Michael Hubbert is a financial advisor at Christopher Weil & Company, Inc. in San Diego, CA, with nine years of industry experience. He has been with Christopher Weil & Company since 2016, following a brief tenure at First New York Capital Management. Outside of advising, he is a passive investor in a Manhattan restaurant and an online commerce website. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting to individual clients, pension plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and ongoing advisory support.

Peter Campbell is a CFP® with eight years of industry experience. He is currently with Bull Oak Capital, LLC, where he has worked since 2022. Prior to this, he was with Wealth Analytics Partners and Cambridge Investment Research Advisors, Inc. He also spent several years at Aviara Golf Academy. Bull Oak Capital serves individual and high-net-worth clients through a four-advisor team, offering customized financial planning and discretionary portfolio management. The firm’s investment approach emphasizes broad diversification with primarily ETF-based portfolios tailored to clients’ risk tolerance and time horizon.

Ryan Beckham is a CFP®, CFA®, and Series 65-licensed financial advisor with 12 years of industry experience. He has been with Telos Capital Management, Inc. since 2013, working within a team of seven advisors based in San Diego, CA. Telos Capital Management provides discretionary investment management and financial planning to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment process that integrates bottom-up company analysis with top-down macroeconomic assessment, focusing on asset allocation, diversification, and periodic rebalancing across a range of asset classes.

Rene De Charon is a CFP® and Series 63 credentialed advisor with 26 years of industry experience. He has worked at American Money Management, LLC since 2021 and previously spent seven years at Wealth Quest Partners, Inc. He is also the principal of RJ Financial Partners, LLC, a financial services business. American Money Management, LLC serves individual clients, including high-net-worth households, as well as institutional clients such as pension plans and trusts. The firm offers discretionary portfolio management, 401(k) advisory services, and financial planning, with an investment committee overseeing customizable, asset-allocation oriented strategies.

Mark Halby is a CFP® with 16 years of industry experience, currently serving at DLK Investment Management since 2019. Prior to that, he worked at Nautilus Advisors LLC for six years. Outside of his advisory role, he is involved in an insurance agency operated by his family. DLK Investment Management provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm employs a tailored, allocation-driven approach based on a fundamental relative-value framework, managing approximately $435 million in client assets.

Matthew Devine is a financial advisor at Premier Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Sagepoint Financial, Inc. and Monarch Wealth & Retirement Strategies. He also provides advisor support and assists with financial planning through Independent Financial Group, LLC. Premier Wealth Advisors LLC serves individual and high-net-worth clients, as well as trusts, estates, business entities, and retirement plans. The firm offers non-discretionary wealth management, comprehensive financial planning, and income tax preparation, focusing on risk-based allocation to no-load mutual funds and ETFs with periodic rebalancing.

Christina Guiang is a financial advisor at Christopher Weil & Company, Inc. with two years of industry experience. She holds the Series 65 designation and has been with Christopher Weil & Company since 2019. Her prior roles include work with the Patricia and Christopher Weil Family Foundation and participation in the Jet Program. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting to individual clients, pension and profit-sharing plans, charities, and corporate entities. The firm employs diversified portfolio strategies that include the use of derivatives and cryptocurrency-related investments, supported by fundamental, quantitative, and qualitative analysis.

Cameron Smith is a financial advisor at PracticeCFO Investments in San Diego, CA, holding a Series 65 designation. He has been with PracticeCFO since 2019 and previously worked at VanderSpek Howerzyl, CPAs, as well as in the food service industry. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm uses a long-term, Modern Portfolio Theory-based approach with low-cost ETFs and a hybrid of passive core exposure plus tactical asset allocation.

Eden Morimoto is a financial advisor at Torrey Growth & Income Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, Morimoto worked at Cortica Care and with the Department of Education in Madrid, Spain. Torrey Growth & Income Advisors provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm utilizes a mix of fundamental and technical analysis, tactical asset allocation, and a range of investment vehicles, managing portfolios on a fully discretionary basis aligned with client-specific risk profiles.

