Alyssa Miller is a financial advisor at Northwest Asset Management with four years of industry experience. She holds a Series 65 designation and previously worked at Telos Capital Management and North Western Mutual. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

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.

Simon Bortcosh is a CFP®-designated financial advisor at Northwest Asset Management with approximately four years of industry experience, including roles at Fisher Investments. He is based in San Diego, CA. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, utilizing strategic asset allocation and Modern Portfolio Theory with diversified ETFs, mutual funds, and individual securities.

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.

Ryan Yamato is a financial advisor at Dunham with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Affinity Investment Advisors LLC, Schwab Wealth Advisory, Inc., and Charles Schwab & Co., Inc. before joining Dunham. 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, and a private fund. The firm uses a manager-of-managers approach with formal quarterly rebalancing and offers custodial and trust services through its affiliated trust company.

Katy Chai is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 designation and eight years of industry experience. Before joining Sovran Advisors in 2024, she worked at MML Investor Services, LLC and MassMutual Life Insurance Co, each for six years, and spent ten years at Deloitte Consulting. Outside of advising, she provides divorce financial analysis through her firm, Clarity Lane Divorce Solutions, and offers life and health insurance products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory services, and portfolio management across multiple investment programs. The firm employs a mix of active and passive investment strategies and supports advisors with technology-driven rebalancing and access to third-party managers.

David Cook is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Pure Financial Advisors in San Diego, CA since 2014. 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, utilizing modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

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.

Marlene Gotz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Hilltop Securities since 1994. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary retirement-plan consulting under ERISA arrangements.

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.

Paul Justin is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding CFP® and ChFC® designations and bringing 40 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc, and various Sovran-related entities. He also serves as an elected board member of the VIP Reeves Condominium Owners Association. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management using both active and passive investment strategies across multiple program types. The firm employs written investment policy statements and offers flexible asset allocation options including third-party managers and advisory annuity contracts.

Brian Kurlan is a financial advisor with Wedbush Securities Inc. in San Diego, California. He holds a Series 66 designation and has 20 years of industry experience, including 14 years with Wedbush. Outside of his advisory role, he operates a ticket resale business primarily using StubHub. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, securities lending, and capital markets, with both discretionary and non-discretionary portfolio management options.

Michael Woitkoski is a financial advisor with The Wealth Consulting Group in San Diego, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Outside of his advisory work, he is involved in offering access to legal services through the LegalShield platform. 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, corporate and plan sponsors, charities, and trusts. The firm utilizes a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party and manager-of-manager programs.

Erica Cordova is a CFP® with 12 years of experience in financial planning and asset management. She is currently with Sovran Advisors, LLC and has previously worked at Cetera Wealth Services, Mass Mutual Investors Services, and North Star Financial, among others. Outside of her advisory work, Erica is involved in music and event creation through her venture DOVA, where she creates playlists and performs as a DJ. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management. The firm employs written investment policy statements and a blend of active and passive strategies across various asset classes to meet client objectives.

Blake Soto is a financial advisor with RBC Securities, Inc. in La Mesa, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at Navy Federal Investment Services, Sprott Asset Management USA, and Stifel. Outside of finance, he has worked as a part-time grill cook at Chipotle Mexican Grill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment advisory services with affiliated sub-advisors and a broad financial services group that includes banking, trust, and municipal advisory activities.

David Gotz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Hilltop Securities since 1982. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm combines custody, banking, and market-making capabilities and utilizes both third-party and proprietary strategies.

David Ohanian is a financial advisor with RBC Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at City National Securities since 2017 and was previously with UnionBanc Investment Services. Outside of his advisory role, Ohanian serves on the boards of the Old Globe regional theater and the UCI Beal Applied Innovation incubator program. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is affiliated with a broad financial services group and utilizes RBC Rochdale as a sub-advisor to implement discretionary asset allocation strategies.

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.