Arthur Knori is a financial advisor with Wedbush Securities Inc., holding a Series 63 designation and possessing 38 years of industry experience. He has worked at Wedbush Securities since 2009 and previously spent seven years at First Wall Street Corp. Wedbush Securities offers both investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts, pension and profit-sharing plans, foundations, and pooled investment vehicles. The firm provides a range of services such as wealth management, fixed income, commodities, securities lending, capital markets, and advanced clearing and prime services.

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 nine years of industry experience. He has worked at Wedbush Securities since 2016, with a brief tenure at Edward Jones. Outside of finance, he is involved in health and fitness coaching, fashion modeling, and operates a medical services brokerage focused on stem cell and regenerative medicine treatments. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a broad range of wealth management, fixed income, commodities, and capital markets services with tailored portfolio management strategies.

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 an advisor at Sovran Advisors, LLC with 22 years of industry experience. He holds the ChFC® designation and several securities licenses. Prior to joining Sovran Advisors, he worked at MassMutual Investors Services and Metlife Securities. Outside of his advisory role, he is the president and owner of Go Fast Take Chances, an extreme sports lifestyle apparel company. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across multiple program types. The firm employs both active and passive investment strategies, using a variety of asset classes and unified managed account platforms.

Joseph Lutz is a CFP® with 32 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. His prior roles include positions at Sagepoint Financial, Inc. and Cambridge Investment Research, Inc. He is also involved in insurance and benefits services as an agent and serves as a successor trustee. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Christopher Jackson is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Strategic Wealth Partners, LTD, My Wealth Architect, SurePath Wealth Management, Lionshare Partners LLC, Mercer Global Advisors, and Churchill Management Group. Pure Financial Advisors, LLC is a large 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, utilizing a financial-planning-centered approach based on academic theories and continuous planning.

Phillip Chinothai is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC in San Diego, CA. His career has been fully with Pure Financial Advisors since 2016. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets and serving several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management with a financial-planning-centered approach grounded in academic frameworks and emphasizes ongoing planning through its Foundation Financial Plan process.

John Dugan is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He has been with Pure Financial Advisors, LLC since 2014. 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 employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and use of sub-advisers for specialized portfolio sleeves.

Matthew Balderston is a CFP® professional with 18 years of industry experience, currently serving at Pure Financial Advisors, LLC since 2014. He holds a Series 63 designation 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 services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

Antonio Maillaro is a financial advisor at Dunham with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Dunham & Associates Investment Counsel, Inc. In addition to his advisory role, he serves as a Trust Investment Associate for Dunham Trust Company, where he assists in investment due diligence and participates on the investment committee. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that serves individual and high-net-worth clients. The firm employs a manager-of-managers approach with formal quarterly rebalancing and offers tailored SMA strategies, proprietary mutual funds, and a private fund, alongside trust and custodial services through its affiliated trust company.

Gregory Banner is a CFP® professional with 38 years of industry experience, currently serving at Belpointe Asset Management LLC since 2024. His prior roles include positions at Axxcess Wealth Management, Arete Wealth Management, and Asset Preservation Strategies, among others. Outside of financial advising, he operates a residential photography business. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning, employing customized portfolios with various active and passive strategies tailored to client objectives.

Luciana Macedo is a CFP® with six years of industry experience, currently serving at The AmeriFlex Group. Her career history includes roles at Cambridge Investment Research, CURO Financial and Insurance Solutions, OSAIC, Sagepoint Financial, Mass Mutual Investors Services, and MassMutual Life Insurance. She also worked at Hornblower Cruises and Events for ten years prior to her financial services career. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting with customized strategies delivered via multiple platforms and custodians.

Timothy Canty is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Wedbush in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Architectural Review Committee for the Del Mar Country Club Estates Homeowners Association. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Matthew Barnhart is a financial advisor with Sovran Advisors, LLC and holds a Series 66 designation. He has 25 years of industry experience and has worked at firms including Metlife Securities, Mass Mutual Investors Services, and Concierge Wealth Management, where he serves as CEO. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of portfolio management options and works from written investment policies to tailor strategies, managing approximately $1.78 billion in client assets through a team of about 53 advisors.

James Jones III is a financial advisor at Sovran Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he owns Jampsen Corp, a private financial services business not held out to the public. Sovran Advisors provides investment advisory and financial planning services to individual, high-net-worth, charitable, corporate, and retirement plan clients. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering customizable portfolio management, retirement plan consulting, and advisory variable annuity management.