Andrew Levacy is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at CreativeOne Wealth (formerly ChangePath, LLC) and Sorrento Pacific Financial, LLC. Outside of investment advising, he has operated The Levacy Group, providing income tax preparation and planning services as an enrolled agent. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing strategies that include modern portfolio theory, fundamental and quantitative analysis, and offers access to ETFs, mutual funds, options, and private investments.

Evan Elig is a Series 65 licensed financial advisor at Mission Wealth Management, LP with five years of industry experience. Prior to joining Mission Wealth in 2024, he spent four years at American Assets Capital Advisers, LLC and has worked in various roles at Princeton University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, and investment management. The firm employs a comprehensive approach that integrates investment management with tax, trust, and estate planning, utilizing a mix of internal management and third-party sub-advisors across a diverse range of asset types.

Zareh Shahinian is a CFP® professional with eight years of industry experience, currently serving as an Investment Advisory Representative at Sovran Advisors, LLC. He previously worked with firms including Ameriprise Financial Services, Inc. and Prudential Insurance Company of America. Shahinian is also the owner of Oliria Financial LLC and is involved in fixed insurance sales. Sovran Advisors provides financial planning, advisory services, and portfolio management to individuals, corporations, and retirement plan sponsors. The firm uses a combination of active and passive investment strategies, guided by written investment policy statements, and offers access to third-party managers and unified managed account platforms.

Lucas Jacobson is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2023. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Company, and Wall Street Associates. Jacobson also holds an independent insurance agent license, providing life insurance services outside of investment advising. Mutual Advisors, LLC serves a diverse client base that includes individuals, trusts, retirement plans, and institutional investors. The firm manages portfolios through a combination of active and passive strategies, utilizing various analytical approaches and third-party tools to align investment decisions with client objectives.

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 in San Diego, CA, holding a Series 65 designation and nine years of industry experience. He previously worked at LifePro Asset Management and Retirement Wealth Advisors and has been the owner of Abrams Insurance Solutions since 2009, where he sells health, life, and disability insurance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, individual securities, and third-party managers, offering discretionary portfolio management alongside technology and operational services for advisers.

William Morrow is a CFP® with 49 years of industry experience. He is currently with Concorde Asset Management, LLC, where he has worked since 2018. Previously, he worked at Independent Financial Group, LLC, and Financial Designs, LTD. In addition to his advisory roles, he hosts the "Financial Advisors' Weekly" radio show broadcast on KOGO AM 600 in San Diego. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, and provides ERISA retirement-plan advisory services and participant advice.

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®-credentialed financial advisor with 14 years of industry experience, currently with Brighton Jones LLC in San Diego, CA. His previous work includes roles at LPL Financial and Fidelity Investments, among others. Outside of his advisory work, he operates Remy's Mobile Notary, a mobile notary service. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach and access to both public and private investment opportunities through its affiliated entities.

Georgette Young is a CFP® with 12 years of experience in the financial industry, currently with Madison Avenue Securities, LLC. Her prior roles include positions at Fidelity and Bank of America/Merrill Lynch. She is also a licensed insurance agent, selling life, health, disability, long-term care, and annuities. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting and assistance for charitable institutions. The firm manages about $2.0 billion across multiple advisor-managed and third-party manager platforms, providing both discretionary and non-discretionary portfolio management.

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 six years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Corient Services LLC, Dowling & Yahnke, LLC, and S&P Global Market Intelligence. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations, offering both discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs diversified, index-based solutions supplemented by quantitative models and integrates proprietary technology such as artificial intelligence and machine learning with human oversight.

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® professional with 17 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Mercer Global Advisors and Epstein and White Retirement Income Solutions. In addition to his advisory work, O'Connor is an insurance agent offering fixed insurance products through O'Connor Insurance and Annuity Services. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based strategies enhanced by quantitative models and tax-aware rebalancing, integrating proprietary and third-party technology solutions alongside traditional portfolio management.

Ricardo Leyva is a financial advisor with Snowden Capital Advisors LLC in San Diego, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked with Snowden Lane Partners since 2015 and previously spent eight years at Merrill. Snowden Capital Advisors primarily serves high-net-worth individuals and family offices, along with pension plans, endowments, and governmental agencies, offering portfolio management, third-party manager selection, financial planning, and ERISA consulting. The firm employs client-specific, model-based strategies across a broad range of instruments and maintains a material institutional client base alongside its individual wealth management services.