Stephen Widner is a financial advisor at Navy Federal Investment Services, LLC with 34 years of industry experience. He holds the Series 63 designation and has worked at Navy Federal Investment Services since 2020, following two decades at CUSO Financial Services, L.P. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through model portfolios managed by third-party firms on the Envestnet platform.

Charlotte Jones is a Series 65-licensed advisor with five years of industry experience. She currently works at Compound Planning, Inc. and previously held roles at Northstar Financial Management, Intuit, Inc., and FTD Companies. Outside of her advisory duties, she is involved with the Development Group of Moscow, an LLC focused on community investment through real estate holdings. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, and consulting services. The firm employs a risk-based investment approach using a combination of low-cost ETFs, direct indexing, and alternative strategies, supported by technology partnerships and third-party sub-advisors.

Czarina Frias is a financial advisor at Dunham with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Dunham & Associates Investment Counsel Inc. for a total of six years, with prior experience at Gold Bullion International, The Prudential Insurance Company of America, and Pruco Securities, LLC. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm uses an asset allocation and manager-of-managers approach, offering tailored investment strategies and custody, trust, and donor-advised fund services through its affiliated trust company.

Levi Anderson is a CFP® and holds a Series 66 license with 11 years of experience in the financial industry. He currently works at Root Financial Partners and previously held roles at EP Wealth Advisors, TD Ameritrade, and Edward Jones. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives, risk tolerance, and tax considerations, with additional strategies available for clients with more complex needs.

Rebecca Martin is a CFP® with 12 years of industry experience. She has been with Dunham & Associates Investment Counsel, Inc. since 2016 and previously worked at Spc, Sigma Financial Corporation, and Southtrust Advisors. Dunham is an SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth clients through a variety of offerings, including proprietary mutual funds, wrap fee programs, separately managed accounts, standalone investment consulting, and a private fund. The firm uses an asset allocation and manager-of-managers investment approach, offers algorithmic rebalancing, and provides custody, trust, and donor-advised fund services through its affiliated trust company.

Alphonse Chan Jr. is a CFA® charterholder with 31 years of industry experience. He has worked at Silvercrest Asset Management Group LLC since 2019 and previously spent six years at Neosho Capital. Chan is based in San Diego, CA. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm employs a combination of proprietary equity and fixed-income strategies alongside tailored portfolio management and quantitative risk analytics.

David Wu is a financial advisor at Dynamic with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including 20/20 Capital Management and Ameritas. Outside of advisory work, he is a licensed insurance agent specializing in disability, life insurance, long-term care, and annuity sales. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on long-term, client-specific investment strategies and significant emphasis on supporting other advisers through technology and operational resources.

Robert Hall is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has held roles at multiple firms, including Brookstone Wealth Advisors, Global Financial Private Capital, and Hall Financial Group, where he also serves as president offering insurance products and investment advisory services. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm’s investment process integrates third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary trading authority subject to client restrictions.

Lisa Brumfield is a financial advisor at Gibbs Wealth Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Marathon Group Wealth Management, Visionary Wealth Management, and Coppell Advisory Solutions. Brumfield is also the owner of Marathon Group Financial, where she conducts life insurance analysis and retirement income reviews, and provides business development consulting for insurance companies targeting public employers. Gibbs Wealth Management offers discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on each client’s financial situation, goals, and risk tolerance.

Gabrielle Beard is a financial advisor with RBC Securities, Inc. She holds the Series 66 designation and has prior experience at City National Securities, Inc. and City National Bank. Outside of finance, she has worked in event-related roles including Anna Marie Events and Pop Ups Unlimited. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates within a broad financial services group affiliated with a bank and offers discretionary portfolio management, financial planning, and ongoing reporting.

Lenia Muro is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and 20 years of industry experience. She previously worked at Commonwealth Financial Network from 2012 to 2021 before joining M Holdings Securities in 2021. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Joel Almquist is a financial advisor with Sovran Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Almquist serves as a board member of the nonprofit organization Frozen Orphans. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, and utilizes multiple platform relationships to tailor client allocations and monitor accounts regularly.

Patricia Flores is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at CUSO Financial Services, LP and Linsco Private Ledger. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses third-party portfolio managers on platforms such as Envestnet and provides ongoing account monitoring and due diligence.

Ana Pasion is a financial advisor at The Wealth Consulting Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, First Command, Curate Partners, and First Allied Advisory Services. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive portfolio management along with legal and implementation support.

Stephanie Williams is a financial advisor at AlphaCore Capital LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Altegris Investments, Inc. for 11 years before joining AlphaCore in 2020. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies to pursue multi-asset diversification and resilience.

Robert Seawright is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Madison Avenue Securities since 2010 and is also Chief Compliance Officer at Asset Marketing Systems Insurance Services, LLC. Outside of his advisory roles, he serves as an elder and president of the committee at Rancho Bernardo Community Presbyterian Church. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets, offering portfolio management, financial planning, pension consulting, and college-savings services through various account platforms and investment approaches.

William Oconnell is a financial advisor with Sovran Advisors, LLC in San Diego, CA. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Prior to Sovran, he worked at WCG Wealth Advisors, LLC and LPL Financial, LLC. Outside of his advisory role, he provides income tax return preparation services for individuals and small home-based businesses. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory relationships, and portfolio management. The firm employs a blend of active and passive investment strategies using mutual funds, ETFs, alternatives, and derivatives, leveraging written investment policy statements and technology-supported rebalancing.

Brian Haubenstock is a ChFC®-designated financial advisor with 43 years of industry experience. He has been with Lincoln Investment since 2012 and is also involved in insurance sales and life settlements. Outside of his advisory work, Haubenstock serves as president of the Center for Insurance Research, a nonprofit organization, and chairs the board of the Behavioral Diabetes Institute. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with a fiduciary approach that includes automated rebalancing and tax-aware options.

Jacob Greenberg is a CFP®, ChFC®, and Series 66-licensed advisor at Pure Financial Advisors, LLC with 14 years of industry experience. He has been with Pure Financial Advisors since 2015. Outside of his advisory role, he is a co-owner of 1BREATH, an apparel brand, and serves as an advisory board member for the CFP program at California State University of Fullerton, where he contributes guest lectures and program advisement. 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 employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

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.