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.

Jason Greer is a CFA® charterholder with 15 years of industry experience, currently serving at Dunham & Associates Investment Counsel, Inc. since 2013. He holds Series 63 and Series 65 licenses and is based in San Diego, CA. 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 utilizes a manager-of-managers approach with formal quarterly rebalancing and proprietary algorithmic tools, offering a range of investment vehicles including mutual funds, separately managed accounts, and a private fund.

Julia King is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at LifePro Asset Management, RockStar Financial, and several other firms. In addition to her advisory work, she owns and operates a performance coaching business for experienced professionals and provides divorce financial analysis and mediation services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth, retirement plan, and registered investment company clients through a large network of affiliated offices. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing discretionary and non-discretionary management with model portfolios and an asymmetric rebalancing approach.

Kyle Kraus is a CFP® professional with 24 years of industry experience, currently with AlphaCore Capital LLC. His prior roles include positions at Financial Engines Advisors, The Vanguard Group, and Brandes Investment Partners. Outside of finance, he performs as a freelance musical artist at various venues. 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 a mix of traditional and alternative investment strategies to achieve diversified and resilient portfolios.

Nicholas Geraci is a financial advisor with Octavia Wealth Advisors LLC and holds CPA credentials. He has one year of industry experience and also serves as Chief Executive Officer of the Tax and Financial Center, a tax and accounting firm. Prior to Octavia Wealth Advisors, he worked at Rowling & Associates for three years. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and municipal entities. The firm uses customized portfolios that incorporate low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products, and provides a range of investment management and retirement plan advisory services.

Amy Gallego is a financial advisor at Dunham with 17 years of industry experience. She has been with Dunham & Associates Investment Counsel, Inc. since 2015. In addition to her advisory role, she is the co-founder of Out of Doors Picnics, a San Diego-based picnic planning service. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of services including mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm employs an asset allocation and manager-of-managers investment approach, supported by formal quarterly rebalancing and proprietary algorithmic tools.

Vilayphone Fixsen is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has been with Madison Avenue Securities since 2008. Outside of her advisory role, she is involved in construction as a treasurer and office administrator for BuildingLegacy Contracting. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Jamie Plemons is a financial advisor with Creativeone Wealth, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. Plemons owns Advanced Wealth Planning and Advanced Estate Planning, providing investment advisory, insurance, estate planning, and Medicaid planning services. Additionally, Plemons works as a paralegal and assists with Medicaid applications and legal document preparation. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, and nonprofit clients. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through its network of Investment Adviser Representatives.

Kirk Strawn is a CFA® charterholder with 35 years of industry experience. He is currently a financial advisor at AlphaCore Capital LLC, where he has worked since 2018. Prior to that, he was with Altegris Investments, Inc. for seven years and was involved with AlphaCore Insurance Services, LLC from 2022 to 2025. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management with a focus on both traditional and alternative investment strategies, including private equity and private credit, and provides additional services such as tax preparation and ERISA retirement plan advisory.

Morgan Wam is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 65 designation and has been with United Capital since 2019. Outside of his advisory role, he owns and manages Clubshare LLC, a golf organization based in San Diego. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client technology tools, and access to third-party managers.

Brett Roenick is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and Elite Lifestyle Management. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Thomas Jack is a financial advisor with Vanderbilt Advisory Services in San Diego, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He joined Vanderbilt in 2018 after working at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is also a musician, engaging in singing, songwriting, and guitar playing, with some sales of CDs and digital music. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis within its investment approach, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Nicholas Seltun is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 66 registrations and 17 years of industry experience. His prior roles include positions at Seltun Financial Group, CS Planning Corp., and O'Connor Capital Advisory. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios, offering both discretionary and non-discretionary strategies along with model portfolios and research support for RIA firms.

Esmeralda Quintero is a CFP® and ChFC® with five years of industry experience. She currently works at Private Client Services, LLC and previously held roles at Northwestern Mutual and Wells Fargo. Outside of her advisory work, she is involved with Emerald Legacy Wealth Management LLC as a licensed insurance agent. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various organizations. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms across discretionary and non-discretionary accounts.

Robert Canavan is a Certified Financial Planner® (CFP®) with 28 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2018, and previously spent five years at Fidelity Brokerage Services LLC. 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 emphasizes a financial-planning-centered approach grounded in academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

William Vourlas is a financial advisor at Calton & Associates, Inc. in San Diego, CA, holding a Series 66 designation with 17 years of industry experience. He has been with Calton & Associates since 2013. In addition to his advisory role, he is involved in Medicare insurance sales as an agent. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options and operates various program structures, including firm-managed wrap programs and separate account platforms.

William Hodapp is a CFP® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at CI Surevest Private Wealth, Wells Fargo, and 1 St Global Capital Corp. Hodapp is based in San Diego, CA. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory and tax-aware strategies.