Taylor Schulte is a CFP® with 18 years of industry experience and serves as an advisor at DEFINE Financial, LLC. He has held roles at Schulte Ventures, LLC and ADVISOR GC, LLC dba THE AGC, among others. Outside of his advisory work, he creates and consults on online educational content through Schulte Ventures and contributes to Wealthtender, Inc., a personal finance publication platform. DEFINE Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm manages approximately $314.6 million through a three-advisor team, employing a passive, risk-based investment approach using no-load mutual funds and ETFs alongside comprehensive financial planning and pension consulting services.

Mariani Hummel is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Define Financial, LLC. Prior to joining Define Financial, Hummel worked at Fidelity Investments and has a background that includes roles in investment counsel and university studies. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm offers discretionary investment management, comprehensive financial planning, and pension consulting, employing a passive, risk-based investment approach with no-load mutual funds and ETFs.

Rosario Scappaticci is a financial advisor at Red SEVEN with a Series 65 designation and two years of industry experience. Prior to joining Red SEVEN, Rosario was a student for ten years. Red SEVEN is an SEC-registered investment adviser managing approximately $104.4 million for about 254 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses both fundamental and technical analysis to tailor portfolios according to individual goals and risk tolerances.

Philip Maravilla is a CFP® with 10 years of experience, currently serving at PracticeCFO Investments since 2016. He is also involved with PracticeCFO, providing accounting and CFO advisory services. PracticeCFO Investments offers investment management, financial planning, retirement plan advisory, insurance placement, and tax and accounting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $401.6 million for about 211 clients through a hybrid investment approach grounded in Modern Portfolio Theory.

Meaghan Hemmings is a CFP® professional with over 17 years of experience in the financial advisory industry. She has worked at Ward & Associates from 2008 to 2024 and currently serves at Blankinship & Foster, LLC since 2024. Blankinship & Foster is an SEC-registered advisory firm with a nine-advisor team managing approximately $940 million for individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm follows an asset-allocation driven investment approach supported by a documented process that includes goal-setting, portfolio construction, security selection, and ongoing monitoring.

Ryan Hughes is a financial advisor at Bull Oak Capital, LLC in Rancho Santa Fe, CA, holding a Series 66 designation with 15 years of industry experience. He has been with Bull Oak Capital since 2014, working as part of a four-advisor team. Bull Oak Capital serves individual and high-net-worth clients by providing customized financial planning and discretionary portfolio management. The firm emphasizes broad diversification through primarily ETF-based portfolios, tailored to clients’ risk tolerance and time horizon, and integrates services such as retirement, tax, and estate planning with ongoing portfolio reviews.

Blake Feindel is a financial advisor at Dark Horse Advisors LLC with 15 years of industry experience. He holds the Series 66 designation and has held roles at Presidio Capital Management, Blake Feindel Consulting, and Ccg Wealth Management among others. Dark Horse Advisors LLC serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and fiduciary services. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and tax-aware strategies, and operates as a subsidiary of an accounting practice, enabling integrated advice through a hybrid model of services.

Clark Evans is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and previously worked at Hall Private Wealth Advisors for seven years. Outside of advising, Evans is also an independent insurance agent in California. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering a range of services including investment management, financial planning, family office services, and corporate retirement plan consulting. The firm uses a centralized Investment Committee for portfolio decisions and provides regular client reporting and education.

Matthew Rose is a CFP® and ChFC® with 15 years of industry experience. He has worked at Invicta Financial Group since 2026 and spent over a decade with First Command Advisory Services and its affiliated entities prior to that. Outside of his advisory work, he is the CEO of LAM LLC, a company involved in property transactions. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on tailored written financial action plans. The firm refers clients to selected third-party money managers and does not exercise trading discretion or manage portfolios directly.

Kian Hoover is a financial advisor at Torrey Growth & Income Advisors, LLC with one year of industry experience. He holds a Series 65 designation and began his career at Torrey Growth & Income Advisors in 2024 after completing his studies at the University of Oregon. Torrey Growth & Income Advisors primarily serves individual investors, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary investment management and modular financial planning, utilizing both fundamental and technical analysis alongside tactical asset allocation and various equity, ETF, fixed-income, and options strategies.

Aubrey Brown is a CFP® with 10 years of industry experience currently working at Weatherly Asset Management. He has previously worked at LPL Financial and Lifetime Financial Advisors, Inc. Brown is based in Del Mar, CA and holds a Series 66 license. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, providing discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach combining top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income.