Mauricio Lepe Melgoza is a financial advisor at Finec Asset Management with nine years of industry experience. He holds a Series 65 designation and has worked at multiple Finec entities since 2015, as well as at Tauris Derivatives Solutions SA and Site Plasticos SA de CV from 2019 to 2023. He also serves as a director at Finec Asset Management Corp., a Panama-based investment advisory firm. Finec Asset Management is an SEC-registered adviser that provides discretionary and non-discretionary portfolio management and financial advisory services to individuals, high-net-worth clients, trusts, and corporations. The firm serves clients primarily in the U.S., Canada, Mexico, and Latin America, using a combination of fundamental, technical, and cyclical analysis to construct customized portfolios incorporating equities, fixed income, options, and alternative instruments.

Tyler Rowe is a CFP® and CFA® credentialed advisor with Stolper & Co., Inc. in San Diego, CA, bringing two years of industry experience. His prior roles include positions at Realty Income and Corbyn Investment Management, Inc. He has been with Stolper & Company since 2023. Stolper & Company provides investment management, manager and mutual fund selection, and financial planning services to individuals, trusts, estates, charitable organizations, and various business entities. The firm focuses on allocating client portfolios to subadvisers, offers investment consulting on a flat-fee basis, and manages a mutual fund selection program, serving a concentrated client base with substantial assets under management.

Babak Gahvari is a financial advisor at Canter Wealth with 15 years of industry experience. He holds the CFP® and Series 63 designations and has been with Canter Wealth and affiliated entities since 2017, previously working at Pure Financial Advisors, Inc. from 2014 to 2017. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients with discretionary asset management, financial planning, and consulting services. The firm emphasizes factor-based, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, supported by an internal Investment Committee and operational use of technology and AI.

Matthew Calcagno is a CFP® professional with six years of experience at One Degree Advisors, Inc. and prior roles at LPL Financial, Torreycove Capital Partners, and the Alameda County District Attorney's Office. He is based in San Diego, CA. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management. The firm’s approach emphasizes personalized planning and portfolio construction using institutional-style and no-load mutual funds and ETFs, guided by Modern Portfolio Theory and a combination of fundamental and quantitative analysis.

James Evenson is an advisor at TriVant Custom Portfolio Group LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Whaling Bar, California State University San Marcos, Pasadena City College, The Arbour, and the University of Arizona. TriVant Custom Portfolio Group LLC provides customized, discretionary investment management primarily for individual and high-net-worth clients. The firm employs a top-down, style-rotation investment approach focusing on asset allocation and style tilts, managing moderately concentrated portfolios with explicit risk constraints.

Jonathan Chatfield is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at LM Advisors LLC and has previously worked at Probabilities Fund Management, LLC, Anchor Bay Capital, Inc., and as a self-employed consultant. He also provides consulting services to former employers on a limited basis. LM Advisors, LLC offers investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm employs both fundamental and technical analysis and manages discretionary and non-discretionary accounts with a reported $2.29 billion in client assets as of the end of 2024.

Amir Golzar is a financial advisor at Vestech Asset Management Inc. with 10 years of industry experience and a Series 66 designation. He previously worked at Merrill and Centaurus Financial, Inc. He is also a partner in two e-commerce businesses, ANE Supply LLC and MAG Supply LLC. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation portfolios, often with discretionary trading authority, and offers a range of strategies including the use of derivatives and third-party sub-managers.

Kathleen Boyd is a CFP® professional with four years of industry experience currently serving as an advisor at Nectarine. She is the founder and principal consultant of Student Loan Savvy, where she provides educational and consultative services related to student loan repayment and borrower decision-making. Her prior experience includes roles at SLP Wealth and the XY Planning Network. Nectarine serves individual and high-net-worth clients, offering consultative financial planning through selected advisor representatives. The firm focuses on long-term asset allocation using low-cost, index-based funds and provides advice on cash flow, retirement planning, insurance, debt reduction, and estate planning without managing client investment portfolios.

Lorenzo Sanchez Lopez is a CFP® professional with nine years of industry experience. He is currently with Pathview Wealth Advisors, where he has worked since 2024. Prior to this, he spent over a decade at Rowling & Associates and Rowling & Associates LLC. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million across discretionary and non-discretionary accounts and offers in-house tax preparation services supervised by a licensed CPA.

Anthony Saffer is a financial advisor with One Degree Advisors, Inc. in San Diego, CA, holding CFP® and Series 66 designations and bringing 26 years of industry experience. He has worked at One Degree Advisors since 2014 and previously at Securities America Inc. He serves on the board of Foothills Christian Church, providing general guidance to the church staff. One Degree Advisors primarily serves high-net-worth individuals, business owners, and corporate clients, focusing on personalized financial planning and discretionary investment management. The firm employs a strategic, asset-allocation framework informed by Modern Portfolio Theory and uses institutional-style funds, ETFs, and specialized strategies, including options-based liquidity tactics, for eligible clients.

