David Hudson is a financial advisor with Trajan Wealth, L.L.C. in Carlsbad, CA, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He previously spent over a decade with Charles Schwab and Charles Schwab Bank. Outside of advisory work, he owns rental properties in Arizona and sells fixed-indexed annuities part-time. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and financial situations.

Jessica Passier is a financial advisor with Madison Avenue Securities, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Madison Avenue Securities since 2018 and previously at Girard Securities from 2014 to 2018. Outside of her advisory role, she works part-time as a server and bartender for Party Host Helpers. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients through various portfolio management approaches and multiple custodial platforms.

Matthew Carvalho is a financial advisor at Cardinal Point Wealth Management with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to his current role, he worked at Loring Ward Securities Inc. for nine years and has held leadership roles at multiple Cardinal Point entities. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, core-and-satellite investment approach and provides cross-border planning and services to clients in both the U.S. and Canada.

David Stubbs is a financial advisor with AlphaCore Capital LLC in La Jolla, CA. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining AlphaCore Capital in 2025, he worked at Blackstone Securities Partners L.P. and Blackstone Inc. from 2023 to 2025, and previously held roles at J.P. Morgan in Wealth Management, Securities, and Asset Management between 2014 and 2023. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion in assets. The firm serves individuals, entities, institutional investors, and banking institutions, offering comprehensive financial planning and multi-asset portfolio management with an emphasis on alternative investments alongside traditional equities and fixed income.

Michael Meyers is a CFP® professional with six years of experience, currently serving at United Capital Financial Advisors in San Diego, CA. He has been with United Capital Financial Advisors since 2013. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customization options such as ESG and faith-based strategies, along with client-facing technology and access to third-party managers.

Abigail Mc Daris is a Series 66 licensed financial advisor with four years of industry experience, currently with Navy Federal Investment Services, LLC. Her prior roles include positions at Navy Federal Financial Group and First Command Advisory Services. She served seven years in the United States Navy. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs using third-party portfolio managers on the Envestnet platform.

Guy Kosov is a CFA® charterholder based in San Diego, CA, with four years of industry experience. He currently works at Kestra Private Wealth Services, LLC and has previously been employed at Private Asset Management Inc, Pimco, and CEA. Kosov has spent the majority of his career in investment advisory roles. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.

Steven Pollock is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently affiliated with Merit Financial Advisors and PKS Investments. His prior work includes roles at LPL Financial, Avantax, and Reason Financial. Outside of his advisory work, Pollock is co-treasurer of the Friends of Kate Sessions Elementary Parent Teacher Organization in San Diego. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach overseen by an internal investment team and offers customized portfolios, third-party managers, and both discretionary and non-discretionary services.

Carl Pinkard II is a CFP®-credentialed financial advisor with over 23 years of industry experience. He is currently with Aldrich Wealth LP, where he has worked since 2008, and has also held roles at Pacific Coast Capital, LLC, among other firms. Outside of his advisory work, he is a principal at AKT Services, LLP and is involved in M&A consulting and investment banking through Aldrich Capital Advisors LP. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an Investment Committee–overseen approach combining active and passive management across asset classes, utilizes tax-aware strategies, and offers specialized services including sub-advisory roles and performance-based fee arrangements for private market investments.

Cynthia Pulver is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at multiple firms including International Assets Advisory and Global View Capital Management. Outside of her advisory role, she is involved in mortgage lending and health insurance, serving as a mortgage loan officer and health insurance agent in Utah. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tailored investment approach using an open-architecture platform and integrates insurance-linked account management alongside its multi-team advisory model.

Jeffrey Stephenson is a financial advisor with Integrated Advisors Network LLC in San Diego, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Integrated Advisors Network and affiliated entities since 2019. Outside of his advisory work, he is president and sole owner of Trek Trading Corporation, a holding company established in 1985. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches within risk-profile frameworks and routinely utilizes third-party sub-adviser platforms to implement and oversee client portfolios.

Matthew Nadeau is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Kingswood Wealth Advisors, LLC. His prior roles include positions at Kingswood Capital Partners, Hayden Royal, Lord Abbett, and Wells Fargo Funds Management. He serves as vice president and board member of the Boys and Girls Club of Placer County. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with both discretionary and non-discretionary investment approaches and integrates insurance-linked account management within its multi-team model.

Robert Pancrazi is a financial advisor with Dunham, holding Series 63 and Series 65 licenses and accumulating 27 years of industry experience. His prior roles include positions at Ast Investor Services LLC and Fourwood Capital Partners LLC since 2013, as well as earlier work with Voya Investment Management, New York Life Investment Management, and BlackRock. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients with wealth management solutions including proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm employs a manager-of-managers approach with formal quarterly rebalancing and offers both algorithmic rebalancing tools and a range of fee structures, supported by affiliations with a chartered trust company.

Tyler Cohen is a CFP® and ChFC® credentialed advisor with five years of industry experience, currently affiliated with The AmeriFlex Group in San Diego, CA. His work history includes roles at Cambridge Investment Research, CURO Financial and Insurance Solutions, and several other firms. Outside of his financial career, he previously operated a dog boarding facility called The Animal Keeper. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap programs and model asset allocations to deliver tailored investment strategies.

Chris Maudlin is a financial advisor at AlphaCore Capital LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Altegris Investments, Merrill, and Morgan Stanley DW Inc. He has been with AlphaCore Capital since 2020. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services. AlphaCore emphasizes allocation to alternative investments alongside traditional assets, utilizing macro analysis and due diligence to build multi-asset portfolios that include both liquid and illiquid private market commitments.

Lucas Keefer is a financial advisor at Dunham with a Series 66 designation and one year of industry experience. Prior to joining Dunham, he held roles at LPL Enterprise and has experience outside the financial sector, including hospitality and retail positions. 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 formal rebalancing and offers a variety of investment vehicles, including proprietary mutual funds, separately managed accounts, and a private fund, alongside trust and custodial services through an affiliated trust company.

Karen Clapp is a financial advisor at Aspiriant, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Aspiriant since 2021, previously serving four years at Hynes Advisory Inc. DBA HearthStone. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing a range of investment management and wealth planning services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialty consulting services.

Martin Mcnees is a financial advisor at Madison Avenue Securities, LLC with 27 years of industry experience. He has been with Madison Avenue Securities since 2005. Mcnees holds Series 63 and Series 65 licenses and also serves as president of AE Financial Services, a broker-dealer. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple portfolio management options and sub-advisers.

Donald Skinner is a financial advisor at Kingswood Wealth Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Outside of his advisory role, he umpires high school and summer league baseball. Kingswood Wealth Advisors serves a broad client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform that utilizes third-party managers and supports insurance-linked account management.

Brian Jellig is a CFP® professional with nine years of industry experience. He currently serves as a financial advisor at Savvy and has previously worked at Mercer Global Advisors, Epstein and White Financial, and Edward Jones. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based strategies combined with technology-driven planning tools and offers services ranging from discretionary portfolio management to specialized option strategies.