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 holds the Series 66 designation and previously worked at Callan Capital and The Ayco Company, L.P./Mercer Allied. AlphaCore Capital is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory services with a focus on multi-asset portfolios that include alternative investments alongside traditional assets.

Sarah Sealey is a CFP®-certified financial advisor with over 31 years of industry experience. She has worked at Navy Federal Investment Services, LLC since 2018 and previously held positions at USAA Investment Management Company, USAA Financial Advisors Inc, USAA Financial Planning Services, and U.S. Bancorp Advisors, LLC. Outside of finance, she is the active owner of Hacienda Adobe Vineyards, a farming business producing grapes. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs with third-party portfolio managers and offers various layered investment solutions, including digital automated ETF portfolios.

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.

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.

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 43 years of industry experience. He is associated with Calton & Associates, Inc. and has previously worked at Superior Planning, Inc. and Carmel Capital Partners. Outside of his advisory role, he serves as a trustee for the Catholic Community Foundation of San Diego and the nonprofit Build a Miracle, which focuses on building homes for the homeless and supporting education and employment initiatives. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm combines fee-based portfolio management and financial planning with commission-based brokerage and insurance products, using a variety of analytical approaches and third-party managers to create customized asset allocations.

Forrest Padilla is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Concorde Asset Management, LLC since 2018 and previously spent nine years at Financial Designs LTD and 14 years with Independent Financial Group, LLC. He co-hosts a weekly financial advisors radio show broadcast through KOGO AM 600 in San Diego. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, and provides ERISA retirement-plan advisory services with a focus on individualized client objectives.

Daniel Conners is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding Series 63 and Series 65 designations and 43 years of industry experience. His career includes tenures at UBS Financial Services Inc., Morgan Stanley, Entrust Wealth Advisors, and Arete Wealth Management. He is a limited partner investor in Sorrento Ventures, a venture capital firm. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and some banking clients, offering comprehensive planning, investment management, retirement plan advisory, institutional sub-advisory, and model portfolio services. AlphaCore emphasizes multi-asset portfolios combining traditional and alternative investments through a blend of in-house management and external sub-advisers.

Brett Elliott is a financial advisor at Golden State Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC, Edward Jones, Empyr, Dunham and Associates, and Sun Capital Management. Elliott operates his advisory services through Golden State Wealth Management, an independent registered investment advisor. Golden State Wealth Management serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and businesses. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing various analytic approaches and third-party managers to tailor portfolios.

Wyatt Gibbs is a financial advisor with Axxcess Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Prudential Financial Planning Services, LPL Enterprise, and Prudential Financial. He is also a licensed insurance agent based in Laguna Beach, CA. 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, and charitable organizations. The firm manages customized multi-asset portfolios using a combination of fundamental, technical, and cyclical analysis, and is notable for its Third-Party Asset Management Platform and sleeve-manager capabilities.

Vaughn Woods is a financial advisor with Bolton Securities Corporation in La Jolla, CA, holding a CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2007, as well as operating Vaughn Woods Financial Group since 2005. Outside of advisory work, he is the owner and president of Vaughn Woods Financial Group, Inc., and is licensed to sell fixed insurance products. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, emphasizing long-term investing combined with tactical trading and rebalancing.

David Hudson is a financial advisor with Trajan Wealth, L.L.C. in Carlsbad, CA, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He previously spent over a decade with Charles Schwab and Charles Schwab Bank. Outside of advisory work, he owns rental properties in Arizona and sells fixed-indexed annuities part-time. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and financial situations.

Jessica Passier is a financial advisor with Madison Avenue Securities, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Madison Avenue Securities since 2018 and previously at Girard Securities from 2014 to 2018. Outside of her advisory role, she works part-time as a server and bartender for Party Host Helpers. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients through various portfolio management approaches and multiple custodial platforms.

Matthew Carvalho is a financial advisor at Cardinal Point Wealth Management with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to his current role, he worked at Loring Ward Securities Inc. for nine years and has held leadership roles at multiple Cardinal Point entities. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, core-and-satellite investment approach and provides cross-border planning and services to clients in both the U.S. and Canada.

David Stubbs is a financial advisor with AlphaCore Capital LLC in La Jolla, CA. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining AlphaCore Capital in 2025, he worked at Blackstone Securities Partners L.P. and Blackstone Inc. from 2023 to 2025, and previously held roles at J.P. Morgan in Wealth Management, Securities, and Asset Management between 2014 and 2023. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion in assets. The firm serves individuals, entities, institutional investors, and banking institutions, offering comprehensive financial planning and multi-asset portfolio management with an emphasis on alternative investments alongside traditional equities and fixed income.

Michael Meyers is a CFP® professional with six years of experience, currently serving at United Capital Financial Advisors in San Diego, CA. He has been with United Capital Financial Advisors since 2013. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customization options such as ESG and faith-based strategies, along with client-facing technology and access to third-party managers.

Abigail Mc Daris is a Series 66 licensed financial advisor with four years of industry experience, currently with Navy Federal Investment Services, LLC. Her prior roles include positions at Navy Federal Financial Group and First Command Advisory Services. She served seven years in the United States Navy. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs using third-party portfolio managers on the Envestnet platform.

Guy Kosov is a CFA® charterholder based in San Diego, CA, with four years of industry experience. He currently works at Kestra Private Wealth Services, LLC and has previously been employed at Private Asset Management Inc, Pimco, and CEA. Kosov has spent the majority of his career in investment advisory roles. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.