Allison Alley is a Certified Financial Planner™ (CFP®) with 20 years of industry experience. She has been with Pure Financial Advisors, LLC since 2015. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies and specialized sub-advisers.

Mark Zabst is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Raymond James Financial Services for 19 years. Zabst also served in a leadership role at the Georgetown Business Networking Group for five years. Outside of his advisory work, he holds a vice president position at Financial 360, LLC, a non-investment support company. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and multi-asset investment management that includes alternative investments alongside traditional equities and fixed income.

Phillip Bell is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at Yorkshire Wealth Management and Integrated Advisors Network since 2017 and spent one year at SII Investments prior to that. Bell also serves as Director and President of the Valley Center Fire Protection District. 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 range of investment approaches and offers services including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through platforms such as Envestnet.

Carl Adams is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at AlphaCore since 2018, following nine years at Delphi Private Advisors. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion in assets. The firm serves individuals, entities, institutional investors, and banking institutions, offering comprehensive financial planning and investment management with an emphasis on alternative investments alongside traditional asset classes.

Colleen Callahan is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. She has been with Capital Analysts since 1988 and also works with Lincoln Investment since 2012. Callahan holds a Series 63 license and is involved in insurance advising as part of her client services. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a combination of discretionary in-house management and non-discretionary third-party advisory relationships.

Dan Holzer is a financial advisor at Realta Investment Advisors, Inc. in San Diego, CA, holding a Series 66 designation with 15 years of industry experience. He has worked at Realta Investment Advisors since 2022 and concurrently serves as CEO of Alternative Investment, Inc., a real estate investing business. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients, utilizing a range of portfolio management strategies including asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Deshaun Harvey is a Series 66-licensed financial advisor at Dunham with two years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2023 and previously worked at Global Equity Finance. Before entering the financial industry, he spent five years at the University of San Diego and seven years in grade school education. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through various investment vehicles, including proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm employs an asset allocation and manager-of-managers approach, with formal quarterly rebalancing overseen by an investment committee and an algorithmic rebalancing tool for program accounts.

Samantha Jackson Kittle is a financial advisor at Sovran Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera Advisor Networks, Greater Pacific Solutions, Mass Mutual Investors Services, HSBC Bank USA, and New York Life. Outside of her advisory role, she is involved in financial services recruiting, identifying and placing candidates within the financial distribution sector. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in client assets through a team of 53 advisors. The firm offers comprehensive financial planning and portfolio management, utilizing a blend of advisor-managed and model portfolios along with third-party managers to align with client objectives.

Sanford Fisch is a financial advisor at Integrity Advisory Solutions with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been involved in the legal field as a partner at Armstrong, Fisch, and Tutoli Law Firm since 1989. He is also CEO of the American Academy of Estate Planning Attorneys, a membership organization focused on estate planning. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, utilizing asset allocation frameworks and third-party platforms to tailor investment strategies.

Brennan Cobb is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds the Series 65 designation and previously worked at enTrust Wealth Advisors, LLC and US Bank. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory services with a focus on multi-asset portfolios that include alternative investments.

Peter Litton is a financial advisor with RBC Securities, Inc. based in La Jolla, CA. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. His prior work includes roles at City National Bank and Comerica Securities, Inc., as well as Comerica Bank. Outside of advising, he is an officer of Litton Enterprises, an S-Corp co-owned with his brother that holds a minority share in the Norfolk Tides minor league baseball team. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory services within a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and custodial features through a multi-team platform.

James Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at W&S Brokerage Services and Western Southern Life. Outside of his advisory role, Jackson is active as a compensated bass guitar player in the Revival Time Church of God in Christ choir and is a member of the Rotary Club of Southeast San Diego. Navy Federal Investment Services serves members of Navy Federal Credit Union and other 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 provides additional digital automated investment options.

Victor Orozco Jr. is a CFP® professional with 18 years of industry experience, currently serving as an advisor at The Wealth Consulting Group in San Diego, CA. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process that combines multiple analytical approaches and offers both direct management and access to third-party programs, with additional integration of legal-service pathways and fiduciary support for plan sponsors.

Howard Heatherly is a financial advisor with Wealth Watch Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with firms including Wealth Watch Advisors, Civil Service Benefits Network, ALLSTATE FINANCIAL, and Cornerstone Direct Financial. Outside of advisory work, he serves as an instructor at Civil Service Benefits Network, LLC, educating federal employees on their benefits and conducting individual benefit reviews. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions, offering portfolio management and financial planning services. The firm utilizes a combination of quantitative, qualitative, and technical methods to manage investment strategies, and it also provides access to alternative private placements for eligible investors.

Daniel Dodgen is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MSI Financial Services. He is also the president and CEO of D E Dodgen Financial Advice, a corporation that manages accounting for securities, insurance, and advisory income. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm employs a blend of active and passive investment strategies, using internal and third-party models supported by technology-driven rebalancing and administrative services.

Pearse Migl is a financial advisor at Dunham with two years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual and Le Triomphe Country Club. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that provides wealth management services to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, standalone consulting, and a private fund. The firm employs an asset allocation and manager-of-managers investment approach supported by a formal rebalancing process and an algorithmic tool, also offering custodian and trust services through an affiliated trust company.

Taranjit Khamba is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 66 and Series 63 licenses and having five years of industry experience. His prior experience includes positions at LPL Financial, JP Morgan Chase Bank, N.A., and Axis Bank. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Viktoria Palermo is a financial advisor at Dunham with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Lucia Securities. She serves as Chief Compliance Officer for Dunham Funds and also oversees BSA/AML compliance for Dunham Trust Company and Dunham Private Trust. Dunham is a multi-team SEC-registered investment adviser and broker-dealer that provides wealth management to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm emphasizes asset allocation and a manager-of-managers approach with formal rebalancing processes and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Allegria Jimenez is a financial advisor at Merit Financial Advisors in San Diego, CA, holding a Series 66 credential with two years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centralized sleeves and model portfolios, offering both discretionary and non-discretionary accounts supported by an internal investment team and various third-party managers.

Annie Chen is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. Her career includes roles at Falcon Wealth Planning and Westmount Asset Management prior to joining Pure Financial Advisors. Pure Financial Advisors, LLC is a large registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm focuses on comprehensive financial planning and discretionary portfolio management, employing academic frameworks and continuous planning through its Foundation Financial Plan process.