Vaughn Woods is a financial advisor with Bolton Securities Corporation in La Jolla, CA, holding a CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2007, as well as operating Vaughn Woods Financial Group since 2005. Outside of advisory work, he is the owner and president of Vaughn Woods Financial Group, Inc., and is licensed to sell fixed insurance products. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, emphasizing long-term investing combined with tactical trading and rebalancing.

Robert Holaday is a financial advisor with Infinity Financial Services Advisory and holds a Series 63 designation. He has 43 years of industry experience and has been associated with Infinity Financial Services Advisory since 2021, with prior experience at Holaday & Associates Financial & Insurance Services dating back to 1974. He is also the owner of Holaday Financial and Insurance Services, a fixed insurance business. 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.

Richard Glass is an investment advisor representative with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and AXA Advisors. Glass also sells fixed insurance products on a limited basis. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory relationships, and portfolio management that incorporates both active and passive strategies across multiple asset classes.

David Hudson is a financial advisor at Trajan Wealth, L.L.C. in Carlsbad, CA, with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Outside of his advisory role, he owns rental properties in Arizona and works part-time as an insurance agent selling fixed-indexed annuities. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm emphasizes a long-term, disciplined investment approach using stocks, ETFs, and mutual funds tailored to clients’ risk tolerances and financial situations.

Jessica Passier is a financial advisor with Madison Avenue Securities, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at Girard Securities from 2014 to 2018 before joining Madison Avenue Securities in 2018. Outside of her advisory role, she works part-time as a server and bartender for an event service company. 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. The firm manages approximately $2.0 billion for around 14,000 clients through multiple advisory models that include discretionary and non-discretionary portfolio management.

Marci Bair is a CFP®-credentialed financial advisor with The Wealth Consulting Group in San Diego, CA, bringing 33 years of industry experience. She has been associated with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2014 and has led Bair Financial Group since 1998. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment approach combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

William Lafleur is a Series 65-licensed financial advisor with nine years of industry experience. He currently works at Sovran Advisors, LLC and previously held roles at WCG Wealth Advisors, LLC, Mutual of Omaha Bank, and operated as a self-employed advisor. Lafleur serves as a power of attorney for several family members, monitoring their investment accounts on a pro bono basis. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, and serves approximately 3,390 clients with around $1.78 billion in assets under management.

David Stubbs is a financial advisor at AlphaCore Capital LLC with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Blackstone Securities Partners L.P., Blackstone Inc., and multiple divisions of J.P. Morgan. 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 with an emphasis on alternative investing alongside traditional equity and fixed-income strategies.

Michael Meyers is a CFP® professional with six years of experience, currently serving at United Capital Financial Advisors in San Diego, CA. He has been with United Capital Financial Advisors since 2013. 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 customization options such as ESG and faith-based strategies, along with client-facing technology and access to third-party managers.

Abigail Mc Daris Woods is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. Her prior work includes roles at First Command Insurance Services, First Command Advisory Services, and a seven-year tenure in the United States Navy. Outside of financial advising, she is a landlord managing rental property through a property management company. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers specialized services including a Private Wealth Consulting program for high-net-worth clients.

Laura Malechuk is a financial advisor with Madison Avenue Securities, LLC and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including prior roles at CUSO Financial Services, LP and Foresters Equity Services, Inc. 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 portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

Guy Kosov is a CFA® charterholder based in San Diego, CA, with four years of industry experience. He currently works at Kestra Private Wealth Services, LLC and has previously been employed at Private Asset Management Inc, Pimco, and CEA. Kosov has spent the majority of his career in investment advisory roles. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.

Akhilesh Sinha is a financial advisor at Sovran Advisors, LLC with 31 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Metlife Securities Inc., MassMutual Investors Services, and Greater Pacific Solutions, where he also provides financial planning and advisory services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by offering financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting. The firm employs written investment policy statements and a combination of active and passive strategies across a variety of investment vehicles.

Marcus Gonzalez is a CFP® professional at Pure Financial Advisors, LLC with one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. He has also worked outside the financial sector in education and hospitality. Pure Financial Advisors, LLC serves several thousand individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm uses a financial-planning-centered approach based on academic frameworks and offers services such as pension consulting, variable annuity management, and donor-advised fund solutions.

Morgan Davis is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2021 and previously spent six years at North Island Credit Union and Cuso Financial Services. 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, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers legal-service integration and fiduciary support for plan sponsors.

Steven Pollock is a Certified Financial Planner® with 20 years of experience in the financial services industry. He currently works at Merit Financial Advisors and has held prior roles at PKS Investments, LPL Financial, and Reason Financial, Inc. In addition to his advisory work, he is co-treasurer of the Friends of Kate Sessions Elementary Parent Teacher Organization in San Diego. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios managed through centrally controlled models and overseen by an internal investment committee.

Carl Pinkard II is a CFP® professional with 23 years of industry experience, currently serving at Aldrich Wealth LP in Carlsbad, CA. He has held roles at Aldrich Wealth LP since 2008 and has additional experience at Pacific Coast Capital, LLC. Outside of advisory work, he is a principal of AKT Services, LLP, a holding company, and is involved with Aldrich Capital Advisors LP, a firm focused on M&A consulting and investment banking. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs a combined active and passive investment approach overseen by an Investment Committee and offers tax-aware strategies, SMAs, private market vehicles, and sub-advisory services for insurance-dedicated funds and pooled employer retirement plans.

Cynthia Pulver is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at multiple firms including International Assets Advisory and Global View Capital Management. Outside of her advisory role, she is involved in mortgage lending and health insurance, serving as a mortgage loan officer and health insurance agent in Utah. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tailored investment approach using an open-architecture platform and integrates insurance-linked account management alongside its multi-team advisory model.

Anton Anderson is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Coppell Advisory Solutions LLC and has previously worked at Onyx Bridge Wealth Group LLC and Elite Investment Team. Outside his advisory work, Anderson is the managing partner of Elite Resource Team, which offers business and marketing training through online and in-person events. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform and employs both fundamental and technical analysis to implement tailored investment strategies across a broad range of asset types.

Jeffrey Stephenson is a financial advisor with Integrated Advisors Network LLC in San Diego, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Integrated Advisors Network and affiliated entities since 2019. Outside of his advisory work, he is president and sole owner of Trek Trading Corporation, a holding company established in 1985. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches within risk-profile frameworks and routinely utilizes third-party sub-adviser platforms to implement and oversee client portfolios.