Jason Labrum is a CFP® professional with 28 years of experience in the financial services industry. He is a founding CEO of an insurance agency focused on life insurance and fixed annuities, and he also holds leadership roles in real estate investment and management firms. Labrum has been with Intelligence Driven Advisers, LLC since 2018 and has prior experience running his own wealth management company. Intelligence Driven Advisers, LLC is a multi-team SEC-registered advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, and Native American sovereign entities. The firm provides financial planning, discretionary investment management using low-cost institutional funds and ETFs, retirement plan solutions, and consulting, with a coordinated approach involving tax and legal professionals as needed.

Clark Dearmond is a financial advisor with Secure Investment Management, LLC, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has worked with Secure Investment Management since 2017 and also owns and operates two licensed insurance agencies, Clark DeArmond, LLC and J.D. Mellberg Financial, LLC. Secure Investment Management serves individuals, business entities, trusts, and estates, including retail and high-net-worth clients, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.

John Richardson Jr. is a CFP® and Series 66 credentialed advisor at Red SEVEN with 23 years of industry experience. He has been with Red SEVEN since 2013. Red SEVEN is an SEC-registered investment adviser managing approximately $104.4 million for around 254 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, comprehensive financial planning, and support for multi-employer retirement plans, employing both fundamental and technical analysis tailored to client goals and risk tolerances.

Bradley Lineberger is a CFP® and ChFC® with 18 years of industry experience. He is a founding owner of Seaside Wealth Management, Inc. and has been with the firm since 2011. Prior to that, he was affiliated with Purshe Kaplan Sterling Investments for 10 years. He also teaches financial classes at Mira Costa Junior College and serves as Athletic Chair for the La Costa Canyon High School Foundation. Seaside Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors with discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes passive/indexed strategies, broad asset allocation, and disciplined rebalancing, supported by academic research and tools such as Pontera for tax-efficient asset management.

James Allen is a CFP® with 29 years of experience in the financial services industry. He is currently with Anchor Bay Capital, Inc., where he has worked since 2019, and also serves as president of related entities including Anchor Bay Tax & Consulting LLC and Anchor Bay Private Wealth. Allen is the board chair of the Financial Planning Association of Orange County. Anchor Bay Capital, Inc. provides discretionary investment management, financial planning, and retirement-plan services to individuals, business entities, and pension plans. The firm constructs diversified portfolios based on fundamental analysis and independent due diligence, offering tailored strategies that range from conservative to aggressive to suit client risk profiles.

Matthew Callahan is a CFP® and ChFC® with 14 years of industry experience. He is currently with Seaside Wealth Management, Inc., where he has worked since 2020. Prior to that, he held roles at Northwestern Mutual and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as Treasurer of the San Diego Chapter of the University of New Mexico Alumni Association. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $362 million in client assets and employs a disciplined, modern portfolio theory-based investment approach that emphasizes diversified, passive strategies using ETFs, mutual funds, individual securities, and fixed income.

Jerod Fenton is a CFP® with 20 years of industry experience and has been with Red SEVEN since 2013. He holds a Series 63 license and is independently licensed to sell insurance and annuity products. Red SEVEN is an SEC-registered investment adviser managing over $100 million for individuals, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, comprehensive financial planning, and tailors portfolios using fundamental and technical analysis.

Michelle Hams is a financial advisor at Heritage Wealth Management, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and TD Ameritrade Institutional. Outside of finance, she works as a freelance makeup and beauty consultant. Heritage Wealth Management, Inc. provides discretionary investment management and financial planning to individuals, small businesses, pension and profit-sharing plans, trusts, estates, pooled investment vehicles, and institutional clients. The firm’s investment approach centers on asset-allocation portfolios using mutual funds, ETFs, equities, and fixed income, supplemented by option-enhanced strategies, private placements, and alternative investments.

Derek Finch is a financial advisor at Seaside Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at firms including Evolve Private Wealth, LLC and Commonwealth Financial Network. Outside of finance, he has experience in the brewing industry through Gravcap Brewing. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $362 million in client assets. The firm employs a modern portfolio theory approach with a focus on passive, diversified exposure and offers asset management, financial planning, and retirement plan consulting services.

