Kyle Farmer is a CFP® professional with four years of experience at Pure Financial Advisors, LLC and prior experience at Sunrun and the SDSU Financial Markets Lab. Based in San Diego, CA, he also owns and operates Tuna Twins Fishing, a commercial fishing business. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered, utilizing modern portfolio theory, tax-aware techniques, and a multi-advisor platform supported by enterprise-scale infrastructure.

John Alling is a financial advisor at Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Joseph Bailey is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC in San Diego, CA. His background includes work at Bloomberg BNA and involvement with the Association of International Certified Public Accounts. Pure Financial Advisors is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using established academic frameworks and manages portfolios primarily on a discretionary basis across a variety of asset classes.

Anthony Krickl is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Cetera, Mass Mutual Investors Services, and MetLife Securities. He is also a partner at DirectPath Financial, LLC, providing financial and insurance services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and retirement plan consulting. The firm employs a mix of active and passive investment strategies and provides access to third-party managers and advisory annuity contracts.

Andrew Evans is a CFP® with 14 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. He is a founding partner of Parliament Wealth Management & Insurance Services and has held roles at Mass Mutual Investors Services, MetLife Securities, and Cetera Wealth Services. Outside of financial advising, Evans is owner of Silent Flight Inc., a business focused on expense management, and serves as treasurer for Redeemer OC. 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 planning solutions using both advisor-managed and model portfolios across multiple platform relationships.

Jeffrey Brecht is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC since 2021. His prior roles include positions at Principal Securities, Inc., Principal Life Insurance Company, MullinTBG, and M Holdings Securities, Inc. He holds Series 63 and Series 66 licenses and is based in San Diego, CA. 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 financial-planning-centered approach grounded in modern portfolio theory and tax-aware asset location.

Karen Baszak is a Certified Financial Planner® with 23 years of industry experience, currently serving at Pure Financial Advisors, LLC since 2014. She holds the Series 63 and Series 65 licenses and 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 trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach guided by an Investment Committee, incorporating tax-aware strategies and the use of sub-advisers for specialized investment sleeves.

Charlie Elamparo is a financial advisor at Realta Investment Advisors, Inc. in San Diego, CA, holding a Series 66 designation with five years of industry experience. He previously worked at LPL Financial for seven years before joining Realta Investment Advisors and Realta Equities in 2024. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm uses individualized advice to guide asset allocation across multiple investment types and operates platforms offering third-party manager programs and held-away account aggregation.

Daniel Neiman is a financial advisor with Independent Solutions Wealth Management, LLC, based in San Diego, CA, with 24 years of industry experience. He has been involved with Neiman Funds Management LLC since 2009 and serves as a managing member of Peak Reps, LLC, and president of Blackridge Asset Management, LLC. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management across various strategies. The firm emphasizes strategic asset allocation, model portfolio selection, and ongoing manager due diligence.

Santiago Tena is a financial advisor at Dunham with Series 66 credentials and one year of industry experience. Prior to joining Dunham, he worked in educational roles at Loyola University Chicago and Benchmark Education, and has experience dating back to 2015 in various capacities. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm employs a manager-of-managers investment approach with a mix of proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund, alongside custody and trust services through its affiliated trust company.

Shannon Neimeyer is a CFP® professional with 11 years of industry experience, currently affiliated with Sovran Advisors, LLC. Prior to joining Sovran Advisors, she worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for multiple years. She is also licensed to provide mortgage services and operates Pinder & Neimeyer Financial, a financial services DBA. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, advisory services, and portfolio management across various program types. The firm employs a blend of active and passive investment strategies and utilizes third-party portfolio models and unified managed account platforms.

Arthur Knori is a financial advisor at Wedbush Securities Inc. with 38 years of industry experience. He holds the Series 63 designation and 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, offering both brokerage and SEC-registered investment advisory services across multiple asset classes. The firm operates managed account and wrap fee programs alongside commission-based brokerage arrangements, and combines broker-dealer, capital markets, custody, clearing, and prime services with a focus on commodities and derivatives.

Luis Cabuto is a CFP® professional affiliated with Verus Capital Partners, LLC, with eight years of industry experience. He has previously worked at LPL Financial and Securities America Advisors. Cabuto operates investment advisory services through Verus Capital Partners, an independent firm based in San Diego, CA. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to construct customized portfolios, incorporating tactical adjustments and selective hedging tailored to clients' time horizons, risk tolerance, and tax considerations.

Carol Ann Donahue is a ChFC® credentialed financial advisor with 12 years of industry experience. She is currently with The Wealth Consulting Group in San Diego, CA, where she has worked since 2018, following prior roles at LPL Financial, CUSO Financial Services, LP, and North Island Credit Union. Donahue serves as a trustee of the Morgan W. Davis and Carol Ann Donahue Family Trust. The Wealth Consulting Group is an SEC-registered wealth management firm that provides services to individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of active, passive, and algorithmically enhanced portfolio management solutions.

Brian Brennan is a CFP® professional with 13 years of experience in the financial services industry. He is currently an investment advisor representative at Sovran Advisors, LLC and the owner of Parliament Wealth Management and Insurance Services. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Brennan also sells fixed insurance products as an insurance agent. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and investment advisory services through a range of strategies, including advisor-managed portfolios and model portfolios, and manages approximately $1.78 billion in client assets with a team of about 53 advisors.

Ryan Alling is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at Wedbush Securities since 2016, with a brief tenure at Edward Jones in 2018-2019. Outside of finance, he is involved in health and fitness as a coach and owner of Event Body Transformation Specialists, serves as a fitness model and brand ambassador, acts as CEO of a medical services referral business focused on stem cell and regenerative medicine, and works as a fashion model. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and registered investment advisory services across multiple asset classes. The firm provides managed accounts, commission-based brokerage, custody, clearing, and prime services, with approximately $5.68 billion in regulatory assets under management.

Patricia Maisongodfrey is a financial advisor with Archer Investment Corporation based in La Mesa, CA. She holds a Series 63 designation and has 32 years of industry experience, including 27 years at Avantax Investment Services, Inc. and 26 years at Avantax Advisory Services. Outside of her advisory role, she serves as a trustee for a fiduciary appointment and operates a tax preparation and representation business. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, constructing diversified allocations based on client-specific financial assessments.

Ryan Dykmans is a CFA® charterholder and holds the Series 66 license, with 21 years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2004. He currently serves as Chief Investment Officer of Dunham Trust Company, overseeing trading, investment management, analysis, and asset allocation. Dunham is a multi-team 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 emphasizes asset allocation and a manager-of-managers approach, supported by an investment committee and proprietary rebalancing tools, and is notable for its affiliated trust company providing custody and trust services.

Alexandro Arista is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Snowden Lane Partners since 2016. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and third-party manager selection through customized model portfolios and various advisory programs.

Robert Smith is a financial advisor at Sovran Advisors, LLC with 21 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining Sovran Advisors, Smith worked at Mass Mutual Investors Services and Metlife Securities. Outside of his advisory work, he is the president and owner of Go Fast Take Chances, an extreme sports lifestyle apparel company. 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 assets through a team of 53 advisors, offering tailored portfolio management and a range of model and advisor-managed investment strategies.