Bradley Swain is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Wedbush Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, clearing, and prime services.

Patricia Stewart is a financial advisor at Belpointe Asset Management LLC in San Diego, CA, with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is involved in insurance sales. Belpointe serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches, supported by a broad network of affiliated businesses and proprietary product sponsorships.

Robert Ortbals is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and has been associated with Next Retirement Solutions since 2016. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities aligned with client goals and risk tolerance.

Carl Jackson Jr. is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services, LLC. Jackson is also involved with WealthPointe Advisors, a financial services business. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various programs. The firm employs both active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Troy Owens is a CFP® with seven years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. His prior experience includes roles at LPL Financial, Nautilus Advisors, and leadership within AlphaCore Insurance Services. Owens also acts as a producing insurance agent for an affiliate of his firm, offering insurance products to clients. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and offers services including tax preparation, trustee support, and retirement plan advisory.

Marc Gallo is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with The Wealth Consulting Group since 2014 and previously worked at LPL Financial. 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, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party manager-of-manager programs.

Sasa Gligorijevic is a financial advisor at Dunham with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Sprott Asset Management USA and Sprott Global Resource Investments. Outside of finance, he has been involved with several cafés and hospitality businesses. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm uses a manager-of-managers investment approach with formal quarterly rebalancing and offers proprietary mutual funds, separately managed accounts, wrap fee programs, and private funds, supported by affiliated trust and custody services.

Lisa Aubel is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at Navy Federal Financial Group and Navy Federal Investment Services since 2017 and previously held positions at Garrett J Bleakley, Garrett T. Bleakley, Northwestern Mutual Investment Management, and Arizona State University. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as 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 and provides ongoing account monitoring, rebalancing, and optional overlay services.

Michael Des Camp is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC in San Diego, CA. He has two years of industry experience, including prior roles at Northwestern Mutual and Navy Federal Financial Group. His background also includes work outside finance in the golf and boating industries and time as a student at the University of Oregon. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and offers multiple service features including overlay and private wealth consulting programs.

Robert Reaburn is a financial advisor with Simplicity Wealth in San Diego, CA, holding a Series 65 credential and bringing nine years of industry experience. He has been with Simplicity Wealth since 2024 and also serves as Managing Director of LifePro Financial Services, where he provides consultation services to non-affiliated advisers on retirement planning and insurance needs. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services from financial planning to managed account platforms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers.

Bruin Jones is a financial advisor at Dunham with a Series 66 designation and two years of industry experience. Prior to joining Dunham, he held roles at Rival Roofing, Top Golf, Grove Hotel, Northwestern Mutual, Boise State University, and Sandpoint High School. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm employs an asset allocation and manager-of-managers approach with formal rebalancing processes and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Eugene Shepherd is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Raymond James & Associates, Eagle Strategies, and New York Life. Outside of his advisory work, he owns and operates Shepherd Fishing Excursions, a fishing guide business. 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, emphasizing alternative investing alongside traditional strategies to pursue multi-asset diversification and resilience.

Timothy Callan is a CFP® certified financial advisor with 25 years of industry experience. He is currently with AlphaCore Capital LLC, where he has worked since 2025, following an 18-year tenure at Callan Capital, LLC. Outside of his advisory role, Mr. Callan serves as a managing member of Salena LLC, a real estate investment company, and acts as a consultant for Alternative Fund Advisors, LLC. 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, emphasizing alternative investing alongside traditional assets to pursue multi-asset diversification and resilience.

Frank Kuiper is a financial advisor at Concorde Asset Management, LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Before joining Concorde in 2018, he worked at Independent Financial Group for seven years. Kuiper also works as a licensed insurance agent offering life and long-term care insurance since 2012. Concorde Asset Management serves a diverse client base including individuals, high-net-worth households, corporations, and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers and wrap fee programs, utilizing model portfolios and overlay management strategies.

Ashten Barber is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Prior to Sovran, Barber worked at Cetera Wealth Services, MassMutual, and Fidelity. Outside of advisory services, Barber is an insurance agent specializing in fixed insurance products and serves on the board of Impact Network Group, supporting its strategic direction and operations. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management through a combination of active and passive investment strategies, integrating internal and third-party models with technology-enabled administrative support.

Andrew Kraffert Gora is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Bangerter Financial Services, Emerson Equity LLC, and Compass. Outside of his advisory role, Gora serves as a San Diego board member of CCIM, where he helps organize events and supports chapter growth. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs. The firm serves a broad client base including individuals, corporate and charitable clients, and retirement plans, using individualized asset allocation and model-based portfolio construction with both in-house and external strategists.

Justin Wilson is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Pure Financial Advisors, LLC and has previously worked at City of Rocklin, Perigon Wealth Management, LLC, and Allworth Financial, L.P. 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 emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Ruby Mc Farland is a financial advisor at Snowden Capital Advisors LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Snowden Lane Partners in 2025, her background includes roles at the Community of Madrid, Il Fornaio Del Mar, Junior Achievement San Diego, and WorldHealer Inc. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party manager selection with a range of investment tools and institutional capabilities.

Nicholas Garcia is a financial advisor at Compound Planning, Inc. with 13 years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at First Republic Investment Management, Inc., First Republic Securities, Co., and Morling Financial Advisors, LLC. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm employs a risk-based investment approach using customized model allocations and integrates both in-house and third-party strategies, including tax-aware direct indexing and alternative investments.

Liam Morando is a financial advisor at Dunham with Series 63 and Series 65 licenses and four years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2021. Outside of his advisory role, he serves as a board member for the Exit Planning Institute’s San Diego chapter, supporting business exit planning initiatives on a volunteer basis. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients. The firm offers wealth management through proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund, employing a manager-of-managers approach with formal quarterly rebalancing and algorithmic tools.