Michael Mirich is an investment advisor representative with Realta Investment Advisors, Inc., holding Series 63 and Series 65 designations and 22 years of industry experience. His prior work includes roles at Center Street Securities, Inc. and Arete Wealth Advisors, LLC. Outside of advisory services, he operates an eBay flipping business under the name Sumo Slams Deals. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs personalized strategies based on client goals and risk tolerance, utilizing a diverse mix of asset classes and third-party manager programs.

Renee Faison is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including World Equity Group and Woodbury Financial Services. Faison is the president and founder of the Derrick Faison Foundation, a nonprofit focused on heart disease prevention, education, and youth support, and serves on the board of Farrs Best, a community outreach organization. She is also the founder of Kingdom Awakening 2020 Magazine, a ministry publication. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, ERISA advisory, and consulting services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management within its multi-team model.

Michael Bendix is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Cedar Crest Advisors, LLC and DFPG Investments, Inc. Bendix serves on the board of directors for the Alternative and Direct Investment Securities Association and consults for a nonprofit organization focused on financing and fundraising. Diversify Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and consulting services to individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification approach and offers a variety of investment options and fee structures tailored to client needs.

Judson Gee is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Kingswood Capital Partners, Niagara International Capital Limited, Hayden Royal, Uhlmann Price Securities, and Jhg Financial. He is also involved as majority owner and operator of Camp Stonefly LLC, overseeing campground management and related activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform, frequently uses third-party managers, and integrates insurance-linked account management through affiliated entities.

Bruce Beaty is a financial advisor at Madison Avenue Securities, LLC with eight years of industry experience. He holds the ChFC® and Series 63 designations and has held roles at multiple firms including AE Wealth Management, Dynamic Planning Network, and Heartland Investment Advisory Services. Outside of his advisory work, he serves as a managing partner in investment-unrelated ventures such as R&B Ventures, LLC and Quail Holding, LLC. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options through various platforms and third-party managers. The firm also supports pension consulting, college-savings assistance, and services for charitable organizations.

Khoa Hoang is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a wide range of investment instruments and access to alternative investments and third-party managers.

David Morgan is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He previously worked at Axxcess Wealth Management, Onyx Bridge Wealth Group, Elite Investment Team, and Securities America Advisors. In addition to his advisory role, he owns and operates Dave Morgan CPA, Inc., an accounting firm based in San Diego. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and a sponsored wrap program, utilizing a range of passive, active, tactical, and blended portfolio strategies tailored to client objectives.

Steven Brahy is a CFP® professional with 29 years of experience in the financial advisory industry. He is currently with Madison Avenue Securities, LLC, where he has worked since 2021. Prior to this, he was with Rose Court Wealth Management for eight years. Outside of his primary role, he is involved with Empress Investment Group, providing wealth management, insurance, and investment advisory services. Madison Avenue Securities, LLC serves a diverse client base including high net worth individuals, charitable institutions, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through various account platforms, employing multiple investment strategies and custodial arrangements.

Jeffery Wagner is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AE Financial Services, AE Wealth Management, UMB Financial Services, and Waddell & Reed. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions and trusts. The firm manages approximately $2.0 billion for about 14,000 clients through multiple wrap programs, third-party managers, and advisor-managed models.

Deana Ingalls is a financial advisor with IP Financial Advisory Services LLC, holding the ChFC® designation and a Series 63 license. She has 33 years of industry experience and has previously worked with LPL Financial, LLC, and WCG Wealth Advisors, LLC. Ingalls is also a licensed notary and author. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio solutions and access to third-party investment advisors, with a notable emphasis on non-high-net-worth individuals.

Jason Mcmurtry is a financial advisor at Concorde Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including DFPG Investments, Inc and Steadfast Companies. Outside of his advisory work, he owns a boat chartering business and an apparel company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using proprietary and third-party model strategies and offers overlay management with discretionary trading and allocation.

Brandi Pugh is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Kestra and its affiliated entities since 2014 and maintains a senior licensed sales associate role at California Wealth Transitions, an independent RIA. Pugh also provides operational support for Oxygen Wealth Management in San Diego. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and provides a broad range of investment products and specialized offerings through both discretionary and non-discretionary arrangements.

Paul Lee is a financial advisor with Kingswood Wealth Advisors, LLC and holds a Series 66 designation with 17 years of industry experience. Prior to joining Kingswood in 2021, he worked at Mirae Asset Wealth Management (USA) Inc. from 2015 to 2021. Outside of his advisory role, he serves as a managing director at Trinidad Coffee Company, where he consults on operational and marketing strategies, and he is a board member of the USC Asian Pacific American Alumni Association. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management, frequently working with third-party managers and affiliated financial entities.

Nicole English is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Benchmark Investments, LLC, Kingswood Capital Partners, LLC, Chalice Capital Partners, LLC, Chalice Wealth Advisors, LLC, and Lucia Securities, LLC. Outside of investment advising, she is principal of NE Business Enterprises, a company providing reserve studies for homeowners associations. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, ERISA plan advisory, and consulting services, using an open-architecture platform with both discretionary and non-discretionary advice.

Svitlana Kyrukhina is a financial advisor at Kingswood Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. for nine years. Kyrukhina is a co-founder of the Ukraine Crisis Emergency Fund, a nonprofit providing immediate aid to affected areas. 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, and consulting services, utilizing an open-architecture platform with discretionary and non-discretionary investment approaches.

Meagan Phelps is a CFP® with 26 years of industry experience, currently serving at Madison Avenue Securities, LLC. She is the owner of Empress Investment Group, a financial advisory practice providing wealth management, insurance, and comprehensive financial planning services. Additionally, she manages a tax preparation and planning business, Empress Tax Solutions, LLC, and refers clients to mortgage brokers as part of her consulting activities. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and employs multiple investment strategies, with services delivered by a network of investment adviser representatives.

Michael Castaneda is a financial advisor at Sprott Asset Management USA Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Sprott Global Resource Investments Ltd. since 2022. Outside of his advisory role, he is the founder and private placement partner of an investment club, Cast Investment Management, LLC. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on natural-resource and precious-metals businesses using bottom-up fundamental analysis and offers both actively managed and index-based resource-focused investment strategies.

Brenton Stransky is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Independence Square Holdings, LLC since 2019. His prior experience includes roles at LPL Financial, Private Advisor Group, Cetera Investment Services, PNC Wealth Management, and Ameriprise. Outside of his advisory work, he is also an author. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm combines in-house portfolio management with third-party selections, employing a range of investment strategies and maintaining a strong digital platform orientation to deliver customized and model-based portfolios.

Mira Abas is a financial advisor at Madison Avenue Securities, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc. and World Financial Group, Inc. In addition to her advisory role, she serves as an operations manager assistant at Empress Investment Group and provides notary services for client documents. 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 multiple account platforms and programs.

Steven Payne is a CFP® professional with 36 years of experience in the financial services industry. He has worked at United Capital Financial Advisors since 2015 and previously held roles at Girard Securities and Cetera Advisor Networks LLC. Outside of his advisory work, he performs as a guitarist for the Brokers Band in San Diego. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers through its FinLife Partners platform.