Alec Walsh is an advisor with Belpointe Asset Management LLC based 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 involvement with Sushi 101. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and various advisory relationships.

Christopher Donahugh is a financial advisor at Axxcess Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and previously operated as a self-employed advisor for 13 years. Outside of his advisory role, he is also an insurance agent specializing in accident, health, life, casualty, and property insurance. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios and provides operational support such as trade order management, billing, and consolidated reporting.

Gregory Richards is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Kingswood in 2023, Richards worked at Benchmark Investments LLC, DST Wealth Management LLC, and Centaurus Financial Inc. Outside of his advisory role, he is involved with The Estate Planning Team, where he explains strategies for deferred sales trusts to potential clients. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while monitoring third-party managers.

Namhee Park is a financial advisor with Kingswood Wealth Advisors, LLC and holds Series 65 and Series 63 licenses. She has nine years of industry experience, including roles at Mirae Asset Wealth Management, MML Investors Services, and New York Life Insurance. Park is involved in community organizations, serving on the board of the Korean American Chamber of Commerce of Orange County and as CFO of the Yonsei Global CEO Association. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors through a network of financial advisors. The firm employs an open-architecture approach, tailoring strategies to clients’ objectives and risk tolerance while conducting due diligence on third-party managers and sub-advisors.

Rory Mcglynn is a CFP® with 15 years of industry experience, currently with AlphaCore Capital LLC since 2025. He previously worked at Sella & Martinic, LLC and Raymond James Financial Services, among others. Outside of his advisory role, Rory acts as a producing agent for non-variable insurance sales. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers a broad range of wealth planning and investment management services, emphasizing alternative investing alongside traditional strategies.

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

Royce Gittings is a financial advisor at Dunham with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dunham & Associates Investment Counsel, Inc. since 2003, including a brief period at Fidelity Investments in 2022. Outside of advisory services, he serves as an authorized agent for Dunham Trust Company, a role in which he performs limited administrative duties related to trust and custodial accounts. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of wealth management services, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm integrates asset allocation strategies and a manager-of-managers approach, supported by an affiliated trust company providing custody and trust services.

Michael Stephenson is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds a Series 65 designation and has six years of experience in the industry. Prior to his current role, he worked at Ernst & Young and spent five years at Texas Christian University. Outside of advising, he is a partner in Copper Crest CPA's LLP, which provides tax preparation and financial consulting services, and Copper Crest Insurance Services, LLC, where he manages client relationships. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a range of investment strategies including fundamental and quantitative analysis, use of options and hedging, and access to third-party managers through wrap-fee programs and Managed Account Solutions.

Paul Condrat is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Davidson Investment Advisors, Inc. since 2004. He holds the Series 65 designation and is based in Carlsbad, CA. Davidson Investment Advisors offers discretionary and non-discretionary portfolio management services to individuals and institutions across various strategies including equity and fixed income. The firm combines fundamental, quantitative, and qualitative analysis through a centralized investment team and emphasizes active, long-term management with tax-aware services.

Henry Mcclurg is a financial advisor at AlphaCore Capital LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked for Charles Schwab and Charles Schwab Bank SSB for 15 years. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

James Plotkin is a Series 65-licensed advisor with seven years of industry experience, currently with Private Management Group Inc in Carlsbad, CA. He has operated Plotkin & Associates Inc, DBA Plotkin Group, for over 35 years, where he serves as President and CEO, providing employee assessments for hiring and development. Private Management Group, Inc. offers discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets through a multi-team approach focused on combining long-term strategic frameworks with shorter-term tactical decisions.

Brian Dixon is a CFP® and ChFC® with 22 years of industry experience. He is currently a financial advisor at Kingswood Wealth Advisors, LLC in Nashville, TN, having previously worked at firms including RBC Capital Markets, CITY NATIONAL BANK, and Raymond James Financial Services. Outside of his advisory role, he is involved in insurance sales and service as a producer and owner. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance and provides a range of portfolio management and consulting services.

John McCartin is a financial advisor at Sound Income Strategies, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sound Income Strategies since 2015, in addition to operating McCartin and Associates since 2001. Outside of his advisory role, he is an independent insurance agent specializing in the sale of life insurance and fixed annuity products. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm employs a fixed-income and income-oriented investment approach, combining fundamental and technical analysis, and offers asset management, financial planning, insurance services, and co- and sub-advisory arrangements.

Brian Samuels is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Planning Corporation and Prosperity Wealth Management, Inc. Outside of advisory work, he serves as Managing Director and CEO of Highland Capital Financial Consulting LLC, an insurance marketing agency. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages discretionary portfolios using a mix of fundamental, technical, and cyclical analysis across various investment types and strategies.

Matthew Reese is a financial advisor at Independence Square Holdings, LLC with two years of industry experience. He holds a CPA credential and owns a tax preparation and bookkeeping business. Prior to joining Independence Square, he worked at BDO USA and Moss Adams, and he also serves as Vice President on the board of Advanced Piping Products Inc., a manufacturing company. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to a diverse client base, including individuals, retirement plans, corporations, and government entities. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary services supported by digital platforms and access to third-party managers.

Jeffrey Anderson is a CFA® charterholder with 20 years of experience in the financial industry. He currently serves as an advisor at Axxcess Wealth Management, LLC and has previously worked at Presidio Capital Management, LLC, Inverness Securities LLC, and Ancora Advisors LLC. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, retirement plans, and other investment advisers. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party asset management platform and sleeve-manager capabilities.

Ethel Mcglynn is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Charles Schwab and TD Ameritrade. 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 both traditional and alternative investment strategies along with tax preparation, trustee services, and ERISA retirement plan advisory services.

Mohamed Alsoraimi is a financial advisor at Kingswood Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at multiple related firms including Benchmark Investments, Inc, Kingswood Capital Partners, and Chalice Capital Partners. Outside of his advisory work, he owns Sierra Regulatory Consulting, an LLC focused on occasional consulting on regulatory matters. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance and provides a range of portfolio management and consulting services.

James Lingelbach is a CFP® and ChFC® professional with 37 years of industry experience. He is currently with The AmeriFlex Group and has previous experience at Cambridge Investment Research, Sagepoint Financial, Mass Mutual Investors Services, and MetLife Securities. He is also president of CURO Financial Planning, LLC, and CURO JRL, Inc., a business entity based in California. 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 and financial planning solutions, utilizing model asset allocations and discretionary manager relationships, with accounts custodied at multiple major custodians.