Julianna Rote is a CFP® and Series 65-registered financial advisor with Mission Wealth Management, LP in San Diego, CA. She has 11 years of industry experience and has been with Mission Wealth Management since 2014. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, using a mix of internal and third-party management tailored to client needs.

Jonathan Elsberry is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding Series 63 and Series 65 designations with 22 years of industry experience. Prior to joining AlphaCore in 2022, he worked at Private Asset Management, Inc. for five years. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion for individuals, entities, and institutional investors. The firm uses a multi-asset approach that includes alternative investments alongside traditional equities and fixed income, employing fundamental and qualitative macro analysis and manager due diligence to build diversified portfolios.

Daniel Packard is a Series 65-licensed financial advisor with 12 years of industry experience, currently with Wealth Watch Advisors, Inc. Since 2007, he has been a partner at Packard Senior Services, assisting clients with Medi-Cal applications. His prior roles include positions at Consolidated Portfolio Review Corp and CG Advisory Services. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a variety of investment strategies through vetted third-party managers and offers financial planning, consulting, and access to select alternative private placements for accredited investors.

Rory Miller II is a financial advisor at Madison Avenue Securities, LLC in San Diego, CA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial and National Planning Corporation. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable organizations. The firm manages about $2.0 billion for roughly 14,000 clients through multiple wrap programs, sub-advisers, and third-party manager relationships.

Chahati Lancaster is a CFP® professional with five years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. She has previously worked at Haydel Biel & Associates and several other firms. Lancaster holds the Series 65 designation. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm’s platform supports customized investment solutions and offers a broad range of affiliated services through its extensive network.

Ami Aranha is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has worked at Aspiriant LLC since 2018 and previously spent three years at Callan Capital, LLC. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office, and specialty services. The firm offers customized investment programs and distinctive family office capabilities, including accounting, banking support, and access to private investment offerings.

Vincent Florentino is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds Series 65 and Series 66 registrations and has one year of industry experience. His background includes roles in healthcare and education, as well as founding a multimedia company. Integrated Advisors Network is an SEC-registered multi-team investment adviser that offers portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, and corporate entities. The firm employs a range of investment approaches, often utilizes third-party sub-advisers, and implements client plans based on risk profiles and Investment Policy Statements.

Christopher Richey is a CFA charterholder with 28 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2019 and previously worked at Neosho Capital LLC for 15 years. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to client portfolios.

Myles Rush is a CFP® and holds a Series 66 designation, with 12 years of experience in the financial advisory industry. He has worked at Aspiriant, LLC since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs using a range of implementation options and includes expanded family office capabilities such as accounting and banking support.

David Curiel is a CFP® and holds a Series 65 license, working with AlphaCore Capital LLC since 2022. He has two years of industry experience and previously worked for Life Credit Company for nine years. Based in La Jolla, CA, he is part of a multi-team firm. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, including high-net-worth clients, entities, and institutional investors, offering comprehensive financial planning and multi-asset portfolio management that includes alternative investments alongside traditional assets.

Sean Storck is a CFP® professional with 20 years of industry experience, currently serving at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Avantax entities. Outside of advising, he is involved with Reason Tax Group, LLC, a CPA and tax preparation business. Merit Financial Group is a multi-team advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients with services including asset management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach supported by an internal management team and third-party sub-advisers, and it operates distinct business lines including affiliated tax preparation and insurance services.

Bart Zandbergen is a Certified Financial Planner® with 34 years of industry experience. He is currently with Axxcess Wealth Management, LLC and has prior experience at firms including Financial Management Network Inc and Gramercy Securities, Inc. Outside of advisory work, he holds a Certified Divorce Financial Analyst designation and performs intermittent modeling work while contributing to several magazines. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm emphasizes customized multi-asset portfolios with ongoing oversight, acting both directly and through its proprietary platform as a TAMP and sub-advisor for third-party advisory firms.

Marc Seward is a financial advisor with AlphaCore Capital LLC, holding the ChFC® designation and Series 63 and 65 licenses, and brings 30 years of industry experience. He has worked previously at Enviso Capital LLC and Raymond J. Lucia Companies, Inc., and has operated Marc Seward Consulting since 1998. Outside of advisory roles, he offers insurance products and services to clients through AlphaCore Insurance Services LLC and his consulting business. 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, providing comprehensive financial planning and multi-asset portfolio management that integrates alternative investments alongside traditional assets.

Creede Murphy is a CFP® and Series 65 credentialed advisor at Mission Wealth Management, LP with 13 years of industry experience. He previously worked for American Assets Capital Advisers, LLC and American Assets Investment Management, LLC. Murphy holds a non-voting equity interest in American Assets Capital Advisers. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios and both discretionary and non-discretionary account arrangements.

Christopher Brown is a financial advisor at Kingswood Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Wells Fargo Clearing. Outside of his advisory role, he serves as a member of the Page High School Quarterback Club, assisting with football game operations and program expenditures. 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 utilizes an open-architecture platform with third-party managers and supports insurance-linked accounts through affiliated financial entities.

Jeffrey Dunham is a financial advisor at Dunham with 43 years of industry experience. He holds a Series 63 designation and has been with Dunham and Associates Investment Counsel, Inc. since 1985. Dunham is also a board member of the Dunham Foundation, a charity supporting various children’s causes. Dunham is an SEC-registered investment adviser and broker-dealer that provides wealth management services to individual and high-net-worth clients. The firm employs an asset allocation and manager-of-managers investment approach, offering proprietary mutual funds, separately managed accounts, and a private fund, alongside trust and custodial services through its affiliated trust company.

Michael Olsen is a financial advisor at Madison Avenue Securities, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Madison Avenue Securities since 2012. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment approaches, including portfolio management, financial planning, pension consulting, and college-savings services.

John Grady is a financial advisor at Diversify Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cantor Fitzgerald & Co. for eight years. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Michelle Cavallero is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network LLC and Hayden Royal. Outside of her advisory work, she knits blankets for foster children in her community on a volunteer basis. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates insurance-linked account management through affiliated entities.

Anthony Nardi is a CFP® professional with 12 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC. His prior experience includes roles at Benchmark Investments, LPL Financial, Sterling National Bank, and J.P. Morgan Securities. Outside of his advisory work, he is involved in fixed annuity and life insurance activities through an independent marketing organization. Kingswood Wealth Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.