Call: (858) 875-4100

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Who we are

Experienced Professionals, customized service.

At AlphaCore we know that our people make our firm exceptional. Our team is comprised of genuinely caring and dedicated individuals who have decades of experience in wealth preservation.

Careers

Lisa Taylor

Lisa Taylor

Senior Manager, Client Service & Operations

As an experienced client service professional with a strong background in the financial...

Nataly King

Nataly King

Compliance Manager

Nataly King serves as Compliance Manager for AlphaCore Wealth Advisory. With over 10...

JT Rusinko, CFA®

JT Rusinko, CFA®

Associate Director, Public Markets Research

JT Rusinko is Associate Director, Public Markets Research at Alphacore. Prior to joining Alphacore,...

Juliet Hull, CFP®

Juliet Hull, CFP®

Director, Client Service

Julie Hull is a Director of Client Services at Alphacore. She is a...

Carl Adams

Carl Adams

Managing Director, Private Client Group, Partner

Carl Adams serves as Managing Director, Private Client Group with AlphaCore Capital. He...

David Adams

David Adams

Senior Trader

As a Senior Trader at AlphaCore, David leverages his extensive experience in investment...

Lawrence Adamson

Lawrence Adamson

Operations Specialist

Lawrence Adamson is an Operations Specialist at AlphaCore Wealth Advisory, where he supports...

Eden Akana

Eden Akana

Wealth Planner

Eden T. Akana is a Wealth Planner at AlphaCore Wealth Advisory, where she...

Casey Alonso

Casey Alonso

Senior Administrative Assistant & Facility Manager

Casey Alonso is a Senior Administrative Assistant and Facility Manager at AlphaCore Wealth...

Samuel Alpert

Samuel Alpert

System Administrator

Samuel Alpert joined AlphaCore in 2025 and serves as AlphaCore’s System Administrator, where...

Tristine Altamirano

Tristine Altamirano

Wealth Planner

Tristine Altamirano is a Wealth Planner at AlphaCore Wealth Advisory, where she provides...

Daniel A. Ball, JD

Daniel A. Ball, JD

Senior Legal Adviser and Compliance

Daniel A. Ball (Danny) is a Senior Legal Consultant at AlphaCore Wealth Advisory....

Brandon Bol, MSF, CFP®

Brandon Bol, MSF, CFP®

Senior Wealth Advisor, Partner

Brandon Bol joins AlphaCore as a Senior Wealth Advisor and Partner with a...

Haley Bullard

Haley Bullard

Executive Administrative Assistant

As an Executive Assistant, Haley provides executive and operational support while helping to...

Alejandra Burbano

Alejandra Burbano

Staff Accountant

Alejandra Burbano is a Staff Accountant at AlphaCore Wealth Advisory, where she brings...

John Burkholder

John Burkholder

Operations & Trading Specialist

John Burkholder serves as an Operation & Trading Specialist at AlphaCore Wealth Advisory,...

Jessica Cafferata – JD, MSA, CFP®, CDFA®

Jessica Cafferata – JD, MSA, CFP®, CDFA®

Managing Director, Financial Planning, Partner

As Managing Director, Financial Planning and Partner at AlphaCore Wealth Advisory, Jessica leads...

Kristina Cagle, CAIA®

Kristina Cagle, CAIA®

Senior Wealth Advisor, Partner

Kristina Cagle is a Senior Wealth Advisor at AlphaCore Wealth Advisory. She has...

Ryan Callan

Ryan Callan

Partner

Ryan is a Partner at AlphaCore Wealth Advisory, where he plays a critical...

Tim Callan, CFP®, CPWA®

Tim Callan, CFP®, CPWA®

Senior Wealth Advisor, Partner

As a Partner, Senior Wealth Advisor at AlphaCore Wealth Advisory, Tim leverages over...

Trevor Callan, CIMA®, CPWA®

Trevor Callan, CIMA®, CPWA®

Managing Partner

As a Managing Partner at AlphaCore Wealth Advisory, Trevor brings extensive experience in...

