La Jolla, CA Prospect St Office

Ryan Callan is a financial advisor at AlphaCore Capital LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Callan Capital, LLC for 18 years and Merrill for 5 years. He serves as a consultant for Alternative Fund Advisors, LLC, dedicating a limited number of hours monthly to this role. 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, offering comprehensive financial planning, investment management, and retirement plan advisory, with an emphasis on alternative investments alongside traditional asset classes.

Stephanie Williams is a financial advisor at AlphaCore Capital LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and worked previously at Altegris Investments, Inc. for 11 years before joining AlphaCore Capital in 2020. AlphaCore Capital LLC is an independent multi-team wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors with comprehensive financial planning and investment management, emphasizing alternative investments alongside traditional assets through fundamental and qualitative macro analysis.

Mark Zabst is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Raymond James Financial Services for 19 years. Zabst also served in a leadership role at the Georgetown Business Networking Group for five years. Outside of his advisory work, he holds a vice president position at Financial 360, LLC, a non-investment support company. 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, offering comprehensive financial planning and multi-asset investment management that includes alternative investments alongside traditional equities and fixed income.

Carl Adams is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at AlphaCore since 2018, following nine years at Delphi Private Advisors. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion in assets. The firm serves individuals, entities, institutional investors, and banking institutions, offering comprehensive financial planning and investment management with an emphasis on alternative investments alongside traditional asset classes.

Brennan Cobb is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds the Series 65 designation and previously worked at enTrust Wealth Advisors, LLC and US Bank. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory services with a focus on multi-asset portfolios that include alternative investments.

Troy Owens is a CFP® with seven years of experience in financial services. He is currently with AlphaCore Capital LLC in La Jolla, CA, where he has worked since 2021, following prior roles at LPL Financial and Nautilus Advisors. In addition to his advisory role, Owens acts as a producing insurance agent for AlphaCore Insurance Services, offering insurance products to clients. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, institutional investors, and select banking institutions, providing comprehensive financial planning and multi-asset portfolio management that includes alternative investments alongside traditional assets.

Eugene Shepherd is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at firms including Raymond James & Associates and New York Life Insurance Company. Outside of finance, he is the CEO of Shepherd Fishing Excursions, a fishing guide business. 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, offering comprehensive financial planning and multi-asset portfolio management that includes alternative investments alongside traditional assets.

Timothy Callan is a CFP®-designated financial advisor with 25 years of industry experience, currently with AlphaCore Capital LLC. He previously worked at Callan Capital, LLC for 18 years and Merrill for 6 years. Outside of his advisory role, he serves as a managing member of Salena LLC, a real estate investment company, and as a consultant for Alternative Fund Advisors, LLC. 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, offering financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, with a focus on multi-asset portfolios that include alternative and traditional investments.

Michael Crawford is a financial advisor at AlphaCore Capital LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Arete Wealth Management LLC, Entrust Wealth Advisors, LLC, UBS Financial Services Inc., and Morgan Stanley in various capacities. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management with an emphasis on multi-asset portfolios that include alternative investments and private market commitments.

Trevor Callan is a financial advisor at AlphaCore Capital LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Callan Capital, LLC. Outside of his advisory role, he serves as a member of Praxis Solutions' advisory board and consults for Alternative Fund Advisors, LLC. 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, offering financial planning, investment management, retirement plan advisory, and model portfolio services with an emphasis on alternative investments alongside traditional assets.

Christopher Willingham is a financial advisor at AlphaCore Capital LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Callan Capital and The Ayco Company, L.P./Mercer Allied. AlphaCore Capital 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, investment management, and retirement plan advisory services with a focus on multi-asset portfolios that include alternative investments alongside traditional assets.

Daniel Conners is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding Series 63 and Series 65 designations and 43 years of industry experience. His career includes tenures at UBS Financial Services Inc., Morgan Stanley, Entrust Wealth Advisors, and Arete Wealth Management. He is a limited partner investor in Sorrento Ventures, a venture capital firm. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and some banking clients, offering comprehensive planning, investment management, retirement plan advisory, institutional sub-advisory, and model portfolio services. AlphaCore emphasizes multi-asset portfolios combining traditional and alternative investments through a blend of in-house management and external sub-advisers.

David Stubbs is a financial advisor at AlphaCore Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining AlphaCore in 2025, he worked at Blackstone Securities Partners and Blackstone Inc. from 2023 to 2025, and spent seven years at J.P. Morgan across its Securities, Wealth Management, and Asset Management divisions. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, offering comprehensive financial planning and investment management with a focus on alternative investments alongside traditional asset classes.

Chris Maudlin is a financial advisor at AlphaCore Capital LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Altegris Investments, Merrill, and Morgan Stanley DW Inc. He has been with AlphaCore Capital since 2020. 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, offering comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services. AlphaCore emphasizes allocation to alternative investments alongside traditional assets, utilizing macro analysis and due diligence to build multi-asset portfolios that include both liquid and illiquid private market commitments.

Kyle Kraus is a CFP® with 24 years of industry experience and currently serves at AlphaCore Capital LLC. His prior roles include positions at Financial Engines Advisors, The Vanguard Group, Ameriprise, and Charles Schwab. Outside of his advisory work, he is also a freelance musical artist performing at various venues. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion for individuals, entities, and institutional investors. The firm provides comprehensive financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, emphasizing allocation to alternative investments alongside traditional asset classes through a multi-asset portfolio approach.