Richard Rodgers is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His work history includes roles at Kingswood Capital Partners, Benchmark Investments, and DST Wealth Management. Outside of his advisory duties, he is founder and CEO of Dannah Investment Group, a financial consulting and insurance firm, and holds ownership interests in several insurance agencies and fintech consumer finance marketplaces. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform that often incorporates third-party managers and sub-advisors.

Neelab Naibkhyl is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at multiple firms, including Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. In addition to advising, she serves as vice president at Concurrent Investment Advisors, leading various departments and overseeing overall operations. Concurrent Investment Advisors is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Michael Nakanishi is a financial advisor at Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 registrations with 28 years of industry experience. He has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2022 and spent 12 years at American Independent Securities Group. Outside of his advisory role, Nakanishi is involved in business consulting and the sale of various insurance products through an independent operation in Honolulu. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture platform with discretionary and non-discretionary advice, frequently utilizing third-party managers and integrating insurance-linked account management in its operations.

Joseph Hodapp is a CFP® professional at Pure Financial Advisors, LLC with one year of industry experience. He has worked at Pure Financial Advisors since 2022 and previously held roles at Century 21 Masters and Patriot Pacific Financial Corp. 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, employing a financial-planning-centered approach based on modern portfolio theory and tax-aware asset location.

Gavin Schmitt is a financial advisor at Trek Financial in San Diego, CA, holding a Series 65 designation with four years of industry experience. He has been with Trek Financial since 2015. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical investment approaches, utilizing a range of quantitative and fundamental models along with artificial intelligence tools under governance and human review.

Damon Francis is a financial advisor with RBC Securities, Inc., holding a Series 66 designation and with 20 years of industry experience. His prior firms include Unionbanc Investment Services and City National Securities, Inc. He has personal investments as a limited partner in multiple real estate ventures across several states, involving multi-family and industrial properties. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to RBC Rochdale, which constructs and implements diversified asset allocation strategies for clients.

Robert Nowak is a CFA® charterholder with six years of industry experience. He is currently with Pure Financial Advisors in San Diego, where he has worked since 2022. Prior to that, he was with Interactive Brokers for one year and RMV Capital for six years. 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 pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware techniques, and the use of sub-advisers for specialized strategies.

Robert Choi is a CFA® charterholder with 21 years of industry experience. He has worked at Silvercrest Asset Management Group LLC since 2019 and previously spent four years at Neosho Capital. 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 discretionary and non-discretionary portfolio management alongside family office services and employs a range of proprietary equity and fixed-income strategies tailored to client objectives.

Richard Engbrecht is a financial advisor with RBC Securities, Inc. based in La Jolla, CA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work history includes roles at City National Bank from 2018 to present, Unionbanc Investment Services from 2010 to 2018, and Union Bank from 2009 to 2018. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates its advisory services within a broader financial services group affiliated with a bank, offering portfolio management, financial planning, and a range of custodial and cash-management features.

Rachel Fuss is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently with Pure Financial Advisors, LLC and previously worked at Securian Advisors Northwest, Minnesota Life Insurance Company, Securian Financial Services Inc, and Edward Jones. She was also the owner of Charthouse Financial LLC, a finance business that is in the process of closing. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware techniques, and the use of sub-advisers for specialized portfolio sleeves.

Andrew Baker is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He is also the owner of BakerStayz, a short-term rental business. Baker leads a team at Financial Haus, where he mentors junior advisors and meets with clients. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, advisory services, and portfolio management across various program types. The firm employs a combination of active and passive investment strategies and utilizes internal models as well as third-party platforms to manage assets.

Shawn Waltz is a financial advisor at Dunham with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Dunham & Associates Investment Counsel, Inc. since 2019. His prior experience includes roles at Pershing LLC and Lockwood Advisors, Inc. Dunham is an SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth clients through a range of offerings, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm emphasizes asset allocation and a manager-of-managers strategy, utilizing formal quarterly and algorithmic rebalancing, and provides custody, trust, and donor-advised fund services through its affiliated trust company.

Nelson Dort is a Series 65-licensed financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, and has four years of industry experience. Prior to joining Kingswood in 2022, he worked eight years at Pinellas Suncoast Transit Authority. He is also involved part-time in tax preparation with Financial and Retirement Strategies, Inc., a non-investment-related business he has been associated with since 2007. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, and consulting services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside its multi-team advisory model.

Evan Elig is a financial advisor with Mission Wealth Management, LP, holding a Series 65 designation and five years of industry experience. His prior roles include multiple positions at American Assets Capital Advisers, LLC and several engagements at Princeton University. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm uses long-term, tax-aware investment strategies involving ETFs, mutual funds, individual securities, and alternative investments.

Zareh Shahinian is a CFP® professional with seven years of industry experience, currently serving as an investment advisory representative at Sovran Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, Pruco Securities, Prudential Insurance Company of America, and Ameriprise Financial Services. Shahinian is also the owner of Oliria Financial LLC, a financial services business. 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 53 advisors, offering tailored portfolio management and a mix of advisor-managed and model portfolios.

Lucas Jacobson is a CFA® charterholder with eight years of industry experience. He is currently with Mutual Advisors, LLC, where he has worked since 2023. His prior experience includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, and Wall Street Associates. Jacobson is also an independent insurance agent licensed to provide life insurance. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of advisory and implementation services.

Ryan Burgess is a CFP® professional with 13 years of experience in the financial advisory industry. He is currently with Pure Financial Advisors, LLC and has previously worked at Blue Oaks Financial, Fisher Investments, and several other firms. Pure Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

Scott Munro is a financial advisor with BFC Planning, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Crown Capital Securities, LP and American International Marketing. Outside of his advisory work, he serves as Executive Director for Munro World Art Associates, representing collectors and galleries in the buying and selling of art collectibles. BFC Planning, Inc. serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Christopher Abrams is a financial advisor with Simplicity Wealth, holding a Series 65 designation and nine years of industry experience. Prior to joining Simplicity Wealth in 2025, he worked at LifePro Asset Management for seven years and Retirement Wealth Advisors for one year. Abrams also owns and operates Abrams Insurance Solutions, an insurance sales business specializing in health, life, and disability insurance since 2009. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a "fund-of-funds" investment approach using ETFs, mutual funds, and individual securities, and offers advisory services along with technology and operational support for other advisors through its managed account platform.

William Morrow is a CFP® professional affiliated with Concorde Asset Management, LLC, with 49 years of industry experience. He has worked with Concorde since 2018 and previously was with Independent Financial Group, LLC for 14 years. Morrow is also the president and owner of Financial Designs, LTD, and hosts the weekly radio show "Financial Advisors" on KOGO AM 600 in San Diego. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers. The firm utilizes model-based strategies and serves as an overlay manager while offering ERISA retirement-plan advisory services.