Trevor Callan is a financial advisor at AlphaCore Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Callan Capital, LLC since 2007. He serves on the advisory board of Praxis Solutions and consults for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income exposures.

Dontae Kennedy Harrison is a Series 66 licensed financial advisor with RBC Securities, Inc. in La Jolla, CA, bringing one year of industry experience. Prior to his current role, he served in the United States Air Force for seven years and held positions at Northwestern Mutual Investment Services LLC and City National Securities, Inc. Outside of his financial career, he operates a video gaming streaming channel as a sole proprietor. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to affiliated sub-advisor RBC Rochdale, which constructs and implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

Mark Petrie is a CFP®, CFA®, and Series 65 credentialed advisor with 22 years of industry experience. He has been with Aspiriant LLC since 2016 and is currently based in San Diego, CA. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services, using customized investment programs that employ a range of implementation options and internal research.

Scott Chelberg is a CFP® with 40 years of industry experience, currently serving at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, Inc. and OSAIC. He is involved with the Boys & Girls Clubs of Carlsbad Foundation as a volunteer and serves as a board member of the Entrepreneurs Organization. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Alejandro Darjania is a financial advisor at Dunham with a Series 66 designation and one year of industry experience. He has previously worked at First Republic Bank and Wells Fargo Bank. 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 emphasizes asset allocation and a manager-of-managers approach with formal rebalancing processes and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Jonathan Lugo is a financial advisor at Axxcess Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he sells non-variable life, health, annuity, and disability income insurance products. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and provides operational support and consolidated reporting through its Third-Party Asset Management Platform.

Ryan Yamato is a financial advisor at Dunham with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Affinity Investment Advisors, Schwab Wealth Advisory, and Charles Schwab & Co. in various roles. Dunham is an SEC-registered investment adviser and broker-dealer that provides wealth management services to individual and high-net-worth clients through mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm combines multiple business lines and affiliations, including trust services and algorithmic rebalancing, serving a client base of over 12,700 with a manager-of-managers investment approach.

Richard Siminou is a financial advisor at Kingswood Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Benchmark Investments, Inc. and Newbridge Securities Corp. He is also the owner of Siminou Wealth Management, an advisory business affiliated with Kingswood. 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 providing portfolio management, third-party manager oversight, and consulting services.

Dimitry Tikhonov is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Madison Avenue Securities since 2007 and is also the owner and advisor of Doffin Group, Inc., where he is involved in insurance services including life and long-term care insurance. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through multiple account platforms, utilizing diverse investment approaches and custodian relationships.

Christopher Willingham is a financial advisor at AlphaCore Capital LLC with nine years of industry experience. He previously worked at Callan Capital for four years and The Ayco Company, L.P./Mercer Allied for five years. Willingham holds a Series 66 designation and is based in La Jolla, CA. 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 strategies, and offers additional services such as tax preparation and ERISA retirement plan advisory.

Sarah Sealey is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC since 2018. Her prior experience includes roles at USAA Financial Advisors Inc and Usaa Investment Management Company. Outside of her advisory work, she is an active owner of Hacienda Adobe Vineyards, a grape farming and sales business. 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 both advisory and brokerage channels. The firm utilizes third-party portfolio managers and offers various overlay services, combining advisory assets with brokerage and insurance products.

Joy Funk is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Madison Avenue Securities, LLC and previously held roles at CUSO Financial Services, LP and Centurion Counsel, Inc. Outside of her advisory work, she provides operational and trading support at AE Financial Services. Madison Avenue Securities, LLC serves a diverse client base including high net worth individuals, charitable institutions, and retirement plans. The firm offers a range of investment advisory and consulting services with multiple account platforms and employs various analytical and allocation approaches.

Chris Baker is a financial advisor with Northern Trust Securities, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to his current role, he worked at Bank of America, N.A. for 10 years and Merrill for 3 years. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with a range of investment options including Separately Managed Accounts and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Ryan Goldenhar is a CFP® and CFA® with nine years of industry experience. He is currently affiliated with Mariner Independent and directs Wealth with Options, an investment advisory service operating through the Mariner platform. Goldenhar serves as Treasurer for Jewish Family Services of San Diego and is a board member of the Congregation of Beth Israel in San Diego. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform supports both model portfolios and advisor-level discretionary management, supplemented by affiliate investment resources and sub-advisory relationships.

Cory Persson is a CFA® charterholder with 12 years of industry experience. He has worked at Axxcess Wealth Management, LLC since 2018 and previously at Pacific Capital from 2013 to 2018. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and other advisers. The firm is notable for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, offering customized multi-asset portfolios and operational support to RIAs and broker-dealers.

Courtney Hincks is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Commonwealth Financial Network, J.P. Morgan Securities LLC, and Northwestern Mutual. Outside of her advisory work, she coaches youth lacrosse for the Coronado Lacrosse Club. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with around 240 advisors, employing a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Spencer Morgan is a Series 65 licensed financial advisor with six years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked at TBM Consulting Group and Efficient Market Advisors, LLC. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individual, high-net-worth, and institutional investors. The firm employs a strategic approach using proprietary ETF model portfolios and offers specialized value and income strategies alongside fixed-income management.

James Thomas Jr. is a CFP® and ChFC® with over 43 years of industry experience. He is currently affiliated with Calton & Associates, Inc. and has held roles at Superior Planning, LLC and Carmel Capital Partners. Outside of his advisory work, he serves as a trustee for the Catholic Community Foundation of San Diego and is a board member of Build a Miracle, a nonprofit focused on housing and employment support. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, and access to third-party money managers. The firm provides tailored investment recommendations through multiple program structures and combines fee-based and commissionable products in its dual registration as both a registered investment adviser and broker-dealer.

Forrest Padilla is a CFP® professional with 21 years of industry experience, currently serving at Concorde Asset Management, LLC since 2018. He previously worked with Independent Financial Group, LLC for 14 years and has operated Financial Designs LTD since 2005. Outside of his advisory work, he co-hosts a weekly financial radio show on KOGO AM 600 in San Diego. Concorde Asset Management serves a diverse client base, including high-net-worth individuals and corporate retirement plans, offering discretionary and non-discretionary portfolio management along with tailored financial planning. The firm utilizes model portfolios and third-party strategists, acting as an overlay manager to implement asset allocation and trading strategies.

Joan Koss is a financial advisor with AlphaCore Capital LLC, holding CFP® and ChFC® designations, and has 22 years of industry experience. Her prior roles include 15 years at TIAA/TIAA-CREF and shorter tenures at Stordahl Capital Management and Callan Capital. 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 with an emphasis on alternative investing alongside traditional strategies, managing accounts largely on a discretionary basis and utilizing third-party managers when appropriate.