Brandon Bol is a CFP® professional with six years of industry experience, currently serving as an advisor at AlphaCore Capital LLC since 2025. Prior to joining AlphaCore, he worked at The Colony Group, LLC and HoyleCohen, LLC. Outside of his advisory role, he is involved as a co-manager of an investment holding company. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management with an emphasis on alternative investments alongside traditional asset classes.

Michael Mcgreevy is a financial advisor at AlphaCore Capital LLC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Private Asset Management, Inc. for 24 years before joining AlphaCore Capital in 2022. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion in assets. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and multi-asset investment management with an emphasis on alternative investments alongside traditional equities and fixed income.

Juan Carlos Moreno is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Snowden Lane Partners since 2016. Outside of his advisory role, Moreno owns El Corridor Group, a business providing corn husk materials for restaurant use. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing a range of investment tools and third-party managers while maintaining client oversight.

Denise Kamel is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network and CUSO Financial Services, LP. Denise is based in San Diego, CA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and supports layered solutions including unified managed accounts and automated ETF portfolios.

Scott Schechter is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding CFP® and ChFC® designations with 24 years of industry experience. He has been affiliated with New York Life and its related entities since 2002. Outside of his advisory role, Schechter serves on the board of the ACLU of San Diego & Imperial Counties and volunteers with Amplified Impact Partners, a nonprofit that provides strategic consulting services to other nonprofit organizations. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.

Douglas Solorzano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Outside of finance, he owns a family janitorial business and is a member of a civic networking organization. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of over 280 advisors serving more than 13,000 clients.

Melissa Saxton is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. She holds Series 63 and Series 65 licenses and is based in San Diego, CA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, direct indexing, and selective private market investments, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Derek Anthony is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2003. Outside of his advisory role, he owns and manages the rental of a personal property in San Diego. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its Schwab Wealth Advisory program, utilizing Charles Schwab’s internal research tools and asset-allocation models to tailor recommendations based on individual goals and risk tolerance.

Jonah Shafer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. His prior experience includes roles at Prosperity Wealth Planning, Raymond James, and Ameriprise Financial. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts and implementing a range of strategies including low-cost ETFs, separate account managers, and private funds.

Dennis Bavin is a Series 66-registered financial advisor with 15 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in San Diego, CA. He has held roles at firms including MassMutual, AXA Advisors, and Equitable Advisors. Outside of securities advisory, he operates as an outside insurance broker. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment solutions tailored to client needs.

Thomas Alford is a CFA® charterholder with 17 years of industry experience. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC, with prior roles at Triad Advisors, Resources Investment Advisors, and Amundi Pioneer Institutional Asset Management, among others. Outside of his advisory work, he operates Trailhead Financial, a non-investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Andrea Chillak is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her previous roles include positions at Laurel Wealth Advisors, Inc., Morgan Stanley, and Citigroup Global Markets. In addition to her advisory work, she is licensed as a California insurance agent, focusing on life, fixed and variable contracts, and long-term care products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, implementing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income while employing a combination of internal and third-party asset management.

Randy Goodsell is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Independent Financial Group since 2011 and has led Goodsell & Company CPA, a tax preparation and accounting firm, since 1996. Outside of advisory services, he is a co-owner of Goodsell & Company CPAs, providing tax, audit, and consulting services to individuals and businesses. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs both firm- and third-party investment models and combines passive and active strategies across various risk profiles.

Ethan Willis is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, Morgan Stanley, Valic Financial Advisors, and HSBC Securities before joining Citigroup in 2014. Outside of his advisory role, Willis serves as the head coach of the La Jolla High School rugby team. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal standards and oversight, combining large institutional scale with unique market roles and arrangements.

Stephanie Bryan is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Delphi Private Advisors and AlphaCore Capital. Bryan is based in San Diego, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates affiliated and third-party managers, offering a range of portfolio management, financial planning, and retirement consulting services.

Jason Giorgio is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life since 2008 and holds Series 63 and Series 65 licenses. His role includes occasionally selling life insurance products from select carriers to meet client needs. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and a variety of financial planning and consulting solutions.

Robert Hanlon III is a CFA® charterholder with five years of industry experience. He is currently an advisor at Corient in San Diego, CA, where he has worked since 2022. His prior experience includes roles at Dowling & Yanhke, LLC and FS Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house security and fixed-income strategies with third-party manager solutions and customized asset allocation.

David Keely is a CFP® professional affiliated with Valic Financial Advisors with 16 years of industry experience. He has held advisory roles at Valic Financial Advisors since 2017, previously working at Agia, CUSO Financial Services, LP, and Edward Jones. Outside of his advisory work, Keely serves as chairperson of a 501(c)(3) organization supporting a local Boy Scout troop’s charter. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors using centralized technology and model solutions.

Kevin Tostado is a financial advisor with Eagle Strategies (New York Life) in San Diego, CA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked with Eagle Strategies since 2024 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2023. Outside of finance, he owns Tostie Productions, LLC, through which he has produced and directed multiple motion pictures, and he volunteers with the Community Emergency Response Team in San Diego. He also serves on local community boards, including the San Carlos Area Council and the Our Lady of Grace Catholic School Parent Teacher Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm emphasizes tailored advice and operates within the New York Life affiliate structure, offering various program types including fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products.

Michael Hyat is a CFP® with 37 years of industry experience. He has been with Independent Financial Group, LLC and its predecessor firm since 2004, and previously operated Hyat Financial Services for over three decades. In addition to his advisory work, he serves as a board member for his local homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm employs a combination of firm- and third-party investment models to develop tailored strategies aligned with client risk profiles, offering a mix of passive and active investment exposures.