Jonathan Elsberry is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding Series 63 and Series 65 designations with 22 years of industry experience. Prior to joining AlphaCore in 2022, he worked at Private Asset Management, Inc. for five years. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion for individuals, entities, and institutional investors. The firm uses a multi-asset approach that includes alternative investments alongside traditional equities and fixed income, employing fundamental and qualitative macro analysis and manager due diligence to build diversified portfolios.

Jarrod Brooksher is a CFP® professional with 10 years of industry experience. He is currently with Aldrich Wealth LP and has previously worked at Schwab Wealth Advisory, Charles Schwab, and Fidelity Investments. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm uses a combination of active and passive managers in diversified portfolios and employs tax-aware strategies alongside specialized services such as sub-advisory roles and performance-based fee arrangements for private market investments.

Bryan Mc Dermott is a CFP® with three years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. He previously worked at Financial Planning for Generations, Inc., D.A. Davidson Companies, and Goldman Sachs. From 2017 to 2021, he founded and was involved with Magnus Care, LLC, a company providing in-home care services to seniors. Pure Financial Advisors is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm focuses on comprehensive financial planning and discretionary portfolio management, employing academic investment frameworks and utilizing specialized platforms to support held-away retirement accounts and donor-advised fund services.

Rory Miller II is a financial advisor at Madison Avenue Securities, LLC in San Diego, CA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial and National Planning Corporation. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable organizations. The firm manages about $2.0 billion for roughly 14,000 clients through multiple wrap programs, sub-advisers, and third-party manager relationships.

Chahati Lancaster is a CFP® professional with five years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. She has previously worked at Haydel Biel & Associates and several other firms. Lancaster holds the Series 65 designation. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm’s platform supports customized investment solutions and offers a broad range of affiliated services through its extensive network.

Ami Aranha is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has worked at Aspiriant LLC since 2018 and previously spent three years at Callan Capital, LLC. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office, and specialty services. The firm offers customized investment programs and distinctive family office capabilities, including accounting, banking support, and access to private investment offerings.

Parker Brean is a Series 66-licensed financial advisor with Hilltop Securities Inc. in San Diego, CA, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as a director at Linday Brean Public Relations Inc., assisting with financial management and accounting. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a variety of portfolio management programs and fiduciary consulting services through an open-architecture platform with distinguished custody capabilities and a broad range of investment strategies.

Vincent Florentino is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds Series 65 and Series 66 registrations and has one year of industry experience. His background includes roles in healthcare and education, as well as founding a multimedia company. Integrated Advisors Network is an SEC-registered multi-team investment adviser that offers portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, and corporate entities. The firm employs a range of investment approaches, often utilizes third-party sub-advisers, and implements client plans based on risk profiles and Investment Policy Statements.

Christopher Richey is a CFA charterholder with 28 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2019 and previously worked at Neosho Capital LLC for 15 years. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to client portfolios.

Joseph Sanchez IV is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, and Axa Advisors. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies, diversified portfolios, and specialized sub-advisers.

Kyle Stacey is a CFP® professional with eight years of experience at Pure Financial Advisors, LLC, where he has worked since 2016. He is based in San Diego, CA. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with an emphasis on academic investment frameworks and continuous planning through its Foundation Financial Plan process.

Myles Rush is a CFP® and holds a Series 66 designation, with 12 years of experience in the financial advisory industry. He has worked at Aspiriant, LLC since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs using a range of implementation options and includes expanded family office capabilities such as accounting and banking support.

David Curiel is a CFP® and holds a Series 65 license, working with AlphaCore Capital LLC since 2022. He has two years of industry experience and previously worked for Life Credit Company for nine years. Based in La Jolla, CA, he is part of a multi-team firm. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, including high-net-worth clients, entities, and institutional investors, offering comprehensive financial planning and multi-asset portfolio management that includes alternative investments alongside traditional assets.

Bernd Steinebrunner is a CFP® professional with 19 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior experience includes roles at MetLife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. Outside of financial advising, he pursues photography as a hobby and serves as Chair of the Advisory Council Committee for Family Promise Orange County, a nonprofit assisting homeless families. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, with regular client account reviews and multiple platform partnerships.

Sean Storck is a CFP® professional with 20 years of industry experience, currently serving at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Avantax entities. Outside of advising, he is involved with Reason Tax Group, LLC, a CPA and tax preparation business. Merit Financial Group is a multi-team advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients with services including asset management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach supported by an internal management team and third-party sub-advisers, and it operates distinct business lines including affiliated tax preparation and insurance services.

Marc Seward is a financial advisor with AlphaCore Capital LLC, holding the ChFC® designation and Series 63 and 65 licenses, and brings 30 years of industry experience. He has worked previously at Enviso Capital LLC and Raymond J. Lucia Companies, Inc., and has operated Marc Seward Consulting since 1998. Outside of advisory roles, he offers insurance products and services to clients through AlphaCore Insurance Services LLC and his consulting business. 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, providing comprehensive financial planning and multi-asset portfolio management that integrates alternative investments alongside traditional assets.

Creede Murphy is a CFP® and Series 65 credentialed advisor at Mission Wealth Management, LP with 13 years of industry experience. He previously worked for American Assets Capital Advisers, LLC and American Assets Investment Management, LLC. Murphy holds a non-voting equity interest in American Assets Capital Advisers. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios and both discretionary and non-discretionary account arrangements.

Christopher Brown is a financial advisor at Kingswood Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Wells Fargo Clearing. Outside of his advisory role, he serves as a member of the Page High School Quarterback Club, assisting with football game operations and program expenditures. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and supports insurance-linked accounts through affiliated financial entities.

Jeffrey Dunham is a financial advisor at Dunham with 43 years of industry experience. He holds a Series 63 designation and has been with Dunham and Associates Investment Counsel, Inc. since 1985. Dunham is also a board member of the Dunham Foundation, a charity supporting various children’s causes. Dunham is an SEC-registered investment adviser and broker-dealer that provides wealth management services to individual and high-net-worth clients. The firm employs an asset allocation and manager-of-managers investment approach, offering proprietary mutual funds, separately managed accounts, and a private fund, alongside trust and custodial services through its affiliated trust company.

Michael Olsen is a financial advisor at Madison Avenue Securities, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Madison Avenue Securities since 2012. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment approaches, including portfolio management, financial planning, pension consulting, and college-savings services.