Kirk Strawn is a CFA® charterholder with 35 years of industry experience. He is currently with AlphaCore Capital LLC, where he has worked for eight years, and previously spent seven years at Altegris Investments, Inc. From 2022 to 2025, he was also affiliated with AlphaCore Insurance Services, LLC. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, providing financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, with a focus on multi-asset portfolios that incorporate both traditional and alternative investments.

Douglas Shultz is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Yorkshire Wealth Management, LLC and Integrated Advisors Network since 2016, and previously spent a year at SII Investments, Inc. Outside of advisory services, he serves as the Escondido City Treasurer, managing treasury bond investments for the city. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a risk-profile framework and a combination of fundamental and quantitative analysis to implement client plans, often utilizing third-party sub-adviser platforms and offering discretionary and non-discretionary portfolio management and financial planning services.

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 five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Elite Lifestyle Management. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, offering financial planning, investment management, retirement plan advisory, and institutional sub-advisory services with a focus on multi-asset portfolios that include alternative investments.

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.

Jose Navarro is a financial advisor with NFSG Corporation in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, Independent Financial Group, and LPL Financial. Navarro is also involved with Tax Plus, Inc., where he has been active since 2018. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management options and utilizes in-house and third-party asset management resources to create diversified investment strategies.

William Vourlas is a financial advisor at Calton & Associates, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Chase Investment Services Corp., and Equitable Advisors. In addition to his advisory work, he is involved in Medicare insurance sales. Calton & Associates is a registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers, employing a variety of analytical approaches and sometimes recommending alternatives or covered-call strategies when appropriate.

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.

Michael Pugsley is a CFP® with 27 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2020. His prior roles include positions at W&S Brokerage Services, Western Southern Life, AIG Direct, and Horace Mann Companies. He is also active in independent insurance sales in San Diego, focusing on various insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, supported by a broad network of affiliated offices and investment adviser representatives.

Maxwell Hacker is a CFP® and holds a Series 66 license, currently serving as an advisor at Pure Financial Advisors, LLC with 16 years of industry experience. His prior roles include positions at Motley Fool Wealth Management, T. Rowe Price Advisory Services, Inc., and Edward Jones. He is based in San Diego, CA. Pure Financial Advisors, LLC manages approximately $11 billion in assets for individual and high-net-worth clients, providing comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach grounded in academic frameworks and offers a range of related services including pension consulting, donor-advised fund solutions, and assistance with held-away retirement accounts.

Richard Pfister is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding Series 63, 65, and 66 licenses and having 11 years of industry experience. He has been with AlphaCore Capital since 2014 and previously worked at AlphaCore Technologies LLC from 2018 to 2021. Pfister serves on the Schwab Advisory Board and is a member of the investment committee at Bishop High School, where he reviews the endowment portfolio. 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 with comprehensive financial planning, investment management, retirement plan advisory, sub-advisory services, and model portfolio subscriptions, emphasizing alternative investments alongside traditional assets through multi-asset portfolios.

Daniel Sands is a CFP® with 26 years of industry experience, currently serving at Dunham & Associates Investment Counsel, Inc. since 2019. His prior roles include positions at Arenite Advisory, Geneos Wealth Management, and Silversage Advisors. In addition to his advisory work, Sands holds leadership roles at Dunham Trust Company, where he manages discretionary client accounts and serves on the investment committee. Dunham is an SEC-registered investment adviser and broker-dealer offering wealth management services to individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm combines multiple business lines, including affiliated trust and custody services, with an investment process centered on asset allocation and a manager-of-managers approach.

Paul Barnum is a financial advisor with Sovran Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC and MML Investors Services, LLC. Outside of his advisory work, he serves as president of The Elite OC, a nonprofit young professional society. Sovran Advisors provides financial planning, advisory services, and portfolio management to individuals, corporations, and retirement plan sponsors. The firm employs both active and passive investment strategies and offers access to third-party managers and retirement plan consulting.

Amir Lozani is a financial advisor at The Wealth Consulting Group with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015. Lozani is based in San Diego, CA. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process using a combination of fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms.

James Taylor III is a financial advisor at Gladstone Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors and Remote Link Solutions. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes multiple asset types and tax-managed strategies.

Christopher Lamb is a financial advisor at Belpointe Asset Management LLC in San Diego, CA, with four years of industry experience. He previously worked at Octavia Wealth Advisors, LLC and LPL Financial LLC. Lamb is also involved in client referrals through Octavia Wealth Advisors. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients, offering discretionary investment management, financial planning, and retirement-plan consulting tailored to individuals, corporations, trusts, and other advisers.

Ryan Morse is a CFP® and Series 66 licensed advisor with 26 years of industry experience. He currently serves at Octavia Wealth Advisors LLC and has previously worked at Axa Advisors, LLC for 20 years. Outside of his advisory role, he acts as a Successor Trustee for an Immediate Family Trust and serves as President of Ryan C. Morse Financial, Inc. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory, using proprietary portfolio models that combine low-cost ETFs, mutual funds, and individual securities with alternative investments when appropriate.