David Noosinow is a financial advisor with Mariner Independent, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Sanford C. Bernstein and AdvicePeriod, LLC before joining Mariner Platform Solutions. He is also the managing member of PHALANX VFO, LLC, an entity offering investment advisory services through Mariner Platform Solutions. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines in-house resources with third-party managers to provide comprehensive financial planning, portfolio management, and access to alternative investments through a network of 119 advisers.

Howard Arden III is a financial advisor at Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Hilltop Securities since 2006. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, with features such as municipal bond strategies, tax- and impact-overlay services, and custody capabilities uncommon among enterprise advisers.

Ricardo Leyva is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the firm, and its predecessor Snowden Lane Partners, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, offering customized model portfolios and a variety of investment tools while managing significant assets across diverse client types.

Leah Burnett is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Purshe Kaplan Sterling Investments, Aurora Wealth Advisors, and LPL Financial. 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 offers a range of portfolio management and consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Alec Walsh is an advisor with Belpointe Asset Management LLC based in San Diego, CA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Asset Preservation Strategies, Inc. and involvement with Sushi 101. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and various advisory relationships.

Nathaniel Ritchison is a CFP® with 21 years of industry experience, currently serving at Pure Financial Advisors since 2014. He holds a Series 65 license and is based in San Diego, CA. 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 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 strategies.

Rory Mcglynn is a CFP® with 15 years of industry experience, currently with AlphaCore Capital LLC since 2025. He previously worked at Sella & Martinic, LLC and Raymond James Financial Services, among others. Outside of his advisory role, Rory acts as a producing agent for non-variable insurance sales. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers a broad range of wealth planning and investment management services, emphasizing alternative investing alongside traditional strategies.

Linda Kitchens is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Aspiriant LLC since 2016. Based in San Diego, CA, she works within a multi-team environment at a firm employing 73 advisors. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office services, and specialty consulting, utilizing customized investment programs supported by internal market research and diverse implementation options.

William Bo is a financial advisor at Dunham with six years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Fidelity Investments, LPL Financial, and CUSO Financial Services. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through a range of investment products, 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 services through an affiliated trust company.

Dean Heimbach is a CFP® professional with 15 years of industry experience, currently affiliated with Pure Financial Advisors, LLC. He has worked at Pure Financial Advisors since 2020, with prior experience at Retirement Planners of America from 2014 to 2019. 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 using academic frameworks and offers services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Royce Gittings is a financial advisor at Dunham with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dunham & Associates Investment Counsel, Inc. since 2003, including a brief period at Fidelity Investments in 2022. Outside of advisory services, he serves as an authorized agent for Dunham Trust Company, a role in which he performs limited administrative duties related to trust and custodial accounts. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients with a range of wealth management services, including proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund. The firm integrates asset allocation strategies and a manager-of-managers approach, supported by an affiliated trust company providing custody and trust services.

Michael Stephenson is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds a Series 65 designation and has six years of experience in the industry. Prior to his current role, he worked at Ernst & Young and spent five years at Texas Christian University. Outside of advising, he is a partner in Copper Crest CPA's LLP, which provides tax preparation and financial consulting services, and Copper Crest Insurance Services, LLC, where he manages client relationships. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a range of investment strategies including fundamental and quantitative analysis, use of options and hedging, and access to third-party managers through wrap-fee programs and Managed Account Solutions.

Savannah Baker is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding a Series 66 designation and having two years of industry experience. Before joining Wedbush, she worked at Equitable Advisors. Outside of her financial advisory work, she is involved with Sam's Tavern as a server and bartender and provides bartending services for Seattle Pridefest. Wedbush Securities serves a diverse client base, including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer functions with capital markets, clearing, custodial, and prime services, supporting a wide range of investment and execution needs.

Edgar Jimenez Mora is a financial advisor at Sovran Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, MassMutual, and J.P. Morgan Securities. Outside of finance, he manages El Ranchito, a family restaurant, and oversees operational improvements through Mora Administrative Management. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of portfolio management options and regularly reviews client accounts to tailor strategies to individual objectives.

Henry Mcclurg is a financial advisor at AlphaCore Capital LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked for Charles Schwab and Charles Schwab Bank SSB for 15 years. 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 alternative investing alongside traditional equity and fixed-income strategies.

Callie Perallon is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing 12 years of experience in the financial industry. She joined Merrill Lynch in 2019. Her expertise areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and retirement income. Callie holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Exit Planning Advisor (CEPA®) designation, along with being a Personal Investment Advisor (PIA). She earned a Bachelor's degree from Boise State University. Callie utilizes tools such as the Personalized Wealth Analysis® (PWA), a comprehensive wealth planning process that helps clients understand how their finances support life goals and adapt to life events and decisions. Originally from the Northwest, she relocated to San Diego after completing her education. Callie is married with children and leads an active lifestyle. She has participated in endurance events including the Pacific Coast Trail Ultra 50 mile race and the Los Cabos Ironman. Her personal interests include biking, cooking, golfing, running marathons, spending time with family, and practicing yoga.

John McCartin is a financial advisor at Sound Income Strategies, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sound Income Strategies since 2015, in addition to operating McCartin and Associates since 2001. Outside of his advisory role, he is an independent insurance agent specializing in the sale of life insurance and fixed annuity products. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm employs a fixed-income and income-oriented investment approach, combining fundamental and technical analysis, and offers asset management, financial planning, insurance services, and co- and sub-advisory arrangements.

Brian Samuels is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Planning Corporation and Prosperity Wealth Management, Inc. Outside of advisory work, he serves as Managing Director and CEO of Highland Capital Financial Consulting LLC, an insurance marketing agency. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages discretionary portfolios using a mix of fundamental, technical, and cyclical analysis across various investment types and strategies.

Jesse Lipscomb is a financial advisor with Compass Financial Management LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held positions at Bison Advisors and Truadvice, LLC, and has owned and operated several businesses including Roadmap Tax Services, Inc. and Roadmap Insurance Solutions, Inc. In addition to his advisory work, Lipscomb manages a cattle ranching operation through Charcoal Valley Ranch LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment process that combines fundamental, technical, charting, and cyclical analysis across various asset classes.

Dale Walker is a financial advisor with The Partners Wealth Management in San Diego, possessing 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Financial Sense Securities, Inc. Outside of advisory work, he serves as a director and board member of the San Diego County Junior Golf Association. The Partners Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a combination of custom portfolios and model-based management, leveraging both in-house and third-party strategies, with a required use of the Amplify Platform for trading and back-office functions.