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.

Peter Nesbitt is a financial advisor with Dunham & Associates Investment Counsel, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Dunham since 2010. 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, standalone consulting, and a private fund. The firm employs a manager-of-managers approach with formal quarterly rebalancing and offers a combination of business lines including mutual funds, private equity investments, and trust services through its affiliated trust company.

Bradley Nelson is a CFP® with nine years of industry experience. He currently works at Fiduciary Financial Advisors and has previously been affiliated with Lyon Park Advisors, LLC. Fiduciary Financial Advisors serves a broad client base, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm combines digital-asset advisory capabilities with formal trust arrangements and offers services such as discretionary investment management, retirement plan consulting, and outsourced CFO engagements.

Garrett Newman is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Brighton Jones LLC in San Diego, CA, and has prior experience at LPL Financial, Peak American Financial Group, Health IQ, Prudential Insurance, and Fidelity Investments. Outside of his advisory role, he owns and operates Remy's Mobile Notary. Brighton Jones serves a diverse client base including high-net-worth individuals, families, trusts, and retirement plan sponsors, offering comprehensive wealth management services such as family office support, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach with continuous monitoring and utilizes independent managers alongside affiliated investment vehicles.

Michael Delgado is a CFP® professional at Gladstone Wealth Partners with one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors. 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 services including discretionary portfolio management, financial planning, and retirement plan consulting, utilizing diverse investment approaches tailored at the representative level.

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.

Sean O'Connor is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Inc and Epstein and White Retirement Income Solutions, LLC. He is also an insurance agent offering fixed insurance products through O'Connor Insurance and Annuity Services. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party tools.

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.