Jeffrey Dunham is a financial advisor at Dunham with 43 years of industry experience. He holds a Series 63 designation and has been with Dunham and Associates Investment Counsel, Inc. since 1985. Dunham is also a board member of the Dunham Foundation, a charity supporting various children’s causes. Dunham is an SEC-registered investment adviser and broker-dealer that provides wealth management services to individual and high-net-worth clients. The firm employs an asset allocation and manager-of-managers investment approach, offering proprietary mutual funds, separately managed accounts, and a private fund, alongside trust and custodial services through its affiliated trust company.

Alexander Valles is a financial advisor at Pure Financial Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Pure Financial Advisors since 2021, following prior roles at Bank of America, Merrill, and Lincoln Financial Advisors. Outside of his advisory work, he is involved in real estate rental management as an owner. 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 strategies.

John Grady is a financial advisor at Diversify Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cantor Fitzgerald & Co. for eight years. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Kaleigh Hollander is a financial professional with 15 years of industry experience, currently affiliated with Sovran Advisors, LLC. She holds a Series 66 designation and has previously worked with MassMutual Life Insurance, Thrivent Financial, and Cetera Wealth Services. Hollander also maintains an administrative role with Sovran Advisors and works as a financial professional with James Loken. Sovran Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services, utilizing a combination of advisor-managed and model portfolios, with regular account reviews tailored to client objectives.

Zachary Kitz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Hilltop Securities since 2012. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm employs an open-architecture platform with a range of adviser-managed and model-based programs, and provides specialized services such as municipal bond strategies co-advised by Franklin Templeton Group.

Irma Dipp is a financial advisor with Snowden Capital Advisors LLC in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Snowden Lane Partners since 2015. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm employs a multi-team approach combining institutional capabilities with customized model portfolios and oversight of third-party managers.

Matthias Shortridge is a CFP® and Series 63-registered advisor with three years of industry experience. He is currently with Pure Financial Advisors, LLC, having previously worked with Northwestern Mutual Wealth Management Company and other firms. Pure Financial Advisors serves individual and high-net-worth clients with financial planning and portfolio management, employing a planning-centered investment approach overseen by an Investment Committee that incorporates modern portfolio theory and tax-aware strategies. The firm combines enterprise-scale infrastructure with distinctive operational features such as private equity ownership and advisor involvement in adult-education teaching.

Joseph Hodapp is a CFP® professional at Pure Financial Advisors, LLC with one year of industry experience. He has worked at Pure Financial Advisors since 2022 and previously held roles at Century 21 Masters and Patriot Pacific Financial Corp. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on modern portfolio theory and tax-aware asset location.

Gavin Schmitt is a financial advisor at Trek Financial in San Diego, CA, holding a Series 65 designation with four years of industry experience. He has been with Trek Financial since 2015. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical investment approaches, utilizing a range of quantitative and fundamental models along with artificial intelligence tools under governance and human review.

Damon Francis is a financial advisor with RBC Securities, Inc., holding a Series 66 designation and with 20 years of industry experience. His prior firms include Unionbanc Investment Services and City National Securities, Inc. He has personal investments as a limited partner in multiple real estate ventures across several states, involving multi-family and industrial properties. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to RBC Rochdale, which constructs and implements diversified asset allocation strategies for clients.

Robert Nowak is a CFA® charterholder with six years of industry experience. He is currently with Pure Financial Advisors in San Diego, where he has worked since 2022. Prior to that, he was with Interactive Brokers for one year and RMV Capital for six years. 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’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware techniques, and the use of sub-advisers for specialized strategies.

Richard Engbrecht is a financial advisor with RBC Securities, Inc. based in La Jolla, CA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work history includes roles at City National Bank from 2018 to present, Unionbanc Investment Services from 2010 to 2018, and Union Bank from 2009 to 2018. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates its advisory services within a broader financial services group affiliated with a bank, offering portfolio management, financial planning, and a range of custodial and cash-management features.

Rachel Fuss is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently with Pure Financial Advisors, LLC and previously worked at Securian Advisors Northwest, Minnesota Life Insurance Company, Securian Financial Services Inc, and Edward Jones. She was also the owner of Charthouse Financial LLC, a finance business that is in the process of closing. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware techniques, and the use of sub-advisers for specialized portfolio sleeves.

Andrew Baker is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He is also the owner of BakerStayz, a short-term rental business. Baker leads a team at Financial Haus, where he mentors junior advisors and meets with clients. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, advisory services, and portfolio management across various program types. The firm employs a combination of active and passive investment strategies and utilizes internal models as well as third-party platforms to manage assets.

Shawn Waltz is a financial advisor at Dunham with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Dunham & Associates Investment Counsel, Inc. since 2019. His prior experience includes roles at Pershing LLC and Lockwood Advisors, Inc. Dunham is an SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth clients through a range of offerings, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm emphasizes asset allocation and a manager-of-managers strategy, utilizing formal quarterly and algorithmic rebalancing, and provides custody, trust, and donor-advised fund services through its affiliated trust company.

Joan O'Connell is a financial advisor at MissionSquare Retirement with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Blue Water Capital Management, LLC, and operated her own consulting practice prior to joining MissionSquare. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management, using a quantitatively driven and personalized approach delivered through multiple channels exclusively within MissionSquare-administered accounts.

Andrew Levacy is a financial advisor at CreativeOne Wealth, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Sorrento Pacific Financial, LLC and Partnervest Advisory Services LLC. Outside of advising, he has operated Levacy Photography and runs The Levacy Group, providing income tax preparation and investment services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, with a platform supporting tailored suitability assessments and discretionary management agreements.

Evan Elig is a financial advisor with Mission Wealth Management, LP, holding a Series 65 designation and five years of industry experience. Prior to joining Mission Wealth in 2024, he was with American Assets Capital Advisers, LLC for several years and also has work experience related to Princeton University. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and consulting services, employing a tiered service model and a long-term investment approach that includes alternative investments and discretionary account management.

Zareh Shahinian is a CFP® professional with seven years of industry experience, currently serving as an investment advisory representative at Sovran Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, Pruco Securities, Prudential Insurance Company of America, and Ameriprise Financial Services. Shahinian is also the owner of Oliria Financial LLC, a financial services business. 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 a mix of advisor-managed and model portfolios.

Lucas Jacobson is a CFA® charterholder with eight years of industry experience. He is currently with Mutual Advisors, LLC, where he has worked since 2023. His prior experience includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, and Wall Street Associates. Jacobson is also an independent insurance agent licensed to provide life insurance. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of advisory and implementation services.