Steven P. Cimino

Steven P. Cimino

Client Service Specialist

Steven P. Cimino is a Client Service Specialist at AlphaCore Wealth Advisory, where...

Jack Cleary

Jack Cleary

Investment Strategy Analyst

Jack Cleary joins AlphaCore as an Investment Strategy Analyst, bringing more than a...

Brennan D. Cobb, CFP®

Brennan D. Cobb, CFP®

Wealth Advisor

As a Wealth Advisor at AlphaCore, Brennan is committed to providing comprehensive solutions...

Daniel A. Conners

Daniel A. Conners

Senior Wealth Advisor, Partner

Daniel A. Conners is a seasoned financial professional with over 42 years of...

Michael P. Crawford

Michael P. Crawford

Senior Wealth Advisor, Partner

Michael brings two decades of experience in financial services to his role as...

David Curiel, CFP®

David Curiel, CFP®

Wealth Advisor

David Curiel serves as a Wealth Advisor at AlphaCore Wealth Advisory. David brings...

Jason J. Davis, CFA®, CIMA®

Jason J. Davis, CFA®, CIMA®

Managing Director, Wealth Advisory, Partner

Jason J. Davis is a Partner, Managing Director of Advisory at AlphaCore Wealth...

Tara L. Dekel

Tara L. Dekel

Director, Family Office

Tara serves as Director, Family Office at AlphaCore Wealth Advisory, bringing more than...

Laura E. Deyo

Laura E. Deyo

Director of Data and Technology Solutions

Laura is the Director of Data and Technology Solutions at AlphaCore Wealth Advisory....

Kris Dickey

Kris Dickey

Senior Client Service Manager

Kris Dickey serves as a Senior Client Service Manager at AlphaCore Wealth Advisory....

Tonya Dupree

Tonya Dupree

Director of Operations, Partner

Tonya Dupree serves as AlphaCore’s Director of Operations and Partner, where she leads...

Ed Durica, CFA®

Ed Durica, CFA®

Senior Wealth Advisor, Partner

Prior to joining AlphaCore, Ed spent over 20 years as the Chief Investment...

Jonathan Elsberry

Jonathan Elsberry

Senior Wealth Advisor

Jonathan Elsberry is a Senior Wealth Advisor with AlphaCore Wealth Advisory and brings...

Dave Engel

Dave Engel

Managing Director, Partner

Dave has over 25 years of experience in venture capital, tech, and financial...

Jennifer Fabrick

Jennifer Fabrick

Director, Human Resources

Jennifer brings more than 20 years of human resources leadership experience, supporting organizations...

Nicole Farina

Nicole Farina

Senior Client Associate

As a Senior Client Service Associate at AlphaCore, Nicole is an integral part...

John T. Flynn, MBA, CFP®

John T. Flynn, MBA, CFP®

Wealth Advisor

John T. Flynn is a Wealth Advisor at AlphaCore Wealth Advisory, bringing a...

Chris Freimuth, CFA®

Chris Freimuth, CFA®

Managing Partner

Chris Freimuth is a Managing Partner at AlphaCore Wealth Advisory. Prior to joining AlphaCore,...

Blaise Fuentes, CPA

Blaise Fuentes, CPA

Client Service Associate

Blaise Fuentes serves as a Client Service Associate at AlphaCore Wealth Advisory. Prior...

Maria A. Gaspar

Maria A. Gaspar

Client Service Specialist

Maria A. Gaspar is the Client Service Specialist at AlphaCore Wealth Advisory. She...

Eric Gerster, CFA®

Eric Gerster, CFA®

Chief Investment Officer, Partner

Eric is an accomplished investment professional with over three decades of experience in...

Huckleberry Gibson, CFP®

Huckleberry Gibson, CFP®

Senior Wealth Advisor

Huckleberry Gibson, CFP® is a Senior Wealth Advisor at AlphaCore. After serving in...

