Randal Atwell is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with Madison Avenue Securities since 2007 and operates Randal L. Atwell Insurance Services, Inc., where he provides insurance product evaluations and reviews. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, offering investment advisory, portfolio management, and financial planning services with approximately $2.0 billion in assets under management.

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.

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.

Vilayphone Fixsen is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has been with Madison Avenue Securities since 2008. Outside of her advisory role, she is involved in construction as a treasurer and office administrator for BuildingLegacy Contracting. 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 and offers a variety of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

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.

Thomas Jack is a financial advisor with Vanderbilt Advisory Services in San Diego, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He joined Vanderbilt in 2018 after working at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is also a musician, engaging in singing, songwriting, and guitar playing, with some sales of CDs and digital music. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis within its investment approach, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Nicholas Seltun is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 66 registrations and 17 years of industry experience. His prior roles include positions at Seltun Financial Group, CS Planning Corp., and O'Connor Capital Advisory. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios, offering both discretionary and non-discretionary strategies along with model portfolios and research support for RIA firms.

Esmeralda Quintero is a CFP® and ChFC® with five years of industry experience. She currently works at Private Client Services, LLC and previously held roles at Northwestern Mutual and Wells Fargo. Outside of her advisory work, she is involved with Emerald Legacy Wealth Management LLC as a licensed insurance agent. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various organizations. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms across discretionary and non-discretionary accounts.

Robert Canavan is a Certified Financial Planner® (CFP®) with 28 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2018, and previously spent five years at Fidelity Brokerage Services LLC. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach grounded in academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Jose Navarro is a financial advisor with NFSG Corporation in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, Independent Financial Group, and LPL Financial. Navarro is also involved with Tax Plus, Inc., where he has been active since 2018. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management options and utilizes in-house and third-party asset management resources to create diversified investment strategies.

William Vourlas is a financial advisor at Calton & Associates, Inc. in San Diego, CA, holding a Series 66 designation with 17 years of industry experience. He has been with Calton & Associates since 2013. In addition to his advisory role, he is involved in Medicare insurance sales as an agent. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options and operates various program structures, including firm-managed wrap programs and separate account platforms.

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.

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.

Daniel Sands is a CFP® with 26 years of industry experience, currently serving at Dunham & Associates Investment Counsel, Inc. since 2019. His prior roles include positions at Arenite Advisory, Geneos Wealth Management, and Silversage Advisors. In addition to his advisory work, Sands holds leadership roles at Dunham Trust Company, where he manages discretionary client accounts and serves on the investment committee. Dunham is an SEC-registered investment adviser and broker-dealer offering wealth management services to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm combines multiple business lines, including affiliated trust and custody services, with an investment process centered on asset allocation and a manager-of-managers approach.

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.

James Taylor III is a financial advisor at Gladstone Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors and Remote Link Solutions. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes multiple asset types and tax-managed strategies.

Christopher Lamb is a financial advisor at Belpointe Asset Management LLC in San Diego, CA, with four years of industry experience. He previously worked at Octavia Wealth Advisors, LLC and LPL Financial LLC. Lamb is also involved in client referrals through Octavia Wealth Advisors. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients, offering discretionary investment management, financial planning, and retirement-plan consulting tailored to individuals, corporations, trusts, and other advisers.