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.

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.

Danny Kominski is a financial advisor at International Assets Investment Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities from 2012 to 2021. Kominski has been with International Assets Investment Management and its affiliate since 2021. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs, focusing on customized, long-term portfolio construction using a variety of investment vehicles.

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.

Tom Ngo is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at BakerAvenue Asset Management. His prior roles include positions at Veridi Capital, 10X Group, Iconiq Capital, Aura Asset Management, and Wells Fargo Investments. He holds Series 65 and Series 66 licenses. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, family office services, and a variety of investment strategies that incorporate quantitative, fundamental, and tactical allocation approaches.

Julianna Rote is a CFP® and Series 65-registered financial advisor with Mission Wealth Management, LP in San Diego, CA. She has 11 years of industry experience and has been with Mission Wealth Management since 2014. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, using a mix of internal and third-party management tailored to client needs.

Jonathan Elsberry is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding Series 63 and Series 65 designations with 22 years of industry experience. Prior to joining AlphaCore in 2022, he worked at Private Asset Management, Inc. for five years. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion for individuals, entities, and institutional investors. The firm uses a multi-asset approach that includes alternative investments alongside traditional equities and fixed income, employing fundamental and qualitative macro analysis and manager due diligence to build diversified portfolios.

Daniel Packard is a Series 65-licensed financial advisor with 12 years of industry experience, currently with Wealth Watch Advisors, Inc. Since 2007, he has been a partner at Packard Senior Services, assisting clients with Medi-Cal applications. His prior roles include positions at Consolidated Portfolio Review Corp and CG Advisory Services. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a variety of investment strategies through vetted third-party managers and offers financial planning, consulting, and access to select alternative private placements for accredited investors.