Paul Condrat is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Davidson Investment Advisors, Inc. since 2004. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions, including registered investment companies and retirement plans. The firm uses a centralized investment team to manage multi-cap equity and fixed income strategies with an emphasis on active, long-term management and tax-related services.

Henry Mcclurg is a financial advisor at AlphaCore Capital LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank SSB and Charles Schwab for 15 years, as well as Citigroup Global Markets for 2 years. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and specialized advisory services with an emphasis on multi-asset portfolios that include alternative investments.

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® credentialed financial advisor at Kingswood Wealth Advisors, LLC with 23 years of industry experience. His prior work includes roles at CITY NATIONAL BANK, RBC Capital Markets, Raymond James Financial Services, and SunTrust. Outside of his advisory work, Dixon is involved in insurance sales and serves as a power of attorney for multiple family members. 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, and ERISA plan advisory services. The firm utilizes an open-architecture platform with both discretionary and non-discretionary investment management and integrates insurance-linked account management through affiliated entities.

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 three years of industry experience. He previously worked at BDO USA and Moss Adams and is a certified public accountant who owns a tax preparation and bookkeeping business. Reese is also vice president of the board of Advanced Piping Products Inc., a manufacturing company serving the oil and gas refinery sector. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach and integrates customized portfolios, model portfolios, and third-party solutions, leveraging digital platforms and a broad range of investment instruments.

Jeffrey Anderson is a CFA® charterholder with 21 years of industry experience. He is currently with Axxcess Wealth Management, LLC and has previously worked at Presidio Capital Management, Inverness Securities, and Ancora Advisors. Axxcess Wealth Management offers wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, charitable organizations, and government entities. The firm’s investment approach centers on customized multi-asset portfolios and utilizes a range of internal and third-party managers, ETFs, mutual funds, and alternative investments, supported by a formal platform that integrates multiple managers and provides consolidated reporting.

Ethel Mcglynn is a financial advisor at AlphaCore Capital LLC with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab and TD Ameritrade. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management that incorporates alternative investments alongside traditional assets.

Mohamed Alsoraimi is a financial advisor at Kingswood Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Benchmark Investments, Kingswood Capital Partners, and Chalice Capital Partners. Outside of his advisory role, he owns Sierra Regulatory Consulting, an LLC that provides occasional regulatory consulting services. 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 investment approach, uses third-party managers and sub-advisors, and supports insurance-linked account management through its integration with affiliated financial entities.

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.

Hannah Alves is a Series 65-licensed financial advisor at Dunham with one year of industry experience. Prior to joining Dunham, she held roles at Trilogy Finance and spent four years in the service industry. She has a background that includes work in hospitality and retail sectors. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through a range of investment products including proprietary mutual funds, separately managed accounts, and a private fund. The firm employs a manager-of-managers approach with formal rebalancing processes and offers custody and trust services via its affiliated trust company.

David Martin is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with American Independent Securities Group since 2010 and has been involved in real estate development since 2004. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes an open architecture investment approach with both discretionary and non-discretionary account management options, and offers access to various custodial and advisory platforms.

Michael Mirich is an investment advisor representative with Realta Investment Advisors, Inc., holding Series 63 and Series 65 designations and 22 years of industry experience. His prior work includes roles at Center Street Securities, Inc. and Arete Wealth Advisors, LLC. Outside of advisory services, he operates an eBay flipping business under the name Sumo Slams Deals. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs personalized strategies based on client goals and risk tolerance, utilizing a diverse mix of asset classes and third-party manager programs.

Renee Faison is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including World Equity Group and Woodbury Financial Services. Faison is the president and founder of the Derrick Faison Foundation, a nonprofit focused on heart disease prevention, education, and youth support, and serves on the board of Farrs Best, a community outreach organization. She is also the founder of Kingdom Awakening 2020 Magazine, a ministry publication. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, ERISA advisory, and consulting services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management within its multi-team model.

Michael Bendix is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Cedar Crest Advisors, LLC and DFPG Investments, Inc. Bendix serves on the board of directors for the Alternative and Direct Investment Securities Association and consults for a nonprofit organization focused on financing and fundraising. Diversify Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and consulting services to individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification approach and offers a variety of investment options and fee structures tailored to client needs.

Ciano Villaquiran is a CFP® and ChFC® with 13 years of industry experience. He is currently with The AmeriFlex Group and has worked previously at firms including Cambridge Investment Research, MassMutual, and Metlife Securities. Villaquiran also operates a financial literacy coaching business in San Diego. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through various model allocations and manager relationships.

Judson Gee is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Kingswood Capital Partners, Niagara International Capital Limited, Hayden Royal, Uhlmann Price Securities, and Jhg Financial. He is also involved as majority owner and operator of Camp Stonefly LLC, overseeing campground management and related activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform, frequently uses third-party managers, and integrates insurance-linked account management through affiliated entities.

Salvatore Capizzi is a financial advisor at Dunham with 41 years of industry experience. He holds a Series 63 designation and has been with Dunham & Associates Investment Counsel since 2008. Dunham is an SEC-registered investment adviser and dually registered broker-dealer that provides wealth management services to individual and high-net-worth clients. The firm employs a manager-of-managers approach with formal quarterly rebalancing and offers various investment vehicles, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund focused on long-term private equity investments.

Bruce Beaty is a financial advisor at Madison Avenue Securities, LLC with eight years of industry experience. He holds the ChFC® and Series 63 designations and has held roles at multiple firms including AE Wealth Management, Dynamic Planning Network, and Heartland Investment Advisory Services. Outside of his advisory work, he serves as a managing partner in investment-unrelated ventures such as R&B Ventures, LLC and Quail Holding, LLC. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options through various platforms and third-party managers. The firm also supports pension consulting, college-savings assistance, and services for charitable organizations.

Nicholas Cipriano is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley Private Bank and Merrill. Prospera Financial Services is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a dual registration as both an SEC-registered investment adviser and a FINRA member broker-dealer.