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.

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® professional with 19 years of industry experience, currently serving at DEFINE Financial, LLC since 2017. He has held positions at firms including Morgan Stanley, Beverly Hills Wealth Management, and Advanced Practice Advisors. Schulte is also the owner of Schulte Ventures, LLC, which creates online educational content and consulting services, and a shareholder in Wealthtender, Inc., a personal finance content publication platform. DEFINE Financial, LLC is an SEC-registered adviser that serves individuals, high-net-worth clients, and select charitable organizations. The firm manages roughly $314.6 million across about 119 client relationships, focusing on passive, risk-based portfolios using no-load mutual funds and ETFs, and offers 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 Series 65-licensed financial advisor at Red SEVEN with two years of industry experience. Prior to joining Red SEVEN, Rosario was a student for ten years. Red SEVEN provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on individual goals, risk tolerance, and time horizon, employing a combination of fundamental and technical analysis with regular account reviews.

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.

Kelly Carter is an advisor at Adviser Alliance, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Summit Wealth Partners, LLC and Beacon Retirement Planning Group, Inc., where she also serves as CEO. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities, focusing on managed portfolios that include equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts. The firm serves a non-high-net-worth client base and operates multiple offices while leveraging third-party platforms and managers for portfolio implementation.

Sally Eisenberg is a financial advisor at Weatherly Asset Management with three years of industry experience and holds a Series 65 credential. She has prior work experience outside finance, including serving as a part-time employee at Sedona Beer Company. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets through a team-based approach that emphasizes a combination of top-down macroeconomic analysis and bottom-up fundamental research.

Derek Myron is a CFP® professional with 24 years of experience in financial advisory. He is affiliated with Centura Wealth Advisory and has previously worked with DW Advisors LLC (dba CCG Advisors). Outside of advisory services, he serves as president of the Centura Foundation, a nonprofit organization. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $769 million in assets using customized portfolios that include mutual funds, ETFs, alternative investments, and allocations to independent managers, with a focus on continuous monitoring and fiduciary responsibility.

Matthew Vallebo is a financial advisor with Presidio Capital Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Presidio Capital Management since 2020, with previous roles at Cetera, First Allied Advisory Services, First Allied Securities, and Wells Fargo. Outside of his advisory work, Vallebo serves as Volunteer President of the Mira Mesa Wrestling Club, where he participates in financial oversight, fundraising, and compliance. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and long-term strategies using low-cost mutual funds and ETFs, while maintaining flexibility to include various investment types and risk management tools.

Andrew Weld is a CFA® charterholder and holds a Series 66 license, with 19 years of industry experience. He has been with Telos Capital Management, Inc. since 2009. Weld serves on the Investment Advisory Committee for the San Diego Rescue Mission, providing expertise on investment strategy. Telos Capital Management offers 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 assessments, focusing on asset allocation, diversification, and periodic rebalancing.

Megan Sperry is a financial advisor at Wealth Analytics Partners, LLC with four years of industry experience. She holds a Series 65 designation and previously worked with the Del Mar Schools Education Foundation. Wealth Analytics Partners provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million in client assets using a risk-scored model portfolio framework and Modern Portfolio Theory to align allocations with clients’ time horizons and risk tolerances.