John Toman Jr. is a financial advisor at JET Wealth Advisors in La Jolla, CA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors for 13 years. Outside of his advisory role, he serves on the finance and executive committee of Forever Balboa Park in San Diego. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm uses a diversified approach incorporating ETFs, mutual funds, separately managed accounts, and other securities, applying fundamental, macroeconomic, and quantitative analysis in portfolio construction.

Michael Hession is a financial advisor at JET Wealth Advisors with three years of industry experience. He previously worked at Wells Fargo Advisors and Citigroup. Outside of his advisory role, he works as a bartender at Mission Brewing. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm employs diversified portfolios based on fundamental, macroeconomic, and quantitative analysis and manages approximately $546 million in regulatory assets with a six-person team.

Alana Hall is a CFP® and Series 65-licensed advisor with Creative Capital Management Investments LLC, bringing three years of industry experience. Her prior roles include positions at Casa Gabriela, Abacus, Financial Haus - North Star Subsidiary, and Local360 & Et Voila. Creative Capital Management Investments LLC provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, offering customized portfolios and specialized consulting in areas such as estate and tax planning.

Dustin Holt is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding a Series 65 license and having seven years of industry experience. His career includes roles at LPL Financial, Trilogy Capital, and National Planning Corporation prior to joining Sage in 2020. Outside of his advisory work, Mr. Holt acts as a sales agent for various insurance companies, operating individually and not through Sage. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, as well as individual and nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning using a custom, value-oriented process that incorporates fundamental and technical analysis, individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

Eric Yeager is a CFP® professional with 25 years of industry experience, currently serving at Gradient Capital Advisors, LLC since 2015. He holds the Series 66 designation and is based in San Diego, CA. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and pension and corporate plan sponsors. The firm employs a blend of fundamental and technical investment strategies, including option strategies, short sales, and margin transactions, offering comprehensive portfolio management, financial planning, and retirement plan consulting.

Renee Halsch is a financial advisor at JET Wealth Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, RBC Capital Markets, San Diego County Credit Union, and LPL Financial. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and small businesses. The firm offers discretionary portfolio management and comprehensive planning, using diversified portfolios tailored to clients’ objectives and risk tolerances.

Richard Effress is a financial advisor at CoastEdge Partners, LLC, holding a Series 65 designation with 16 years of industry experience. He has been with CoastEdge Partners since 2006. Outside of his advisory role, he serves as president of Shores Ventures LLC, managing various real estate and other investments. CoastEdge Partners serves a select client base of high-net-worth families, private foundations, and investment funds, offering customized multi-asset portfolio management and financial planning. The firm manages approximately $1.75 billion, combining private fund advising with tailored investment solutions and specialized reporting.

Cody Evan Bostian is a financial advisor at Axos Invest, Inc with a Series 66 designation and one year of industry experience. Prior to his current role, he worked briefly at Cetera and Cetera Wealth Services, LLC, and has a background that includes positions outside the financial industry. Axos Invest serves retail individual clients by providing automated advisory services through online platforms, offering discretionary portfolio management with model portfolios primarily composed of mutual funds and ETFs, including digital-asset ETFs. The firm employs lifecycle-based asset allocation models supported by ongoing monitoring and rebalancing, with a focus on broad retail account management.

Jack Cohen Nieto is a financial advisor at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has worked previously at Deloitte Touche Tohmatsu Limited and Seguros Monterrey New York Life. In addition to his advisory role, he serves as an Asset Management Analyst for Finec Asset Management SA de CV Asesores en Inversiones Independientes, a regulated firm based in Mexico City. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations primarily in the U.S., Canada, and Latin America. The firm combines fundamental, technical, and cyclical analysis with macroeconomic research to build customized portfolios that may include equities, fixed income, options, and alternative instruments tailored to client objectives and risk profiles.

Scott Zardenetta is a financial advisor with Copley Financial Group, Inc. in San Diego, CA. He holds a Series 63 and Series 66 designation and has four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual Wealth Management Company. Outside of advising, he works as a delivery driver for Door Dash. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management using model portfolios, third-party money managers, and fee-based alternative investments.

