Deborah Sims is a financial advisor at Madison Avenue Securities, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera and Summit Brokerage Services. She also dedicates time to helping federal employees understand benefits and retirement options through her ChFEBC designation. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies across discretionary and non-discretionary accounts.

Kathryn Bowie is a Series 65-licensed financial advisor at Pure Financial Advisors, LLC with one year of industry experience. She has been with Pure Financial Advisors since 2022. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates tax-aware techniques, diversified portfolios, and oversight by an Investment Committee.

Mason Mah is a financial advisor at Dunham with two years of industry experience. He holds the Series 66 credential and previously worked at Pacific Western Bank. Mason also operated a graphic design business and spent five years at the University of California. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm uses an asset allocation and manager-of-managers approach with formal quarterly rebalancing and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Edward Parker is a financial advisor at Sovran Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Bamboo Wealth Strategies and Spectrum Consulting Group. Outside of advising, he is a part-owner and operator of a vending machine business, Coastal Vending Company, LLC. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management across various program types. The firm employs both active and passive investment strategies and utilizes a combination of internal and third-party models supported by technology-driven rebalancing and administrative services.

Michelle Packer is a CFP® and holds a Series 66 license with 15 years of industry experience. She currently works at Facet and previously spent over a decade at Telos Capital Management, Inc. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning using a Total Financial Life Resources framework and primarily employs ETF-based discretionary asset-allocation programs without charging percentage-of-AUM investment fees.

Kamel Miqdadi is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance, and Euler Hermes Credit Insurance - Allianz. 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, incorporating tax-aware techniques and specialized strategies within a multi-advisor platform.

Sumit Mehta is a financial advisor at Pure Financial Advisors, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at NorthRock Partners and Growth Capital Services, Inc. Mehta is also the CEO of MIP Inc., a business he oversees independently. Pure Financial Advisors, LLC manages approximately $11.05 billion in assets with about 83 advisors serving individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers comprehensive planning and discretionary portfolio management across a range of asset types.

Tom Ngo is a CFP® with 12 years of experience in the financial services industry. He is currently with BakerAvenue, where he has worked since 2018, and has prior experience at firms including Iconiq Capital and 10X Group, LLC. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, offering a range of strategies that combine tactical allocation, quantitative analysis, and fundamental research to manage risk and pursue client objectives.

Julianna Rote is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2014. She holds a Series 65 license and is based in San Diego, CA. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies using a broad range of assets, including ETFs, institutional mutual funds, individual securities, and alternative investments.

Bryan Ross is a CFP® professional with eight years of industry experience, currently serving at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors since 2015. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as 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 specialized strategies, supported by an enterprise-scale infrastructure and a multi-advisor platform.

Jonathan Elsberry is a financial advisor at AlphaCore Capital LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Private Asset Management, Inc. from 1999 to 2021. 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 services such as tax preparation, trustee services, and ERISA retirement plan advisory.

Gil Matro is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked within various Navy Federal entities since 2006. Outside of his advisory role, he serves as an estate administrator for a family estate. Navy Federal Investment Services, LLC 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 a model portfolio approach with third-party portfolio managers and provides ongoing due diligence and account monitoring.

Kevin Mcfarland is a financial advisor with Concurrent Investment Advisors, LLC, holding the Series 63 designation and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. Outside of his advisory work, Mcfarland is involved in managing a horse farm through Valley Farm Racing LLC. Concurrent Investment Advisors, LLC is an SEC-registered firm that provides wealth management, financial planning, and investment management services to individuals, families, trusts, businesses, and retirement plans. The firm follows a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities to align with client goals and risk tolerance.

Jarrod Brooksher is a CFP® professional with nine years of industry experience, currently serving as an advisor at Aldrich Wealth LP. He previously worked at Schwab Wealth Advisory, Charles Schwab, Fidelity Investments, and Charles Schwab Bank. Outside of his advisory role, he maintains a rental property. 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 combines active and passive management across asset classes and applies tax-aware strategies, with an investment approach overseen by a committee.

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.

Sofia Bucay is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LifeInvest Wealth Management, Portfolio Resources Group, IPG Investment Advisors, and Investment Placement Group. Outside of her advisory work, she operates "Hablando de Lana," a financial literacy commentary platform to which she devotes a small portion of her time without compensation. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus while allowing tactical adjustments.

Rory Miller II is a financial advisor at Madison Avenue Securities, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Madison Avenue Securities since 2026, following nine years at LPL Financial and earlier roles at National Planning Corporation and BOFI Federal Bank. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion for around 14,000 clients through multiple wrap programs, third-party managers, and advisor-managed models.

Chahati Lancaster is a CFP® and Series 65-registered financial advisor with United Capital Financial Advisors, bringing five years of industry experience. She previously worked at Haydel Biel & Associates and held roles at AppleOne and Wesley Thomas Enterprises. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions and operates a technology platform supporting independent advisors.

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.