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 with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at World Equity Group and Woodbury Financial Services. Outside of her advisory work, she 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 CDC and 501(c)(3) organization aimed at community empowerment and generational wealth. 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, offering portfolio management, third-party manager oversight, and various advisory services.

Michael Bendix is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. His previous roles include positions at Cedar Crest Advisors, LLC and DFPG Investments, Inc. Bendix serves on the board of 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 providing financial planning, portfolio management, and corporate consulting to individuals, retirement plans, trusts, and small business owners. The firm employs a tactical diversification approach with individualized asset allocation and offers a variety of investment options, including alternatives and structured products, along with flexible fee arrangements.

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, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at multiple firms including Kingswood Capital Partners, Niagara International Capital Limited, Hayden Royal, and Jhg Financial, where he has been affiliated since 2000. Outside of his advisory work, he is a notary public and owns a campground where he oversees operations and management. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and other institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client objectives and risk tolerance while conducting ongoing due diligence of third-party managers and sub-advisors.

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 18 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 10 years. Prospera Financial Services is an enterprise-scale firm serving a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm offers investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations to construct and manage portfolios.

Camryn Nurmberg is a financial advisor at Dunham with a Series 66 credential and one year of industry experience. Prior to joining Dunham, Camryn worked in various roles including at Solara Medical Supplies and McP’s Irish Pub. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through multiple investment vehicles, 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 custody, trust, and donor-advised fund services through its affiliated trust company.

Khoa Hoang is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a wide range of investment instruments and access to alternative investments and third-party managers.

David Morgan is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He previously worked at Axxcess Wealth Management, Onyx Bridge Wealth Group, Elite Investment Team, and Securities America Advisors. In addition to his advisory role, he owns and operates Dave Morgan CPA, Inc., an accounting firm based in San Diego. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and a sponsored wrap program, utilizing a range of passive, active, tactical, and blended portfolio strategies tailored to client objectives.

Steven Brahy is a CFP® professional with 29 years of experience in the financial advisory industry. He is currently with Madison Avenue Securities, LLC, where he has worked since 2021. Prior to this, he was with Rose Court Wealth Management for eight years. Outside of his primary role, he is involved with Empress Investment Group, providing wealth management, insurance, and investment advisory services. Madison Avenue Securities, LLC serves a diverse client base including high net worth individuals, charitable institutions, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through various account platforms, employing multiple investment strategies and custodial arrangements.

Deana Ingalls is a financial advisor with IP Financial Advisory Services LLC, holding the ChFC® designation and a Series 63 license. She has 33 years of industry experience and has previously worked with LPL Financial, LLC, and WCG Wealth Advisors, LLC. Ingalls is also a licensed notary and author. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio solutions and access to third-party investment advisors, with a notable emphasis on non-high-net-worth individuals.

Jason Mcmurtry is a financial advisor at Concorde Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including DFPG Investments, Inc and Steadfast Companies. Outside of his advisory work, he owns a boat chartering business and an apparel company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using proprietary and third-party model strategies and offers overlay management with discretionary trading and allocation.

Santiago Tena is a financial advisor at Dunham with Series 66 credentials and one year of industry experience. Prior to joining Dunham, he worked in educational roles at Loyola University Chicago and Benchmark Education, and has experience dating back to 2015 in various capacities. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm employs a manager-of-managers investment approach with a mix of proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund, alongside custody and trust services through its affiliated trust company.

Brandi Pugh is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Kestra Private Wealth Services and Kestra Investment Services since 2014 and also maintains a role at Washington Wealth Management since 2012. Outside of her primary advisory role, she is involved with California Wealth Transitions as a senior licensed sales associate and provides operational support for Oxygen Wealth Management. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of investment and financial planning services with access to multiple platforms and both in-house and third-party managed solutions.

Paul Lee is a financial advisor at Kingswood Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Mirae Asset Wealth Management (USA) Inc. He is a managing director at Trinidad Coffee Company, where he consults on operational and marketing strategies. Lee also serves as a board member of the USC Asian Pacific American Alumni Association. 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 client goals and risk tolerance, offering portfolio management, consulting, and oversight of third-party managers.

Ryan Dykmans is a CFA® charterholder and holds the Series 66 license, with 21 years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2004. He currently serves as Chief Investment Officer of Dunham Trust Company, overseeing trading, investment management, analysis, and asset allocation. Dunham is a multi-team SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm emphasizes asset allocation and a manager-of-managers approach, supported by an investment committee and proprietary rebalancing tools, and is notable for its affiliated trust company providing custody and trust services.