Alec Walsh is a financial advisor with Belpointe Asset Management LLC 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 Sushi 101. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm manages approximately $7.6 billion in client assets and offers customized portfolio management and financial planning through a combination of passive, active, tactical, and blended strategies.

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.

Gregory Richards is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at firms including Benchmark Investments LLC and Centaurus Financial INC. Outside of his advisory role, he is involved with The Estate Planning Team, where he prospects clients regarding deferred sales trust strategies, and refers clients to AmeriEstate Legal Plan, Inc. for legal planning assistance. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with both discretionary and non-discretionary investment advice, integrates affiliated financial entities, and supports insurance-linked account management.

Namhee Park is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Kingswood, Park worked at Mirae Asset Wealth Management, MML Investors Services, and New York Life Insurance Company among others. Park serves on the board of the Korean American Chamber of Commerce of Orange County and is the CFO of the Yonsei Global CEO Association. 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 platform with both discretionary and non-discretionary advice and integrates insurance-linked account management within its operational model.

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 seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Commonwealth Financial Network, Fidelity Investments, LPL Financial, and CUSO Financial Services. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm uses a manager-of-managers investment approach with formal rebalancing, offers proprietary mutual funds, separately managed accounts, and a private fund, and provides custody and trust 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 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dunham & Associates Investment Counsel, Inc. since 2003, except for a brief period at Fidelity Investments in 2022. In addition to his advisory role, he is an agent for Dunham Trust Company, authorized to execute various financial agreements related to trust and custodial services. Dunham is an SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds. The firm uses an asset allocation and manager-of-managers investment approach, supported by committee oversight and algorithmic rebalancing tools, and is affiliated with a trust company providing custody and trust services.

Michael Stephenson is a Series 65-credentialed financial advisor with seven years of industry experience. He is currently affiliated with Integrated Advisors Network LLC and has prior experience at Ernst & Young. Outside of his advisory role, he is a partner in Copper Crest CPA's LLP, a professional services business specializing in tax preparation and financial consulting. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a risk-profile framework and combines fundamental and quantitative analysis with various investment strategies, while also utilizing third-party sub-adviser platforms and private fund structures.

Savannah Baker is a financial advisor at Wedbush Securities Inc. with two years of industry experience and holds a Series 66 designation. Prior to joining Wedbush, she was with Equitable Advisors. Outside of her advisory role, Savannah works as a server and bartender at Sam's Tavern and participates as an independent contractor bartender for Seattle Pridefest. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers a range of services such as portfolio management, wealth management, fixed income, commodities, and capital markets solutions.

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.

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.

Brian Dixon is a CFP® and ChFC® credentialed financial advisor at Kingswood Wealth Advisors, LLC with 23 years of industry experience. His prior work includes roles at CITY NATIONAL BANK, RBC Capital Markets, Raymond James Financial Services, and SunTrust. Outside of his advisory work, Dixon is involved in insurance sales and serves as a power of attorney for multiple family members. 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, and ERISA plan advisory services. The firm utilizes an open-architecture platform with both discretionary and non-discretionary investment management and integrates insurance-linked account management through affiliated entities.

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.

Joseph Schaaf is a CFP® professional with one year of industry experience, currently serving at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors since 2020 and has prior work experience including a role at Epic Wings and Things. 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 employs a planning-centered investment approach overseen by an Investment Committee and integrates tax-aware techniques, diversified portfolios, and specialized sub-advisers within an enterprise-scale infrastructure.

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.