Ryan Preiss is a financial advisor at Financial Sense Advisors, Inc. with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at ThePARTNERS Wealth Management and Puplava Securities, Inc. In addition to his advisory role, he provides small business financial and operational consulting through Mission Consulting. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis to implement client-directed investment strategies.

Dane Jensen is a Series 65 licensed advisor with seven years of industry experience. He is currently with Drive Wealth Advisers and has previously worked at Beacon Pointe Insurance Services, Beacon Pointe Advisors, Ailsa Capital inc, Mountain West Advisors, and Stryker. Outside of advisory roles, he is also an insurance agent specializing in life, health, and accident products. Drive Wealth Advisers serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and offers a broad range of investment strategies alongside comprehensive financial planning and family office services.

Cory Large is a financial advisor at Anchor Bay Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked with the NAU Investment Club, Coastal Media Management, and Coast VBC. Anchor Bay Capital, Inc. provides investment management, financial planning, and retirement-plan services to individuals, business entities, and pension/profit-sharing plans. The firm manages approximately $216.2 million in discretionary assets and constructs diversified portfolios using fundamental analysis and independent research, tailored to client risk profiles and investment policy statements.

Dana Morgera is an advisor at Bull Oak Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Bull Oak, Morgera held positions at The Upper Deck Company, San Diego Seals, Dutchess Day School, Battery Park City Authority, and Soccer Stars. Bull Oak Capital serves individual and high-net-worth clients, providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes broad diversification using primarily exchange-traded funds and tailors portfolios to clients’ goals, risk tolerance, and time horizon.

John Gorlow is the sole advisor at Cardiff Park Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has led Cardiff Park Advisors since 2003. Outside of his advisory role, he is involved in a technology services business focused on business development. Cardiff Park Advisors offers integrated wealth management services for high-net-worth individuals, families, trusts, and foundations. The firm employs an evidence-based, globally diversified investment approach using low-cost mutual funds and ETFs, emphasizing tax-aware rebalancing and coordination with outside professionals to align legal and tax strategies with portfolio management.

Adam Stewart is a financial advisor at Peak American Investment Advisors, Inc. He holds a Series 63 designation and has experience in the financial services industry since 2016, including roles at Northwestern Mutual and Select Quote Auto and Home. Stewart is based in Escondido, California. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management, comprehensive financial planning, and retirement tax strategy. The firm combines technical and fundamental analysis in constructing portfolios and integrates tax and insurance coordination into its retirement and income planning.

Scott Hinkle is a CFP® with 14 years of industry experience, currently serving at Alden Investment Group. His career includes long-term work at Westhem Grant Group and roles with World Equity Group and Hinkle Insurance Services. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, nonprofit, and institutional clients. The firm emphasizes customized asset allocations using proprietary and third-party strategies and integrates technology platforms to provide unified household reporting and comprehensive fiduciary services for employer plans.

Colin Summers is a CFP® affiliated with Bull Oak Capital, LLC and has one year of experience in financial advising. Before joining Bull Oak Capital, he worked at the City of San Diego for six years and at Starbucks Corporation for six years. Bull Oak Capital serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm manages approximately $261.6 million in discretionary assets across about 125 client relationships, using a broadly diversified approach centered on exchange-traded funds tailored to clients' goals and risk tolerance.

Scott Preece is a financial advisor at Packerland Brokerage Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 2018. His prior experience includes six years at Foresters Equity Advisory and Foresters Equity Services, Inc. Outside of his advisory work, he is involved in insurance sales, serves as a substitute teacher, and participates as a wrestling referee. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 178 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes both direct management and third-party money managers via the Hilltop-cleared Envestnet platform, providing a range of account structures and investment strategies.

Kevin Bendix is a financial advisor at Diversify Advisory Services, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Kirkland & Ellis LLP for twelve years. Bendix is also affiliated with DFPG Investments, LLC and has been involved with the University of California since 2022. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a range of internal models and third-party solutions across multiple platforms.

Kelsey Anderson is a CFP® professional with nine years of industry experience, currently serving as a wealth manager at The AmeriFlex Group. Prior to joining AmeriFlex, Kelsey worked extensively at Charles Schwab Bank and Charles Schwab & Co., Inc. in various roles over eight years. Outside of her advisory work, she holds a committee member position at the Country Club of Rancho Bernardo. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model allocations, discretionary and non-discretionary manager relationships, and multiple wrap programs.

Gregory Stephens is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and bringing 30 years of industry experience. His prior roles include positions at Ms Howells & Co, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets. He is also managing director of Stephens Investments & Wealth Management Solutions. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, with a notable focus on insurance-linked accounts and an open-architecture platform utilizing third-party managers and sub-advisors.

Logan Lowrey is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 credential and having 16 years of industry experience. His prior firms include Benchmark Investments, Inc., CAPE SECURITIES, Inc., PNC Wealth Management, and Edward Jones. Lowrey also owns Lowrey Wealth Management, an investment-related business focused on financial advice and life insurance. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, with a distinctive operational model supporting insurance-linked account management and an open-architecture platform utilizing both affiliated and unaffiliated third-party managers.

Michael Deluca is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds a Series 63 designation and has worked with Wedbush Morgan Securities since 2009. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Kyle Rodgers is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has held roles at multiple firms including Benchmark Investments, DST Wealth Management, and Kingswood Capital Partners. Outside of his advisory work, Rodgers serves as Vice President of Dannah Investment Group, LLC, a property casualty insurance agency and business consulting firm, and is a board member of Brotherhood for the Fallen, a nonprofit supporting families of fallen police officers. Kingswood Wealth Advisors serves a diverse clientele including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm features an open-architecture investment platform that utilizes third-party managers and integrates insurance-linked account management alongside its advisory offerings.

Danielle Mariano is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her background includes roles at Cadaret, Grant & Co., Inc., and Benchmark Investments, LLC. She is also active in helping clients aged 65 and older understand Medicare insurance options through her role as an insurance agent at Mariano Agency LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with a focus on integrating insurance-linked accounts and frequently works with affiliated and unaffiliated third-party managers.

Justin Peek is a CFP® professional with 21 years of industry experience. He has worked at Edward Jones for 18 years before joining Golden State Wealth Management and LPL Financial in 2022. Peek is also licensed to sell life, long-term care, and health insurance products. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, financial planning, and retirement consulting. The firm offers discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers while billing primarily on a percentage-of-assets basis.

Ronald Ophetveld is a financial advisor at Perigon Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Seaside Advisory Services, Inc. for nine years. Outside of advisory work, he provides part-time Chief Financial Officer services to various companies. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Conrad Travassos is an advisor with Golden State Wealth Management, LLC, holding a Series 66 credential and beginning his industry career in 2024. His prior experience includes roles at LPL Financial, PEEK Wealth, and several positions outside of finance, such as work at the University of San Diego and ownership of East Coast Pizza Cardiff. He also provides administrative support to Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses with asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytic approaches for tailored portfolio construction and offers discretionary management alongside standalone planning and consulting engagements.

Phillip Bell is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at Yorkshire Wealth Management and Integrated Advisors Network since 2017 and spent one year at SII Investments prior to that. Bell also serves as Director and President of the Valley Center Fire Protection District. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and offers services including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through platforms such as Envestnet.