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.

Rodolfo Rodriguez is a financial advisor with Balboa Wealth Partners, Inc. He holds a Series 66 designation and has 17 years of industry experience. His background includes roles at Merrill, Niagara International Capital Limited, and Chalice Capital Partners, LLC, as well as work as a freelance writer and tennis professional. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a long-term, diversified approach incorporating low-cost mutual funds and ETFs, individual securities, and a range of analytical techniques.

James Mellon is a CFP® professional with 13 years of industry experience. He has worked at Canter Wealth since 2018 and previously held roles at TD Ameritrade, Fisher Investments, and Equitable Advisors. He is based in La Jolla, California, and holds Series 66 and Series 63 licenses. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily constructed with ETFs and mutual funds, supported by an internal Investment Committee that performs qualitative and quantitative due diligence.

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.

Elizabeth Kelly is a financial advisor at CoastEdge Partners, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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 emphasizes capital preservation, broad asset-class diversification, and manager selection, managing portfolios through discretionary and non-discretionary strategies, third-party managers, and proprietary fund vehicles.

Michael Hession is a financial advisor at JET Wealth Advisors in La Jolla, CA, holding Series 66, Series 65, and Series 63 licenses with three years of industry experience. He previously worked at Wells Fargo Advisors and Citigroup and also works as a bartender at Mission Brewing. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth individuals, families, trusts, and small businesses, using diversified portfolios tailored to clients’ objectives and risk tolerances. The firm applies fundamental, macroeconomic, and quantitative analysis and manages client accounts on a discretionary basis.

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.