Matthew E. Gilchrist, CPA/PFS, CFP®

Matthew E. Gilchrist, CPA/PFS, CFP®

Senior Wealth Advisor, Partner

Matthew E. Gilchrist (Matt) is a Partner, Senior Wealth Advisor at AlphaCore Wealth...

Corey Gragg, CFP®

Corey Gragg, CFP®

Senior Wealth Advisor, Partner

Corey Gragg is a Senior Wealth Advisor at AlphaCore. Corey works with individuals, families,...

Brian Habas

Brian Habas

Chief Operating Officer, Partner

Brian Habas serves as the Chief Operating Officer for AlphaCore Wealth Advisory and...

Leah Howard

Leah Howard

Client Service and Operations Specialist

Leah serves as a Client Service and Operations Specialist at AlphaCore Wealth Advisory....

Madeline Hume, CFA®

Madeline Hume, CFA®

Associate Director of Research, Partner

Madeline Hume serves as Associate Director of Research and Partner at AlphaCore Wealth...

Mike Iheme

Mike Iheme

Associate Trader

As a Associate, Portfolio Manager at AlphaCore, Mike brings a wealth of experience...

Spencer Janke, CPA

Spencer Janke, CPA

Senior Tax Manager

Spencer Janke is a Senior Tax Manager at AlphaCore Wealth Advisory, bringing over...

Jim Johnston

Jim Johnston

Senior Wealth Advisor, Partner

Jim Johnston is a highly experienced professional with 30 years of expertise in...

Samuel F. Jones

Samuel F. Jones

Senior Wealth Advisor, Partner

Sam Jones serves as a Senior Wealth Advisor and Principal at AlphaCore Wealth...

Joan Koss, MBA, CFP®, CHFC®, FSCP®

Joan Koss, MBA, CFP®, CHFC®, FSCP®

Wealth Advisor

As a Wealth Advisor at AlphaCore Wealth Advisory, Joan brings a wealth of...

Kyle Kraus, CFP®, CPWA®

Kyle Kraus, CFP®, CPWA®

Senior Wealth Planner

Kyle Kraus is a Senior Wealth Planner at AlphaCore and is responsible for...

Johann Lee, CFA®

Director of Research, Partner

Johann Lee serves as the Director of Research at AlphaCore Capital. He is...

Bradley P. Lipman, CPA, CFP®

Bradley P. Lipman, CPA, CFP®

Director of Tax, Partner

Bradley P. Lipman (Brad) is a Partner, Director of Tax at AlphaCore Wealth...

Lillian Lopez

Lillian Lopez

Client Service and Operations Specialist

Lillian Lopez serves as a Client Service and Operations Specialist at AlphaCore Wealth...

Gabriel Lucio

Gabriel Lucio

Client Service Associate

As a Client Service Associate at AlphaCore, Gabriel provides exceptional support to clients...

Meg Machado

Meg Machado

Director of Marketing

Meg Machado is the Director of Marketing at AlphaCore, where she leads strategy...

Philip J. Mantua, Jr., M.B.A., CFP®

Philip J. Mantua, Jr., M.B.A., CFP®

Wealth Advisor

Philip J. Mantua, Jr. is a Wealth Advisor at AlphaCore Wealth Advisory and...

Junjie Mao, MBA

Junjie Mao, MBA

Tax Preparer

Junjie Mao is a Tax Preparer at AlphaCore Wealth Advisory, where she works...

Erica Nichole Mariani

Erica Nichole Mariani

Tax Manager

Erica Nichole Mariani is a Tax Manager at AlphaCore Wealth Advisory. She began...

Kimmy Martin

Kimmy Martin

Director of Alternative Investments

Kimmy is the Director of Alternative Investments with significant experience supporting teams, clients,...

Brian Marvin, MBA

Senior Wealth Advisor, Partner

Brian Marvin, MBA serves as a Senior Wealth Advisor at AlphaCore Capital. He...

