Jessica Roth is a financial advisor with Copley Financial Group, Inc. She holds a Series 65 designation and has been with the firm since 2011. Her experience with the firm totals over a decade in the San Diego, CA area. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, sub-advisors, and co-advisor arrangements, combining discretionary and non-discretionary portfolio management along with educational seminars and regular account reviews.

David Barta is a financial advisor at Nectarine with the CFP® and CFA® designations and four years of industry experience. His prior work includes roles at HireArt Inc, Xylo AI Corp, Origin Financial, Earnin, and PAAMCO Prisma. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives chosen via the firm's website. The firm emphasizes long-term asset allocation with low-cost, index-based mutual funds and ETFs and offers a proprietary financial-aggregation app, operating on a fee-for-service planning model without managing client investment portfolios.

Brian Matter is a CFP® professional with 12 years of experience in financial advising. He has been with Creative Capital Management Investments LLC since 2017 and was previously with Creative Capital Management Inc from 2010 to 2017. The firm provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families in business. Their investment approach is evidence-based and grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification, and cost efficiency, with customized portfolios reviewed periodically.

Meredith Mc Call is a Series 65-licensed financial advisor at TritonPoint Partners, LLC with two years of industry experience. She previously worked at Goldman Sachs PFM and United Capital Financial Advisers. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment process combines modern portfolio theory with quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology-enabled tools.

Christian Unrath Mac Gregor is an investment advisor representative at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Finec Servicios S.A. de C.V. and Curtoil de Mexico S.A. de C.V. He also serves as an analyst for Finec Servicios S.A. de C.V., where he dedicates part of his time to market analysis and forecasting. Finec Asset Management is an SEC-registered firm providing discretionary and non-discretionary portfolio management, research, and financial advisory services to individuals, high-net-worth clients, trusts, corporations, and other entities. The firm integrates fundamental, technical, and cyclical analysis with macroeconomic research to create customized portfolios tailored to clients’ objectives and risk profiles, serving a diverse client base across the Americas.

Ryan Kolden is a financial advisor with RPG Family Wealth Advisory, LLC in San Diego, CA, holding a Series 65 license and three years of industry experience. He previously worked at HK Financial and served in the US Navy for 13 years. Outside of advising, Kolden is involved with Mortgage Free Life, assisting clients with mortgage paydown strategies, and offers tax credit opportunities to clients. RPG Family Wealth Advisory provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused approach utilizing a mix of equities, fixed income, mutual funds, ETFs, and limited partnerships, and leverages both fundamental and technical analysis in its investment process.

J Dyer is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Sage Capital Advisors since 2011. Outside of his advisory role, Mr. Dyer acts as a sales agent for various insurance companies on an individual basis, which may involve receiving sales commissions. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning, using a custom, value-oriented investment approach that includes individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

William Gotses is a financial advisor at Colorado Financial Service Corporation with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including U.S. Bancorp Investments, Merrill, and Banc of America Investment Services. Outside of financial advising, he is the managing member of High Performance Motorsports LLC, a used car dealership and racing company, and serves as president of his property homeowners association in La Jolla, CA. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities by providing financial planning, consulting, and portfolio management. The firm builds customized portfolios using mutual funds, ETFs, individual securities, and may manage accounts on a discretionary or non-discretionary basis, relying on advisor and third-party research rather than proprietary programs.

Frank Alvarez is a financial advisor with Tidemark, LLC in San Diego, CA. He holds the Series 66 designation and has 11 years of industry experience, including over a decade at LPL Financial, LLC. Alvarez also operates Alvarez Financial, a business entity for tax and investment purposes. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm manages $462.5 million in assets and uses a variety of investment strategies incorporating fundamental, technical, and cyclical analysis to create tailored portfolios.

Richard Green is a financial advisor with SimplyRIA Advisor Network in San Diego, CA, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Alpha Global Investments and TD Ameritrade, among others, and he is also CEO and co-owner of WMA Enterprises, an accounting firm. Richard operates as an independent insurance agent, specializing in insurance product sales, including annuities and life insurance strategies. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary retirement plan support. The firm combines active and passive management with strategic asset allocation, offering both discretionary and non-discretionary services through a network of independent Investment Adviser Representatives.

