William Hodapp is a CFP® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at CI Surevest Private Wealth, Wells Fargo, and 1 St Global Capital Corp. Hodapp is based in San Diego, CA. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory and tax-aware strategies.

Michael Pugsley is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Foundations Investment Advisors LLC since 2020 and has prior experience with W&S Brokerage Services, Western Southern Life, AIG Direct, and Horace Mann Companies. He also conducts independent insurance sales in San Diego. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Maxwell Hacker is a CFP® and holds a Series 66 designation with 15 years of experience in financial advising. He has worked at Pure Financial Advisors, LLC since 2022 and previously spent eight years at Motley Fool Wealth Management. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as 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 techniques, and specialized sub-advisers.

Richard Pfister is a financial advisor at AlphaCore Capital LLC with 11 years of industry experience. He holds the Series 63, 65, and 66 licenses and has been with AlphaCore Capital since 2014. Pfister serves as an advisory board member for Schwab and is a member of the Investment Committee at Bishop High School, where he reviews the endowment portfolio. He is also the manager, president, and CEO of AlphaCore Insurance Services, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Daniel Sands is a CFP® with 25 years of experience in financial advising, currently with Dunham & Associates Investment Counsel, Inc. since 2019. His prior experience includes roles at Arenite Advisory, Geneos Wealth Management, and Silversage Advisors. Sands serves on the investment committee at Dunham Trust Company, where he manages discretionary client accounts. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm combines multiple business lines with a manager-of-managers approach, a proprietary algorithmic rebalancing program, and affiliated trust services.

Paul Barnum is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC and MML Investors Services, LLC. Outside of his advisory work, he serves as president of The Elite OC, a nonprofit young professional society. Sovran Advisors provides financial planning, advisory services, and portfolio management to individuals, corporations, and retirement plan sponsors. The firm employs both active and passive investment strategies and offers access to third-party managers and retirement plan consulting.

Amir Lozani is a financial advisor at The Wealth Consulting Group with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015. Lozani is based in San Diego, CA. 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process using a combination of fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms.

Christopher Lamb is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding three years of industry experience. He has worked at Belointe Asset Management LLC and LPL Financial LLC since 2025 and has been with Octavia Wealth Advisors since 2022. Lamb also has a longstanding association with Class Advisors dating back to 2011. Octavia Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in client assets across a multi-advisor team, employing a long-term investment approach that incorporates fundamental and technical analysis, diversified portfolios, and specialized retirement plan services with an emphasis on public-sector clients.

Ryan Morse is a CFP® and Series 66 licensed advisor with 26 years of industry experience. He currently serves at Octavia Wealth Advisors LLC and has previously worked at Axa Advisors, LLC for 20 years. Outside of his advisory role, he acts as a Successor Trustee for an Immediate Family Trust and serves as President of Ryan C. Morse Financial, Inc. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory, using proprietary portfolio models that combine low-cost ETFs, mutual funds, and individual securities with alternative investments when appropriate.

Mark Di Matteo is a Series 65-licensed financial advisor at McAdam LLC with five years of industry experience. He has been with McAdam since 2020 and previously held roles in various hospitality and beverage companies. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios and offers a range of financial planning, investment management, and retirement consulting services across a multi-advisor platform.

Juan Gomez Garcia is a financial advisor at MissionSquare Retirement with 19 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Gwfs Equities, Inc. and Massachusetts Mutual Life Insurance Company. He is based in La Mesa, CA. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Brian Young is a financial advisor at Sovran Advisors, LLC in Costa Mesa, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Park Avenue Securities, and Guardian Life Insurance. He is also involved as a financial professional with DirectPath Financial. 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 investment advisory services, utilizing a range of advisor-managed and model portfolios, unified managed accounts, and third-party managers to align with client objectives.

April Pantaleon is a Series 66 licensed advisor with Navy Federal Investment Services, LLC, based in San Diego, CA, with six years of industry experience. She worked at LPL Financial LLC for 19 years before joining Navy Federal Investment Services and Navy Federal Financial Group in 2026. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers services including model-driven asset allocation, unified managed accounts, and a Private Wealth Consulting program.

Daniel Heidelberger is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Sovran Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, Mass Mutual Investors Services, and Thrivent Financial. He is also licensed to sell fixed insurance 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 offers a range of portfolio management options and works with multiple platform relationships to tailor investment strategies according to client objectives.

Kurtis Anderson is a financial advisor with PFG Advisors in La Jolla, CA, holding a Series 66 designation and six years of industry experience. His prior affiliations include Cetera, LPL Financial, and Equitable Advisors. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm employs a macro-driven investment approach utilizing model portfolios, third-party managers, and index-based ETFs, supported by multiple marketplace platforms and integrated estate-planning tools.

Brian Marvin is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GlobeFlex from 2016 to 2020. Marvin has a minority ownership interest in Marvin & Palmer Associates. 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.

Jordan Colman is a CFP® with 15 years of industry experience, currently serving at Octavia Wealth Advisors LLC in San Diego, CA. He has prior experience with Axa Advisors, LLC, where he worked for 10 years. Outside of his advisory roles, Colman is the CEO and owner of The Lone Wolves Investment Group, Inc. Octavia Wealth Advisors is a multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm uses customized portfolios with a focus on low-cost ETFs and mutual funds, complemented by alternative investments and structured products, while providing a range of advisory and trust administration services.

Amy Moore is a CFP® professional with 11 years of industry experience. She has been with Pure Financial Advisors in various capacities since 2016. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management using a financial-planning-centered approach grounded in academic frameworks.

Edward Sella is a CFP® and PFS™ credentialed advisor at AlphaCore Capital LLC with 45 years of industry experience. He previously worked for SPC Financial, Inc. and Raymond James Financial Services, Inc., where he spent over four decades. He serves as Chair of the investment committee for Girl Scouts Nation's Capital. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning, investment management, and alternative investment strategies alongside traditional equity and fixed-income exposures.

Penny Agnew is a financial advisor with Momentum Independent Network Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Momentum Independent Network in 2025, she worked for nine years at LPL Financial, LLC. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans. The firm offers both discretionary and non-discretionary portfolio solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory services.