Justin Mayo is a CFP®-certified financial advisor with two years of industry experience, currently practicing at Orion Capital Management LLC. Prior to joining Orion, he served in the United States Navy for 25 years and is also involved as a real estate agent and founder of JPM Financial Planning. Orion Capital Management provides customized portfolio management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, and institutions. The firm uses an active, fundamental-analysis approach with a broad range of investment instruments and incorporates automated analytics and AI tools alongside human oversight.

Daniel Callan is a financial advisor with Nautilus Advisors LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Nautilus Advisors since 2018 and previously spent four years at JPMorgan Securities LLC. Nautilus Advisors, operating as NTLS Wealth Management, serves individuals—including high net worth clients—pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, combining fundamental, technical, and cyclical analysis with a variety of investment strategies and customized planning solutions.

Amanda Finehout is a financial advisor at Margo Park Financial with three years of industry experience. She holds a Series 65 designation and has worked in both financial services and mortgage sectors, including roles at Team USA Credit Repair and Houz Mortgage. Additionally, she serves as HR Director at Houz Mortgage, focusing on hiring and personnel management. Margo Park Financial provides portfolio management and advisory services to individuals, trusts, and businesses, managing approximately $36.3 million across 75 client relationships. The firm uses model portfolios and quantitative analysis to tailor investment programs based on client risk tolerance, offering both discretionary and non-discretionary management along with a range of holdings including equities, fixed income, ETFs, and insurance products.

Lowell Bruhn is a financial advisor at Legion Private Wealth Management with one year of industry experience. He holds a Series 65 designation and has served in the United States Navy since 2016. Legion Private Wealth Management offers discretionary and non-discretionary investment management, co-advisory services, and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, valuation-based investment approach and provides tailored strategies, including private real estate investments and, through licensed representatives, insurance products.

Karl Kohne is a CFP® professional with experience at One Degree Advisors, Inc. since 2024. Prior to joining One Degree Advisors, he worked at California Baptist University and was involved with The Conservatory for Coffee, Tea, and Cocoa as well as Southern California Christian Academy. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management, employing a strategic asset allocation framework informed by Modern Portfolio Theory and a mix of fundamental and quantitative analysis.

Aiden Cox is a CFP®-certified financial advisor with four years of industry experience. He is currently with Canter Wealth, where he has worked since 2023, and previously spent three years at Northwestern Mutual Investment Services LLC. Cox also served six years at Marine Corps HQ. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily implemented with ETFs and mutual funds, guided by an internal Investment Committee.

Jessica Roth is a financial advisor with Copley Financial Group, Inc. She holds a Series 65 designation and has been with the firm since 2011. Her experience with the firm totals over a decade in the San Diego, CA area. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, sub-advisors, and co-advisor arrangements, combining discretionary and non-discretionary portfolio management along with educational seminars and regular account reviews.

David Barta is a financial advisor at Nectarine with the CFP® and CFA® designations and four years of industry experience. His prior work includes roles at HireArt Inc, Xylo AI Corp, Origin Financial, Earnin, and PAAMCO Prisma. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives chosen via the firm's website. The firm emphasizes long-term asset allocation with low-cost, index-based mutual funds and ETFs and offers a proprietary financial-aggregation app, operating on a fee-for-service planning model without managing client investment portfolios.

Christian Unrath Mac Gregor is an investment advisor representative at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Finec Servicios S.A. de C.V. and Curtoil de Mexico S.A. de C.V. He also serves as an analyst for Finec Servicios S.A. de C.V., where he dedicates part of his time to market analysis and forecasting. Finec Asset Management is an SEC-registered firm providing discretionary and non-discretionary portfolio management, research, and financial advisory services to individuals, high-net-worth clients, trusts, corporations, and other entities. The firm integrates fundamental, technical, and cyclical analysis with macroeconomic research to create customized portfolios tailored to clients’ objectives and risk profiles, serving a diverse client base across the Americas.

Ryan Kolden is a financial advisor with RPG Family Wealth Advisory, LLC in San Diego, CA, holding a Series 65 license and three years of industry experience. He previously worked at HK Financial and served in the US Navy for 13 years. Outside of advising, Kolden is involved with Mortgage Free Life, assisting clients with mortgage paydown strategies, and offers tax credit opportunities to clients. RPG Family Wealth Advisory provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused approach utilizing a mix of equities, fixed income, mutual funds, ETFs, and limited partnerships, and leverages both fundamental and technical analysis in its investment process.

