Brandon Bol is a CFP® professional with six years of industry experience, currently serving as an advisor at AlphaCore Capital LLC since 2025. Prior to joining AlphaCore, he worked at The Colony Group, LLC and HoyleCohen, LLC. Outside of his advisory role, he is involved as a co-manager of an investment holding company. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management with an emphasis on alternative investments alongside traditional asset classes.

Michael Mcgreevy is a financial advisor at AlphaCore Capital LLC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Private Asset Management, Inc. for 24 years before joining AlphaCore Capital in 2022. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion in assets. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and multi-asset investment management with an emphasis on alternative investments alongside traditional equities and fixed income.

Juan Carlos Moreno is a financial advisor at Snowden Capital Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Chase Investment Services Corp., UBS International Inc., and Banc of America Investment Services, Inc. Outside of his advisory role, Moreno is involved in a non-investment business providing corn husk sales for restaurant use. Snowden Capital Advisors serves primarily high-net-worth individuals and family offices, as well as pension plans, endowments, and governmental agencies. The firm offers a range of portfolio management and advisory services, employing model-based investment strategies that utilize a broad mix of instruments across multiple custodians.

Denise Kamel is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network and CUSO Financial Services, LP. Denise is based in San Diego, CA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and supports layered solutions including unified managed accounts and automated ETF portfolios.

Scott Schechter is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding CFP® and ChFC® designations with 24 years of industry experience. He has been affiliated with New York Life and its related entities since 2002. Outside of his advisory role, Schechter serves on the board of the ACLU of San Diego & Imperial Counties and volunteers with Amplified Impact Partners, a nonprofit that provides strategic consulting services to other nonprofit organizations. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.

Jonah Shafer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. His prior experience includes roles at Prosperity Wealth Planning, Raymond James, and Ameriprise Financial. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts and implementing a range of strategies including low-cost ETFs, separate account managers, and private funds.

Dennis Bavin is a Series 66-registered financial advisor with 15 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in San Diego, CA. He has held roles at firms including MassMutual, AXA Advisors, and Equitable Advisors. Outside of securities advisory, he operates as an outside insurance broker. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment solutions tailored to client needs.

Thomas Alford is a CFA® charterholder with 17 years of industry experience. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC, with prior roles at Triad Advisors, Resources Investment Advisors, and Amundi Pioneer Institutional Asset Management, among others. Outside of his advisory work, he operates Trailhead Financial, a non-investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Randy Goodsell is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Independent Financial Group since 2011 and has led Goodsell & Company CPA, a tax preparation and accounting firm, since 1996. Outside of advisory services, he is a co-owner of Goodsell & Company CPAs, providing tax, audit, and consulting services to individuals and businesses. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs both firm- and third-party investment models and combines passive and active strategies across various risk profiles.

Ethan Willis is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, Morgan Stanley, Valic Financial Advisors, and HSBC Securities before joining Citigroup in 2014. Outside of his advisory role, Willis serves as the head coach of the La Jolla High School rugby team. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal standards and oversight, combining large institutional scale with unique market roles and arrangements.

Jason Giorgio is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life since 2008 and holds Series 63 and Series 65 licenses. His role includes occasionally selling life insurance products from select carriers to meet client needs. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and a variety of financial planning and consulting solutions.

David Keely is a CFP® professional affiliated with Valic Financial Advisors with 16 years of industry experience. He has held advisory roles at Valic Financial Advisors since 2017, previously working at Agia, CUSO Financial Services, LP, and Edward Jones. Outside of his advisory work, Keely serves as chairperson of a 501(c)(3) organization supporting a local Boy Scout troop’s charter. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors using centralized technology and model solutions.

Kevin Tostado is a financial advisor with Eagle Strategies (New York Life) in San Diego, CA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked with Eagle Strategies since 2024 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2023. Outside of finance, he owns Tostie Productions, LLC, through which he has produced and directed multiple motion pictures, and he volunteers with the Community Emergency Response Team in San Diego. He also serves on local community boards, including the San Carlos Area Council and the Our Lady of Grace Catholic School Parent Teacher Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm emphasizes tailored advice and operates within the New York Life affiliate structure, offering various program types including fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products.

Vernon Eberly is a CFP® professional at Focus Partners Wealth, LLC with six years of industry experience. He previously worked at HoyleCohen, LLC for ten years before joining The Colony Group, LLC, where he spent two years. Focus Partners Wealth serves a diverse client base including individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm employs a long-term investment approach that combines active and passive strategies, third-party managers, and customized portfolios tailored to clients’ specific financial situations.

Vincent Zupo is a CFP® professional with 20 years of industry experience, currently affiliated with Schwab Wealth Advisory in San Diego, CA. His prior roles include positions at GW&K Investment Management, AlphaCore Wealth Advisory, and Amundi Pioneer Institutional Asset Management. He serves on the City of El Segundo Investment Advisory Committee, which advises the city on the management of its investment funds. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach is based on proprietary asset-allocation models and research tools, offering guidance on asset selection while requiring client authorization for trades.

Harry Lodge is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 42 years of industry experience. His prior work includes roles at LPL Financial, Financial Design Group, Minnesota Life Insurance Company, and Securian Financial Services. Lodge also operated his own firm, Harry S. Lodge and Associates Inc, for 37 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms while integrating third-party managers and TAMPs.

Kyle Whisenhunt is a CFP® professional with nine years of industry experience currently at Focus Partners Wealth, LLC. His previous roles include positions at The Colony Group, LLC, HoyleCohen, San Diego Wealth Management, Sagepoint Financial, Inc., and Wolters, Hagar, & Pratt Financial Planning, Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and specialized employee benefit retirement plan services. The firm’s investment approach combines active and passive strategies tailored to client needs and includes access to non-traditional services and affiliated investment opportunities.

Hatem Elshimy is a financial advisor with Principal Financial Services in San Diego, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Fidelity Investments and several insurance and investment firms. He is also involved in outside sales of various insurance products, including life, disability, annuities, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base ranging from individual investors to corporations and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eduardo Torres is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has previously worked with Investment Placement Group and currently serves as managing partner of Pacific Tides Wealth Management. United Planners Financial Services supports a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Kimberly Day is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at Christopher Weil, Charles Schwab, TD Ameritrade, Bank of America, Merrill Lynch, and Higgins Capital Management. She is based in San Diego, CA. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.