James Puplava is a CFP® with 44 years of experience in the financial services industry. He is the founder of Financial Sense Advisors, Inc. and has held prior roles at Puplava Securities, Inc. and Puplava Financial Services, Inc. Puplava is also involved in media through Financialsense.com, where he participates in podcasts and writes articles. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for individuals, retirement plans, trusts, and other entities. The firm employs a team of nine advisors and uses a combination of fundamental and technical analysis to provide discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting tailored to client-directed investment objectives.

Jacob Montes is a financial advisor at Dark Horse Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked at Dark Horse Advisors since 2023, following a role at DFPG Investments, LLC. Dark Horse Advisors LLC serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach combines fundamental, technical, quantitative, sentiment, and cyclical analysis with tax-aware strategies and third-party managers, and it operates as a subsidiary of an accounting firm, offering both asset-based and subscription-style fee arrangements.

Adrienne Cooper is a financial advisor at Hamilton-Bates Investment Research, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hamilton-Bates since 2015. Outside of her advisory role, she has experience working in guest services for professional baseball and supervising event operations at football games. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, quantitative, and asset-allocation methods, offering both discretionary separate-account management and model portfolio programs.

Peter Campbell is a CFP® professional with nine years of industry experience. He has worked at Bull Oak Capital, LLC since 2022 and previously held roles at Wealth Analytics Partners and Cambridge Investment Research Advisors. Outside of finance, he was involved with the Aviara Golf Academy for three years. Bull Oak Capital serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a diversified investment approach using primarily exchange-traded funds, tailoring portfolios to client goals, and manages approximately $261.6 million in discretionary assets across a multi-adviser team.

Rosario Scappaticci is a Series 65-licensed financial advisor at Red SEVEN with two years of industry experience. Prior to joining Red SEVEN, Rosario was a student for ten years. Red SEVEN provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on individual goals, risk tolerance, and time horizon, employing a combination of fundamental and technical analysis with regular account reviews.

Ryan Hughes is a financial advisor at Bull Oak Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Bull Oak Capital since 2014, following prior roles at Charles Schwab, Morgan Stanley, and Merrill. Bull Oak Capital serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management. The firm employs a broadly diversified investment approach primarily using exchange-traded funds, with portfolios customized to clients’ goals and risk tolerance.

Blake Feindel is a financial advisor at Dark Horse Advisors LLC with 15 years of industry experience. He holds the Series 66 designation and has held roles at Presidio Capital Management, Blake Feindel Consulting, and Ccg Wealth Management among others. Dark Horse Advisors LLC serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and fiduciary services. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and tax-aware strategies, and operates as a subsidiary of an accounting practice, enabling integrated advice through a hybrid model of services.

Matthew Rose is a CFP® and ChFC® with 15 years of industry experience. He has worked at Invicta Financial Group since 2026 and spent over a decade with First Command Advisory Services and its affiliated entities prior to that. Outside of his advisory work, he is the CEO of LAM LLC, a company involved in property transactions. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on tailored written financial action plans. The firm refers clients to selected third-party money managers and does not exercise trading discretion or manage portfolios directly.

Carl Rustin is a financial advisor with Sage Capital Advisors, LLC in San Diego, CA, holding four years of industry experience. He has been with Sage Capital Advisors since 2010. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. The firm employs a custom, value-oriented investment approach that combines fundamental and technical analysis, utilizing individual equities, ETFs, fixed income, tactical strategies, and external managers to tailor portfolios to client objectives.

Blake Isaacson is a financial advisor at Pacifica Capital Investments with over 21 years of industry experience. He holds a Series 65 designation and has been with Pacifica since 2004. Prior to that, he has operated Blacke Isaacson & Associates since 1990. Pacifica Capital Investments provides discretionary investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated, industry-focused equity strategy using fundamental and cyclical analysis and manages both individual accounts and pooled vehicles.

William Kirk is a financial advisor at Heritage Wealth Management, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Heritage Wealth Management, he worked at Sanford C. Bernstein & Co., LLC for three years. Heritage Wealth Management, Inc. provides discretionary investment management and financial planning to a diverse client base, including individuals, small businesses, pension plans, trusts, and institutional clients. The firm emphasizes asset-allocation portfolios incorporating mutual funds, ETFs, equities, fixed income, and option-enhanced strategies, managing portfolios on a discretionary basis with additional involvement in private pooled investment vehicles and private placement products.

