Dominick Pullano is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Kingswood Capital Partners, Benchmark Investments, and Aegis Capital Corp. He also serves as president of PCM Associates, managing investment services and office operations related to his advisory activities. 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, incorporating third-party managers and supporting insurance-linked account management through affiliated financial entities.

Christopher Ornee is a financial advisor at Savvy with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Corient Services LLC, Dowling & Yahnke, LLC, The Tides Group, and S&P Global Market Intelligence. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach 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 proprietary technology and third-party platforms.

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.

William Bianchi is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Legend Advisory Corporation. Outside of his advisory role, he owns Health & Wealth Advisors Inc., a business involved in the sale and service of various insurance products. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, with a distinctive approach that integrates insurance-linked account management and utilizes an open-architecture platform with both affiliated and unaffiliated third-party managers.

David Noosinow is a financial advisor at Mariner Independent with 14 years of industry experience. He holds Series 63, Series 66, and Series 65 designations and has previously worked at Sanford C. Bernstein and AdvicePeriod, LLC. He is also the managing member of PHALANX VFO, LLC, providing investment advisory services through Mariner Platform Solutions. Mariner Independent serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a wide range of investment and financial planning services supported by both in-house and third-party resources, with a comprehensive approach that includes access to affiliated trust and institutional consulting services.

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 17 years of industry experience, currently affiliated with Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Epstein and White Retirement Income Solutions, and Anchor Bay Capital, among others. He is also an insurance agent offering fixed insurance products through O'Connor Insurance and Annuity Services. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm creates customized investment plans using a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

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.

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.

Rory Mcglynn is a CFP® with 15 years of industry experience, currently advising at AlphaCore Capital LLC since 2025. He previously worked at Sella & Martinic, LLC and Raymond James Financial Services. Outside of his advisory role, he serves as a producing agent for non-variable insurance. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, employing a multi-asset investment approach that incorporates alternative investments alongside traditional equities and fixed income.

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.