Griffin Jimenez is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he is a member of The Rose Group, one of San Diego's largest wealth management teams. He started with Merrill and The Rose Group as an intern in 2015 and joined full-time in 2016. In his role, Griffin assists with portfolio management strategies, conducts equity research, tracks client portfolios and performance, and manages discretionary custom investment strategies using a range of Merrill Lynch model portfolios and third-party investment options. Griffin focuses on providing services to corporate executives, including executive compensation and equity compensation services, liquidity management, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds a Bachelor's degree in business administration with a concentration in finance from the University of Southern California. Griffin is a Personal Investment Advisor (PIA) and has been recognized on the 2025 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list. Born and raised in San Diego, Griffin currently resides in Crown Point. Outside of his professional responsibilities, he enjoys coaching youth basketball, baseball, basketball, football, golfing, hiking, spending time with his family, and traveling.

Paul Wendee is the owner and Chief Investment Officer of Paul M. Wendee & Associates with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Wendee has previously worked at firms including Entoro Capital, Exemplar Capital, and Silber Bennett Financial. He serves as an adjunct professor at California Baptist University and California State University Los Angeles and is the owner, editor, and publisher of the Intrinsic Value Wealth Report newsletter. Paul M. Wendee & Associates provides discretionary investment management primarily for pooled investment vehicles and institutional clients. The firm uses in-house analytical methods including security ratings and limited market timing and may engage sub-advisors to manage accounts.

Cynthia Tam is a CFP® with 24 years of experience in the financial industry. She is the principal and sole advisor at Native Finance Investment Advisory, an independent firm she has led since 2013. Prior to founding Native Finance, she held roles at firms including Newport Coast Securities and Questar Asset Management. Outside of advisory services, she owns and operates a tax preparation business, an insurance agency, and the Native Finance Institute, which conducts compensation research and financial policy development for tribal governments. Native Finance Investment Advisory serves individual clients with a focus on financial products, particularly insurance, and emphasizes privacy and data practices in its client relationships. The firm’s business model centers on product facilitation and brokerage activities rather than discretionary portfolio management.

Jonathan Moffat is a financial advisor at Aligned Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Aligned Advisors since 2015. Outside of his advisory role, he serves as secretary and board member of Launch Dental, LLC, a company focused on operations management for dental practices, and is a partner at DSO CFO, LLC, which provides bookkeeping and payroll services to dental offices. Aligned Advisors offers financial planning and advisory services primarily to high-net-worth individuals through a structured Financial Road Map process. The firm provides advice without exercising investment discretion, with clients responsible for implementing recommendations and using their chosen custodians or managers for execution.

Michael Belgard is a financial advisor at Aligned Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed and Axiom Property Management. Outside of finance, he directs plays for small community theater companies. Aligned Advisors provides financial planning and advisory services primarily to high-net-worth individuals through a structured Financial Road Map process. The firm delivers advice without investment discretion and relies on clients for implementation and oversight.