Kenneth Davey is a financial advisor with Carrington Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Regal Investment Advisors LLC for eight years before joining Carrington Advisors and Carrington Consulting in 2021. Outside of his advisory role, he manages a financial and insurance services firm that includes managing professional athletes and providing business and financial consulting. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management, selection of third-party managers, and financial planning services. The firm employs a personalized investment process that combines fundamental and technical analysis and utilizes third-party managers alongside an outsourced chief investment officer.

James Paulsen is a CFP® with 21 years of industry experience. He currently serves as the sole advisor at Taxable Wealth, having previously worked for 10 years at Guggenheim Funds Distributors LLC. Outside of financial advising, he holds a passive ownership interest in a clothing company through TAVIK Holdings, LLC. Taxable Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, with a focus on passive portfolio construction using low-cost index funds, fundamental analysis, and ongoing portfolio review. The firm also offers tax return preparation and consultation on digital assets, managing about $91.25 million in discretionary assets across roughly 40 clients.

Wesley Schevers is a Series 65-registered financial advisor with Alpha & Omega Financial Management Consultants, Inc., based in La Mesa, CA. He has four years of industry experience, including prior roles at PenChecks Trust and Leafhouse Financial Advisors. Outside of finance, he is involved in a flooring and contracting business that he co-manages with his father. Alpha & Omega provides advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and related administrative services. The firm employs methods such as cyclical and fundamental analysis and generally maintains a long-term trading orientation, with most assets managed on a non-discretionary basis.

Jonpaul Ursick is a financial advisor at SCSC Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining SCSC Advisors, he worked at LPL Financial and Deloitte. SCSC Advisors, LLC is an SEC-registered investment adviser providing asset management, financial planning, and retirement plan consulting to both individual and institutional clients. The firm offers customized portfolio construction using fundamental and technical analysis, and provides fiduciary retirement plan services including ERISA Section 3(21) and 3(38) plan management.

Peter Thoms is a CFA® charterholder with 23 years of industry experience. He has been with Orion Capital Management LLC since 2002 and also serves at Africa Capital Group LLC. Orion Capital Management LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, retirement plans, and other entities. The firm employs an active investment process grounded in fundamental analysis and offers customized portfolios that may include equities, ETFs, fixed income, convertibles, REITs, currency instruments, and, for accredited clients, derivatives strategies such as options and shorting.

Daniel Osgood is a financial advisor with 24 years of industry experience, currently serving as President and CEO of DCO Wealth Management. He holds Series 63 and Series 66 licenses and has been with Tate Asset Management since 2012 and DCO Wealth Management since 2009. Tate Asset Management and DCO Wealth Management provide investment supervisory services, discretionary advisory, and financial planning to individuals, pension plans, trusts, estates, and corporate entities. The firm offers portfolio management and consulting tailored to client goals, employing a variety of asset types and trading strategies, and is noted for its ERISA-focused retirement plan services and institutional fiduciary work.

Mary Limoges is a financial advisor with Centurion Counsel Inc in San Diego, CA, holding a Series 63 designation and 44 years of industry experience. She previously worked at Osaic Wealth, Inc. for 23 years before joining Centurion Counsel. Outside of her advisory role, she serves as Secretary of Puppy Toes, Inc., a non-investment-related corporation. Centurion Counsel offers a discretionary Strategic Asset Allocation wrap-fee program serving individual and institutional clients. The firm manages approximately $58.5 million across about 143 accounts, using Modern Portfolio Theory and optimization software to construct diversified portfolios tailored to client risk and reward objectives.

Daniel Krause is a financial advisor with Counterpoint Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Counterpoint and its affiliated entities since 2011. Krause is also a partner in Romulus Group, LLC, an investment-related activity involving personal private investments. Counterpoint Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts and estates, utilizing mutual funds and ETFs. The firm employs a combination of mean-variance optimization, passive and tactical fund allocations, and systematic quantitative strategies, and maintains an affiliated mutual fund complex that anchors a significant portion of client portfolios.

Gregory Jackey is a financial advisor with Axion Wealth Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Laurel Wealth Advisors, Inc. for nine years and is also affiliated with Integrated Wealth Concepts, LLC. Jackey is a licensed insurance agent in addition to his advisory roles. Axion Wealth Advisors provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, employing a combination of cyclical, fundamental, and technical analysis in their investment approach.

Steven Musser is a financial advisor at ATS Wealth Management in San Diego, CA, with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Avantax and Cetera Wealth Services. In addition to his advisory role, Musser is an independent insurance agent. ATS Wealth Management provides financial planning and discretionary asset management to individuals, high-net-worth clients, charitable organizations, trusts, and businesses. The firm employs model portfolios across a range of risk profiles and utilizes third-party advisers, managing approximately $383.6 million in assets for nearly 500 clients with a three-advisor team.

