Mark Augusta is a financial advisor at Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Hilltop Securities since 2015. Hilltop Securities provides 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 offers a range of portfolio management programs and fiduciary retirement-plan services through an open-architecture platform with various adviser-managed and model-based investment solutions.

Gina Willkomm is a CFP® professional at Aspiriant, LLC with two years of industry experience. Her career includes roles at Aspiriant since 2021 and prior experience at Pure Financial Advisors, Inc. and Wealth Quest Partners, Inc. She has also worked with Corepower Yoga, LLC. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional clients, offering comprehensive investment management and wealth planning services. The firm combines customized investment programs with a broad range of family office capabilities and manages public mutual funds that invest in private assets.

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.

Alexandra Bellini is a CFP® professional with experience at Pure Financial Advisors, LLC and IG Wealth Management. Her background includes roles in aerospace and defense companies prior to transitioning into financial advising. She 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 services for trusts, estates, charitable organizations, and retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing tax-aware techniques and a multi-advisor platform.

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.

Eric Finke is a financial advisor at Sovran Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera Wealth Services, Mass Mutual Investors Services, and Metlife Securities. Outside of advising, he occasionally originates mortgage loans as an independent contractor. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in client assets. The firm offers financial planning and portfolio management through a combination of advisor-managed and model portfolios, utilizing multiple platform relationships and regular account reviews.

Branden Randall is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior roles include positions at Perigon Wealth Management and Fidelity Investments. Randall is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach with discretionary portfolio management and offers a range of related services including pension consulting and donor-advised fund solutions.

Bill Casarez is a financial advisor at Archer Investment Corporation with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2018. Prior to that, he held roles at Mann & Associates APC, CPA's and HD Vest, and maintains his own CPA practice focused on tax preparation and accounting. Archer Investment Corporation provides investment management services primarily to individual clients across a range of wealth levels through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and offers both comprehensive financial planning and limited-scope model portfolios with diversified asset allocations.

Wuyang Fu is a financial advisor at IP Financial Advisory Services LLC with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and several other firms. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to unaffiliated third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of advisory and consulting services including actuarial and insurance consulting.

Taylor Rios is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Symphony Financial Planning for 14 years before joining Pure Financial Advisors, LLC, where he has been since 2024. 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.

Mark Pearcy is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Metlife Securities Inc., Mass Mutual Investors Services, and as President and CEO of Pearcy Financial Partners and Insurance Services. Outside of his advisory work, he serves as Vice Commodore of the Southwestern Yacht Club. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management services. The firm offers both discretionary and non-discretionary strategies, blending active and passive investments tailored to client objectives and supported by technology-enabled rebalancing and administrative tools.

Kevin Foote is a financial advisor with Kestra Private Wealth Services, LLC in San Diego, CA. He holds a Series 66 designation and has 22 years of industry experience, including prior work at LPL Financial, LLC. He also serves as an operations manager with Kestra Private Wealth Services, providing operational support for securities consulting and investment activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services, overseeing advisor recommendations within its approved platform.

Monaye Nelson Morgan is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Sorrento Pacific Financial, LLC and CUSO Financial Services, LP for eight years, as well as Edward Jones for three years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and integrates various advisory platforms including wrap fee programs and unified managed accounts.

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.

Royceton Pinder is a financial advisor at Sovran Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Metlife Securities, and Greater Pacific Solutions. Pinder serves as an audit committee member for Pomona Valley Community Health Center. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and retirement plan consulting using a combination of advisor-managed and model portfolios.

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.

Johnson Andrews is a CFP® professional with 24 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2021. Prior to that, he held positions at Cetera and TIAA-CREF. Pure Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm combines a planning-centered investment approach overseen by an Investment Committee with tax-aware techniques and specialized sub-advisers, supported by enterprise-scale infrastructure and a multi-advisor platform.

Kseniya Mendoza is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. She is currently affiliated with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments Inc., where she serves as both an investment advisor representative and a registered representative. Mendoza has previously worked at firms including Equitable Advisors and Bourke Wealth Management, and she has experience managing insurance product implementation through Octavia Risk Management LLC. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios that include low-cost ETFs, mutual funds, individual securities, and alternative investments.

Nicholas Rose is a Certified Financial Planner® with 15 years of industry experience. He has worked at Pure Financial Advisors, LLC since 2022 and previously spent over a decade at Fidelity Investments and Fidelity Personal and Workplace Advisors. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a planning-centered approach based on modern portfolio theory and tax-aware asset allocation.

Robert Lucente is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC, having joined in 2024. His prior experience includes a 14-year tenure at Fisher Investments and roles at Colorado Financial Management, Withum Wealth Management, and Lido Advisors. 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 retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and utilizes tax-aware strategies, sub-advisers, and a multi-advisor platform supported by enterprise-scale infrastructure.