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 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with WBB Securities since 2013 in various roles. Her prior work includes positions at Vanderbilt Securities, Vanderbilt Advisory Services, ImpactU.Investments, and Consolidated Portfolio Review. WBB Securities, LLC provides investment advisory and broker-dealer services to individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs asset allocation and custom portfolio construction techniques, combining fundamental, technical, and charting analysis across both long-term and short-term strategies, while functioning as both a registered investment adviser and a FINRA-member broker/dealer with in-house investment banking and equity research capabilities.

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 and MKAM ETF LLC, holding Series 63, 65, and 66 registrations and bringing 20 years of industry experience. He has worked at GSG Capital Advisors and has been a managing member and chief compliance officer at both firms. Mulholland & Kuperstock Asset Management provides discretionary asset management and advisory services to individuals, trusts, ERISA plan sponsors, and business entities. The firm builds individualized portfolios using a combination of fundamental, technical, quantitative, and sector analysis and offers plan-sponsor education and retirement plan service assistance.

Michael Taylor is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Counterpoint Asset Management LLC since 2021. Prior to this, he worked at Tablature, LLC and Seeking Alpha, LLC. Counterpoint Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients, trusts, estates, and other entities. The firm employs a mix of passive and tactical fund allocations driven by mean-variance optimization and systematic quantitative strategies, and is notable for its affiliation with an owned mutual fund complex where it serves as both manager and sub-adviser.

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.

Chase Tushaus is a financial advisor at Tushaus Wealth Management in San Diego, CA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked at RBC Capital Markets and City National Bank before joining Tushaus Wealth Management in 2020. Outside of his advisory role, he manages an insurance agency through Tushaus Partners LLC. Tushaus Wealth Management advises individuals, high-net-worth clients, and charitable organizations with services including wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach focused on ETFs for diversification, supplemented by other asset classes, and offers educational seminars and client cash management programs.

Arthur Johnson is a financial advisor at Mundoval Capital Management, Inc. in La Jolla, CA, holding a Series 65 credential with three years of industry experience. Prior to joining the firm, he worked at Fusion Academy and has been the owner and music producer at Studio VII Productions, LLC, a music production business. Mundoval Capital Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and investment companies. The firm employs a fundamental, long-term global investment approach tailored to each client’s objectives and also offers ERISA plan services and limited-scope fiduciary advice.

Matt Clarke is a financial advisor at GROW Funds LLC in La Jolla, CA, holding a Series 65 designation with five years of industry experience. Prior to his advisory role, he spent ten years working at Saint Marys High School and the University of San Diego. GROW Funds LLC provides discretionary portfolio management and pension consulting to individuals, retirement plans, businesses, and institutional investors. The firm manages separately managed accounts as well as privately offered pooled vehicles and special-purpose vehicles, employing bottom-up fundamental research and opportunistic strategies across various asset classes.

Robert Seid is a financial advisor at Blue Summit Wealth Management in San Diego, CA, with nine years of industry experience. He holds a Series 66 designation and has worked at Blue Summit Wealth Management since 2015, with prior experience at Cetera Advisors LLC. Outside of advising, he works as a commercial fisherman. Blue Summit Wealth Management serves individual clients, including high-net-worth households, as well as qualified retirement plans and private trusts. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing sustainable and socially responsible investing through a structured planning process and regular portfolio reviews.

Kevin Stickle is a financial advisor at Bourne Lent Asset Management, Inc. in San Diego, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at The Millennium Alliance, Charles Schwab, and New York Life. Bourne Lent Asset Management offers discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while also utilizing mutual funds and ETFs as needed.

Brad Saenz is a financial advisor at Coastwise Capital Group, LLC, holding Series 65 and Series 63 licenses with five years of industry experience. He previously worked at Coastedge Partners LLC from 2016 to 2018 before joining Coastwise Capital Group in 2019. 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 broad range of asset types and serves both non–high-net-worth and high-net-worth households, employing fundamental and technical analysis and including investment in digital assets when appropriate.

Kevin Stone is a CFP® professional with 28 years of experience in financial advising. He has been with Pacific Capital Associates in San Diego, CA, since 1991. Pacific Capital Associates serves individual clients, trusts, retirement plans, and business entities, providing portfolio management, financial planning, retirement plan consulting, and account monitoring. The firm employs a valuation-driven, value investing strategy with global diversification and emphasizes cost control through low-cost index ETFs alongside selective use of actively managed funds.