Garrett Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. He has worked at Van Nostrand Wealth Management since 2019 and previously held positions at KUSI Television, Quantum Design, San Diego State University, and Poway High School. Van Nostrand Wealth Management serves individual clients, including high-net-worth households, retirement plans, and small businesses, offering integrated wealth management through financial planning and investment management. The firm emphasizes customized investment strategies based on client goals and risk tolerance, using a mix of passive and active approaches primarily with mutual funds and ETFs.

Christine Skoczek is a CFP® and CPA with 22 years of industry experience. She is currently with Vistica Wealth Advisors, LLC and previously operated her own firm, Skoczek & Associates, LLC, for nearly two decades. In addition to her advisory work, she owns and operates a tax planning and compliance practice under the name Christine Skoczek CPA/CFP. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm manages approximately $290 million in assets and uses a long-term, allocation-driven investment approach with access to both passive index funds and alternative strategies through third-party sub-advisors.

Vickie Petix Reichert is a CFP® with 33 years of experience in the financial services industry. She is a principal at Petix & Botte Financial, where she has worked since 2014, and also operates Petix & Botte Tax and Business Services. In addition to her advisory work, she is involved in managing family investment LLCs and serves as an independent insurance agent. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management using a range of securities and employs fundamental, technical, and cyclical analysis to tailor portfolios, combining proprietary advisory services with LPL Financial–sponsored programs.

Michael Elizondo is a financial advisor at SRS Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior experience in the United States Navy Reserves from 2014 to 2022. Outside of his advisory role, he is active in insurance sales through Successful Solutions, LLC. SRS Wealth Management provides fee-based advisory services by referring clients to third-party money managers and delivering financial planning and retirement plan advisory work. The firm also offers educational services such as seminars, workshops, and newsletters as part of its client engagement.

Kevin Ward is a financial advisor at Ward & Associates in San Diego, CA, holding a Series 65 designation with 22 years of industry experience. He has been with Ward & Associates since 2000. Ward & Associates provides wealth management and investment advisory services to individuals, families, and related entities, including trusts and charitable foundations. The firm manages approximately $191 million in client assets and emphasizes a long-term strategic asset allocation approach guided by Modern Portfolio Theory, incorporating both traditional and non-traditional investments.

Josue Luque De Julio is a CFP® and holds a Series 65 license, currently practicing at Next Gen Financial Planning with three years of industry experience. Prior to joining Next Gen Financial Planning in 2020, he worked at Mexpressions from 2011 to 2019. Next Gen Financial Planning is an independent firm based in San Diego, CA.

Ali Alsari is a financial advisor with AWM Global Advisors and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has been involved with AWM Global Advisors since 2011. He is also a principal of Alhambra Wealth Management and Alhambra Bank and Trust, Cayman Islands entities providing investment advisory, banking, and trust services to non-U.S. persons, dedicating part of his time to marketing and related activities for these firms. AWM Global Advisors serves individuals, including high-net-worth and non-U.S. clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and portfolio management using customized portfolios built on a manager-of-managers approach, emphasizing a top-down profit-cycle framework combined with fundamental and technical analysis.

Kenza Mc Kerrihan is a financial advisor at D. M. Brenner, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Sovran Advisors, and MassMutual Life Insurance Company. Outside of advisory work, she is an insurance agent involved in the sales of life and disability insurance. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individuals and business clients. The firm uses an asset allocation approach based on Modern Portfolio Theory and manages approximately $175 million in discretionary assets.

Frank Scott is a financial advisor at Kelley Investments with 25 years of industry experience. He holds Series 66 and Series 65 designations and has been with Kelley Investments since 2006. Scott is also the owner of Scott & Cronin LLP, a CPA firm, and serves as an officer of the Baker Foundation, a charitable organization. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million across about 216 client relationships, employing a growth-at-a-reasonable-price (GARP) investment approach with focused, concentrated portfolios and a buy-and-hold strategy.

Susan Olt is a financial advisor at Margo Park Financial in San Diego, CA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Flourish and Prosper Company, Inc., Transamerica Financial Advisors, and Wfg. Margo Park Financial provides portfolio management and advisory services to individuals, trusts, and businesses, managing approximately $36.3 million across about 75 client relationships. The firm uses model portfolios and both long- and short-term trading strategies, incorporating a range of investment vehicles to align with client risk tolerance and investment objectives.