Matthew Reese is a financial advisor at Independence Square Holdings, LLC with two years of industry experience. He holds a CPA credential and owns a tax preparation and bookkeeping business. Prior to joining Independence Square, he worked at BDO USA and Moss Adams, and he also serves as Vice President on the board of Advanced Piping Products Inc., a manufacturing company. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to a diverse client base, including individuals, retirement plans, corporations, and government entities. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary services supported by digital platforms and access to third-party managers.

Jeffrey Anderson is a CFA® charterholder with 20 years of experience in the financial industry. He currently serves as an advisor at Axxcess Wealth Management, LLC and has previously worked at Presidio Capital Management, LLC, Inverness Securities LLC, and Ancora Advisors LLC. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, retirement plans, and other investment advisers. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party asset management platform and sleeve-manager capabilities.

Ethel Mcglynn is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Charles Schwab and TD Ameritrade. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies along with tax preparation, trustee services, and ERISA retirement plan advisory services.

Mohamed Alsoraimi is a financial advisor at Kingswood Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Benchmark Investments, Kingswood Capital Partners, and Chalice Capital Partners. Outside of his advisory role, he owns Sierra Regulatory Consulting, an LLC that provides occasional regulatory consulting 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 investment approach, uses third-party managers and sub-advisors, and supports insurance-linked account management through its integration with affiliated financial entities.

James Lingelbach is a CFP® and ChFC® professional with 37 years of industry experience. He is currently with The AmeriFlex Group and has previous experience at Cambridge Investment Research, Sagepoint Financial, Mass Mutual Investors Services, and MetLife Securities. He is also president of CURO Financial Planning, LLC, and CURO JRL, Inc., a business entity based in California. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing model asset allocations and discretionary manager relationships, with accounts custodied at multiple major custodians.

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 at Kingswood Wealth Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including World Equity Group and Woodbury Financial Services. Faison 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 community outreach organization. She is also the founder of Kingdom Awakening 2020 Magazine, a ministry publication. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, ERISA advisory, and consulting services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management within its multi-team model.

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 in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Kingswood Capital Partners, Niagara International Capital Limited, Hayden Royal, Uhlmann Price Securities, and Jhg Financial. He is also involved as majority owner and operator of Camp Stonefly LLC, overseeing campground management and related activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform, frequently uses third-party managers, and integrates insurance-linked account management through affiliated entities.

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.

Jeffery Wagner is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AE Financial Services, AE Wealth Management, UMB Financial Services, and Waddell & Reed. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions and trusts. The firm manages approximately $2.0 billion for about 14,000 clients through multiple wrap programs, third-party managers, and advisor-managed models.