Michael Brown is a Series 65-credentialed advisor at Integrated Advisors Network LLC with one year of industry experience. His prior work includes roles at Copper Crest Capital, the University of San Diego, and Ameriprise Financial Services. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a combination of fundamental and quantitative strategies within a risk-profile framework and frequently incorporates third-party sub-advisers and private fund investments in client portfolios.

Arturo Pulido is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at TD Ameritrade, Mission Federal Credit Union, San Diego County Credit Union, and Evolution Hospitality. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers via the Envestnet platform and combines advisory and brokerage services within its credit-union-affiliated structure.

Frank Gutierrez is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, and Bank of America. 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 utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet, providing ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Richard Leu is a financial advisor with Axxcess Wealth Management, LLC in Carlsbad, CA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bridge Advisory, LLC dba Penniall & Associates, Inc. from 2016 to 2023. Outside of his advisory role, Leu serves as a volunteer board member and indoor cycling instructor for the YMCA of the Foothills. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and public entities. The firm offers customized, multi-asset portfolios managed through both internal and third-party managers, alongside a formal TAMP platform that supports other registered investment advisers.

John Forbes is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 credentials and has 45 years of industry experience. Since 2014, he has been affiliated with LaSalle St. Securities, L.L.C. Outside of his advisory role, he serves as the Parliamentarian for the Dalmatian Club of Northern California, attending board meetings to provide guidance on parliamentary procedures. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across various asset classes and offers both discretionary and non-discretionary management, with a notable focus on non-discretionary assets.

Gina Willkomm is a CFP® professional with over seven years of experience in financial advisory roles, currently serving at Aspiriant, LLC. Her career includes positions at Pure Financial Advisors, Wealth Quest Partners, and First Command Financial Planning. Outside of finance, she has experience working with Corepower Yoga, LLC. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm employs customized investment strategies supported by an internal Capital Market Expectations framework and offers unique family office capabilities, including accounting and banking support.

Cade Isakson is a financial advisor at Dunham with two years of industry experience and holds a Series 66 designation. He has been with Dunham & Associates Investment Counsel, Inc. since 2023. 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 employs a manager-of-managers investment approach with tailored separately managed account strategies and operates multiple business lines including mutual funds, wrap fee programs, and a private fund, alongside affiliated trust services.

Keon Khamsehpour is a Series 65-licensed advisor at Prosperity - An EisnerAmper Company with two years of industry experience. He previously worked at Laird Norton Wetherby Wealth Management and Wetherby Asset Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach, emphasizing asset allocation and diversification, and manages roughly $5 billion in client assets.

Thomas Grimm is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. His prior experience includes roles at Benchmark Investments, Inc., Millennial Advisers, LLC, and Laidlaw and Company. Outside of his advisory work, Grimm serves as President of a Toastmasters and Youth Leadership Program, where he teaches public speaking and communication skills. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors. The firm uses an open-architecture approach to tailor investment strategies to clients' objectives and risk tolerance and offers a range of portfolio management and fiduciary plan advisory services.

Christopher Haddad is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and having 18 years of industry experience. His prior roles include positions at Raymond James Financial Services, TC Financial, Chalice Capital Partners, and T. Rowe Price Investment Services. He also operates under the DBA H Private 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 a range of advisory and consulting services.

Kevin Foote is a financial advisor with Kestra Private Wealth Services, LLC in San Diego, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at Kestra since 2017 and previously at LPL Financial from 2014 to 2017. Outside of advising, he serves as an Operations Manager supporting securities consulting and investment activities within Kestra. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of investment and financial planning services and supports advisor-managed discretionary and non-discretionary accounts across multiple platforms.

Amon Dothard is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, GW Golden Financial, EMortgage/American Financial, and ReMax/Compass. Outside of his advisory role, he serves as a financial advisor and consultant with Elite Resource Team, an independent marketing organization and virtual family office specializing in holistic planning for accounting professionals and their affluent clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies aligned with client objectives.

Adam Slade is a financial advisor at Aspiriant, LLC with two years of industry experience. Prior to joining Aspiriant, he worked at Airbus for three years and has also held positions at Christopher Newport University. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering comprehensive wealth management services including investment management, tax and estate planning, and specialty consulting. The firm emphasizes customized investment programs and expanded family office capabilities, supported by an affiliated law group and a substantial employee ownership structure.

Han Gu is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kingswood Wealth Advisors, LLC. He has worked at several firms including Cetera Financial Specialists and Crestwood Capital Management LLC. Outside of his advisory role, Han Gu provides tax planning and consulting services as president of Madison Fund Services Ltd. and acts as a property and casualty insurance broker. 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 that customizes strategies to client goals and risk tolerance, with ongoing due diligence of third-party managers.

Aaron Malardino is a financial advisor with RBC Securities, Inc. based in Solana Beach, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at City National Securities, Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo Advisors. Outside of his advisory work, he serves as an officer and board member for Malsimi Holdings, Inc., a company involved in real estate acquisition and management. 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 investment management with a broad financial services group affiliated with a bank parent, offering comprehensive financial planning, portfolio management, and ongoing reporting.

Matthew Argyropoulos is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Laird Norton Wetherby Wealth Management (LNW) and has worked there and its related entities since 2018. Prior to joining LNW, he spent two years at Morgan Stanley. Outside of his advisory roles, he was involved with MTA Baseball, LLC from 2016 to 2018. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm emphasizes customized investment policies, strategic asset allocation, and integrates active management, tax-aware strategies, and alternative investments across multiple categories.

Jason Parker is a financial advisor at Kingswood Wealth Advisors, LLC with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Kingswood in 2024, he worked at Eudaimonia Partners, LLC, B. Riley Wealth Management, Inc., and Raymond James Financial Services, Inc. Outside of advisory work, he owns a business called Chase & Jax, LLC. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional clients. 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.

Michael Crawford is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding a Series 66 designation with 24 years of industry experience. His previous experience includes ten years at UBS Financial Services Inc. and concurrent roles since 2018 with Arete Wealth Management LLC and Entrust Wealth Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Jacob Benson is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. He has been with Navy Federal entities since 2021, including roles at Navy Federal Credit Union and Navy Federal Financial Group. His prior experience includes positions at Solidago Management and University of Nebraska. 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 utilizes model portfolios managed by third-party subadvisers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Matthew Auchard is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Golden State Wealth Management since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of his advisory role, he is co-owner of a clothing company formed by college alumni and serves as vice president on the board of directors for a mortgage associates group. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management using various analytic approaches and may utilize third-party managers and model portfolios.