J Dyer is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Sage Capital Advisors since 2011. Outside of his advisory role, Mr. Dyer acts as a sales agent for various insurance companies on an individual basis, which may involve receiving sales commissions. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning, using a custom, value-oriented investment approach that includes individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

William Gotses is a financial advisor at Colorado Financial Service Corporation with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including U.S. Bancorp Investments, Merrill, and Banc of America Investment Services. Outside of financial advising, he is the managing member of High Performance Motorsports LLC, a used car dealership and racing company, and serves as president of his property homeowners association in La Jolla, CA. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities by providing financial planning, consulting, and portfolio management. The firm builds customized portfolios using mutual funds, ETFs, individual securities, and may manage accounts on a discretionary or non-discretionary basis, relying on advisor and third-party research rather than proprietary programs.

Richard Green is a financial advisor with SimplyRIA Advisor Network in San Diego, CA, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Alpha Global Investments and TD Ameritrade, among others, and he is also CEO and co-owner of WMA Enterprises, an accounting firm. Richard operates as an independent insurance agent, specializing in insurance product sales, including annuities and life insurance strategies. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary retirement plan support. The firm combines active and passive management with strategic asset allocation, offering both discretionary and non-discretionary services through a network of independent Investment Adviser Representatives.

Rene Toussaint Lopez is a financial advisor with Finec Asset Management in San Diego, CA, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Finec Asset Management entities since 2016 and is also associated with Tauris Derivatives Solutions SA. Outside of advising, he is a partner in a property management company based in Mexico, though without active duties. Finec Asset Management is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, corporations, and other entities. The firm manages approximately $157 million and offers customized discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis combined with third-party macro research.

Danielle Luster is a CFP® with 17 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. She previously worked at MSI Financial Services, Inc. and has been with Spectrum Planning & Advisory Services Inc. (doing business as Bamboo Wealth Strategies) since 2014. Danielle is also an owner and corporate officer of Bamboo Insurance Services, where she is involved in fixed insurance sales. Bamboo Wealth Strategies provides discretionary investment management and financial planning services to a range of clients including individuals, high net worth clients, businesses, and charitable organizations. The firm employs a long-term, client-specific approach focused on diversified portfolios with low-cost ETFs and individual bonds, offering both fixed-scope and ongoing planning alongside discretionary trading and rebalancing.

Alan Bunce is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. He also serves as Chief Operations Director for Heritage Tax & Insurance Services, providing tax and insurance services. Copley Financial Group is a team-based registered investment adviser offering discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, third-party money managers, and fee-based alternative investments, conducting regular account reviews and educational seminars as part of its service.

Rodney Simms is a CFP® and ChFC® with 28 years of industry experience. He is currently with Gradient Capital Advisors, LLC, where he has worked since 2014. The firm is a team advisory practice managing institutional-scale assets for individuals, high-net-worth clients, trusts, pension and corporate plan sponsors. Gradient Capital Advisors employs a combined fundamental and technical investment approach, offering services that include comprehensive portfolio management, financial planning, and retirement plan consulting.

Philip Reuer is a CFP® with four years at One Degree Advisors, Inc. based in San Diego, CA. He has prior experience with Kilo Weightlifting LLC and Marine Corps Community Services. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients, providing financial planning and discretionary investment management through a strategic, asset-allocation approach that incorporates institutional-style mutual funds, ETFs, and specialized strategies such as options-based box spreads.

Julia Cheng is a CFP® professional with 35 years of experience in the financial services industry. She is affiliated with Syndicated Capital, Inc. and has held prior roles at firms including Cabot Lodge Securities LLC, SB Advisory, LLC, IFS Securities, Girard Securities, Inc., and PRUCO Securities, LLC. Cheng is also president of Julia Cheng Wealth Management and Estate Planning, Inc., and leads related insurance and financial planning businesses in San Diego. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans with customized advisory programs tailored to client objectives and risk tolerance. The firm manages both discretionary and non-discretionary portfolios and incorporates broker-dealer activities alongside advisory services.

Leigh Harns is a financial advisor with Invicta Financial Group in La Mesa, CA, holding a Series 65 license and eight years of industry experience. She has been with BDT & Associates, Inc., the parent company of Invicta Financial Group, since 2013. Outside of advising, she serves as president of the La Mesa Parks and Recreation Board and works as a high school field hockey official. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for ongoing asset management. The firm emphasizes client-specific planning and conducts regular reviews while maintaining a non-discretionary role in client accounts.