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 operated Callan Capital, LLC for 18 years. In addition to his advisory role, he serves as a consultant for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies, and provides various services including tax preparation and ERISA retirement plan advisory.

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 previously worked at Altegris Investments, Inc. for 11 years before joining AlphaCore in 2020. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies to pursue multi-asset diversification and resilience.

Carl Adams is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds a Series 65 designation and previously worked for nine years at Delphi Private Advisors. Adams has been with AlphaCore Capital since 2018. AlphaCore Capital LLC serves individual, high-net-worth, entity, and institutional clients by providing wealth planning, investment management, and specialized services such as tax preparation, trustee services, and ERISA retirement plan advisory. The firm emphasizes alternative investing alongside traditional asset classes and manages accounts using discretionary strategies informed by macro and fundamental analysis.

Brennan Cobb is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding a Series 65 designation with five years of industry experience. His previous roles include positions at enTrust Wealth Advisors, LLC and US Bank, as well as experience at the University of Oregon. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm emphasizes alternative investing alongside traditional equity and fixed-income strategies, offering comprehensive wealth planning, investment management, and specialized services such as tax preparation and ERISA retirement plan advisory.

Troy Owens is a CFP® with seven years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. His prior experience includes roles at LPL Financial, Nautilus Advisors, and leadership within AlphaCore Insurance Services. Owens also acts as a producing insurance agent for an affiliate of his firm, offering insurance products to clients. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and offers services including tax preparation, trustee support, and retirement plan advisory.

Eugene Shepherd is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Raymond James & Associates, Eagle Strategies, and New York Life. Outside of his advisory work, he owns and operates Shepherd Fishing Excursions, a fishing guide business. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies to pursue multi-asset diversification and resilience.

Timothy Callan is a CFP® certified financial advisor with 25 years of industry experience. He is currently with AlphaCore Capital LLC, where he has worked since 2025, following an 18-year tenure at Callan Capital, LLC. Outside of his advisory role, Mr. Callan serves as a managing member of Salena LLC, a real estate investment company, and acts as a consultant for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional assets to pursue multi-asset diversification and resilience.

Michael Crawford is a financial advisor at AlphaCore Capital LLC in La Jolla, CA, holding a Series 66 designation with 24 years of industry experience. His previous experience includes ten years at UBS Financial Services Inc. and concurrent roles since 2018 with Arete Wealth Management LLC and Entrust Wealth Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Trevor Callan is a financial advisor at AlphaCore Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Callan Capital, LLC since 2007. He serves on the advisory board of Praxis Solutions and consults for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income exposures.

Christopher Willingham is a financial advisor at AlphaCore Capital LLC with nine years of industry experience. He previously worked at Callan Capital for four years and The Ayco Company, L.P./Mercer Allied for five years. Willingham holds a Series 66 designation and is based in La Jolla, CA. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and offers additional services such as tax preparation and ERISA retirement plan advisory.

Joan Koss is a financial advisor with AlphaCore Capital LLC, holding CFP® and ChFC® designations, and has 22 years of industry experience. Her prior roles include 15 years at TIAA/TIAA-CREF and shorter tenures at Stordahl Capital Management and Callan Capital. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with an emphasis on alternative investing alongside traditional strategies, managing accounts largely on a discretionary basis and utilizing third-party managers when appropriate.

Daniel Conners is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding Series 63 and Series 65 licenses and 42 years of industry experience. His career includes ten years at UBS Financial Services and prior roles at Entrust Wealth Advisors and Arete Wealth Management. He is a limited partner investor in Sorrento Ventures, a venture capital firm, with no operational management responsibilities. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, trustee services, and retirement plan advisory, emphasizing multi-asset diversification through both direct management and third-party sub-advisers.

David Stubbs is a financial advisor at AlphaCore Capital LLC with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Blackstone Securities Partners L.P., Blackstone Inc., and multiple divisions of J.P. Morgan. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with an emphasis on alternative investing alongside traditional equity and fixed-income strategies.

Chris Maudlin is a financial advisor at AlphaCore Capital LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at AlphaCore Capital since 2020, following an 11-year tenure at Altegris Investments. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory, emphasizing multi-asset diversification through qualitative analysis and manager due diligence.

Kyle Kraus is a CFP® professional with 24 years of industry experience, currently working at AlphaCore Capital LLC. His prior roles include positions at Financial Engines Advisors L.L.C., The Vanguard Group Inc, and Ameriprise Financial Services. Outside of his advisory career, Kraus performs as a freelance musical artist at various venues. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies and managing accounts on a discretionary basis.