Barry Waxler is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at several firms, including Universal Financial Consultants Corporation and Versus Capital Partners, and has authored the book *Stop Bleeding Cash*. Waxler also participates on an advisory board focused on exit planning and is involved in life insurance sales and referrals related to technology and capital development. Kingswood Wealth Advisors serves individual and institutional clients with portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently utilizing third-party managers, and is notable for its integration with affiliated financial entities and its management of insurance-linked accounts.

Jason Greer is a CFA® charterholder with 14 years of industry experience. He has worked at Dunham & Associates Investment Counsel, Inc. since 2013. Dunham is a multi-team SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm employs an asset allocation and manager-of-managers approach and offers a range of investment strategies including proprietary mutual funds, separately managed accounts, and a private equity fund, alongside custody and trust services through its affiliated trust company.

Kyle Kraus is a CFP® professional with 24 years of industry experience, currently working at AlphaCore Capital LLC. His prior roles include positions at Financial Engines Advisors L.L.C., The Vanguard Group Inc, and Ameriprise Financial Services. Outside of his advisory career, Kraus performs as a freelance musical artist at various venues. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies and managing accounts on a discretionary basis.

Mark Peetz is a financial advisor at Kingswood Wealth Advisors, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2022. His prior experience includes roles at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both affiliated and unaffiliated third-party managers.

Amy Gallego is a financial advisor at Dunham with 17 years of industry experience. She has been with Dunham & Associates Investment Counsel, Inc. since 2015. In addition to her advisory role, she is the co-founder of Out of Doors Picnics, a San Diego-based picnic planning service. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of services including mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm employs an asset allocation and manager-of-managers investment approach, supported by formal quarterly rebalancing and proprietary algorithmic tools.

Vilayphone Fixsen is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has been with Madison Avenue Securities since 2008. Outside of her advisory role, she is involved in construction as a treasurer and office administrator for BuildingLegacy Contracting. 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 variety of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Jamie Plemons is a financial advisor with Creativeone Wealth, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. Plemons owns Advanced Wealth Planning and Advanced Estate Planning, providing investment advisory, insurance, estate planning, and Medicaid planning services. Additionally, Plemons works as a paralegal and assists with Medicaid applications and legal document preparation. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, and nonprofit clients. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through its network of Investment Adviser Representatives.

Frank Hsin is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Kingswood Wealth Advisors in 2023, he worked at UBS Financial Services Inc. for 12 years. Outside of finance, he is a co-owner of a coffee business, 805 Office Coffee Company LLC, involved in invoicing, deliveries, and customer service. 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, operating an open-architecture platform that integrates insurance-linked accounts and uses both affiliated and third-party managers.

Michael Holaday is a financial advisor with Infinity Financial Services Advisory in El Cajon, CA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Infinity Financial Services Advisory since 2021 and has concurrently operated Holaday Financial since 2012. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.

Kirk Strawn is a CFA® charterholder with 35 years of industry experience. He is currently a financial advisor at AlphaCore Capital LLC, where he has worked since 2018. Prior to that, he was with Altegris Investments, Inc. for seven years and was involved with AlphaCore Insurance Services, LLC from 2022 to 2025. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management with a focus on both traditional and alternative investment strategies, including private equity and private credit, and provides additional services such as tax preparation and ERISA retirement plan advisory.

Douglas Shultz is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Yorkshire Wealth Management, LLC and Integrated Advisors Network since 2016, and previously spent a year at SII Investments, Inc. Outside of advisory services, he serves as the Escondido City Treasurer, managing treasury bond investments for the city. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a risk-profile framework and a combination of fundamental and quantitative analysis to implement client plans, often utilizing third-party sub-adviser platforms and offering discretionary and non-discretionary portfolio management and financial planning services.

Morgan Wam is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 65 designation and has been with United Capital since 2019. Outside of his advisory role, he owns and manages Clubshare LLC, a golf organization based in San Diego. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client technology tools, and access to third-party managers.

Brett Roenick is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and Elite Lifestyle Management. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Damon Delillo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at Raymond James Financial Services Advisors and NEXT Retirement Solutions. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets through a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Robert Canavan is a Certified Financial Planner® (CFP®) with 28 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2018, and previously spent five years at Fidelity Brokerage Services LLC. 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 grounded in academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

William Hodapp is a CFP® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at CI Surevest Private Wealth, Wells Fargo, and 1 St Global Capital Corp. Hodapp is based in San Diego, CA. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory and tax-aware strategies.

Michael Pugsley is a CFP® with 27 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2020. His prior roles include positions at W&S Brokerage Services, Western Southern Life, AIG Direct, and Horace Mann Companies. He is also active in independent insurance sales in San Diego, focusing on various insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, supported by a broad network of affiliated offices and investment adviser representatives.

Maxwell Hacker is a CFP® and holds a Series 66 designation with 15 years of experience in financial advising. He has worked at Pure Financial Advisors, LLC since 2022 and previously spent eight years at Motley Fool Wealth Management. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware techniques, and specialized sub-advisers.

Richard Pfister is a financial advisor at AlphaCore Capital LLC with 11 years of industry experience. He holds the Series 63, 65, and 66 licenses and has been with AlphaCore Capital since 2014. Pfister serves as an advisory board member for Schwab and is a member of the Investment Committee at Bishop High School, where he reviews the endowment portfolio. He is also the manager, president, and CEO of AlphaCore Insurance Services, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Daniel Sands is a CFP® with 26 years of industry experience, currently serving at Dunham & Associates Investment Counsel, Inc. since 2019. His prior roles include positions at Arenite Advisory, Geneos Wealth Management, and Silversage Advisors. In addition to his advisory work, Sands holds leadership roles at Dunham Trust Company, where he manages discretionary client accounts and serves on the investment committee. Dunham is an SEC-registered investment adviser and broker-dealer offering wealth management services to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm combines multiple business lines, including affiliated trust and custody services, with an investment process centered on asset allocation and a manager-of-managers approach.