Dominic Repetti is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. He is a co-owner and financial advisor at Next Retirement Solutions and also owns the Santa Barbara Country Club. Concurrent Investment Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing roughly $15.7 billion in assets across a multi-office platform.

Brennan Cobb is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding a Series 65 designation with five years of industry experience. His previous roles include positions at enTrust Wealth Advisors, LLC and US Bank, as well as experience at the University of Oregon. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm emphasizes alternative investing alongside traditional equity and fixed-income strategies, offering comprehensive wealth planning, investment management, and specialized services such as tax preparation and ERISA retirement plan advisory.

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 credentials and bringing 16 years of industry experience. His prior experience includes roles at W&S Brokerage Services and Western Southern Life. Outside of his advisory work, he is a compensated bass guitar player in the Revival Time Church of God in Christ choir and a member of the Rotary Club of Southeast San Diego. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm delivers investment advice through model portfolios managed by third-party subadvisers and provides ongoing account monitoring, rebalancing, and optional overlay services.

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.

Denise Ruiz is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 63 designation and has previously worked with Raymond James Financial Services Advisors, Inc. and NEXT Retirement Solutions. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven investment approach that incorporates ETFs, mutual funds, and selected individual securities.

Dimitris Magemeneas is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Edward Jones, Kingsview Asset Management, Kingsview Partners, and the State of California. He holds a Series 66 credential. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach with customized portfolios.

John Gergurich is a financial advisor at Capital Analysts with 19 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2012. Additionally, he is CEO and owner of Scripps Tax & Financial Group, where he provides tax consultation and planning. He is also licensed as a life insurance agent, focusing on life insurance planning and case implementation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary fund screening, with a range of advisory and managed portfolio options.

Nora Kouza is a financial advisor with RBC Securities, Inc. based in La Jolla, CA. She holds Series 63 and Series 65 credentials and has 15 years of industry experience. Her prior work includes roles at City National Bank and Unionbanc Investment Services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to affiliated sub-advisors and a range of custodial and cash-management features.

Albert Yanez is a financial advisor with RBC Securities, Inc., holding Series 66 and Series 63 credentials and 23 years of industry experience. His prior experience includes roles at City National Securities, City National Bank, CUSO Financial Services, and Scottrade, Inc. Outside of advising, he manages a rental property in Seabrook, Texas. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is notable for its integration within a broad financial services group, including affiliations with banking and trust entities.

Michael Woods is a financial advisor at Calton & Associates, Inc. in Escondido, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Calton & Associates since 2013 and also serves as Vice President of Faulkner Media Group, a company that creates marketing materials for financial services professionals. Additionally, he is a partner at Woods Consulting, LLC, providing consulting services to the pharmaceutical and financial services industries. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines advisory services with commissionable brokerage and insurance products.

Patricia Stewart is a financial advisor at Belpointe Asset Management LLC in San Diego, CA, with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is involved in insurance sales. Belpointe serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches, supported by a broad network of affiliated businesses and proprietary product sponsorships.

Robert Ortbals is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and has been associated with Next Retirement Solutions since 2016. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities aligned with client goals and risk tolerance.

Troy Owens is a CFP® with seven years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. His prior experience includes roles at LPL Financial, Nautilus Advisors, and leadership within AlphaCore Insurance Services. Owens also acts as a producing insurance agent for an affiliate of his firm, offering insurance products to clients. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and offers services including tax preparation, trustee support, and retirement plan advisory.

Sasa Gligorijevic is a financial advisor at Dunham with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Sprott Asset Management USA and Sprott Global Resource Investments. Outside of finance, he has been involved with several cafés and hospitality businesses. 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 proprietary mutual funds, separately managed accounts, wrap fee programs, and private funds, supported by affiliated trust and custody services.

Lisa Aubel is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at Navy Federal Financial Group and Navy Federal Investment Services since 2017 and previously held positions at Garrett J Bleakley, Garrett T. Bleakley, Northwestern Mutual Investment Management, and Arizona State University. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.