Brendan Mc Murtrie is a Certified Financial Planner™ with 23 years of experience in the financial services industry. He is currently with Financial Sense Advisors, Inc. and Financial Sense Securities, Inc. and previously worked at Northwestern Mutual Investment Services and AXA Advisors. Financial Sense Advisors, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis across a range of investment strategies.

Brett Lathrup is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Blankinship & Foster, LLC. His prior roles include positions at Creative Money LLC and White Raven Financial Services, Inc. He also has experience working at LPL Financial and Washington State Employees Credit Union. Blankinship & Foster is an SEC-registered advisory firm 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 approach, employing a documented process that includes investment policy statements, goal-setting, and ongoing portfolio monitoring across a range of traditional and alternative asset classes.

Daniel Cotamagana is a financial advisor at JRS Investments and Wealth Preservation, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, Banner Bank, and LPL Financial. JRS Investments and Wealth Preservation provides discretionary portfolio management to individuals, trusts, and small business entities, focusing on custom portfolios built through a fundamental investment approach that includes macro-economic review. The firm serves a range of clients from non-high-net-worth to high-net-worth and manages approximately $15 million in assets across five offices.

Scott McClatchey is a CFP® with 19 years of industry experience, currently serving as a Senior Wealth Advisor at Ballast Rock Private Wealth. He previously worked at WWM Financial and LPL Financial. Outside of his advisory role, he is the Treasurer of the Carlsbad Rotary Foundation, where he manages the investment account in accordance with the foundation’s Investment Policy Statement. Ballast Rock Private Wealth offers tailored portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios guided by documented client risk tolerance and objectives.

Thomas Ohanesian is a financial advisor at Intelligence Driven Advisers, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Intelligence Driven Advisers since 2018, previously practicing at Labrum Wealth Management from 2015 to 2019. Outside of advisory work, he is active as an insurance agent through an affiliated insurance agency. Intelligence Driven Advisers is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm employs a model-driven investment approach focused on low-cost institutional funds, risk management, and fundamental analysis, and offers services including financial planning, discretionary investment management, and retirement plan solutions.

Olivia Gliege is a CFP® and Series 66-licensed financial advisor with four years of industry experience. She currently serves at FINANCIAL FOCUS LLC and OSAIC Wealth, Inc. Prior to this, she held positions at Eiger Wealth Management, LLC and Charles Schwab. FINANCIAL FOCUS LLC is a five-advisor team providing investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes discretionary asset management through model portfolios and offers retirement-plan consulting and fiduciary services, including a wrap fee program that integrates management and transaction coverage.

Crystal Colbert is a CFP® and holds a Series 66 license with eight years of industry experience. She has been associated with Financial Sense Securities, Inc. in various roles since 2016. Financial Sense Advisors, Inc. manages approximately $836 million for around 588 clients, offering discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and advice on fee-based annuities. The firm uses a combination of fundamental and technical analysis to tailor investment strategies ranging from conservative fixed income to aggressive equity portfolios and provides retirement plan participant account management through a third-party platform.

Emily Brillo is a financial advisor with Potentia Wealth in Escondido, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Mariner Independent. She is involved in operational, compliance, and business transition duties related to LPL Financial. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, technical, and top-down analysis, and offers both wrap and non-wrap account options primarily custodied at LPL.

Jerri Hammons is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, California, with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Integrated Advisors Network, Axxcess Wealth Management, and Best Practices of America. Seaside Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes modern portfolio theory, using passive/indexed investments, broad asset allocation, and disciplined rebalancing.

Ryan Preiss is a financial advisor with Financial Sense Advisors, Inc. holding Series 63, 65, and 66 credentials and five years of industry experience. His prior roles include positions at ThePARTNERS Wealth Management and Puplava Financial Services. Outside of advisory work, he operates Mission Consulting, a small business financial and operational consulting service. Financial Sense Advisors, Inc. manages approximately $836 million for about 588 clients, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis to execute client-directed investment strategies across a spectrum of risk profiles.

Dane Jensen is a financial advisor at Drive Wealth Advisers with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Pointe Advisors, Beacon Pointe Insurance Services, Ailsa Capital Inc., Mountain West Advisors, and Stryker. In addition to his advisory role, he serves as an insurance agent at Beacon Pointe Insurance Services. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation and offers a broad range of investment strategies including equity, options, and structured products, along with family office services and formal account reviews.