Hubert Collins is a financial advisor at GROW Funds LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GROW Funds since 2018. Prior to that, he worked at Messner & Smith and serves on the board of the Thomas C. Ackerman Foundation, a charitable organization in the San Diego area. GROW Funds LLC provides discretionary portfolio management and pension consulting services to individuals, retirement plans, businesses, and institutional investors. The firm manages separately managed accounts and privately offered pooled vehicles, employing a bottom-up fundamental research approach and opportunistic strategies in its investment process.

Timothy Schneider is a CFP® with 21 years of industry experience currently working at Tate Asset Management and DCO Wealth Management in San Diego, CA. His prior experience includes roles at Acas, LLC, Advanced Practice Advisors, LLC, Morgan Stanley, and UBS Financial Services. Tate Asset Management and DCO Wealth Management provide investment management, consulting, and financial planning services to individual and institutional clients, including pension and profit-sharing plans and trusts. The firm offers discretionary and non-discretionary portfolio management with an emphasis on ERISA fiduciary services and employs a blend of fundamental, technical, and charting analysis alongside advanced trading strategies.

Andrew Drennan is a CFP® professional with experience at D'Arcy Capital Management, LLC since 2026. He previously worked at CCG Wealth Management LLC, Aldrich Wealth, and Accuvisors Inc. Prior to entering financial advisory roles, he spent nine years at Keller Williams Realty. D’Arcy Capital Management LLC provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, retirement plans, and institutions. The firm uses a core-and-satellite approach blending active and passive investments with a generally long-term orientation and offers customized solutions, including separately managed accounts for high-net-worth clients.

Jason Park is a financial advisor at Margo Park Financial in San Diego, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Margo Park Financial since 2014. In addition to advisory services, Jason is a licensed insurance agent who donates all profits from insurance sales to avoid conflicts of interest. Margo Park Financial manages approximately $36.3 million across about 75 clients, providing portfolio management and advisory services to individuals, trusts, and businesses. The firm uses model portfolios and applies modern portfolio theory and quantitative analysis to tailor investment programs according to client risk tolerance.

Alan Grismore is a CFP® with 11 years of industry experience, currently serving as an advisor at Santara Wealth Management LLC since 2024. His prior experience includes roles at Axxcess Wealth Management and JP Morgan Chase Bank and JPMorgan Securities between 2016 and 2024. Grismore also works as an insurance agent, focusing on life, health, and variable annuity products. Santara Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, employer plan sponsors, and institutional clients. The firm offers tailored, actively monitored portfolios and employs multiple analytical methods alongside AI-enabled support tools, while facilitating coordinated estate planning and tax preparation through third-party providers.

Michael Krause is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Counterpoint Asset Management LLC since 2012 and also serves as a managing member of Counterpoint Mutual Funds, LLC. Outside of his advisory roles, he is a managing member and co-investor in ROMULUS Group LLC, which makes passive equity investments in private oil and gas partnerships. Counterpoint Asset Management LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts and estates, using mutual funds and ETFs. The firm employs a combination of mean-variance portfolio optimization, passive and tactical fund allocations, and systematic quantitative strategies, with a notable affiliation to its own mutual fund complex that anchors a significant portion of client portfolios.

Malek Hage Hassan is an advisor at RJ Patterson Group with a Series 65 credential and no prior industry experience. His diverse work history includes roles at Sprouts, Axos Invest, and educational institutions such as the University of San Diego and Mira Mar Community College. RJ Patterson Group serves individual and high-net-worth clients, retirement accounts, and some corporate clients with discretionary investment management and financial planning. The firm manages approximately $142 million across about 189 client relationships and employs a fundamental, value-oriented research process tailored to varying client objectives.

Matthew Medeiros is a financial advisor at Clelland & Company Inc in San Diego, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Clelland & Company since 1998. Clelland & Company manages approximately $432 million for a selective client base, including high-net-worth individuals, trusts, pension plans, endowments, and charitable organizations. The firm focuses on strategic asset allocation, diversified portfolios, and manager/fund selection across a broad range of investment vehicles, offering discretionary portfolio management and wealth planning services.

Thomas Dudley is a financial advisor with Stirling Financial Group in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has previously worked at Northwestern Mutual and LPL Financial and is currently a managing member and Chief Compliance Officer at Stirling Financial Group. He also provides investment advisory services through Leeds Capital Group, LLC. Stirling Financial Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, and other entities, offering wealth management and financial consulting. The firm manages client accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, alongside asset-allocation models, and sponsors its own wrap fee program with custodial services provided through LPL.

David Nagy is a financial advisor at SRS Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with SRS Wealth Management since 2017. In addition to his advisory role, he is actively involved with Successful Solutions, LLC, where he engages in traditional life and health insurance sales. SRS Wealth Management provides fee-based advisory services primarily through referrals to third-party money managers and offers financial planning and retirement plan advisory services. The firm also conducts educational seminars, workshops, and newsletters as part of its client engagement.