Jerrie Carli is a financial advisor with Financial Focus LLC in Carlsbad, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. Her prior roles include positions at OSAIC, Securities America, Inc., and National Planning Corp. She is also a fixed insurance agent specializing in disability, life, long-term care, and annuities. Financial Focus LLC offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages accounts on a discretionary basis using model portfolios and provides retirement-plan consulting and fiduciary services, including a distinctive wrap fee program that bundles management and transaction coverage.

Erick Schenkhuizen is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior firms include Merrill, LPL Financial, and Empirikal Partners LLC. He divides his time between advisory services and investment banking. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to construct asset allocation models using ETFs, stocks, bonds, mutual funds, and alternatives.

Samuel Wheeler is a financial advisor at Intelligence Driven Advisers, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Mutual of America Life Insurance Company, Mutual of America Securities LLC, Capstone Partners Financial and Insurance Services, and Newport Beach Country Club. Outside of his advisory role, he is also an insurance agent with Intelligence Driven Insurance Solutions. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm offers financial planning, discretionary investment management through model portfolios and custom accounts, retirement plan solutions, consulting, and held-away account management, with an investment approach emphasizing risk management and fundamental analysis.

Ryan Puplava is a financial advisor with Financial Sense Advisors, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Financial Sense Advisors and its affiliated entities since 1996 and worked briefly at LPL Financial in 2016. Financial Sense Advisors, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities, managing approximately $836 million for around 588 clients with a team of nine advisors. The firm combines fundamental and technical analysis to execute client-directed investment strategies across a range of risk profiles and offers retirement-plan consulting and participant account management.

Andrew Christopher is a CFP®, CFA®, and Series 65 designated advisor with five years of industry experience. He has worked at Leading Edge Financial Planning LLC since 2023 and has prior experience with Dowling & Yahnke Wealth Advisors and PricewaterhouseCoopers. Outside of financial advising, he serves as a Lieutenant Commander in the United States Navy Reserves, works as an F-35 instructor pilot for Lockheed Martin, and has been a career coach and faculty advisor at Georgetown University. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation and diversification using low-cost mutual funds and ETFs, offers discretionary portfolio management, and operates as a team of nine advisors across multiple offices.

Paul Seto Jr. is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Tactive Advisors, LLC. He has worked at multiple firms including Cardiff Park Advisors and Symbequity Investment Advisory, LLC. He is also an Associated Person with Tricom Partners, LLC, where he is involved as a Series 3 Commodity Broker. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors using a combination of robo-advisor technology and advisor-led model portfolios. The firm employs a tactical asset allocation strategy based on the Black-Litterman framework and operates a hybrid service model with both discretionary and non-discretionary assets under management.

Keith Gunther is a financial advisor at RED Seven with Series 63 and Series 65 credentials and 40 years of industry experience. He has held prior roles at Legacy Investment Strategies, LLC, LPL Financial, LLC, and Crown Capital Securities, LP. Gunther is also involved in a tax preparation business connected to his financial services. RED Seven offers comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a mix of fundamental and technical analysis and manages accounts primarily on a discretionary basis with regular portfolio reviews.

Steven Dougan is a financial advisor at Intelligence Driven Advisers, LLC and holds a Series 65 credential. He has one year of industry experience, with prior roles in financial services and other fields including education, real estate, and travel. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients. The firm offers financial planning, discretionary investment management using primarily low-cost institutional funds and ETFs, and retirement plan solutions, with an investment process overseen by an Investment Committee.

Frank Stanley is a CFP® with 26 years of industry experience, currently serving with Tactive Advisors, LLC. His prior roles include positions at FactorOne Capital LLC, where he is President, Claraphi Advisory Network LLC, and Global Wealth Analytics Inc. He holds Series 63 and has experience receiving commissions as an agent for several insurance carriers. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor technology and advisor-led model portfolios. The firm employs a tactical asset allocation approach using the Black-Litterman framework and combines mutual funds, ETFs, and occasionally options to implement strategies.