Gregory Banner is a CFP® with 39 years of industry experience and is currently an advisor at Belpointe Asset Management LLC. His prior roles include positions at Axxcess Wealth Management, Arete Wealth Management, Business and Family Transitions, Securities America Advisors, and Asset Preservation Strategies. In addition to financial advising, he operates a photography business focused on residential photography. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm offers discretionary investment management and financial planning, utilizing a mix of passive, active, tactical, and blended portfolio 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.

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.

Erika Lopez is a financial advisor at Root Financial Partners in San Diego, CA, with two years of industry experience. She holds a Series 65 credential and previously worked at Reyes Financial Architecture and McAdam Financial. Outside of finance, she has experience in the hospitality industry, including roles with Pretzels & Pints and SLO Brew Rock. Root Financial Partners serves individuals, retirement plans, trusts, charities, and small businesses by providing discretionary investment management and comprehensive financial planning. The firm emphasizes diversified, passive asset-allocation portfolios using low-cost index funds and ETFs, and offers specialized services such as private-wealth management and direct indexing through Altruist.

Adam Sevier is a financial advisor with Simplicity Wealth in San Diego, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Cetera Wealth Services, Avantax, and ATS Advanced Trustee Strategies Inc. Outside of his advisory work, he assists with client services and client analysis at ATS Advanced Trustee Strategies Inc. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering advisory services alongside technology and operational support for advisers through a managed account platform.

Xavier Mendoza Jr. is a financial advisor at Octavia Wealth Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments Inc. and Equitable Advisors. In addition to advisory services, he is active as an insurance agent with Octavia Risk Management LLC. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, institutions, and public entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing customized portfolios that combine low-cost ETFs, mutual funds, individual securities, and alternative investments.

Donald Van Dyke is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the ChFC® designation and Series 63 and 66 licenses, with 26 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc., and Cetera Wealth Services, LLC. Outside of his advisory work, Van Dyke is an owner of an online health and wellness products business and teaches karate classes through the Chula Vista Parks and Recreation program. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management, utilizing both discretionary and non-discretionary strategies across multiple program types. The firm employs a combination of active and passive investment exposures, working with written investment policy statements and leveraging internal and third-party portfolio models.

Albert Shapiro is a financial advisor at PFG Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including United Planners, OSAIC, and Securities America. He is also involved as a financial advisor with MYPOINT Credit Union. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s approach combines model portfolios and third-party managers with a focus on macro allocation and index-based ETFs, supported by multiple marketplace platforms and strategic industry partnerships.

Brandon Bol is a CFP® professional with six years of industry experience, currently serving as an advisor at AlphaCore Capital LLC since 2025. Prior to joining AlphaCore, he worked at The Colony Group, LLC and HoyleCohen, LLC. Outside of his advisory role, he is involved as a co-manager of an investment holding company. 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, offering comprehensive financial planning and investment management with an emphasis on alternative investments alongside traditional asset classes.

Michael Mcgreevy is a financial advisor at AlphaCore Capital LLC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Private Asset Management, Inc. for 24 years before joining AlphaCore Capital in 2022. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion in assets. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and multi-asset investment management with an emphasis on alternative investments alongside traditional equities and fixed income.

Juan Carlos Moreno is a financial advisor at Snowden Capital Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Chase Investment Services Corp., UBS International Inc., and Banc of America Investment Services, Inc. Outside of his advisory role, Moreno is involved in a non-investment business providing corn husk sales for restaurant use. Snowden Capital Advisors serves primarily high-net-worth individuals and family offices, as well as pension plans, endowments, and governmental agencies. The firm offers a range of portfolio management and advisory services, employing model-based investment strategies that utilize a broad mix of instruments across multiple custodians.

Scott Schechter is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding CFP® and ChFC® designations with 24 years of industry experience. He has been affiliated with New York Life and its related entities since 2002. Outside of his advisory role, Schechter serves on the board of the ACLU of San Diego & Imperial Counties and volunteers with Amplified Impact Partners, a nonprofit that provides strategic consulting services to other nonprofit organizations. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.

Jonah Shafer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. His prior experience includes roles at Prosperity Wealth Planning, Raymond James, and Ameriprise Financial. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts and implementing a range of strategies including low-cost ETFs, separate account managers, and private funds.

Dennis Bavin is a Series 66-registered financial advisor with 15 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in San Diego, CA. He has held roles at firms including MassMutual, AXA Advisors, and Equitable Advisors. Outside of securities advisory, he operates as an outside insurance broker. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment solutions tailored to client needs.

Thomas Alford is a CFA® charterholder with 17 years of industry experience. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC, with prior roles at Triad Advisors, Resources Investment Advisors, and Amundi Pioneer Institutional Asset Management, among others. Outside of his advisory work, he operates Trailhead Financial, a non-investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Randy Goodsell is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Independent Financial Group since 2011 and has led Goodsell & Company CPA, a tax preparation and accounting firm, since 1996. Outside of advisory services, he is a co-owner of Goodsell & Company CPAs, providing tax, audit, and consulting services to individuals and businesses. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs both firm- and third-party investment models and combines passive and active strategies across various risk profiles.

Ethan Willis is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, Morgan Stanley, Valic Financial Advisors, and HSBC Securities before joining Citigroup in 2014. Outside of his advisory role, Willis serves as the head coach of the La Jolla High School rugby team. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal standards and oversight, combining large institutional scale with unique market roles and arrangements.

Jason Giorgio is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life since 2008 and holds Series 63 and Series 65 licenses. His role includes occasionally selling life insurance products from select carriers to meet client needs. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and a variety of financial planning and consulting solutions.

David Keely is a CFP® professional affiliated with Valic Financial Advisors with 16 years of industry experience. He has held advisory roles at Valic Financial Advisors since 2017, previously working at Agia, CUSO Financial Services, LP, and Edward Jones. Outside of his advisory work, Keely serves as chairperson of a 501(c)(3) organization supporting a local Boy Scout troop’s charter. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors using centralized technology and model solutions.