Rene Toussaint Lopez is a financial advisor with Finec Asset Management in San Diego, CA, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Finec Asset Management entities since 2016 and is also associated with Tauris Derivatives Solutions SA. Outside of advising, he is a partner in a property management company based in Mexico, though without active duties. Finec Asset Management is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, corporations, and other entities. The firm manages approximately $157 million and offers customized discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis combined with third-party macro research.

Danielle Luster is a CFP® with 17 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. She previously worked at MSI Financial Services, Inc. and has been with Spectrum Planning & Advisory Services Inc. (doing business as Bamboo Wealth Strategies) since 2014. Danielle is also an owner and corporate officer of Bamboo Insurance Services, where she is involved in fixed insurance sales. Bamboo Wealth Strategies provides discretionary investment management and financial planning services to a range of clients including individuals, high net worth clients, businesses, and charitable organizations. The firm employs a long-term, client-specific approach focused on diversified portfolios with low-cost ETFs and individual bonds, offering both fixed-scope and ongoing planning alongside discretionary trading and rebalancing.

Joseph Oryang is a financial advisor at Creative Capital Management Investments LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Creative Capital, he worked at Bank of Utah and Fidelity Brokerage Services, and earlier was employed by doTERRA International LLC. Creative Capital Management Investments LLC serves high-net-worth individuals, professionals, business owners, and families, offering discretionary investment management and financial planning services. The firm follows a long-term investment approach informed by Modern Portfolio Theory and emphasizes diversified exposures using institutional-class funds and regular client communications.

Jordan Wohl is a financial advisor at CoastEdge Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining CoastEdge Partners, he held roles at Carta and KC Equipment, LLC. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm specializes in custom multi-asset class portfolios with an emphasis on capital preservation, diversification, and liquidity management, and is notable for acting as a private fund adviser and managing proprietary pooled vehicles.

Adeline Ruwe is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, holding Series 63 and Series 65 credentials with five years of industry experience. She previously worked at OSAIC and Woodbury Financial Services INC. Outside her advisor role, she supports Miye Wire LLC as a Client Service Associate and paraplanner. Reyes Financial Architecture provides discretionary asset management, personalized financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis and includes financial planning as a complimentary component of its asset management offering.

Alan Bunce is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. He also serves as Chief Operations Director for Heritage Tax & Insurance Services, providing tax and insurance services. Copley Financial Group is a team-based registered investment adviser offering discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, third-party money managers, and fee-based alternative investments, conducting regular account reviews and educational seminars as part of its service.

Rodney Simms is a CFP® and ChFC® with 28 years of industry experience. He is currently with Gradient Capital Advisors, LLC, where he has worked since 2014. The firm is a team advisory practice managing institutional-scale assets for individuals, high-net-worth clients, trusts, pension and corporate plan sponsors. Gradient Capital Advisors employs a combined fundamental and technical investment approach, offering services that include comprehensive portfolio management, financial planning, and retirement plan consulting.

Philip Reuer is a CFP® with four years at One Degree Advisors, Inc. based in San Diego, CA. He has prior experience with Kilo Weightlifting LLC and Marine Corps Community Services. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients, providing financial planning and discretionary investment management through a strategic, asset-allocation approach that incorporates institutional-style mutual funds, ETFs, and specialized strategies such as options-based box spreads.

Julia Cheng is a CFP® professional with 35 years of experience in the financial services industry. She is affiliated with Syndicated Capital, Inc. and has held prior roles at firms including Cabot Lodge Securities LLC, SB Advisory, LLC, IFS Securities, Girard Securities, Inc., and PRUCO Securities, LLC. Cheng is also president of Julia Cheng Wealth Management and Estate Planning, Inc., and leads related insurance and financial planning businesses in San Diego. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans with customized advisory programs tailored to client objectives and risk tolerance. The firm manages both discretionary and non-discretionary portfolios and incorporates broker-dealer activities alongside advisory services.

Leigh Harns is a financial advisor with Invicta Financial Group in La Mesa, CA, holding a Series 65 license and eight years of industry experience. She has been with BDT & Associates, Inc., the parent company of Invicta Financial Group, since 2013. Outside of advising, she serves as president of the La Mesa Parks and Recreation Board and works as a high school field hockey official. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for ongoing asset management. The firm emphasizes client-specific planning and conducts regular reviews while maintaining a non-discretionary role in client accounts.