Chris Maudlin, CAIA®

Chris Maudlin, CAIA®

Senior Wealth Advisor, Partner

Chris Maudlin serves as a Senior Wealth Advisor at AlphaCore Wealth Advisory, where...

Henry McClurg, MBA

Senior Wealth Advisor

Henry “Hank” McClurg, MBA, serves as Senior Wealth Advisor at AlphaCore Wealth Advisory....

Caroline McGann, CPA

Caroline McGann, CPA

Associate Director, Tax

Caroline McGann is an Associate Director of Tax at AlphaCore Wealth Advisory with...

Ethel McGlynn

Ethel McGlynn

Senior Business Development Manager

Ethel serves as a Senior Business Development Manager at AlphaCore Wealth Advisory, bringing...

Rory M. McGlynn, CFP®

Rory M. McGlynn, CFP®

Senior Wealth Advisor, Partner

Rory M. McGlynn is a Partner, Senior Wealth Advisor at AlphaCore Wealth Advisory....

Michael McGreevy

Michael McGreevy

Senior Wealth Advisor, Business Development

Located in Southern California, Michael McGreevy (Mike) is a Senior Wealth Advisor specializing...

Brooks Merrifield

Brooks Merrifield

Senior Wealth Advisor

Brooks Merrifield is a Senior Wealth Advisor at AlphaCore. He works with individuals...

Robert S. Mikulski

Robert S. Mikulski

Managing Director, Client Service & Operations, Partner

Rob serves as the Managing Director, Client Service & Operations, and Partner at...

Cole Miller

Cole Miller

Controller

Cole Miller serves as the Controller at AlphaCore Wealth Advisory. In this role,...

Morrison Mirer

Morrison Mirer

Senior Associate, Corporate Development

Mo Mirer is a Senior Associate on the Corporate Development team at AlphaCore...

Nicole Montes

Nicole Montes

Manager, Growth & Events

Nicole Montes serves as Manager, Growth & Events at AlphaCore Wealth Advisory, where...

Pamela L. Mudd, CPA, CFP®

Pamela L. Mudd, CPA, CFP®

Associate Director, Tax

Pamela L. Mudd is a Senior Tax Manager at AlphaCore Wealth Advisory, having...

Susan von Mueller

Senior Client Service & Operations Specialist

Susan brings over 20 years of valuable experience in the financial services industry...

Walter Murphy

Walter Murphy

Director of Business Development, Northeast

Walter serves as the Northeast Director of Business Development for AlphaCore Wealth Advisory....

Noma Nkala-Hendon, CFP®

Noma Nkala-Hendon, CFP®

Director of Client Service

As a Director of Client Service at AlphaCore, Noma provides clients with personalized...

Erik Nunn

Erik Nunn

IT Manager

Erik Nunn is a seasoned IT professional with 20 years of experience in...

Mike Orav

Mike Orav

Senior Manager, Client Service and Operations

Mike is a Senior Manager of Client Service and Operations with over 20...

Joseph Orta

Joseph Orta

Client Service and Operations Specialist

As a Client Service and Operations Specialist at AlphaCore, Joseph is dedicated to...

Lingling Oum, MSFP

Lingling Oum, MSFP

Senior Manager, Client Service & Operations

As a Senior Manager – Client Service & Operations at AlphaCore, Lingling leverages...

Troy Owens, CFP®, CEPA®

Troy Owens, CFP®, CEPA®

Senior Wealth Advisor, Partner

As a Senior Wealth Advisor and Partner at AlphaCore, Troy is passionate about...

Mandy Paine

Mandy Paine

Financial Planning Department Administrator

Mandy Paine is AlphaCore Wealth Advisory’s Financial Planning Administrator, where she works closely...

Steve Pedicini, CFP®, CIMA®

Steve Pedicini, CFP®, CIMA®

Senior Wealth Advisor, Partner

Steve brings 20 years of financial services experience to AlphaCore, where he values...

