Cullen Roche is a financial advisor at Orcam Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Orcam since 2012, following previous roles at Orsus Investments, Merrill, and Mass Mutual Investors Services. Orcam Financial Group serves high-net-worth and institutional clients, providing investment advisory, asset management, financial consulting, and research services. The firm employs a top-down macro analysis approach that incorporates cognitive science and chaos theory alongside fundamental and quantitative risk-management techniques.

Cameron Ziegler is a financial advisor at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA, holding a Series 65 credential with seven years of industry experience. He co-founded Outback Bones, an online pet retailer, and owns CJZ LLC, a supply chain consulting business. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to individuals, trusts, estates, charitable organizations, and government clients. The firm manages approximately $143 million for about 150 clients, using both proprietary model portfolios and custom investment solutions with a focus on fundamental analysis and client-specific asset allocation.

Laura Devore is a financial advisor at DeVore Financial Advisors LLC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Apriem Advisors and Fidelity Brokerage Services, LLC. She is also an independent insurance agent for Apriem Insurance Services. DeVore Financial Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines discretionary portfolio management and written financial plans with algorithm-driven strategies and an automated platform to deliver personalized investment solutions.

Aram Janoyan is the sole advisor at Archstone Capital Advisors with no prior experience in the financial advisory industry. He is an independent licensed attorney in California since 1996 and owns Flashpoint Consulting, a real estate investment and property management business. Archstone Capital Advisors is a newly registered investment advisory firm serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm focuses on income-oriented, risk-defined option strategies combined with long- and short-term trading across a broad range of instruments.

Matthew Brayer is a Certified Financial Planner™ (CFP®) associated with Carlsbad Wealth Advisory Group, Inc. He has been with the firm since 2023 and has prior experience working at UC San Diego and Brookfield Central High School. Carlsbad Wealth Advisory Group offers discretionary portfolio management and comprehensive financial planning services to a diverse client base including individuals, high-net-worth households, trusts, and charitable organizations. The firm’s investment approach centers on asset allocation through exchange-traded funds (ETFs), emphasizing internal diversification, low expense ratios, and in-house management of client assets.

Brandon West is a financial advisor at 77 Financial Group with a Series 65 license and two years of industry experience. Prior to joining 77 Financial Group, he worked in marketing and accounting roles, including ownership and management of Top Tier Escape Rooms, an entertainment business designing and operating escape rooms. He has also served in various capacities within nonprofit and educational organizations. 77 Financial Group provides investment advisory and financial planning services to individual investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach and offers integrated accounting services through a related business.

David Jackson is a financial advisor at Del Mar Wealth Management Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses and is the Owner and Principal of Jackson Wealth Management Group, Inc., a registered investment advisor since 2005. He is also a licensed insurance agent in California. Del Mar Wealth Management provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a tailored investment process that integrates fundamental analysis, Modern Portfolio Theory, and both long- and short-term trading, while also utilizing third-party tools and sub-advisers to implement tax mitigation and model portfolio strategies.

Raphael Biderman is a financial advisor at Fairbanks Capital Management, Inc. in San Diego, CA, holding a Series 65 designation with seven years of industry experience. He has been with Fairbanks Capital Management since 2015. Fairbanks Capital Management provides discretionary investment management primarily to individual clients and institutional entities, focusing on a concentrated, long-term equity investment approach combined with active management of investment-grade fixed income. The firm is also notable for its role as adviser and sponsor of private pooled investment vehicles and real estate projects.

Jiang Jing is a Series 65 licensed financial advisor at Xinde Asset Management Limited with three years of industry experience. He also operates Sean Jiang Law Office, a boutique California law firm where he is the sole owner and practicing attorney. His prior work includes roles at Shenzhen HongFang Private Securities Fund Management Limited and Northeast Securities Corporation Limited. Xinde Asset Management Limited provides investment management services to a variety of clients, including business entities, families, trusts, and charitable organizations. The firm offers portfolio monitoring, discretionary and non-discretionary account management, and investment analysis utilizing both fundamental and technical approaches, supported by a network of cross-border legal and trust service affiliations.

Luka Erceg is a financial advisor at Dynamique Capital Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has a background in consulting on turnaround and restructuring matters through his firm, Erceg Partners, LLC. Erceg is also a licensed attorney who occasionally provides pro bono legal services for non-profit organizations. Dynamique Capital Advisors serves primarily high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a tactical asset allocation strategy using fundamental, technical, cyclical, and event-driven analysis across a wide range of investment instruments.

