Timothy Callan is a CFP®-designated financial advisor with 25 years of industry experience, currently with AlphaCore Capital LLC. He previously worked at Callan Capital, LLC for 18 years and Merrill for 6 years. Outside of his advisory role, he serves as a managing member of Salena LLC, a real estate investment company, and as a consultant for Alternative Fund Advisors, LLC. 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 financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, with a focus on multi-asset portfolios that include alternative and traditional investments.

Frank Kuiper is a financial advisor at Concorde Asset Management, LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Before joining Concorde in 2018, he worked at Independent Financial Group for seven years. Kuiper also works as a licensed insurance agent offering life and long-term care insurance since 2012. Concorde Asset Management serves a diverse client base including individuals, high-net-worth households, corporations, and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers and wrap fee programs, utilizing model portfolios and overlay management strategies.

Adnan Hussain is a financial advisor at Kingswood Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Cetera and LPL Financial. Outside of advisory work, he is involved as a life insurance and fixed annuities sales agent with Tarkenton Financial. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform, frequently working with third-party managers and sub-advisors, and integrates insurance-linked account management in its operational model.

Ashten Barber is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, MassMutual Investors Services, and Cetera Wealth Services. Barber is also active as an insurance agent selling fixed insurance products and serves on the board of Impact Network Group, supporting its strategic direction. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory relationships, and portfolio management across multiple program types. The firm uses a combination of active and passive investment strategies, implementing advisor-created models or third-party strategies, supported by technology for rebalancing and administration.

Andrew Kraffert Gora is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Bangerter Financial Services, Emerson Equity LLC, and Compass. Outside of his advisory role, Gora serves as a San Diego board member of CCIM, where he helps organize events and supports chapter growth. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs. The firm serves a broad client base including individuals, corporate and charitable clients, and retirement plans, using individualized asset allocation and model-based portfolio construction with both in-house and external strategists.

Justin Wilson is a CFP® with 20 years of industry experience currently serving at Pure Financial Advisors, LLC. He has previously worked at firms including Perigon Wealth Management, Allworth Financial, and Duncan Financial. Wilson also holds a role with the City of Rocklin. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Ruby Mc Farland is a financial advisor at Snowden Capital Advisors LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Snowden Lane Partners in 2025, her background includes roles at the Community of Madrid, Il Fornaio Del Mar, Junior Achievement San Diego, and WorldHealer Inc. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party manager selection with a range of investment tools and institutional capabilities.

Nicholas Garcia is a financial advisor at Compound Planning, Inc. in San Diego, CA, with 13 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including First Republic Securities, First Republic Investment Management, and Compound Advisers. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm uses a fiduciary, goals-based investment process with a range of strategies from low-cost ETFs to professional options and incorporates technology and automated monitoring tools for portfolio oversight.

Liam Morando is a financial advisor with Dunham in San Diego, CA, holding Series 65 and Series 63 licenses and having four years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2021. Outside of advising, Mr. Morando serves as an unpaid board member of the Exit Planning Institute’s San Diego chapter, contributing to the promotion of best practices in business exit planning. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients. The firm offers a range of services including proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds, employing an asset allocation and manager-of-managers investment approach with formal quarterly rebalancing and a proprietary algorithmic rebalancing tool.

Michael Brown is a Series 65-credentialed advisor at Integrated Advisors Network LLC with one year of industry experience. His prior work includes roles at Copper Crest Capital, the University of San Diego, and Ameriprise Financial Services. 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 uses a combination of fundamental and quantitative strategies within a risk-profile framework and frequently incorporates third-party sub-advisers and private fund investments in client portfolios.

Michael Best is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He has worked previously at Axxcess Wealth Management and Securities America Advisors. In addition to his advisory role, he is the owner and CPA at Best & Company, CPAs, an accounting firm he has operated since 1991. 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 through a combination of internal management and third-party relationships.

Arturo Pulido is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at TD Ameritrade, Mission Federal Credit Union, and San Diego County Credit Union. He 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, and retirement-plan fiduciary services. The firm integrates third-party portfolio managers through managed advisory programs and provides both personalized and automated investment solutions.

Michael Ingram is a CFP® professional with over 22 years of industry experience, currently serving at Octavia Wealth Advisors LLC in San Diego, CA. He has worked at Purshe Kaplan Sterling Investments, Inc. and Axa Advisors, LLC, with 16 years at Axa and 6 years at his current firms. In addition to his advisory roles, Ingram is involved in insurance product implementation through Octavia Risk Management LLC and serves as a trustee for family trusts. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, and institutional entities. The firm offers customized investment management and financial planning services using proprietary models focused on low-cost ETFs and mutual funds, alongside alternative investments and structured products.

Frank Gutierrez is a financial advisor with Navy Federal Investment Services, LLC in San Diego, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, and Bank of America. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs using third-party portfolio managers vetted by an investment committee and offers both personalized and automated investment solutions.

Dominic Knauf is a financial advisor with Pure Financial Advisors, LLC in San Diego, CA, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Pure Financial Advisors in 2021, he worked at Northrock Partners, LLC for four years. He is also the founder and CEO of 2510 Consulting, a strategic planning and business consulting firm. 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 a financial-planning-centered approach based on academic theories and provides comprehensive services including discretionary portfolio management and pension consulting.

Anthony Vu is a CFP® with 16 years of experience in the financial services industry. He has worked at Pure Financial Advisors, LLC since 2022 and previously spent six years at Charles Schwab Bank and Charles Schwab & Co., Inc. in San Diego, CA. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Marysol Flores Salazar is a CFP® professional with 16 years of industry experience. She is currently with Pure Financial Advisors, LLC and has previous experience at firms including MissionSquare Investment Services, Ameriprise Financial Services, and Citigroup Global Markets. Pure Financial Advisors, LLC is a 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, utilizing a financial-planning-centered approach grounded in academic frameworks and continuous planning processes.

Mark Augusta is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Stone & Youngberg LLC, and Piper Sandler & Co. He has been with Hilltop Securities since 2015. Hilltop Securities serves individual, high-net-worth, and institutional clients through both advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions, combining custody, banking, and market-making capabilities on an open-architecture platform.

Gina Willkomm is a CFP® professional at Aspiriant, LLC with two years of industry experience. Her career includes roles at Aspiriant since 2021 and prior experience at Pure Financial Advisors, Inc. and Wealth Quest Partners, Inc. She has also worked with Corepower Yoga, LLC. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional clients, offering comprehensive investment management and wealth planning services. The firm combines customized investment programs with a broad range of family office capabilities and manages public mutual funds that invest in private assets.

Cade Isakson is a financial advisor at Dunham with two years of industry experience and holds a Series 66 designation. He has been with Dunham & Associates Investment Counsel, Inc. since 2023. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that provides wealth management services to individual and high-net-worth clients. The firm employs a manager-of-managers investment approach with tailored separately managed account strategies and operates multiple business lines including mutual funds, wrap fee programs, and a private fund, alongside affiliated trust services.