 63 designation and 46 years of industry experience. His prior work includes 15 years at various Morgan Stanley entities from 1997 to 2012 before joining Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, securities lending, and capital markets services.

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.

Charles Bollard is a Financial Consultant at Fidelity Investments, where he collaborates with high-net-worth families and individuals to work towards their financial goals. He has been with Fidelity Investments since 2021, holding various roles including Investment Consultant, Financial Representative, and High Net Worth Associate. Prior to joining Fidelity Investments, Charles worked in financial services and risk management at Capstone Partners from 2020 to 2021, and as a Fixed Income Analyst at Goldman Sachs from 2018 to 2020. He holds a California Insurance License.

Lisa Murphy is a financial advisor at Mission Wealth Management, LP with nine years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Mission Wealth Management in 2022, she worked at AlphaCore Capital LLC, Bradley Wealth Management, and Altegris Investments. She is a volunteer with the nonprofit organization 3rd Decade. Mission Wealth Management serves high-net-worth individuals and families, as well as institutional clients including pension plans and charitable organizations. The firm offers wealth management, financial planning, investment management, and consulting services using a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning.

Brian Wolff is a CFP® professional with nine years of industry experience, currently serving as an advisor at Pure Financial Advisors, LLC since 2017. Prior to joining Pure, he worked at Purshe Kaplan Sterling Investments and Wwm Financial. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach that incorporates modern portfolio theory and tax-aware asset location.

Lawrence Hudson is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Metlife Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Wealth Advisory Solutions. Hudson is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. 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 and offers a range of portfolio management and retirement consulting services tailored to client objectives.

Sofia Biggs is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Primerica Advisors and XP Securities LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily advises through managed programs utilizing third-party portfolio managers and offers a range of investment solutions supported by both advisory and commission-based channels.

Hillis Haygood is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and C.A. Short Company. Haygood serves as a Relationship Manager at MissionSquare Retirement, a nonprofit organization that supports public sector employers and employees with retirement plan administration. MissionSquare Retirement provides deferred compensation and qualified retirement plans to state and local government employers, employees, and certain nonprofits. The firm offers Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management based on asset allocation models and personalized client information.

Michael Chipperfield is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC in San Diego, CA. He previously worked at Charles Schwab Bank for three years before joining Pure Financial Advisors, where he has been since 2020. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach incorporating modern portfolio theory and tax-aware strategies, offering comprehensive planning and discretionary portfolio management across a variety of investment vehicles.

Joseph Brocato is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Cetera Advisor Networks. Outside of advising, he is involved in documentary film production as a co-owner of Unlikely Hero Productions, LLC, and writes articles on financial services topics. He also provides freelance strategic coaching and consulting services to both financial and non-financial clients. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in assets across about 3,390 clients. The firm offers comprehensive financial planning and portfolio management services using a combination of advisor-managed accounts, model portfolios, and third-party managers, with regular reviews tailored to client objectives.

Jason Greer is a CFA® charterholder with 15 years of industry experience, currently serving at Dunham & Associates Investment Counsel, Inc. since 2013. He holds Series 63 and Series 65 licenses and is based in San Diego, CA. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that provides wealth management services to individual and high-net-worth clients. The firm utilizes a manager-of-managers approach with formal quarterly rebalancing and proprietary algorithmic tools, offering a range of investment vehicles including mutual funds, separately managed accounts, and a private fund.

Julia King is a financial advisor with Foundations Investment Advisors LLC in San Diego, CA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Her prior roles include positions at LifePro Asset Management, Godfrey Financial, LPL Financial, and National Planning Corporation. Outside of advisory work, she owns a performance coaching business for experienced professionals and provides divorce financial planning and mediation services as a Certified Divorce Financial Analyst. Foundations Investment Advisors offers comprehensive financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, supported by a broad network of affiliated offices and sub-advisers.

Kyle Kraus is a CFP® with 24 years of industry experience and currently serves at AlphaCore Capital LLC. His prior roles include positions at Financial Engines Advisors, The Vanguard Group, Ameriprise, and Charles Schwab. Outside of his advisory work, he is also a freelance musical artist performing at various venues. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion for individuals, entities, and institutional investors. The firm provides comprehensive financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, emphasizing allocation to alternative investments alongside traditional asset classes through a multi-asset portfolio approach.

Nicholas Geraci is a financial advisor with Octavia Wealth Advisors LLC and holds CPA credentials. He has one year of industry experience and also serves as Chief Executive Officer of the Tax and Financial Center, a tax and accounting firm. Prior to Octavia Wealth Advisors, he worked at Rowling & Associates for three years. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and municipal entities. The firm uses customized portfolios that incorporate low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products, and provides a range of investment management and retirement plan advisory services.

Amy Gallego is a financial advisor at Dunham with 17 years of industry experience. She has been with Dunham & Associates Investment Counsel, Inc. since 2015. In addition to her advisory role, she is the co-founder of Out of Doors Picnics, a San Diego-based picnic planning service. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of services including mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm employs an asset allocation and manager-of-managers investment approach, supported by formal quarterly rebalancing and proprietary algorithmic tools.

Jamie Plemons is a financial advisor with Creativeone Wealth, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. Plemons owns Advanced Wealth Planning and Advanced Estate Planning, providing investment advisory, insurance, estate planning, and Medicaid planning services. Additionally, Plemons works as a paralegal and assists with Medicaid applications and legal document preparation. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, and nonprofit clients. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through its network of Investment Adviser Representatives.

Michael Holaday is a financial advisor with Infinity Financial Services Advisory in El Cajon, CA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Infinity Financial Services Advisory since 2021 and has concurrently operated Holaday Financial since 2012. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.

Kirk Strawn is a CFA® charterholder with 35 years of industry experience. He is currently with AlphaCore Capital LLC, where he has worked for eight years, and previously spent seven years at Altegris Investments, Inc. From 2022 to 2025, he was also affiliated with AlphaCore Insurance Services, LLC. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, providing financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, with a focus on multi-asset portfolios that incorporate both traditional and alternative investments.

Brett Roenick is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Elite Lifestyle Management. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, offering financial planning, investment management, retirement plan advisory, and institutional sub-advisory services with a focus on multi-asset portfolios that include alternative investments.