Rani R. Pemmarazu

Rani R. Pemmarazu

Operations Specialist

Rani R. Pemmarazu is an Operations Specialist at AlphaCore Wealth Advisory, where she...

Jason C. Perlman, CFP®

Jason C. Perlman, CFP®

Wealth Advisor

Jason C. Perlman is a Wealth Advisor at AlphaCore Wealth Advisory, where he...

Scott A. Peters

Scott A. Peters

CRM Manager

Scott Peters is the CRM Manager at AlphaCore Wealth Advisory, where he plays...

Dick Pfister, CAIA®

CEO, Founder

Dick has over 25 years of experience in the wealth advisory and financial...

Matthew C. Plourde, CFP®

Matthew C. Plourde, CFP®

Operations Specialist

Matt is an Operations Specialist at AlphaCore Wealth Advisory, where he is a...

Chrissy Rhamy

Senior Client Service & Operations Specialist

Chrissy Rhamy serves as a Senior Client Service and Operations Specialist at AlphaCore...

Natalie Roberts

Natalie Roberts

Chief Compliance Officer, Partner

Natalie is the Chief Compliance Officer, Partner at AlphaCore, where she leads the...

Brett Roenick, SE-AWMA™

Brett Roenick, SE-AWMA™

Senior Wealth Advisor, Partner

Brett Roenick is a Senior Wealth Advisor and Partner at AlphaCore Wealth Advisory,...

Todd Rundle, CFP®

Todd Rundle, CFP®

Senior Wealth Planner

Todd Rundle is a Senior Wealth Planner at AlphaCore Wealth Advisory, where he...

Edward Sella, CPA/PFS, CFP®

Edward Sella, CPA/PFS, CFP®

Managing Partner

Edward G. “Geoff” Sella is a Managing Partner at AlphaCore Wealth Advisory, bringing...

Nicholas A. Sella

Nicholas A. Sella

Associate Trader

Nicholas Sella is an Associate Trader at AlphaCore Wealth Advisory, where he plays...

Marc Seward, ChFC®, CLU®

Senior Wealth Advisor, Partner

Marc Seward is a Senior Wealth Manager at AlphaCore Capital and an Investment...

Trey Shepherd, AAMS®

Trey Shepherd, AAMS®

Wealth Advisor

Trey Shepherd joins AlphaCore as a Wealth Advisor, focusing on client education and...

Stephen G. Sikes

Stephen G. Sikes

Client Service Specialist

Stephen G. Sikes is a Client Service Specialist at AlphaCore Wealth Advisory, where...

Melissa Silverthorn

Director of Compliance & Systems Management

Melissa is the Director of Compliance & Systems Management at AlphaCore, where she...

Nathan Stewart

Nathan Stewart

Director of Business Development, Partner

Nate is the Director of Business Development and Partner at AlphaCore Wealth Advisory,...

Ariana C. Stowe

Ariana C. Stowe

Client Service Specialist

Ariana Stowe is a Client Service Specialist at AlphaCore Wealth Advisory, where she...

Kirk Strawn, CFA®

Kirk Strawn, CFA®

Chief Strategy Officer, Partner

With over 30 years of experience in the wealth management industry, Kirk Strawn...

Keli M. Strickland

Keli M. Strickland

Client Service Specialist

Keli M. Strickland is a Client Service Specialist at AlphaCore Wealth Advisory, where...

David Stubbs, PhD

David Stubbs, PhD

Chief Investment Strategist, Partner

Dr. David Stubbs serves as the Chief Investment Strategist at AlphaCore Wealth Advisory...

David Suckau, CFA®

David Suckau, CFA®

Research Analyst and Trader

David’s focus at AlphaCore Wealth Advisory is investment research analysis and trading operations....

Andrew A. Theobald, CFP®

Andrew A. Theobald, CFP®

Wealth Advisor

Andrew A. Theobald is a Wealth Advisor at AlphaCore Wealth Advisory and a...