Yuliana Mendez is a financial advisor at MYeCFO with six years of industry experience. She holds a Series 65 designation and has worked with the Yuba Community College District since 2018. Outside of her advisory role, she operates a small business consulting practice. MYeCFO is a team-based firm managing approximately $211 million in assets for individuals, businesses, and nonprofits. The firm combines portfolio management with integrated accounting and tax-preparation services, utilizing a client-specific investment approach that generally favors passive vehicles but retains flexibility for active strategies.

Dusan Zachystal is a CFP®, CFA®, and Series 65-licensed advisor with 23 years of industry experience. He has been with Individual Asset Management, Inc. since 2002. His other business activities include providing UK pension consulting services to U.S. resident clients and referring them to UK pension transfer and management firms. International Asset Management serves individual and high-net-worth clients, focusing on U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, financial planning, and wealth management, employing a global investment approach that includes currency hedging and attention to cross-border tax considerations.

Megan Hayden is a CFP® with seven years of industry experience, currently serving as a financial advisor at TritonPoint Partners, LLC. Her previous roles include positions at Goldman Sachs PFM and Morgan Stanley. She is also registered with The Leaders Group Inc. TritonPoint Partners, LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation-driven investment process combining public equity, fixed income, and private market alternatives, and utilizes both quantitative and fundamental analysis alongside third-party program selections.

Philip Denstad is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials with seven years of industry experience. He has worked at Copley Financial Group since 2019 and previously was associated with Emerson Equity LLC. Denstad is also involved with Heritage Tax & Insurance, where he provides fixed life and annuity sales and financial planning services. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management using model portfolios, third-party money managers, and fee-based alternative investments, with services tailored through regular account reviews and educational programs.

Jeremy Martinson is a CFP® with 23 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. He has held senior roles at Sovran Advisors, LLC, Summacor Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, Martinson is chief executive officer of Spectrum Consulting Group, Inc., which provides bookkeeping, payroll, and business consulting services, and he holds leadership positions with several nonprofit organizations focused on community support and education. Bamboo Wealth Strategies offers discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, client-specific approach emphasizing diversified portfolios primarily built with low-cost ETFs and individual bonds, supported by ongoing supervision and interactive planning tools.

Francisco Malfavon is a financial advisor at Monex Asset Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Monex Asset Management since 2017. His prior experience includes roles at Snowden Lane Partners, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad set of products and supports both domestic and international client relationships.

Kyle Klinger is a financial advisor with Cabin Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior roles include positions at Copley Financial Group, Heritage Tax and Insurance Services, and Allen Mooney and Barnes Investment Advisors. Outside of advisory work, he is involved in residential mortgage loan originations as an independent contractor. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships. The firm offers financial planning and portfolio management services, utilizing fundamental, technical, cyclical, and asset-allocation analysis, and conducts due diligence on illiquid alternative investments.

Israel Stanley is an advisor at Strategy Asset Managers L.L.C. with one year of industry experience. Prior to joining the firm, he spent nine years working at Sunnies Cafe. Strategy Asset Managers serves a range of clients including individual, high-net-worth, ultra-high-net-worth, and institutional investors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a blend of bottom-up fundamental equity selection, dividend-oriented and concentrated growth strategies, as well as a quantitative market-oriented core approach, managing accounts primarily on a discretionary basis.

Sasha Antman is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including SimplyRich and Thrive Portfolios. Outside of advising, Mr. Antman serves as a housing tester for the nonprofit CSA San Diego County and acts as an arbitrator for FINRA. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach focused on asset allocation, primarily utilizing ETFs, mutual funds, and select individual securities with a long-term, low-turnover strategy.

Alberto Assad is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation. He began his advisory career with LM Advisors in 2024 after completing a decade of academic studies. LM Advisors LLC provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis, utilizing various strategies such as long- and short-term positions, margin, short selling, and options, and manages approximately $2.29 billion in client assets.