Robert Lucente is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC, having joined in 2024. His prior experience includes a 14-year tenure at Fisher Investments and roles at Colorado Financial Management, Withum Wealth Management, and Lido 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 employs a planning-centered investment approach overseen by an Investment Committee and utilizes tax-aware strategies, sub-advisers, and a multi-advisor platform supported by enterprise-scale infrastructure.

Aaron Malardino is a financial advisor with RBC Securities, Inc. based in Solana Beach, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at City National Securities, Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo Advisors. Outside of his advisory work, he serves as an officer and board member for Malsimi Holdings, Inc., a company involved in real estate acquisition and management. 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 investment management with a broad financial services group affiliated with a bank parent, offering comprehensive financial planning, portfolio management, and ongoing reporting.

Marc Takenaga is a financial advisor at CreativeOne Securities, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CreativeOne Securities since 2017, following four years at Gwn Securities Inc. In addition to his advisory role, Takenaga is an attorney providing legal services and also engages in tax preparation for individuals and businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis alongside a proprietary advisory platform.

Matthew Argyropoulos is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Laird Norton Wetherby Wealth Management (LNW) and has worked there and its related entities since 2018. Prior to joining LNW, he spent two years at Morgan Stanley. Outside of his advisory roles, he was involved with MTA Baseball, LLC from 2016 to 2018. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm emphasizes customized investment policies, strategic asset allocation, and integrates active management, tax-aware strategies, and alternative investments across multiple categories.

Jason Parker is a Certified Financial Planner® with 17 years of industry experience. He is currently with Kingswood Wealth Advisors, LLC, where he has worked since 2024. His prior experience includes roles at Eudaimonia Partners, LLC, B. Riley Wealth Management, Inc., and Raymond James Financial Services, Inc. Outside of his advisory role, he owns Chase & Jax, LLC, a non-investment related business. Kingswood Wealth Advisors serves a diverse 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 while utilizing an open-architecture platform that incorporates third-party managers and supports insurance-linked account management.

Joseph Schweiger is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2018, and previously spent six years at LifePro Asset Management. 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 emphasizes comprehensive financial planning and discretionary portfolio management, utilizing academic investment frameworks and offering specialized services such as pension consulting and donor-advised fund management.

Gary Huband Jr. is a CFP® with 16 years of experience in the financial industry, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Bank of the West. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm emphasizes a financial-planning-centered approach and utilizes advanced platforms and strategies, including management of held-away retirement plans and donor-advised funds.

Michael Crawford is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding a Series 66 designation with 24 years of industry experience. His previous experience includes ten years at UBS Financial Services Inc. and concurrent roles since 2018 with Arete Wealth Management LLC and Entrust Wealth Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Jacob Benson is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. He has been with Navy Federal entities since 2021, including roles at Navy Federal Credit Union and Navy Federal Financial Group. His prior experience includes positions at Solidago Management and University of Nebraska. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with 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 subadvisers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Danilo Kim is a CFP® professional with 21 years of experience in financial advising. He is currently affiliated with Sovran Advisors, LLC and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory roles, he is involved with Greater Pacific Solutions as a financial advisor and holds a license to sell fixed insurance products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management using a combination of active and passive strategies. The firm supports multiple investment programs and employs technology-driven rebalancing and administrative services across a platform that includes mutual funds, ETFs, alternatives, and derivatives.

Matthew Auchard is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Golden State Wealth Management since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of his advisory role, he is co-owner of a clothing company formed by college alumni and serves as vice president on the board of directors for a mortgage associates group. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management using various analytic approaches and may utilize third-party managers and model portfolios.

Trevor Callan is a financial advisor at AlphaCore Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Callan Capital, LLC since 2007. He serves on the advisory board of Praxis Solutions and consults for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income exposures.

Dontae Kennedy Harrison is a Series 66 licensed financial advisor with RBC Securities, Inc. in La Jolla, CA, bringing one year of industry experience. Prior to his current role, he served in the United States Air Force for seven years and held positions at Northwestern Mutual Investment Services LLC and City National Securities, Inc. Outside of his financial career, he operates a video gaming streaming channel as a sole proprietor. RBC Securities, Inc. 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 affiliated sub-advisor RBC Rochdale, which constructs and implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

Rommel Palomera Salas is a CFP® and Series 66-registered advisor with seven years of industry experience. He is currently with The Wealth Consulting Group and has prior experience at LPL Financial, Uber, and Wells Fargo Bank. 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 combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Alyssa Miller is a financial advisor at Northwest Asset Management with four years of industry experience. She holds a Series 65 designation and previously worked at Telos Capital Management and North Western Mutual. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Mark Petrie is a CFP®, CFA®, and Series 65 credentialed advisor with 22 years of industry experience. He has been with Aspiriant LLC since 2016 and is currently based in San Diego, CA. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services, using customized investment programs that employ a range of implementation options and internal research.

Alejandro Darjania is a financial advisor at Dunham with a Series 66 designation and one year of industry experience. He has previously worked at First Republic Bank and Wells Fargo Bank. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through proprietary 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 with formal rebalancing processes and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Ryan Yamato is a financial advisor at Dunham with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Affinity Investment Advisors, Schwab Wealth Advisory, and Charles Schwab & Co. in various roles. Dunham is an SEC-registered investment adviser and broker-dealer that provides wealth management services to individual and high-net-worth clients through mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm combines multiple business lines and affiliations, including trust services and algorithmic rebalancing, serving a client base of over 12,700 with a manager-of-managers investment approach.

Richard Siminou is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and having 17 years of industry experience. His prior roles include work at Benchmark Investments, Inc. and Newbridge Securities Corp. He is also the owner of Siminou Wealth Management, an advisory business affiliated with Kingswood. Kingswood Wealth Advisors serves a diverse range of clients, 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, delivering investment advice on both discretionary and non-discretionary bases through a customized, open-architecture platform.

Katy Chai is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 designation and eight years of industry experience. Before joining Sovran Advisors in 2024, she worked at MML Investor Services, LLC and MassMutual Life Insurance Co, each for six years, and spent ten years at Deloitte Consulting. Outside of advising, she provides divorce financial analysis through her firm, Clarity Lane Divorce Solutions, and offers life and health insurance products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory services, and portfolio management across multiple investment programs. The firm employs a mix of active and passive investment strategies and supports advisors with technology-driven rebalancing and access to third-party managers.