Jacob Johnson is a financial advisor with Compass Financial Management LLC in San Diego, CA. He holds a Series 65 designation and has experience working at Roadmap Tax since 2025 following an 11-year career in the U.S. Navy. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and non-discretionary retirement plan consulting, utilizing a multi-team approach with 27 advisors managing approximately $519 million in discretionary assets.

Matthew Nadeau is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Kingswood Wealth Advisors, LLC. His prior roles include positions at Kingswood Capital Partners, Hayden Royal, Lord Abbett, and Wells Fargo Funds Management. He serves as vice president and board member of the Boys and Girls Club of Placer County. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with both discretionary and non-discretionary investment approaches and integrates insurance-linked account management within its multi-team model.

Joshua Aldus is a financial advisor with Octavia Wealth Advisors LLC in San Diego, CA, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at AXA Advisors and Purshe Kaplan Sterling Investments. Aldus serves as a board member for the California Society of Certified Public Accountants, where he helps organize active lifestyle events. 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, retirement plans, and municipal entities. The firm employs customized portfolios emphasizing low-cost ETFs, mutual funds, and securities, while also utilizing alternative investments and sub-advisors as appropriate.

Robert Pancrazi is a financial advisor at Dunham with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ast Investor Services, LLC and Fourwood Capital Partners, LLC for 13 years. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, standalone investment consulting, and a private fund. The firm’s investment process focuses on asset allocation and a manager-of-managers approach, supported by quarterly rebalancing and a proprietary algorithmic rebalancing program.

Stevan Dority is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Wells Fargo Advisors. In addition to his advisory role, Dority is the CEO of Wine Country Wealth, a wealth management firm. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach with opportunistic rebalancing.

Tyler Cohen is a CFP® and ChFC® credentialed advisor with five years of industry experience, currently affiliated with The AmeriFlex Group in San Diego, CA. His work history includes roles at Cambridge Investment Research, CURO Financial and Insurance Solutions, and several other firms. Outside of his financial career, he previously operated a dog boarding facility called The Animal Keeper. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap programs and model asset allocations to deliver tailored investment strategies.

Chris Maudlin is a financial advisor at AlphaCore Capital LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at AlphaCore Capital since 2020, following an 11-year tenure at Altegris Investments. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory, emphasizing multi-asset diversification through qualitative analysis and manager due diligence.

Richard Alexander is a CFP® and holds a Series 66 license with 15 years of experience in financial advising. He has worked at Pure Financial Advisors, LLC since 2018 and previously at Ameriprise Financial Services, Inc. from 2014 to 2017. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware techniques, and the use of specialized sub-advisers.

Lucas Keefer is a financial advisor at Dunham with a Series 66 designation and one year of industry experience. Prior to joining Dunham, he held roles at LPL Enterprise and has experience outside the financial sector, including hospitality and retail positions. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm employs a manager-of-managers investment approach with formal rebalancing and offers a variety of investment vehicles, including proprietary mutual funds, separately managed accounts, and a private fund, alongside trust and custodial services through an affiliated trust company.

Nathan Nicholas is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Pure Financial Advisors, LLC since 2015 and also serves as president of Door Systems International, a company specializing in sales of electrified hardware. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates tax-aware strategies, diversification, and oversight by an Investment Committee.

Karen Clapp is a financial advisor at Aspiriant, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Aspiriant since 2021. Her prior experience includes four years at Hynes Advisory Inc. DBA HearthStone and one year at Clapp Legal. Aspiriant serves primarily 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 provides accounting, tax, and estate planning support, as well as access to private investment offerings and public mutual funds investing in private assets.

Brian Perry is a CFP® and CFA® with 20 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2017, following five years at Charles Schwab. Perry is the author of several financial education books, including "Retirement Revamp," "Ignore the Hype," and "Piggy Bank to Portfolio," as well as a fiction book titled "The Holiday Party." Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, along with services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered, committee-overseen investment approach that incorporates modern portfolio theory, tax-aware techniques, and specialized strategies, supported by enterprise-scale infrastructure and advisor involvement in adult education.

Martin Mcnees is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Madison Avenue Securities since 2005. Outside of his advisory role, he serves as president of AE Financial Services, a broker-dealer based in Topeka, KS. 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 a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Edmundo Alvarado is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked at multiple firms including Compass Capital, Cetera Wealth Services, LLC, LPL Financial, National Planning Corporation, and Trilogy Capital Inc. In addition to his advisory role, he is an owner of Compass Capital, a financial services firm. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Phillip Di Rocco is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a Series 66 license and 22 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, and Metlife Securities. Outside of advisory work, he owns Wealth 365 Advisors, offering full financial planning and insurance services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a range of active and passive investment strategies and supports multiple program types, managing nearly $1.9 billion in assets.

Donald Skinner is a financial advisor at Kingswood Wealth Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Outside of his advisory role, he umpires high school and summer league baseball. Kingswood Wealth Advisors serves a broad client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform that utilizes third-party managers and supports insurance-linked account management.

Brian Jellig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Epstein and White Financial, and Edward Jones. Outside of his advisory work, he is an insurance agent offering fixed life insurance and annuity products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused model construction, supported by a proprietary technology platform and quantitative tools.

Pamela Yaroma is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding a CFP® designation and Series 63 and 65 licenses. She has 10 years of industry experience, including prior roles at MassMutual Investors Services and Foresters Financial Services. Outside of her advisory work, Pamela is an owner of A C Mountain LLC, involved in real estate activities. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing comprehensive financial planning and portfolio management services. The firm combines advisor-driven strategies with internal and third-party portfolio models, employing both active and passive investment approaches across diverse asset classes.

David Foster is a CFA® charterholder with three years of industry experience, currently affiliated with Integrated Advisors Network LLC in San Diego, CA. Prior to joining Integrated Advisors Network, he worked at Allianz Global Investors for 14 years. Outside of his advisory role, he is involved with Copper Crest CPAs LLP in accounting, consulting, and planning. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, using both discretionary and non-discretionary investment management approaches, and frequently utilizes third-party sub-advisers to implement client portfolios.

Dana Mc Grath is a CFP® with 10 years of industry experience, currently serving at Octavia Wealth Advisors LLC. Prior to this, Mc Grath worked at Axa Advisors, LLC for five years. In addition to advisory duties, Mc Grath is involved with Octavia Risk Management LLC, focusing on the implementation of insurance products. 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, businesses, retirement plans, institutions, and state or municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and trust and custody administration through partnerships, utilizing customized portfolios with a long-term investment approach.