Carol Ann Donahue is a ChFC® credentialed financial advisor with 12 years of industry experience. She is currently with The Wealth Consulting Group in San Diego, CA, where she has worked since 2018, following prior roles at LPL Financial, CUSO Financial Services, LP, and North Island Credit Union. Donahue serves as a trustee of the Morgan W. Davis and Carol Ann Donahue Family Trust. The Wealth Consulting Group is an SEC-registered wealth management firm that provides services to individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of active, passive, and algorithmically enhanced portfolio management solutions.

Brian Brennan is a CFP® professional with 13 years of experience in the financial services industry. He is currently an investment advisor representative at Sovran Advisors, LLC and the owner of Parliament Wealth Management and Insurance Services. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Brennan also sells fixed insurance products as an insurance agent. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and investment advisory services through a range of strategies, including advisor-managed portfolios and model portfolios, and manages approximately $1.78 billion in client assets with a team of about 53 advisors.

Ryan Alling is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at Wedbush Securities since 2016, with a brief tenure at Edward Jones in 2018-2019. Outside of finance, he is involved in health and fitness as a coach and owner of Event Body Transformation Specialists, serves as a fitness model and brand ambassador, acts as CEO of a medical services referral business focused on stem cell and regenerative medicine, and works as a fashion model. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and registered investment advisory services across multiple asset classes. The firm provides managed accounts, commission-based brokerage, custody, clearing, and prime services, with approximately $5.68 billion in regulatory assets under management.

Patricia Maisongodfrey is a financial advisor with Archer Investment Corporation based in La Mesa, CA. She holds a Series 63 designation and has 32 years of industry experience, including 27 years at Avantax Investment Services, Inc. and 26 years at Avantax Advisory Services. Outside of her advisory role, she serves as a trustee for a fiduciary appointment and operates a tax preparation and representation business. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, constructing diversified allocations based on client-specific financial assessments.

Ryan Dykmans is a CFA® charterholder and holds the Series 66 license, with 21 years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2004. He currently serves as Chief Investment Officer of Dunham Trust Company, overseeing trading, investment management, analysis, and asset allocation. Dunham is a multi-team SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm emphasizes asset allocation and a manager-of-managers approach, supported by an investment committee and proprietary rebalancing tools, and is notable for its affiliated trust company providing custody and trust services.

Alexandro Arista is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Snowden Lane Partners since 2016. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and third-party manager selection through customized model portfolios and various advisory programs.

Robert Smith is a financial advisor at Sovran Advisors, LLC with 21 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining Sovran Advisors, Smith worked at Mass Mutual Investors Services and Metlife Securities. Outside of his advisory work, he is the president and owner of Go Fast Take Chances, an extreme sports lifestyle apparel company. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets through a team of 53 advisors, offering tailored portfolio management and a range of model and advisor-managed investment strategies.

Joseph Lutz is a CFP® with 32 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. His prior roles include positions at Sagepoint Financial, Inc. and Cambridge Investment Research, Inc. He is also involved in insurance and benefits services as an agent and serves as a successor trustee. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Christopher Jackson is a CFP® professional with 13 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Strategic Wealth Partners, Ltd, My Wealth Architect, SurePath Wealth Management, Lionshare Partners LLC, and Mercer Global Advisors. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes financial-planning-centered strategies incorporating modern portfolio theory and tax-aware asset location with discretionary portfolio management and offers a range of related consulting and advisory services.

Phillip Chinothai is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC in San Diego, CA. His career has been fully with Pure Financial Advisors since 2016. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets and serving several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management with a financial-planning-centered approach grounded in academic frameworks and emphasizes ongoing planning through its Foundation Financial Plan process.

John Dugan is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He has been with Pure Financial Advisors, LLC since 2014. 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 employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and use of sub-advisers for specialized portfolio sleeves.

Matthew Balderston is a CFP® professional with 18 years of industry experience, currently serving at Pure Financial Advisors, LLC since 2014. He holds a Series 63 designation and is based in San Diego, CA. 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 employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

Antonio Maillaro is a financial advisor at Dunham with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Dunham & Associates Investment Counsel, Inc. In addition to his advisory role, he serves as a Trust Investment Associate for Dunham Trust Company, where he assists in investment due diligence and participates on the investment committee. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that serves individual and high-net-worth clients. The firm employs a manager-of-managers approach with formal quarterly rebalancing and offers tailored SMA strategies, proprietary mutual funds, and a private fund, alongside trust and custodial services through its affiliated trust company.

Gregory Banner is a CFP® professional with 38 years of industry experience, currently serving at Belpointe Asset Management LLC since 2024. His prior roles include positions at Axxcess Wealth Management, Arete Wealth Management, and Asset Preservation Strategies, among others. Outside of financial advising, he operates a residential photography business. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning, employing customized portfolios with various active and passive 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.

Timothy Canty is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Architectural Review Committee for the Del Mar Country Club Estates Homeowners Association. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm provides a range of managed account solutions, clearing and custodial services, and operates capital markets and prime services businesses with approximately $5.68 billion in regulatory assets under management.

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 with one year of industry experience. She holds a Series 65 credential and has previously worked at Reyes Financial Architecture and McAdam Financial. Outside of financial services, she has experience in the hospitality and beverage industries, including roles at Pretzels & Pints and SLO Brew Rock. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming alongside its advisory services.

Adam Sevier is a financial advisor at Simplicity Wealth in San Diego, CA, with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera Wealth Services, Avantax Investment Services, and MassMutual Life Insurance Company. Outside of his advisory role, Sevier is involved with ATS Advanced Trustee Strategies Inc., where he assists with client services and communications. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios monitored and rebalanced regularly, and offers advisory and operational support services to other advisers.