Peter Nesbitt is a financial advisor with Dunham & Associates Investment Counsel, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Dunham since 2010. Dunham is an SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, standalone consulting, and a private fund. The firm employs a manager-of-managers approach with formal quarterly rebalancing and offers a combination of business lines including mutual funds, private equity investments, and trust services through its affiliated trust company.

Garrett Newman is a CFP®-credentialed financial advisor with 14 years of industry experience, currently with Brighton Jones LLC in San Diego, CA. His previous work includes roles at LPL Financial and Fidelity Investments, among others. Outside of his advisory work, he operates Remy's Mobile Notary, a mobile notary service. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach and access to both public and private investment opportunities through its affiliated entities.

Georgette Young is a CFP® with 12 years of experience in the financial industry, currently with Madison Avenue Securities, LLC. Her prior roles include positions at Fidelity and Bank of America/Merrill Lynch. She is also a licensed insurance agent, selling life, health, disability, long-term care, and annuities. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting and assistance for charitable institutions. The firm manages about $2.0 billion across multiple advisor-managed and third-party manager platforms, providing both discretionary and non-discretionary portfolio management.

Dominick Pullano is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Kingswood Capital Partners, Benchmark Investments, and Aegis Capital Corp. He also serves as president of PCM Associates, managing investment services and office operations related to his advisory activities. 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 platform with both discretionary and non-discretionary advice, incorporating third-party managers and supporting insurance-linked account management through affiliated financial entities.

Brian Patterson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company, Ludacka Wealth Partners, hConsult, LPL Guided Wealth Advisors, Morgan Stanley, and Citigroup Global Markets. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm offers discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, combining macroeconomic analysis with fundamental, quantitative, and qualitative research across equity, fixed-income, and tactical approaches.

Christopher Ornee is a financial advisor at Savvy with six years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Corient Services LLC, Dowling & Yahnke, LLC, and S&P Global Market Intelligence. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations, offering both discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs diversified, index-based solutions supplemented by quantitative models and integrates proprietary technology such as artificial intelligence and machine learning with human oversight.

Michael Delgado is a CFP® professional at Gladstone Wealth Partners with one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, utilizing diverse investment approaches tailored at the representative level.

William Bianchi is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Legend Advisory Corporation. Outside of his advisory role, he owns Health & Wealth Advisors Inc., a business involved in the sale and service of various insurance products. Kingswood Wealth Advisors serves a diverse 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, with a distinctive approach that integrates insurance-linked account management and utilizes an open-architecture platform with both affiliated and unaffiliated third-party managers.

Sean O'Connor is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Mercer Global Advisors and Epstein and White Retirement Income Solutions. In addition to his advisory work, O'Connor is an insurance agent offering fixed insurance products through O'Connor Insurance and Annuity Services. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based strategies enhanced by quantitative models and tax-aware rebalancing, integrating proprietary and third-party technology solutions alongside traditional portfolio management.

Kyle Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PFG Advisors. His career includes roles at Raymond James, Securities America, and United Planners. He also has experience in the insurance sector. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, utilizing macro allocation strategies with index-based ETFs alongside fundamental and technical analysis.

Leah Burnett is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Purshe Kaplan Sterling Investments, Aurora Wealth Advisors, and LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of portfolio management and consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Michael Seid is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Axxcess Wealth Management since 2013 and previously spent eight years at Arete Wealth Advisors, LLC. Outside of his advisory role, he serves as a board member for Aurora Spine Group, a medical device manufacturer. Axxcess Wealth Management offers wealth management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios and provides operational support through its Third-Party Asset Management Platform, acting as a sub-advisor or co-advisor to other RIAs and broker-dealers.

Alec Walsh is a financial advisor with Belpointe Asset Management LLC in San Diego, CA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Asset Preservation Strategies, Inc. and Sushi 101. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm manages approximately $7.6 billion in client assets and offers customized portfolio management and financial planning through a combination of passive, active, tactical, and blended strategies.

Gregory Richards is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at firms including Benchmark Investments LLC and Centaurus Financial INC. Outside of his advisory role, he is involved with The Estate Planning Team, where he prospects clients regarding deferred sales trust strategies, and refers clients to AmeriEstate Legal Plan, Inc. for legal planning assistance. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to 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 advice, integrates affiliated financial entities, and supports insurance-linked account management.

Namhee Park is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Kingswood, Park worked at Mirae Asset Wealth Management, MML Investors Services, and New York Life Insurance Company among others. Park serves on the board of the Korean American Chamber of Commerce of Orange County and is the CFO of the Yonsei Global CEO Association. 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 platform with both discretionary and non-discretionary advice and integrates insurance-linked account management within its operational model.

Rory Mcglynn is a CFP® with 15 years of industry experience, currently advising at AlphaCore Capital LLC since 2025. He previously worked at Sella & Martinic, LLC and Raymond James Financial Services. Outside of his advisory role, he serves as a producing agent for non-variable insurance. 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, employing a multi-asset investment approach that incorporates alternative investments alongside traditional equities and fixed income.

Linda Kitchens is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Aspiriant LLC since 2016. Based in San Diego, CA, she works within a multi-team environment at a firm employing 73 advisors. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office services, and specialty consulting, utilizing customized investment programs supported by internal market research and diverse implementation options.

William Bo is a financial advisor at Dunham with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Commonwealth Financial Network, Fidelity Investments, LPL Financial, and CUSO Financial Services. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm uses a manager-of-managers investment approach with formal rebalancing, offers proprietary mutual funds, separately managed accounts, and a private fund, and provides custody and trust services through an affiliated trust company.

Royce Gittings is a financial advisor at Dunham with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dunham & Associates Investment Counsel, Inc. since 2003, except for a brief period at Fidelity Investments in 2022. In addition to his advisory role, he is an agent for Dunham Trust Company, authorized to execute various financial agreements related to trust and custodial services. Dunham is an SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm uses an asset allocation and manager-of-managers investment approach, supported by committee oversight and algorithmic rebalancing tools, and is affiliated with a trust company providing custody and trust services.

Michael Stephenson is a Series 65-credentialed financial advisor with seven years of industry experience. He is currently affiliated with Integrated Advisors Network LLC and has prior experience at Ernst & Young. Outside of his advisory role, he is a partner in Copper Crest CPA's LLP, a professional services business specializing in tax preparation and financial consulting. 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 risk-profile framework and combines fundamental and quantitative analysis with various investment strategies, while also utilizing third-party sub-adviser platforms and private fund structures.