Jamie Alpaugh is a CFP® and holds a Series 65 license, with five years of experience in the financial services industry. She has worked at Brio Financial Group since 2020 and previously held positions at Van Iwaarden Associates and Willis Towers Watson. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, providing discretionary asset management and standalone financial planning as well as retirement plan consulting. The firm manages over $1 billion in discretionary assets for approximately 800 clients and utilizes a multi-advisor team approach with a variety of portfolio construction strategies.

Justin Ragatz is a financial advisor with The Wealthgarden F.S. LLC in San Diego, CA, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Cetera, Confidere Financial, and Equitable Advisors. Before entering the financial industry, he worked in various positions, including at California State University San Marcos and in ride-sharing services. The Wealthgarden F.S. LLC provides investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers customized portfolios using diversified allocations and employs fundamental research, Modern Portfolio Theory, and cyclical analysis in its approach.

Francisco Ibarra is a financial advisor at D.H. Hill Advisors, Inc. in San Diego, CA, holding a Series 66 license with 10 years of industry experience. Prior to joining D.H. Hill, he worked at Sleeve Financial, Inc., Uber, and Lyft. Outside of advisory roles, he manages an insurance agency and is involved in property management through Cal Pro Management, where he serves as a site manager. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, corporations, and other entities, offering financial planning, investment management, and retirement-plan consulting. The firm utilizes a blend of tactical asset allocation, quantitative and technical analysis, and tax-aware techniques across directly managed and advisor-managed portfolios.

Andrew Nugent is a CFA charterholder with 26 years of industry experience. He has worked at Sage Capital Advisors, LLC since 2018 and previously spent seven years at Brandes Investment Partners, L.P. He holds Series 63 and Series 65 licenses. Sage Capital Advisors primarily serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. The firm employs a custom, value-oriented investment approach that combines fundamental and technical analysis to create portfolios tailored to client objectives, utilizing individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

Damon Robertson is a CFP® professional at Financial Alternatives, Inc. with nine years of industry experience. His prior roles include positions at Wells Fargo Bank and JPMorgan Chase Bank. Financial Alternatives, Inc. serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $615 million in assets through a six-person advisory team and offers discretionary portfolio management, wealth advisory, and financial planning services, employing diversified investment strategies across multiple asset classes.

Eddie Mc Gee is a financial advisor with Smith & Wyatt, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including CoreCap Advisors, AE Wealth Management, and Dugan & Brown LLC. Outside of advisory work, Mc Gee is president of Toro Financial & Insurance, where he is involved in insurance sales and services. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations with tailored financial planning, discretionary portfolio management, and estate-planning consulting. The firm manages approximately $207 million for about 724 clients through a team of eight advisors and offers educational programs for federal employees.

Eduardo Ciuffo is a CFA® charterholder with nine years of industry experience. He has worked at Ariston Services Group, LLC since 2021 and previously spent seven years with Commonwealth Financial Network. He serves on the board of the CFA Society San Diego. Ariston Services Group provides investment management, financial planning, and consulting to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $490.8 million for about 70 clients and also advises a private limited partnership, the Ivanhoe Fund.

Daniel Laimon is a financial advisor at Trivant Custom Portfolio Group LLC in San Diego, CA, holding a Series 65 credential with 22 years of industry experience. He has been with Trivant since 2003, working as part of a four-advisor team. Trivant Custom Portfolio Group provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach focused on asset allocation, using quantitative models and research to guide portfolio construction across multiple asset classes within defined risk constraints.

Shannon Grey is a CFP® professional with 24 years of industry experience, currently affiliated with Origin Investment Advisory LLC. Prior to joining Origin, Shannon worked at Charles Schwab for 20 years and held roles at InvestEdge Planning LLC and PFG Advisors LLC. Shannon also provides financial planning services through Origin Financial on a part-time basis. Origin Investment Advisory primarily serves individual retail clients via a direct-to-consumer subscription model and employer-sponsored workplace benefit programs. The firm combines Modern Portfolio Theory and behavioral finance in its investment approach, utilizing AI-driven advice and a fee structure based on subscriptions rather than assets under management.

Luke Podbury is a financial advisor at Canter Wealth with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, The Retirement Group, FSC Securities Corporation, Capital One Investing, and Spire Securities. 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 using ETFs and mutual funds, with ongoing portfolio management guided by an internal Investment Committee.