Samantha L. Tucker

Samantha L. Tucker

Administrative Assistant

Samantha L. Tucker is an Administrative Assistant at AlphaCore Wealth Advisory, where she...

Lauren Van Fleet

Lauren Van Fleet

Associate Wealth Advisor

Lauren Van Fleet is an Associate Wealth Advisor supporting clients with asset allocation...

Gillian E. Vapnek, CFA®

Gillian E. Vapnek, CFA®

Director of Wealth Strategies

Gillian brings a wealth of experience in financial services to her role as...

Aidan Walsh

Aidan Walsh

Head of Corporate Development, Partner

Aidan Walsh serves as the Head of Corporate Development at AlphaCore Wealth Advisory....

Jennifer Ward

Jennifer Ward

Marketing and Events Coordinator

As a Marketing and Events Coordinator at AlphaCore, Jennifer plays a key role...

Elise M. Weinstein, CFP®

Elise M. Weinstein, CFP®

Senior Wealth Planner

Elise Weinstein is a Senior Wealth Planner at AlphaCore Wealth Advisory, where she...

Andrew Weschler, CPA, MS

Andrew Weschler, CPA, MS

Senior Tax Manager

Andrew Weschler is a Senior Tax Manager at AlphaCore Wealth Advisory. Before joining...

Matthew Wiles

Matthew Wiles

Research Associate

Matthew Wiles serves as a Client Service Associate at AlphaCore Wealth Advisory, bringing...

Stephanie Williams, CAIA®

Stephanie Williams, CAIA®

Senior Wealth Advisor, Partner

Stephanie Williams, CAIA® is a seasoned Senior Wealth Advisor with over 16 years of experience...

Chris Willingham

Chris Willingham

Senior Wealth Advisor, Partner

As a Senior Wealth Advisor and Partner at AlphaCore, Chris brings a wealth...

Samuel J. Woo

Samuel J. Woo

Client Service Specialist

Samuel J. Woo is a Client Service Specialist at AlphaCore Wealth Advisory, where...

Professional Designations

CAIA®

Chartered Alternative Investment Analyst
CFA®

Chartered Financial Analyst
CFP®

Certified Financial Planner
CHFC®

Chartered Financial Consultant
CIMA®

Certified Investment Management Analyst
CLU®

Chartered Life Underwriter
IACCP®

Investment Adviser Certified Compliance Professional
MBA

Master of Business Administration

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AlphaCore Wealth Advisory, LLC is an investment advisor firm located in La Jolla, California. AlphaCore Wealth Advisory, LLC and its investment advisor representatives are in compliance with the current registration requirements imposed upon registered investment advisor firms by those states in which we maintains clients. AlphaCore Wealth Advisory, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Important information describing AlphaCore Wealth Advisory, LLC’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. AlphaCore Wealth Advisory, LLC will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request.

This Site is published in the United States for residents of the United States. AlphaCore Wealth Advisory, LLC is not soliciting business in international jurisdictions where it is not registered.

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by AlphaCore Wealth Advisory, LLC) made reference to directly or indirectly by AlphaCore Wealth Advisory, LLC in its Web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including investment strategies detailed on this Web site by AlphaCore Wealth Advisory, LLC) will be either suitable or profitable for a client’s or prospective client’s portfolio and may result in a loss of principal. Accordingly, nothing on the AlphaCore Wealth Advisory, LLC Web site should be constructed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. AlphaCore Wealth Advisory, LLC does not render or offer to render personal investment advice or financial planning advice through our Web site. AlphaCore Wealth Advisory, LLC’s specific advice is given only within the context of our contractual agreements with each client. The AlphaCore Wealth Advisory, LLC Web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Advice may only be rendered after delivery of the Form ADV disclosure brochure and the execution of an investment management agreement by the client and AlphaCore Wealth Advisory, LLC.

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The content is accurate or complete;
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We do not assume any liability for these matters. In other words, you use our Web site at your own risk. Under no circumstances, including but not limited to negligence, shall we be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this Web site, even if one of our representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.