Keon Khamsehpour is a Series 65-licensed advisor at Prosperity - An EisnerAmper Company with two years of industry experience. He previously worked at Laird Norton Wetherby Wealth Management and Wetherby Asset Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach, emphasizing asset allocation and diversification, and manages roughly $5 billion in client assets.

Thomas Grimm is a financial advisor at Kingswood Wealth Advisors, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Benchmark Investments, Inc., Millennial Advisers, LLC, and Laidlaw and Company. Outside of his advisory role, he volunteers as president of a Toastmasters and Youth Leadership Program, teaching public speaking and communication skills. 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, and ERISA plan advisory services, utilizing an open-architecture platform with a focus on integrating insurance-linked accounts and affiliated financial entities.

Christopher Haddad is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Raymond James Financial Services and T. Rowe Price Investment Services. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates insurance-linked account management alongside institutional consulting.

Eric Finke is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Wealth Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. In addition to advising, he occasionally originates mortgage loans as an independent contractor. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management, utilizing active and passive investment strategies supported by technology-driven rebalancing and administrative services. The firm offers both discretionary and non-discretionary management across various program types, including third-party manager allocations and advisory annuities.

Branden Randall is a CFP® professional at Pure Financial Advisors, LLC with four years of industry experience. His prior roles include positions at Perigon Wealth Management, Shah & Associates - Ameriprise Platinum Financial Services, and Fidelity Investments. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Pure Financial Advisors, LLC is a large registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing academic frameworks such as modern portfolio theory and tax-aware asset location, with portfolios that may include ETFs, mutual funds, stocks, bonds, alternatives, and options strategies.

Bill Casarez is a financial advisor at Archer Investment Corporation with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2018. Prior to that, he held roles at Mann & Associates APC, CPA's and HD Vest, and maintains his own CPA practice focused on tax preparation and accounting. Archer Investment Corporation provides investment management services primarily to individual clients across a range of wealth levels through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and offers both comprehensive financial planning and limited-scope model portfolios with diversified asset allocations.

Wuyang Fu is a financial advisor with IP Financial Advisory Services LLC in San Diego, CA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has worked at firms including Morgan Stanley Private Bank and Morgan Stanley from 2019 to 2023. Outside of advisory work, he is an independent contractor for life and health insurance agencies. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, consulting, and access to third-party managers, utilizing various analytical approaches and tax-efficient strategies.

Taylor Rios is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Symphony Financial Planning for 14 years before joining Pure Financial Advisors, LLC, where he has been since 2024. 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 employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

Mark Pearcy is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Metlife Securities Inc., Mass Mutual Investors Services, and as President and CEO of Pearcy Financial Partners and Insurance Services. Outside of his advisory work, he serves as Vice Commodore of the Southwestern Yacht Club. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management services. The firm offers both discretionary and non-discretionary strategies, blending active and passive investments tailored to client objectives and supported by technology-enabled rebalancing and administrative tools.

Kevin Foote is a financial advisor with Kestra Private Wealth Services, LLC in San Diego, CA. He holds a Series 66 designation and has 22 years of industry experience, including prior work at LPL Financial, LLC. He also serves as an operations manager with Kestra Private Wealth Services, providing operational support for securities consulting and investment activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services, overseeing advisor recommendations within its approved platform.

Monaye Nelson Morgan is a financial advisor at Navy Federal Investment Services, LLC with 11 years of industry experience. She holds a Series 66 designation and has held positions at Edward Jones, Sorrento Pacific Financial, LLC, and CUSO Financial Services, LP prior to joining Navy Federal. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios primarily through third-party portfolio managers on the Envestnet platform and offers a variety of managed advisory programs alongside digital automated ETF portfolios.

Amon Dothard is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, GW Golden Financial, EMortgage/American Financial, and ReMax/Compass. Outside of his advisory role, he serves as a financial advisor and consultant with Elite Resource Team, an independent marketing organization and virtual family office specializing in holistic planning for accounting professionals and their affluent clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies aligned with client objectives.

Royceton Pinder is a financial advisor at Sovran Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Metlife Securities, and Greater Pacific Solutions. Pinder serves as an audit committee member for Pomona Valley Community Health Center. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and retirement plan consulting using a combination of advisor-managed and model portfolios.

Adam Slade is a financial advisor at Aspiriant, LLC with two years of industry experience. Prior to joining Aspiriant, he worked at Airbus for three years and has also held positions at Christopher Newport University. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering comprehensive wealth management services including investment management, tax and estate planning, and specialty consulting. The firm emphasizes customized investment programs and expanded family office capabilities, supported by an affiliated law group and a substantial employee ownership structure.

Johnson Andrews is a CFP® professional with 24 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2021. Prior to that, he held positions at Cetera and TIAA-CREF. Pure Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm combines a planning-centered investment approach overseen by an Investment Committee with tax-aware techniques and specialized sub-advisers, supported by enterprise-scale infrastructure and a multi-advisor platform.

Kseniya Mendoza is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. She is currently affiliated with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments Inc., where she serves as both an investment advisor representative and a registered representative. Mendoza has previously worked at firms including Equitable Advisors and Bourke Wealth Management, and she has experience managing insurance product implementation through Octavia Risk Management LLC. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios that include low-cost ETFs, mutual funds, individual securities, and alternative investments.

Han Gu is a CFP® professional with eight years of industry experience, currently affiliated with Kingswood Wealth Advisors, LLC. He has worked at multiple firms, including Crestwood Capital Management LLC and Cetera, and has served as president of Madison Fund Service, Ltd., providing tax consulting and preparation services. Additionally, he works as a property and casualty insurance broker. Kingswood Wealth Advisors serves a diverse clientele, 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 customized investment approaches and integrates insurance-related account management alongside its advisory services.

Robert Lucente is a CFP® and CFA® with 18 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at firms including Fisher Investments and Wells Fargo Investments. Pure Financial Advisors, LLC is a registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks, offering discretionary portfolio management alongside services such as pension consulting and donor-advised fund solutions.

Christina Lawrence is a financial advisor at Encompass More Asset Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Signature Resources Capital Management, Mass Mutual Life Insurance Company, and Northwestern Mutual in various roles. Outside of her advisory work, she is a 50% owner of Jazznet Media, a production company involved in live performances, co-owned with her husband. Encompass More Asset Management provides discretionary portfolio management, financial planning, and retirement-platform model services to individual and high-net-worth clients. The firm manages approximately $985 million through about 85 advisors, employing model-based strategies that include equities, fixed income, private placements, and digital-asset exposures.

Aaron Malardino is a financial advisor with RBC Securities, Inc. in Solana Beach, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at City National Securities, Inc., Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo Clearing. Outside of advising, he serves as an officer for Gilbert James Holdings, Inc., managing 49ers season ticket sales, and is a board member of Malsimi Holdings, Inc., involved in real estate purchasing decisions. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm’s investment management is delegated to RBC Rochdale, which constructs and implements diversified portfolios using mutual funds, ETFs, SMAs, and individual securities.