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.

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.

Kenneth Davey is a financial advisor with Carrington Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Regal Investment Advisors LLC for eight years before joining Carrington Advisors and Carrington Consulting in 2021. Outside of his advisory role, he manages a financial and insurance services firm that includes managing professional athletes and providing business and financial consulting. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management, selection of third-party managers, and financial planning services. The firm employs a personalized investment process that combines fundamental and technical analysis and utilizes third-party managers alongside an outsourced chief investment officer.

Wesley Schevers is a Series 65-registered financial advisor with Alpha & Omega Financial Management Consultants, Inc., based in La Mesa, CA. He has four years of industry experience, including prior roles at PenChecks Trust and Leafhouse Financial Advisors. Outside of finance, he is involved in a flooring and contracting business that he co-manages with his father. Alpha & Omega provides advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and related administrative services. The firm employs methods such as cyclical and fundamental analysis and generally maintains a long-term trading orientation, with most assets managed on a non-discretionary basis.

Peter Thoms is a CFA® charterholder with 23 years of industry experience. He has been with Orion Capital Management LLC since 2002 and also serves at Africa Capital Group LLC. Orion Capital Management LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, retirement plans, and other entities. The firm employs an active investment process grounded in fundamental analysis and offers customized portfolios that may include equities, ETFs, fixed income, convertibles, REITs, currency instruments, and, for accredited clients, derivatives strategies such as options and shorting.

Mary Limoges is a financial advisor with Centurion Counsel Inc in San Diego, CA, holding a Series 63 designation and 44 years of industry experience. She previously worked at Osaic Wealth, Inc. for 23 years before joining Centurion Counsel. Outside of her advisory role, she serves as Secretary of Puppy Toes, Inc., a non-investment-related corporation. Centurion Counsel offers a discretionary Strategic Asset Allocation wrap-fee program serving individual and institutional clients. The firm manages approximately $58.5 million across about 143 accounts, using Modern Portfolio Theory and optimization software to construct diversified portfolios tailored to client risk and reward objectives.

Gregory Jackey is a financial advisor with Axion Wealth Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Laurel Wealth Advisors, Inc. for nine years and is also affiliated with Integrated Wealth Concepts, LLC. Jackey is a licensed insurance agent in addition to his advisory roles. Axion Wealth Advisors provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, employing a combination of cyclical, fundamental, and technical analysis in their investment approach.

Steven Musser is a financial advisor at ATS Wealth Management in San Diego, CA, with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Avantax and Cetera Wealth Services. In addition to his advisory role, Musser is an independent insurance agent. ATS Wealth Management provides financial planning and discretionary asset management to individuals, high-net-worth clients, charitable organizations, trusts, and businesses. The firm employs model portfolios across a range of risk profiles and utilizes third-party advisers, managing approximately $383.6 million in assets for nearly 500 clients with a three-advisor team.

Christine Skoczek is a CFP® and CPA with 22 years of industry experience. She is currently with Vistica Wealth Advisors, LLC and previously operated her own firm, Skoczek & Associates, LLC, for nearly two decades. In addition to her advisory work, she owns and operates a tax planning and compliance practice under the name Christine Skoczek CPA/CFP. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm manages approximately $290 million in assets and uses a long-term, allocation-driven investment approach with access to both passive index funds and alternative strategies through third-party sub-advisors.

Vickie Petix Reichert is a CFP® with 33 years of experience in the financial services industry. She is a principal at Petix & Botte Financial, where she has worked since 2014, and also operates Petix & Botte Tax and Business Services. In addition to her advisory work, she is involved in managing family investment LLCs and serves as an independent insurance agent. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management using a range of securities and employs fundamental, technical, and cyclical analysis to tailor portfolios, combining proprietary advisory services with LPL Financial–sponsored programs.