Nathaniel Ritchison is a CFP® with 21 years of industry experience, currently serving at Pure Financial Advisors since 2014. He holds a Series 65 license and is based in San Diego, CA. 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 the use of sub-advisers for specialized strategies.

Gregory Richards is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Kingswood in 2023, Richards worked at Benchmark Investments LLC, DST Wealth Management LLC, and Centaurus Financial Inc. Outside of his advisory role, he is involved with The Estate Planning Team, where he explains strategies for deferred sales trusts to potential clients. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while monitoring third-party managers.

Namhee Park is a financial advisor with Kingswood Wealth Advisors, LLC and holds Series 65 and Series 63 licenses. She has nine years of industry experience, including roles at Mirae Asset Wealth Management, MML Investors Services, and New York Life Insurance. Park is involved in community organizations, serving on the board of the Korean American Chamber of Commerce of Orange County and as CFO of the Yonsei Global CEO Association. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors through a network of financial advisors. The firm employs an open-architecture approach, tailoring strategies to clients’ objectives and risk tolerance while conducting due diligence on third-party managers and sub-advisors.

William Bo is a financial advisor at Dunham with six years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Fidelity Investments, LPL Financial, and CUSO Financial Services. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through a range of investment products, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm uses a manager-of-managers approach with formal quarterly rebalancing and offers services through an affiliated trust company.

Dean Heimbach is a CFP® professional with 15 years of industry experience, currently affiliated with Pure Financial Advisors, LLC. He has worked at Pure Financial Advisors since 2020, with prior experience at Retirement Planners of America from 2014 to 2019. 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 using academic frameworks and offers services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Royce Gittings is a financial advisor at Dunham with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dunham & Associates Investment Counsel, Inc. since 2003, including a brief period at Fidelity Investments in 2022. Outside of advisory services, he serves as an authorized agent for Dunham Trust Company, a role in which he performs limited administrative duties related to trust and custodial accounts. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of wealth management services, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm integrates asset allocation strategies and a manager-of-managers approach, supported by an affiliated trust company providing custody and trust services.

Michael Stephenson is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds a Series 65 designation and has six years of experience in the industry. Prior to his current role, he worked at Ernst & Young and spent five years at Texas Christian University. Outside of advising, he is a partner in Copper Crest CPA's LLP, which provides tax preparation and financial consulting services, and Copper Crest Insurance Services, LLC, where he manages client relationships. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a range of investment strategies including fundamental and quantitative analysis, use of options and hedging, and access to third-party managers through wrap-fee programs and Managed Account Solutions.

Savannah Baker is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding a Series 66 designation and having two years of industry experience. Before joining Wedbush, she worked at Equitable Advisors. Outside of her financial advisory work, she is involved with Sam's Tavern as a server and bartender and provides bartending services for Seattle Pridefest. Wedbush Securities serves a diverse client base, including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer functions with capital markets, clearing, custodial, and prime services, supporting a wide range of investment and execution needs.

Edgar Jimenez Mora is a financial advisor at Sovran Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, MassMutual, and J.P. Morgan Securities. Outside of finance, he manages El Ranchito, a family restaurant, and oversees operational improvements through Mora Administrative Management. 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 regularly reviews client accounts to tailor strategies to individual objectives.

Brian Dixon is a CFP® and ChFC® with 22 years of industry experience. He is currently a financial advisor at Kingswood Wealth Advisors, LLC in Nashville, TN, having previously worked at firms including RBC Capital Markets, CITY NATIONAL BANK, and Raymond James Financial Services. Outside of his advisory role, he is involved in insurance sales and service as a producer and owner. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance and provides a range of portfolio management and consulting services.

John McCartin is a financial advisor at Sound Income Strategies, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sound Income Strategies since 2015, in addition to operating McCartin and Associates since 2001. Outside of his advisory role, he is an independent insurance agent specializing in the sale of life insurance and fixed annuity products. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm employs a fixed-income and income-oriented investment approach, combining fundamental and technical analysis, and offers asset management, financial planning, insurance services, and co- and sub-advisory arrangements.

Brian Samuels is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Planning Corporation and Prosperity Wealth Management, Inc. Outside of advisory work, he serves as Managing Director and CEO of Highland Capital Financial Consulting LLC, an insurance marketing agency. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages discretionary portfolios using a mix of fundamental, technical, and cyclical analysis across various investment types and strategies.

Jesse Lipscomb is a financial advisor with Compass Financial Management LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held positions at Bison Advisors and Truadvice, LLC, and has owned and operated several businesses including Roadmap Tax Services, Inc. and Roadmap Insurance Solutions, Inc. In addition to his advisory work, Lipscomb manages a cattle ranching operation through Charcoal Valley Ranch LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment process that combines fundamental, technical, charting, and cyclical analysis across various asset classes.

Dale Walker is a financial advisor with The Partners Wealth Management in San Diego, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Financial Sense Securities, Inc. Outside of advising, he is a board member of the San Diego County Junior Golf Association and owns an insurance agency. The Partners Wealth Management serves a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans, offering comprehensive investment management and financial planning services. The firm employs a multi-team advisor structure and utilizes customized portfolio strategies with discretionary authority granted by clients.

Joseph Schaaf is a CFP® professional with one year of industry experience, currently serving at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors since 2020 and has prior work experience including a role at Epic Wings and Things. 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 and integrates tax-aware techniques, diversified portfolios, and specialized sub-advisers within an enterprise-scale infrastructure.

Mohamed Alsoraimi is a financial advisor at Kingswood Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at multiple related firms including Benchmark Investments, Inc, Kingswood Capital Partners, and Chalice Capital Partners. Outside of his advisory work, he owns Sierra Regulatory Consulting, an LLC focused on occasional consulting on regulatory matters. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance and provides a range of portfolio management and consulting services.

James Lingelbach is a CFP® and ChFC® professional with 37 years of industry experience. He is currently with The AmeriFlex Group and has previous experience at Cambridge Investment Research, Sagepoint Financial, Mass Mutual Investors Services, and MetLife Securities. He is also president of CURO Financial Planning, LLC, and CURO JRL, Inc., a business entity based in California. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing model asset allocations and discretionary manager relationships, with accounts custodied at multiple major custodians.

Hannah Alves is a Series 65-licensed financial advisor at Dunham with one year of industry experience. Prior to joining Dunham, she held roles at Trilogy Finance and spent four years in the service industry. She has a background that includes work in hospitality and retail sectors. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through a range of investment products including proprietary mutual funds, separately managed accounts, and a private fund. The firm employs a manager-of-managers approach with formal rebalancing processes and offers custody and trust services via its affiliated trust company.

Christopher Kilrain is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, and Bank of America. Kilrain serves as an elected board member of the Mount Helix Park Foundation, where he participates in maintenance and finance committee decisions for the nature preserve. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning and portfolio management, utilizing a mix of active and passive investment strategies across multiple program types. The firm employs written investment policy statements and integrates internal portfolio models and third-party strategies through technology-supported platforms.

Renee Faison is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at World Equity Group and Woodbury Financial Services. Outside of her advisory work, she is the president and founder of the Derrick Faison Foundation, a nonprofit focused on heart disease prevention, education, and youth support, and serves on the board of Farrs Best, a CDC and 501(c)(3) organization aimed at community empowerment and generational wealth. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients' goals and risk tolerance, offering portfolio management, third-party manager oversight, and various advisory services.