Jarrod Brooksher is a CFP® professional with 10 years of industry experience. He is currently with Aldrich Wealth LP and has previously worked at Schwab Wealth Advisory, Charles Schwab, and Fidelity Investments. 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 uses a combination of active and passive managers in diversified portfolios and employs tax-aware strategies alongside specialized services such as sub-advisory roles and performance-based fee arrangements for private market investments.

Bryan Mc Dermott is a CFP® with three years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. He previously worked at Financial Planning for Generations, Inc., D.A. Davidson Companies, and Goldman Sachs. From 2017 to 2021, he founded and was involved with Magnus Care, LLC, a company providing in-home care services to seniors. Pure Financial Advisors is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm focuses on comprehensive financial planning and discretionary portfolio management, employing academic investment frameworks and utilizing specialized platforms to support held-away retirement accounts and donor-advised fund services.

Sofia Bucay is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LifeInvest Wealth Management, Portfolio Resources Group, IPG Investment Advisors, and Investment Placement Group. Outside of her advisory work, she operates "Hablando de Lana," a financial literacy commentary platform to which she devotes a small portion of her time without compensation. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus while allowing tactical adjustments.

Parker Brean is a Series 66-licensed financial advisor with Hilltop Securities Inc. in San Diego, CA, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as a director at Linday Brean Public Relations Inc., assisting with financial management and accounting. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a variety of portfolio management programs and fiduciary consulting services through an open-architecture platform with distinguished custody capabilities and a broad range of investment strategies.

Joseph Sanchez IV is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, and Axa 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 emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies, diversified portfolios, and specialized sub-advisers.

Kyle Stacey is a CFP® professional with eight years of experience at Pure Financial Advisors, LLC, where he has worked since 2016. He 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 with an emphasis on academic investment frameworks and continuous planning through its Foundation Financial Plan process.

David Curiel is a CFP® and holds a Series 65 license, working with AlphaCore Capital LLC since 2022. He has two years of industry experience and previously worked for Life Credit Company for nine years. Based in La Jolla, CA, he is part of a multi-team firm. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, including high-net-worth clients, entities, and institutional investors, offering comprehensive financial planning and multi-asset portfolio management that includes alternative investments alongside traditional assets.

Bernd Steinebrunner is a CFP® professional with 19 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior experience includes roles at MetLife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. Outside of financial advising, he pursues photography as a hobby and serves as Chair of the Advisory Council Committee for Family Promise Orange County, a nonprofit assisting homeless families. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, with regular client account reviews and multiple platform partnerships.

Sean Storck is a CFP® professional with 20 years of industry experience, currently serving at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Avantax entities. Outside of advising, he is involved with Reason Tax Group, LLC, a CPA and tax preparation business. Merit Financial Group is a multi-team advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients with services including asset management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach supported by an internal management team and third-party sub-advisers, and it operates distinct business lines including affiliated tax preparation and insurance services.

Marc Seward is a financial advisor with AlphaCore Capital LLC, holding the ChFC® designation and Series 63 and 65 licenses, and brings 30 years of industry experience. He has worked previously at Enviso Capital LLC and Raymond J. Lucia Companies, Inc., and has operated Marc Seward Consulting since 1998. Outside of advisory roles, he offers insurance products and services to clients through AlphaCore Insurance Services LLC and his consulting business. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, providing comprehensive financial planning and multi-asset portfolio management that integrates alternative investments alongside traditional assets.

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 previous work experience at Bank of America, N.A., Merrill, and Lincoln Financial Advisors Corporation. Outside of his advisory role, he owns a real estate rental business. Pure Financial Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach based on academic frameworks and offers services including pension consulting, donor-advised fund solutions, and held-away retirement plan management.

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 at Snowden Capital Advisors LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Snowden Lane Partners since 2015 and Merrill from 2008 to 2015. Snowden Capital Advisors primarily serves high-net-worth individuals and family offices, as well as institutional clients such as pension plans and endowments. The firm offers discretionary and non-discretionary portfolio management, third-party manager selection, financial planning, and ERISA consulting, employing model-based strategies across a broad range of investment instruments.

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.