Lucas Keefer is a financial advisor at Dunham with a Series 66 designation and one year of industry experience. Prior to joining Dunham, he held roles at LPL Enterprise and has experience outside the financial sector, including hospitality and retail positions. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm employs a manager-of-managers investment approach with formal rebalancing and offers a variety of investment vehicles, including proprietary mutual funds, separately managed accounts, and a private fund, alongside trust and custodial services through an affiliated trust company.

Karen Clapp is a financial advisor at Aspiriant, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Aspiriant since 2021. Her prior experience includes four years at Hynes Advisory Inc. DBA HearthStone and one year at Clapp Legal. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs using a range of implementation options and provides accounting, tax, and estate planning support, as well as access to private investment offerings and public mutual funds investing in private assets.

Martin Mcnees is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Madison Avenue Securities since 2005. Outside of his advisory role, he serves as president of AE Financial Services, a broker-dealer based in Topeka, KS. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Donald Skinner is a financial advisor at Kingswood Wealth Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Outside of his advisory role, he umpires high school and summer league baseball games in the Bay Area. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm uses an open-architecture investment approach tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

Brian Jellig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Epstein and White Financial, and Edward Jones. Outside of his advisory work, he is an insurance agent offering fixed life insurance and annuity products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused model construction, supported by a proprietary technology platform and quantitative tools.

David Foster is a CFA® charterholder with three years of industry experience, currently affiliated with Integrated Advisors Network LLC in San Diego, CA. Prior to joining Integrated Advisors Network, he worked at Allianz Global Investors for 14 years. Outside of his advisory role, he is involved with Copper Crest CPAs LLP in accounting, consulting, and planning. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, using both discretionary and non-discretionary investment management approaches, and frequently utilizes third-party sub-advisers to implement client portfolios.

Ryan Martinez is a financial advisor at Aldrich Wealth LP in Carlsbad, CA, holding a Series 65 designation. He joined Aldrich Wealth in 2025 and has one year of industry experience. Prior to his advisory role, he worked at Elor Energy and has educational experience from UC Santa Barbara and Santa Barbara City College. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an Investment Committee to oversee portfolio construction, combining active and passive strategies with tax-aware techniques and offers services including sub-advisory roles for insurance-dedicated funds and retirement plans.

Joshua Murphy is a financial advisor with Kestra Private Wealth Services, LLC in San Diego, CA, holding Series 66 and Series 63 licenses and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Murphy is involved with several affiliated entities, including roles as a financial advisor and president of investment-related businesses. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities, offering a range of advisory services and investment solutions across multiple platforms.

William Sayre is a financial advisor with Wedbush Securities Inc. in Oceanside, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wedbush Securities since 1984. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm provides a range of managed account solutions and combines broker-dealer, capital markets, custody, clearing, and prime services, including commodities and derivatives activities.

Paul Hynes is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC since 2021. Prior to joining Aspiriant, he led Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management for seven years and was involved with the Strategic Trusted Advisors Roundtable for eight years. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning and family office services. The firm offers customized investment programs using a variety of implementation options and provides expanded family office capabilities beyond typical advisory services.

Wendy Wildey is a financial advisor at Aspiriant, LLC with 18 years of industry experience. She holds a Series 63 designation and previously worked at Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management for seven years before joining Aspiriant in 2021. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office, and specialty services. The firm employs customized investment programs based on asset allocation and offers a range of implementation options, including third-party managers and private investments.

Douglas Dort is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Chalice Wealth Advisors, LLC and Chalice Capital Partners, LLC since 2018, as well as Harbor Financial Services, LLC from 2007 to 2018. Dort is also president of Financial & Retirement Strategies, Inc., a company involved in insurance and tax preparation. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with consulting services.

Scott Benson is a financial advisor with Concurrent Investment Advisors, LLC in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, LPL Financial, and Hornor Townsend & Kent. Outside of his advisory work, he serves as a FINRA arbitrator and is employed part-time with SEIU Local 280 at horse racing events. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets, employing a long-term investment approach using diversified portfolios that include ETFs, mutual funds, and alternative investments.

Clarissa Tawel is a financial advisor at Aldrich Wealth LP with seven years of industry experience. She holds a Series 65 designation and has worked with several firms including Strategy Asset Managers L.L.C. and Holly Street Wealth Advisors prior to joining Aldrich Wealth in 2023. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across asset classes and applies tax-aware investment techniques, with oversight by an Investment Committee that guides asset allocation and manager selection.

Sofia Biggs is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Primerica Advisors and XP Securities LLC. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Ira Tweed is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Investment, Great American Advisors, and Mass Mutual Life Insurance. Tweed is also involved as an agent in several fixed annuity and insurance businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, leveraging an in-house investment management and research team that utilizes proprietary screening and model portfolios.

Randal Atwell is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with Madison Avenue Securities since 2007 and operates Randal L. Atwell Insurance Services, Inc., where he provides insurance product evaluations and reviews. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, offering investment advisory, portfolio management, and financial planning services with approximately $2.0 billion in assets under management.

Barry Waxler is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Kingswood Capital Partners, Benchmark Investments, LPL Financial, and Universal Financial Consultants Corporation. He is the author of the book *Stop Bleeding Cash* and serves on an advisory board focused on exit planning, collaborating with attorneys, accountants, and financial advisors. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, offering portfolio management, third-party manager oversight, and consulting services.

Jason Greer is a CFA® charterholder with 14 years of industry experience. He has worked at Dunham & Associates Investment Counsel, Inc. since 2013. Dunham is a multi-team SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm employs an asset allocation and manager-of-managers approach and offers a range of investment strategies including proprietary mutual funds, separately managed accounts, and a private equity fund, alongside custody and trust services through its affiliated trust company.

Kyle Kraus is a CFP® professional with 24 years of industry experience, currently working at AlphaCore Capital LLC. His prior roles include positions at Financial Engines Advisors L.L.C., The Vanguard Group Inc, and Ameriprise Financial Services. Outside of his advisory career, Kraus performs as a freelance musical artist at various venues. 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 and managing accounts on a discretionary basis.