Alison Burkett is a Series 66-licensed advisor at Snowden Capital Advisors LLC with 16 years of industry experience. She has been with Snowden Account Services, Inc. and Snowden Capital Advisors LLC since 2011. Outside of her advisory role, she coaches youth sports on weekends. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and a range of investment tools while employing third-party managers and institutional capabilities.

Neal Leisch is a CFP® professional with 27 years of experience in the financial services industry. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022. His prior experience includes roles at National Asset Management, National Securities Corp, and Wfg Investments, Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Richard Wright is a financial advisor at Wedbush Securities Inc. in San Diego, CA, holding a Series 63 designation with 46 years of industry experience. He has been with Wedbush Securities since 2012. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, and capital markets, with approximately $5.68 billion in regulatory assets under management.

Trenton Adams is a CFP® professional with 32 years of experience in financial advising. He is currently a partner at Parliament Wealth Management & Insurance Services and an investment advisor representative at Sovran Advisors, LLC. Prior to these roles, he worked at Mass Mutual Investors Services and Metlife Securities. Outside of finance, Adams operates a photography business. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and portfolio management through advisor-managed and model portfolios, utilizing multiple platform relationships and regularly reviewing client accounts.

Paul Hynes is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC since 2021. Prior to joining Aspiriant, he led Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management for seven years and was involved with the Strategic Trusted Advisors Roundtable for eight years. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning and family office services. The firm offers customized investment programs using a variety of implementation options and provides expanded family office capabilities beyond typical advisory services.

Wendy Wildey is a financial advisor at Aspiriant, LLC with 18 years of industry experience. She holds a Series 63 designation and previously worked at Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management for seven years before joining Aspiriant in 2021. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office, and specialty services. The firm employs customized investment programs based on asset allocation and offers a range of implementation options, including third-party managers and private investments.

Douglas Dort is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Chalice Wealth Advisors, LLC and Chalice Capital Partners, LLC since 2018 and previously at Harbor Financial Services, LLC from 2007 to 2018. Dort is also president of Financial & Retirement Strategies, Inc., a company involved in insurance and tax preparation 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 platform utilizing third-party managers and integrates insurance-linked account management as part of its operational model.

Lisa Murphy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2022. Prior to this, she worked at AlphaCore Capital LLC, Bradley Wealth Management, and Altegris Investments. She is also a volunteer with the nonprofit organization 3rd Decade. Mission Wealth Management is a multi-team advisory firm specializing in wealth management, financial planning, and personalized portfolio management for affluent individuals, families, and various institutional clients. The firm employs customized, typically long-term investment strategies using a range of assets including ETFs, mutual funds, individual securities, and alternative investments.

Brian Wolff is a Certified Financial Planner® with nine years of industry experience. He has worked at Pure Financial Advisors, LLC since 2017 and previously held positions at Purshe Kaplan Sterling Investments and Wwm Financial. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management using a financial-planning-centered approach based on academic frameworks such as modern portfolio theory and tax-aware asset location.

Baron Willis is a financial advisor at Chelsea Advisory Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chelsea Financial Services since 2016 and Hartley Cylke Pacific since 2003. Willis serves as a director on the Alpine Fire Protection District board and is a commissioner for the San Diego LAFCO. He also owns Willis Insurance & Financial Services, a non-investment-related business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm focuses on long-term, fundamental investment strategies and manages diversified portfolios primarily on a discretionary basis, integrating closely with an affiliated broker-dealer and custody platform.

Lawrence Hudson is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Metlife Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Wealth Advisory Solutions. Hudson is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. 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 about 53 advisors and offers a range of portfolio management and retirement consulting services tailored to client objectives.

Scott Benson is a financial advisor with Concurrent Investment Advisors, LLC in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, LPL Financial, and Hornor Townsend & Kent. Outside of his advisory work, he serves as a FINRA arbitrator and is employed part-time with SEIU Local 280 at horse racing events. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets, employing a long-term investment approach using diversified portfolios that include ETFs, mutual funds, and alternative investments.

Sofia Biggs is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Primerica Advisors and XP Securities LLC. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Hillis Haygood is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and C.A. Short Company. Haygood serves as a Relationship Manager at MissionSquare Retirement, a nonprofit organization that supports public sector employers and employees with retirement plan administration. MissionSquare Retirement provides deferred compensation and qualified retirement plans to state and local government employers, employees, and certain nonprofits. The firm offers Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management based on asset allocation models and personalized client information.

Michael Chipperfield is a CFP® professional with 10 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2020. Prior to joining Pure Financial Advisors, he was employed at Charles Schwab Bank for three years. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing academic frameworks and continuous planning through its Foundation Financial Plan process.

Joseph Brocato is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Cetera Advisor Networks. Outside of advising, he is involved in documentary film production as a co-owner of Unlikely Hero Productions, LLC, and writes articles on financial services topics. He also provides freelance strategic coaching and consulting services to both financial and non-financial clients. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, managing approximately $1.78 billion in assets across about 3,390 clients. The firm offers comprehensive financial planning and portfolio management services using a combination of advisor-managed accounts, model portfolios, and third-party managers, with regular reviews tailored to client objectives.

Randal Atwell is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with Madison Avenue Securities since 2007 and operates Randal L. Atwell Insurance Services, Inc., where he provides insurance product evaluations and reviews. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, offering investment advisory, portfolio management, and financial planning services with approximately $2.0 billion in assets under management.

Barry Waxler is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at several firms, including Universal Financial Consultants Corporation and Versus Capital Partners, and has authored the book *Stop Bleeding Cash*. Waxler also participates on an advisory board focused on exit planning and is involved in life insurance sales and referrals related to technology and capital development. Kingswood Wealth Advisors serves individual and institutional clients with portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently utilizing third-party managers, and is notable for its integration with affiliated financial entities and its management of insurance-linked accounts.

Jason Greer is a CFA® charterholder with 14 years of industry experience. He has worked at Dunham & Associates Investment Counsel, Inc. since 2013. Dunham is a multi-team SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm employs an asset allocation and manager-of-managers approach and offers a range of investment strategies including proprietary mutual funds, separately managed accounts, and a private equity fund, alongside custody and trust services through its affiliated trust company.

Julia King is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. She holds Series 63, Series 66, and Series 65 licenses. Prior to joining Foundations in 2022, she worked at LifePro Asset Management and has been involved with RockStar Financial since 2019. Outside of her advisory work, she owns a performance coaching business for experienced professionals and offers divorce financial planning and mediation services. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of representatives. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.