Ryan Burgess is a CFP® professional with 13 years of experience in the financial advisory industry. He is currently with Pure Financial Advisors, LLC and has previously worked at Blue Oaks Financial, Fisher Investments, and several other firms. Pure Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension 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.

Scott Munro is a financial advisor with BFC Planning, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Crown Capital Securities, LP and American International Marketing. Outside of his advisory work, he serves as Executive Director for Munro World Art Associates, representing collectors and galleries in the buying and selling of art collectibles. BFC Planning, Inc. serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

William Morrow is a CFP® professional affiliated with Concorde Asset Management, LLC, with 49 years of industry experience. He has worked with Concorde since 2018 and previously was with Independent Financial Group, LLC for 14 years. Morrow is also the president and owner of Financial Designs, LTD, and hosts the weekly radio show "Financial Advisors" on KOGO AM 600 in San Diego. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers. The firm utilizes model-based strategies and serves as an overlay manager while offering ERISA retirement-plan advisory services.

Peter Nesbitt is a financial advisor with Dunham & Associates Investment Counsel, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Dunham since 2010. Dunham is an SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, standalone consulting, and a private fund. The firm employs a manager-of-managers approach with formal quarterly rebalancing and offers a combination of business lines including mutual funds, private equity investments, and trust services through its affiliated trust company.

Bradley Nelson is a CFP® with nine years of industry experience. He currently works at Fiduciary Financial Advisors and has previously been affiliated with Lyon Park Advisors, LLC. Fiduciary Financial Advisors serves a broad client base, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm combines digital-asset advisory capabilities with formal trust arrangements and offers services such as discretionary investment management, retirement plan consulting, and outsourced CFO engagements.

Michael Delgado is a CFP® professional with one year of industry experience, currently advising at Gladstone Wealth Partners. He previously worked at Aurora Wealth Advisors and has a background that includes positions at George Fox University. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm operates through independent adviser representatives who tailor strategies and use various resources, including sub-advisers and third-party technology, to manage client accounts.

David Noosinow is a financial advisor with Mariner Independent, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Sanford C. Bernstein and AdvicePeriod, LLC before joining Mariner Platform Solutions. He is also the managing member of PHALANX VFO, LLC, an entity offering investment advisory services through Mariner Platform Solutions. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines in-house resources with third-party managers to provide comprehensive financial planning, portfolio management, and access to alternative investments through a network of 119 advisers.

Howard Arden III is a financial advisor at Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Hilltop Securities since 2006. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, with features such as municipal bond strategies, tax- and impact-overlay services, and custody capabilities uncommon among enterprise advisers.

Ricardo Leyva is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the firm, and its predecessor Snowden Lane Partners, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, offering customized model portfolios and a variety of investment tools while managing significant assets across diverse client types.

Leah Burnett is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for 21 years, as well as at Aurora Wealth Advisors and Purshe Kaplan Sterling Investments. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent investment adviser representatives who select and monitor strategies, utilize third-party managers, and provide ongoing financial planning and consulting services.

Alec Walsh is an advisor with Belpointe Asset Management LLC based in San Diego, CA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Asset Preservation Strategies, Inc. and involvement with Sushi 101. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and various advisory relationships.

Nathaniel Ritchison is a CFP® with 21 years of industry experience, currently serving at Pure Financial Advisors since 2014. He holds a Series 65 license 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 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 strategies.

Rory Mcglynn is a CFP® with 15 years of industry experience, currently with AlphaCore Capital LLC since 2025. He previously worked at Sella & Martinic, LLC and Raymond James Financial Services, among others. Outside of his advisory role, Rory acts as a producing agent for non-variable insurance sales. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers a broad range of wealth planning and investment management services, emphasizing alternative investing alongside traditional strategies.

William Bo is a financial advisor at Dunham with six years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Fidelity Investments, LPL Financial, and CUSO Financial Services. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through a range of investment products, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm uses a manager-of-managers approach with formal quarterly rebalancing and offers services through an affiliated trust company.

Dean Heimbach is a CFP® professional with 15 years of industry experience, currently affiliated with Pure Financial Advisors, LLC. He has worked at Pure Financial Advisors since 2020, with prior experience at Retirement Planners of America from 2014 to 2019. 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 a financial-planning-centered approach using academic frameworks and offers services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Royce Gittings is a financial advisor at Dunham with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dunham & Associates Investment Counsel, Inc. since 2003, including a brief period at Fidelity Investments in 2022. Outside of advisory services, he serves as an authorized agent for Dunham Trust Company, a role in which he performs limited administrative duties related to trust and custodial accounts. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of wealth management services, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm integrates asset allocation strategies and a manager-of-managers approach, supported by an affiliated trust company providing custody and trust services.

Michael Stephenson is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds a Series 65 designation and has six years of experience in the industry. Prior to his current role, he worked at Ernst & Young and spent five years at Texas Christian University. Outside of advising, he is a partner in Copper Crest CPA's LLP, which provides tax preparation and financial consulting services, and Copper Crest Insurance Services, LLC, where he manages client relationships. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a range of investment strategies including fundamental and quantitative analysis, use of options and hedging, and access to third-party managers through wrap-fee programs and Managed Account Solutions.

Savannah Baker is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding a Series 66 designation and having two years of industry experience. Before joining Wedbush, she worked at Equitable Advisors. Outside of her financial advisory work, she is involved with Sam's Tavern as a server and bartender and provides bartending services for Seattle Pridefest. Wedbush Securities serves a diverse client base, including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer functions with capital markets, clearing, custodial, and prime services, supporting a wide range of investment and execution needs.

Edgar Jimenez Mora is a financial advisor at Sovran Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, MassMutual, and J.P. Morgan Securities. Outside of finance, he manages El Ranchito, a family restaurant, and oversees operational improvements through Mora Administrative Management. 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 regularly reviews client accounts to tailor strategies to individual objectives.

Henry Mcclurg is a financial advisor at AlphaCore Capital LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked for Charles Schwab and Charles Schwab Bank SSB for 15 years. 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.