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.

Lisa Murphy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2022. Prior to this, she worked at AlphaCore Capital LLC, Bradley Wealth Management, and Altegris Investments. She is also a volunteer with the nonprofit organization 3rd Decade. Mission Wealth Management is a multi-team advisory firm specializing in wealth management, financial planning, and personalized portfolio management for affluent individuals, families, and various institutional clients. The firm employs customized, typically long-term investment strategies using a range of assets including ETFs, mutual funds, individual securities, and alternative investments.

Brian Wolff is a Certified Financial Planner® with nine years of industry experience. He has worked at Pure Financial Advisors, LLC since 2017 and previously held positions at Purshe Kaplan Sterling Investments and Wwm Financial. 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 provides comprehensive financial planning and discretionary portfolio management using a financial-planning-centered approach based on academic frameworks such as modern portfolio theory and tax-aware asset location.

Lawrence Hudson is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Metlife Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Wealth Advisory Solutions. Hudson is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. 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 client assets through a team of about 53 advisors and offers a range of portfolio management and retirement consulting services tailored to client objectives.

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.

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.

Hillis Haygood is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and C.A. Short Company. Haygood serves as a Relationship Manager at MissionSquare Retirement, a nonprofit organization that supports public sector employers and employees with retirement plan administration. MissionSquare Retirement provides deferred compensation and qualified retirement plans to state and local government employers, employees, and certain nonprofits. The firm offers Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management based on asset allocation models and personalized client information.

Michael Chipperfield is a CFP® professional with 10 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2020. Prior to joining Pure Financial Advisors, he was employed at Charles Schwab Bank for three years. 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 offers comprehensive financial planning and discretionary portfolio management, emphasizing academic frameworks and continuous planning through its Foundation Financial Plan process.

Joseph Brocato is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Cetera Advisor Networks. Outside of advising, he is involved in documentary film production as a co-owner of Unlikely Hero Productions, LLC, and writes articles on financial services topics. He also provides freelance strategic coaching and consulting services to both financial and non-financial clients. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in assets across about 3,390 clients. The firm offers comprehensive financial planning and portfolio management services using a combination of advisor-managed accounts, model portfolios, and third-party managers, with regular reviews tailored to client objectives.

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.

Julia King is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. She holds Series 63, Series 66, and Series 65 licenses. Prior to joining Foundations in 2022, she worked at LifePro Asset Management and has been involved with RockStar Financial since 2019. Outside of her advisory work, she owns a performance coaching business for experienced professionals and offers divorce financial planning and mediation services. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of representatives. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

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.

Nicholas Geraci is a financial advisor with Octavia Wealth Advisors LLC and holds CPA credentials. He has one year of industry experience and also serves as Chief Executive Officer of the Tax and Financial Center, a tax and accounting firm. Prior to Octavia Wealth Advisors, he worked at Rowling & Associates for three years. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and municipal entities. The firm uses customized portfolios that incorporate low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products, and provides a range of investment management and retirement plan advisory services.

Amy Gallego is a financial advisor at Dunham with 17 years of industry experience. She has been with Dunham & Associates Investment Counsel, Inc. since 2015. In addition to her advisory role, she is the co-founder of Out of Doors Picnics, a San Diego-based picnic planning service. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of services including mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm employs an asset allocation and manager-of-managers investment approach, supported by formal quarterly rebalancing and proprietary algorithmic tools.

Jamie Plemons is a financial advisor with Creativeone Wealth, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. Plemons owns Advanced Wealth Planning and Advanced Estate Planning, providing investment advisory, insurance, estate planning, and Medicaid planning services. Additionally, Plemons works as a paralegal and assists with Medicaid applications and legal document preparation. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, and nonprofit clients. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through its network of Investment Adviser Representatives.

Michael Holaday is a financial advisor with Infinity Financial Services Advisory in El Cajon, CA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Infinity Financial Services Advisory since 2021 and has concurrently operated Holaday Financial since 2012. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.

Kirk Strawn is a CFA® charterholder with 35 years of industry experience. He is currently a financial advisor at AlphaCore Capital LLC, where he has worked since 2018. Prior to that, he was with Altegris Investments, Inc. for seven years and was involved with AlphaCore Insurance Services, LLC from 2022 to 2025. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management with a focus on both traditional and alternative investment strategies, including private equity and private credit, and provides additional services such as tax preparation and ERISA retirement plan advisory.

Morgan Wam is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 65 designation and has been with United Capital since 2019. Outside of his advisory role, he owns and manages Clubshare LLC, a golf organization based 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 technology tools, and access to third-party managers.

Brett Roenick is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and Elite Lifestyle Management. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.