Patricia Patterson is a CFP® certificant with 28 years of industry experience, currently serving as an advisor at Premier Financial Planning, Inc. in San Diego, CA. She has been with Premier Financial Planning since 2004, including its predecessor LLP structure. Premier Financial Planning, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, offering customized investment policy statements and ongoing portfolio monitoring tailored to client objectives.

Bradley Lineberger is a CFP® and ChFC® with 18 years of industry experience. He is a founding owner of Seaside Wealth Management, Inc. and has been with the firm since 2011. Prior to that, he was affiliated with Purshe Kaplan Sterling Investments for 10 years. He also teaches financial classes at Mira Costa Junior College and serves as Athletic Chair for the La Costa Canyon High School Foundation. Seaside Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors with discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes passive/indexed strategies, broad asset allocation, and disciplined rebalancing, supported by academic research and tools such as Pontera for tax-efficient asset management.

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 a financial advisor with Archstone Capital Advisors in Encinitas, CA, holding an active license as an attorney in California since 1996 and with one year of industry experience. Prior to joining Archstone, he has been involved with Flashpoint Consulting, a real estate investment and property management business, which he owns. Janoyan's background also includes roles at Coursera and Citrix. Archstone Capital Advisors is a newly registered investment adviser serving primarily individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs option-based income strategies and complex derivatives trading, alongside other investment instruments, and offers legal and real estate-related affiliated services.

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.

Derek Finch is a financial advisor at Seaside Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at firms including Evolve Private Wealth, LLC and Commonwealth Financial Network. Outside of finance, he has experience in the brewing industry through Gravcap Brewing. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $362 million in client assets. The firm employs a modern portfolio theory approach with a focus on passive, diversified exposure and offers asset management, financial planning, and retirement plan consulting services.

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. with eight years of industry experience. He holds a Series 65 designation and has been with Fairbanks Capital Management since 2015. The firm provides discretionary investment management and limited financial-planning advice to individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, foundations, and pooled investment vehicles. Fairbanks Capital Management employs a concentrated, long-term equity strategy combined with an investment-grade fixed-income sleeve, managing portfolios on a discretionary basis with documented risk controls and quarterly client reporting.

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 credentials and over 20 years of industry experience. He has worked at Fortune Financial Services, Inc. since 2014 and was previously with Northwestern Mutual Investment Management. Orser serves as a trustee on the Board of Directors for Collaborative Investment Series Trust, overseeing mutual funds and fund managers. Seaside Financial & Insurance Services provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, businesses, charitable organizations, and trusts and estates. The firm emphasizes fundamental analysis and a long-term investment approach, utilizing third-party research and financial planning tools, and offers portfolio management, pension consulting, and access to a broad range of securities and insurance products.

Lester Antman is a financial advisor at SimplyRich with 25 years of industry experience. He holds a Series 65 designation and has been with SimplyRich since its founding in 2001. Prior to that, he worked with Andrew Tobias starting in 1994. SimplyRich is a small SEC-registered advisory firm serving individual and high-net-worth clients, offering financial planning and personalized investment management with a focus on diversification and a primarily long-term investment approach. The firm manages approximately $439 million across a compact client base, using a variety of instruments including equities, fixed income, options, and commodities.

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.

Connor Ludwig is a financial advisor at WEalthetic LLC with a Series 65 designation and one year of industry experience. Prior to joining WEalthetic, he worked in various roles including positions at Ace Parking, Ascenden, and Boise State University. WEalthetic LLC serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management, comprehensive portfolio management with integrated financial planning, and standalone financial planning and consulting. The firm employs diverse analytical methods and a range of investment strategies to tailor portfolios and plans to client goals, offering services to both individual and institutional 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 with Western Financial Corporation in San Diego, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked at Western Financial Corporation since 2016 and was previously involved with Rivulet Media, Inc. and her own firm, S. Turley & Co. LLC. Western Financial Corporation is an SEC-registered investment adviser serving individual investors, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a systematic screening process combined with discretionary judgment to manage equity and fixed-income portfolios and offers both discretionary and non-discretionary management along with financial planning services.