Michael Delgado is a CFP® professional at Gladstone Wealth Partners with one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, utilizing diverse investment approaches tailored at the representative level.

William Bianchi is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Legend Advisory Corporation. Outside of his advisory role, he owns Health & Wealth Advisors Inc., a business involved in the sale and service of various insurance products. 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, with a distinctive approach that integrates insurance-linked account management and utilizes an open-architecture platform with both affiliated and unaffiliated third-party managers.

Sean O'Connor is a CFP® with 17 years of industry experience, currently affiliated with Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Epstein and White Retirement Income Solutions, and Anchor Bay Capital, among others. He is also an insurance agent offering fixed insurance products through O'Connor Insurance and Annuity Services. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm creates customized investment plans using a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Kyle Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PFG Advisors. He has worked at several firms including United Planners, OSAIC, Securities America, and Raymond James. Outside of his advisory role, he has business involvement with Airbnb. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach features model portfolios and third-party managers with an emphasis on macro allocation and index-based ETFs, supported by multiple marketplace platforms and strategic partnerships.

Leah Burnett is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Purshe Kaplan Sterling Investments, Aurora Wealth Advisors, and LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of portfolio management and consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Michael Seid is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Axxcess Wealth Management since 2013 and previously spent eight years at Arete Wealth Advisors, LLC. Outside of his advisory role, he serves as a board member for Aurora Spine Group, a medical device manufacturer. Axxcess Wealth Management offers wealth management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios and provides operational support through its Third-Party Asset Management Platform, acting as a sub-advisor or co-advisor to other RIAs and broker-dealers.

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.

Gregory Richards is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at firms including Benchmark Investments LLC and Centaurus Financial INC. Outside of his advisory role, he is involved with The Estate Planning Team, where he prospects clients regarding deferred sales trust strategies, and refers clients to AmeriEstate Legal Plan, Inc. for legal planning assistance. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with both discretionary and non-discretionary investment advice, integrates affiliated financial entities, and supports insurance-linked account management.

Namhee Park is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Mirae Asset Wealth Management and New York Life Insurance Company. Outside of her advisory role, Park serves on the board of the Korean American Chamber of Commerce of Orange County and is the CFO of the Yonsei Global CEO Association. Kingswood Wealth Advisors serves a diverse client base, including retail and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform, often using third-party managers, and integrates insurance-linked account management through affiliated financial entities.

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 seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Commonwealth Financial Network, Fidelity Investments, LPL Financial, and CUSO Financial Services. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm uses a manager-of-managers investment approach with formal rebalancing, offers proprietary mutual funds, separately managed accounts, and a private fund, and provides custody and trust 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 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 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® 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 CPA and financial advisor with Independence Square Holdings, LLC, where he has worked since 2023. He has two years of industry experience and previously held roles at BDO USA and Moss Adams. Outside of advisory work, Reese owns a tax preparation and bookkeeping business and serves as Vice President on the board of a manufacturing company specializing in metal and plastic parts for oil and gas refineries. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm utilizes customized and model portfolios, third-party managers, and various digital platforms to support client strategies across a broad range of asset classes.