Patricia Stewart is a financial advisor at Belpointe Asset Management LLC in San Diego, CA, with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is involved in insurance sales. Belpointe serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches, supported by a broad network of affiliated businesses and proprietary product sponsorships.

Robert Ortbals is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Raymond James Financial Services and Wells Fargo Clearing. He is also employed as a financial advisor with Next Retirement Solutions. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, and supports a network of approximately 286 advisors serving over 13,000 clients.

Carl Jackson Jr. is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services, LLC. Jackson is also involved with WealthPointe Advisors, a financial services business. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various programs. The firm employs both active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Troy Owens is a CFP® with seven years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. His prior experience includes roles at LPL Financial, Nautilus Advisors, and leadership within AlphaCore Insurance Services. Owens also acts as a producing insurance agent for an affiliate of his firm, offering insurance products to clients. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and offers services including tax preparation, trustee support, and retirement plan advisory.

Marc Gallo is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with The Wealth Consulting Group since 2014 and previously worked at LPL Financial. 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 that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party manager-of-manager programs.

Sasa Gligorijevic is a financial advisor at Dunham with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Sprott Asset Management USA and Sprott Global Resource Investments. Outside of finance, he has been involved with several cafés and hospitality businesses. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm uses a manager-of-managers investment approach with formal quarterly rebalancing and offers proprietary mutual funds, separately managed accounts, wrap fee programs, and private funds, supported by affiliated trust and custody services.

Lisa Aubel is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes roles at Navy Federal Financial Group and Northwestern Mutual Investment Management, among others. She has also taught at Arizona State University. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and supports a range of investment solutions including automated ETF portfolios.

Michael Des Camp is a financial advisor with Navy Federal Investment Services, LLC in San Diego, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Navy Federal, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes roles outside the financial services industry, including positions at Eugene Golf and Country Club and Fusion Golf Center. 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. The firm utilizes managed advisory programs featuring third-party portfolio managers and provides layered investment solutions through a combination of digital and personalized services.

Robert Reaburn is a financial advisor at Simplicity Wealth with nine years of industry experience. He holds a Series 65 designation and has been affiliated with LifePro Asset Management and LifePro Financial Services since 2016, where he serves as Managing Director providing consultation services to non-affiliated advisers on retirement planning and insurance needs. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, offering both discretionary and non-discretionary services alongside a managed account platform for advisers.

Bruin Jones is a financial advisor at Dunham with a Series 66 designation and two years of industry experience. Prior to joining Dunham, he held roles at Rival Roofing, Top Golf, Grove Hotel, Northwestern Mutual, Boise State University, and Sandpoint High School. Dunham is an 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 employs an asset allocation and manager-of-managers approach with formal rebalancing processes and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Eugene Shepherd is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Raymond James & Associates, Eagle Strategies, and New York Life. Outside of his advisory work, he owns and operates Shepherd Fishing Excursions, a fishing guide business. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies to pursue multi-asset diversification and resilience.

Timothy Callan is a CFP® certified financial advisor with 25 years of industry experience. He is currently with AlphaCore Capital LLC, where he has worked since 2025, following an 18-year tenure at Callan Capital, LLC. Outside of his advisory role, Mr. Callan serves as a managing member of Salena LLC, a real estate investment company, and acts as a consultant for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional assets to pursue multi-asset diversification and resilience.

Frank Kuiper is a financial advisor at Concorde Asset Management, LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Before joining Concorde in 2018, he worked at Independent Financial Group for seven years. Kuiper also works as a licensed insurance agent offering life and long-term care insurance since 2012. Concorde Asset Management serves a diverse client base including individuals, high-net-worth households, corporations, and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers and wrap fee programs, utilizing model portfolios and overlay management strategies.

Ashten Barber is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Prior to Sovran, Barber worked at Cetera Wealth Services, MassMutual, and Fidelity. Outside of advisory services, Barber is an insurance agent specializing in fixed insurance products and serves on the board of Impact Network Group, supporting its strategic direction and operations. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management through a combination of active and passive investment strategies, integrating internal and third-party models with technology-enabled administrative support.

Andrew Kraffert Gora is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Bangerter Financial Services, Emerson Equity LLC, and Compass. Outside of his advisory role, Gora serves as a San Diego board member of CCIM, where he helps organize events and supports chapter growth. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs. The firm serves a broad client base including individuals, corporate and charitable clients, and retirement plans, using individualized asset allocation and model-based portfolio construction with both in-house and external strategists.

Justin Wilson is a CFP® with 20 years of industry experience currently serving at Pure Financial Advisors, LLC. He has previously worked at firms including Perigon Wealth Management, Allworth Financial, and Duncan Financial. Wilson also holds a role with the City of Rocklin. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Ruby Mc Farland is a financial advisor at Snowden Capital Advisors LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Snowden Lane Partners in 2025, her background includes roles at the Community of Madrid, Il Fornaio Del Mar, Junior Achievement San Diego, and WorldHealer Inc. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party manager selection with a range of investment tools and institutional capabilities.

Nicholas Garcia is a financial advisor at Compound Planning, Inc. with 13 years of industry experience. His career includes roles at First Republic Investment Management, First Republic Securities, and Morling Financial Advisors. He holds the Series 66 and Series 63 credentials. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services, offering customized risk-based model allocations and a mix of long-term and tactical investment strategies.

Liam Morando is a financial advisor at Dunham with Series 63 and Series 65 licenses and four years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2021. Outside of his advisory role, he serves as a board member for the Exit Planning Institute’s San Diego chapter, supporting business exit planning initiatives on a volunteer basis. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients. The firm offers wealth management through proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund, employing a manager-of-managers approach with formal quarterly rebalancing and algorithmic tools.

Paul Neuner is a financial advisor with Concurrent Investment Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of finance, he owns and operates a hobby farm focused on raising Wagyu beef. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.