Jennifer Matthews is a CFA® charterholder with 12 years of experience in financial advising. She has been with McNaughton Wealth Management, LLC since 2019 and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2019. McNaughton Wealth Management serves individuals, including high-net-worth clients, trusts, pension plans, and business entities, managing approximately $291.6 million across about 240 clients. The firm provides discretionary asset management, portfolio management, financial planning, and retirement plan consulting, using fundamental analysis and diversified strategies tailored to client goals and risk tolerances.

Steven Deppe is a financial advisor with Nerad + Deppe Wealth Management, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at NDWM, LLC for a total of 16 years across two periods and spent one year at AlphaCore Capital LLC. Outside of advising, Mr. Deppe contributes as a freelance writer for ProVisors, a professional network group that publishes content for investment advisers. Nerad + Deppe Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, and retirement plans. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, incorporates the use of derivatives and inverse ETFs, and typically constructs portfolios using exchange-traded funds while also offering oversight of third-party money managers and various planning services.

Jennifer Queen is a financial advisor with Chokshi & Queen Wealth Advisors in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. She previously worked at VOYA Financial Advisors for seven years before joining CQ Wealth Advisors, Inc., where she has been since 2018. Additionally, Jennifer is an independent insurance agent specializing in the sale of fixed insurance products. Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans, and other institutions by providing asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm combines fundamental, technical, quantitative, and sector analysis with the use of sub-advisors and automated model management to tailor portfolios to client objectives.

Michelle Thomas is a financial advisor at WBB Securities, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Vanderbilt Securities and ImpactU.Investments. WBB Securities, LLC provides investment advisory and broker-dealer services through managed account programs for individual clients, pension plans, charitable organizations, and other investment advisers. The firm offers customized portfolio construction using a combination of fundamental, technical, and charting analysis and operates both as a registered investment adviser and a FINRA-member broker/dealer with an in-house investment banking and equity research division.

Katherine Steck is a financial advisor at Copia Wealth Management Advisors, Inc. in San Diego, CA, holding a Series 65 designation with six years of industry experience. She has been with Copia Wealth Management Advisors since 2020 and is also involved in case management and support services for an affiliated insurance company, Copia Wealth Management and Insurance Services. Copia Wealth Management Advisors, Inc. serves primarily individual households, managing approximately $19.7 million on a discretionary basis for around 86 clients. The firm provides discretionary portfolio management through third-party asset managers and TAMPs, financial planning, and ongoing due diligence on privately issued securities, using a mosaic research approach that incorporates fundamental, technical, and cyclical analysis.

Jeremy Keating is a financial advisor at Cosmos Wealth, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Point Advisors and Osaic Advisory Services. Cosmos Wealth, LLC is an SEC-registered investment adviser offering discretionary investment management, financial planning, and hourly consulting. The firm employs a blend of active and passive investment techniques and serves primarily larger or non-typical retail clients through individualized portfolio management.

Leslie Merrithew is a CFP® with 13 years of industry experience, currently serving as an advisor at Merrithew & Thorsten, Inc. in San Diego, CA. She has been with the firm since 1998. Merrithew & Thorsten serves individual and high-net-worth clients, focusing on professionals near retirement or undergoing major life changes. The firm provides comprehensive financial planning, portfolio management, and tax services, emphasizing tax-aware strategies and lower-volatility portfolios.

Mark Kuperstock is a financial advisor with Mulholland & Kuperstock Asset Management, LLC, holding Series 63, 65, and 66 licenses and 20 years of industry experience. His prior roles include positions at GSG Capital Advisors and UBS Financial Services. He is also Principal and Chief Compliance Officer of MKAM ETF LLC, a sub-adviser to an ETF. Mulholland & Kuperstock Asset Management provides discretionary asset management and advisory services to individuals, trusts, ERISA plan sponsors, and business entities. The firm offers tailored portfolios using a combination of fundamental, technical, quantitative, and sector analysis, incorporating various asset allocation strategies and employing individual securities, mutual funds, ETFs, and more active techniques when appropriate.

Michael Taylor is a CFA® charterholder with three years of industry experience. He has been with Counterpoint Asset Management LLC since 2021 and previously worked at Tablature, LLC and Seeking Alpha, LLC. Counterpoint Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, estates, and other entities. The firm uses a combination of mean-variance portfolio optimization, passive and tactical fund allocations, and systematic quantitative strategies, with a notable affiliation to an owned mutual fund complex that influences a significant portion of client portfolios.

Patrick Fischer is a financial advisor at Coastwise Capital Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Fingage and Blume Global. In addition to his advisory role, Fischer serves as a business setup consultant for Womply, a technology company supporting small businesses. Coastwise Capital Group is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and institutional clients. The firm manages a diverse range of asset types and offers investment approaches that include fundamental and technical analysis, as well as access to digital assets and derivative strategies.