Shawn Orser is a financial advisor with Seaside Financial & Insurance Services, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with Fortune Financial Services, Inc. since 2014 and with Seaside Advisory Services, Inc. since 2009. Orser serves as a trustee on the Board of Directors for Collaborative Investment Series Trust, overseeing mutual funds and fund managers according to their investment mandates. Seaside Financial & Insurance Services primarily serves individual clients, including high-net-worth individuals, as well as pension plans, businesses, charities, and trusts. The firm offers portfolio management, financial planning, pension consulting, and insurance placement, using documented client objectives and a combination of fundamental, technical, cyclical, and quantitative analysis in its investment approach.

Lester Antman is a financial advisor with SimplyRich in Carlsbad, CA, holding a Series 65 designation and 24 years of industry experience. He has worked at SimplyRich since 2001 and also maintains a longstanding affiliation with Andrew Tobias since 1994. SimplyRich provides financial planning and discretionary investment management services to individual and high-net-worth clients, using a portfolio approach grounded in modern portfolio theory and customized asset allocations. The firm emphasizes broad diversification and typically pursues a long-term investment orientation while managing accounts on a discretionary basis.

Damien Lanyon is a CFP® and ChFC® with 27 years of industry experience. He is affiliated with Lanyon Advisory Services (Viewpoint Financial Partners, LLC), where he has worked since 2015. Lanyon is also an independent licensed insurance agent. Lanyon Advisory Services provides portfolio management, financial planning, and access to third-party managers for individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages approximately $109 million across about 70 clients, employing multiple analytical approaches and offering both discretionary and non-discretionary management.

Christopher D'arcy is a CFA® charterholder with 21 years of industry experience. He has been with D’Arcy Capital Management LLC since 2011, where he is part of a four-advisor team. The firm provides personalized investment management and financial planning services to individuals, trusts, estates, retirement plans, and other institutions. D’Arcy Capital Management employs a core-and-satellite investment approach combining active and passive strategies, with offerings that include diversified asset allocation programs, non-diversified strategies, and customized separately managed accounts for high-net-worth clients.

Michael Hart is a CFA® charterholder with 16 years of industry experience. He has been with Hemispheres Investment Management since 2014 and previously worked at Hemisphere Asset Management, Inc. from 2004 to 2008. He is based in San Marcos, CA. Hemispheres Investment Management provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs a value-oriented, fundamentally driven investment process that incorporates derivatives strategies to reduce risk and generate income, managing a concentrated client base with frequent account reviews.

Brandon Healy is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He currently serves as an advisor at Alder Capital, a firm he joined in 2026 after working at Pacific Point Advisors and Fidelity Investments. He is also a licensed insurance agent involved in implementing insurance recommendations. Alder Capital is an SEC-registered advisory firm that provides discretionary wealth management, investment management, financial planning, and fund advisory services to high-net-worth individuals, family offices, trusts, estates, and institutions. The firm employs a primarily long-term, fundamentally driven investment approach and actively manages related private funds, offering tailored portfolios and performance-based compensation arrangements for qualified investors.

Sandie Turley is a financial advisor at Western Financial Corporation with 27 years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at Rivulet Media, Inc. and operating S. Turley & Co. LLC since 2012. Western Financial Corporation is an SEC-registered investment adviser offering customized portfolio management, retirement-plan consulting, and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm employs a systematic, rules-based investment approach that combines relative-strength equity selection with diversified fixed-income and ETF strategies, managing over $400 million in discretionary assets for approximately 170 clients.

Sean Gelt is a financial advisor at Hafnia Financial, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Del Mar Credit for five years. Outside of advisory work, he operates Gelt Business Group/LDA Document Services, providing wills, estates, trusts, and marital mediation services. Hafnia Financial is a small registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary investment management and financial planning using a core-and-satellite asset allocation strategy with passive indices, ETFs, and selective active managers, emphasizing global diversification and limited trading.

Maureen Verduyn is a CFP® with 34 years of industry experience, currently serving at The Financial Team, Inc. in Carlsbad, CA. She has worked with Great Point Capital, LLC, Jrl Capital Corporation, and Independent Financial Group prior to her ongoing tenure at The Financial Team, Inc. since 1998. Verduyn is also a licensed California insurance agent. The Financial Team, Inc. provides financial planning, consulting, and third-party investment management referral services to individuals, trusts, estates, small businesses, institutions, and retirement plans. The firm acts as a solicitor connecting clients with independent managers, delivering advisory services on a non-discretionary basis and supporting client onboarding and profile development.

Michael Kinnear is a CFP® and CFA® with 22 years of experience in financial advising. He has been with Brian D. Lowder, Inc. since 2002. The firm offers fee-only financial planning and investment management to individuals, families, trusts, corporations, and charitable organizations. It serves a diverse client base, including high-net-worth individuals and institutional clients, and employs a tailored investment approach focused on fundamental analysis and a core-and-satellite portfolio strategy.