Curtis Burns is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Madison Avenue Securities, LLC, Vintage West Capital Management, and Mutual Securities, Inc. He is also involved with The Burns-Blackburn Group, which operates an insurance agency offering various insurance products. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a range of investment approaches and leverages third-party sub-adviser platforms for portfolio oversight and customized client solutions.

Erik Strong is a financial advisor at Aldrich Wealth LP with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for eight years before joining Aldrich Wealth in 2021. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers tax-aware portfolio implementation alongside complementary services through affiliated accounting and broker-dealer entities.

Richard Pfister is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding Series 63, 65, and 66 licenses and having 11 years of industry experience. He has been with AlphaCore Capital since 2014 and previously worked at AlphaCore Technologies LLC from 2018 to 2021. Pfister serves on the Schwab Advisory Board and is a member of the investment committee at Bishop High School, where he reviews the endowment portfolio. 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 with comprehensive financial planning, investment management, retirement plan advisory, sub-advisory services, and model portfolio subscriptions, emphasizing alternative investments alongside traditional assets through multi-asset portfolios.

Daniel Sands is a CFP® with 26 years of industry experience, currently serving at Dunham & Associates Investment Counsel, Inc. since 2019. His prior roles include positions at Arenite Advisory, Geneos Wealth Management, and Silversage Advisors. In addition to his advisory work, Sands holds leadership roles at Dunham Trust Company, where he manages discretionary client accounts and serves on the investment committee. Dunham is an SEC-registered investment adviser and broker-dealer offering wealth management services to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm combines multiple business lines, including affiliated trust and custody services, with an investment process centered on asset allocation and a manager-of-managers approach.

James Taylor III is a financial advisor at Gladstone Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors and Remote Link Solutions. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes multiple asset types and tax-managed strategies.

Grant Starkey is a financial advisor at Verus Capital Partners, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Avantax. Outside of advisory services, he is involved in tax preparation and accounting through Starkey Brothers, Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Christopher Richard is an advisor with Integrated Advisors Network LLC and holds the Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Vineyard Wealth Advisors and Integrated Advisors Network since 2015. Outside of his advisory work, he serves as a trustee for the Cramer Irrevocable Trust and participates on the financial committee of the Fairbanks Rancho Association. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, and institutional plans. The firm employs a variety of investment approaches and frequently utilizes third-party sub-advisers and managed account platforms to manage client portfolios.

H Rappaport is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. Prior to joining Kingswood in 2025, he was affiliated with International Assets Advisory for 11 years. Outside of advisory work, he provides radio commentary on stock market and investment news for KYW News Radio and Bloomberg Radio/Local TV and is the author of the book *Live Long Live Rich*, which focuses on investing for income. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, ERISA plan advisory, and consulting. The firm employs an open-architecture investment platform and integrates insurance-linked account management with relationships to affiliated financial entities.

April Pantaleon is a Series 66-licensed financial advisor with seven years of industry experience. She has been with Navy Federal Investment Services, LLC and its affiliated entity, Navy Federal Financial Group, LLC, since 2026. Prior to this, she spent 19 years at LPL Financial LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and supports layered investment solutions alongside digital automated ETF portfolios.

Dennis Manzo is a Series 65-licensed financial advisor with Axxcess Wealth Management, LLC, where he has worked since 2018. He has six years of industry experience, including four years at Spartan Aviation prior to joining Axxcess. In addition to his advisory role, he serves as an independent contractor conducting on-site evaluations for a nonprofit regulatory agency that oversees private trade career schools. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using various analytical approaches and offers distinctive third-party asset management platform capabilities, serving other RIAs and broker-dealers with operational support and consolidated reporting.

Kurtis Anderson is a financial advisor with PFG Advisors in La Jolla, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at firms such as Cetera, LPL Financial, and Equitable Advisors. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm utilizes model portfolios and third-party managers, emphasizing a top-down macro allocation strategy implemented with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Jacob Driver is a financial advisor at Concorde Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Compass, Pacific Sotheby's Realty, and RE/Max. Outside of his advisory role, Driver serves as Vice President of Investments at 1031 Capital Solutions and is a licensed real estate broker. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA-compliant advisory services.

Brian Marvin is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining AlphaCore Capital in 2020, he worked at GlobeFlex for four years and at Marvin & Palmer Associates for ten years, where he retains a minority ownership stake. AlphaCore Capital is an independent wealth advisory firm with roughly 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, employing a multi-asset investment approach that includes alternative investments alongside traditional equities and fixed income.

Edward Sella is a CFP® and PFS™ professional with 45 years of experience in the financial services industry. He is currently with AlphaCore Capital LLC, having joined in 2025 after a long career including 42 years at SPC Financial, Inc. and over four decades at Raymond James Financial Services, Inc. He serves as Chair of the investment committee for the Girl Scouts Nation's Capital. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and some banking institutions, offering comprehensive financial planning and multi-asset investment management that incorporates alternative investments alongside traditional securities.

Steven Clement is a CFP® with five years of experience in financial advising. He is currently with Axxcess Wealth Management, LLC and has prior experience at Bridge Advisory, LLC and The Accountancy. In addition to his advisory role, Mr. Clement is a Certified Public Accountant who provides tax preparation, planning, and trustee services through The Accountancy. Axxcess Wealth Management offers wealth management, financial planning, and related consulting services to a diverse range of clients, including individuals, trusts, businesses, and municipalities. The firm emphasizes customized, multi-asset portfolios and provides services both directly and through its Axxcess Customized Portfolio Platform, which supports other advisory firms with multi-manager account structures and consolidated reporting.

Mason Tucker is a financial advisor at Integrated Advisors Network LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young for two years. Outside of his advisory role, he is involved with Copper Crest CPA's LLP and Copper Crest Insurance Services, which are non-investment-related business activities. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative methods within a risk-profile framework and frequently utilizes third-party sub-adviser platforms to implement client portfolios.

Deborah Sims is a financial advisor at Madison Avenue Securities, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera and Summit Brokerage Services. She also dedicates time to helping federal employees understand benefits and retirement options through her ChFEBC designation. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies across discretionary and non-discretionary accounts.

Brian Braker is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 license and one year of industry experience. Prior to joining Kingswood in 2025, he worked as a futures trader and commodities trader and was employed at Constellation Brands. Outside of his advisory role, he is engaged as a junior financial planner with Sutter Wealth Management, where he contributes to clerical duties, data entry, sales, and marketing. 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, operating an open-architecture platform that uses both affiliated and unaffiliated third-party managers.

Mark Katz is a financial advisor at Aegis Capital Corp. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Hilltop Securities Inc. Katz serves on the finance committee of the Rancho Santa Fe Association HOA. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a significant portion of assets managed on a non-discretionary basis.

Mason Mah is a financial advisor at Dunham with two years of industry experience. He holds the Series 66 credential and previously worked at Pacific Western Bank. Mason also operated a graphic design business and spent five years at the University of California. Dunham is an SEC-registered investment adviser and 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 uses an asset allocation and manager-of-managers approach with formal quarterly rebalancing and offers custody, trust, and donor-advised fund services through its affiliated trust company.