Parker Johnson is a financial advisor with Cooper Capital Group in Encinitas, CA, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services LLC. Cooper Capital Group serves individual and high-net-worth clients as well as employer plan sponsors, offering a range of services including asset management, comprehensive portfolio management, retirement plan consulting, and referrals to third-party money managers. The firm employs multiple analytical methods and a variety of investment strategies, with portfolios frequently monitored and tailored to client needs.

James West is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Platt Wealth Management since 2021 and was previously with Reilly Financial Advisors for seven years. Based in San Diego, CA, West focuses on comprehensive financial planning and investment management. Platt Wealth Management serves individual, high-net-worth, corporate, and retirement plan clients, offering discretionary investment management and written financial planning using an approach grounded in Modern Portfolio Theory. The firm emphasizes strategic asset allocation, diversified mutual fund exposure, and ongoing portfolio supervision tied to client goals and risk tolerance.

Henry Winship IV is a CFA charterholder and Series 63 licensee with six years of industry experience. He is a managing member of Pacific Point Capital, LLC, which serves as general partner to multiple Pacific Point Funds, and holds a California real estate broker license. Since 2018, Mr. Winship has served on the Board of Bunge Limited, where he is Chairman of the Audit Committee. Pacific Point Advisors, LLC provides discretionary portfolio management, financial planning, and consulting services to affluent families, entrepreneurs, executives, individual investors, and institutions. The firm employs diversified, risk-aware asset allocation and proprietary Stable Earnings model portfolios, utilizing third-party managers and AI tools for research and risk monitoring.

Daniel Callan is a financial advisor with Nautilus Advisors LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Nautilus Advisors since 2018 and previously spent four years at JPMorgan Securities LLC. Nautilus Advisors, operating as NTLS Wealth Management, serves individuals—including high net worth clients—pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, combining fundamental, technical, and cyclical analysis with a variety of investment strategies and customized planning solutions.

Richard Nerad is a financial advisor at Nerad + Deppe Wealth Management in La Jolla, CA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at NDWM, LLC since 2009, with a one-year period at AlphaCore Capital LLC. Nerad + Deppe Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, and retirement plans. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its documented use of derivatives and inverse-ETF strategies alongside third-party manager oversight.

Lowell Bruhn is a financial advisor at Legion Private Wealth Management with one year of industry experience. He holds a Series 65 designation and has served in the United States Navy since 2016. Legion Private Wealth Management offers discretionary and non-discretionary investment management, co-advisory services, and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, valuation-based investment approach and provides tailored strategies, including private real estate investments and, through licensed representatives, insurance products.

Stephen Derkash is a financial advisor at Evolution Global Advisors, LLC with a Series 65 designation and four years of industry experience. He previously worked at Millennium Management LLC from 2016 to 2019 and founded Bluerunner Global Advisors, LLC, where he provides consulting and research. Evolution Global Advisors offers discretionary portfolio management primarily to high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios with an emphasis on foreign equities, including emerging-market equities and ADRs, and applies fundamental, technical, and quantitative analysis with a focus on capital appreciation.

Juliana Guerra is a financial advisor at Dean Roland Russell, LLC with a Series 65 designation and two years of industry experience. She previously worked at AlphaCore Wealth Advisory for one year and was a full-time student for eight years prior to entering the financial industry. Dean Roland Russell, LLC serves individual and high-net-worth families, including related entities such as trusts and estates, providing fee-only wealth management and financial planning services. The firm creates customized portfolios using a variety of asset classes and incorporates tax, cash-flow, and estate planning considerations alongside security-level analysis.

Karl Kohne is a CFP® professional with experience at One Degree Advisors, Inc. since 2024. Prior to joining One Degree Advisors, he worked at California Baptist University and was involved with The Conservatory for Coffee, Tea, and Cocoa as well as Southern California Christian Academy. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management, employing a strategic asset allocation framework informed by Modern Portfolio Theory and a mix of fundamental and quantitative analysis.

Leilani Harwood is a CFP® professional with 15 years of industry experience, currently serving at Blue Sky Capital Consultants Group, Inc. She has held roles at multiple firms, including Independent Financial Group, LLC and Fortune Financial Services, Inc. Outside of her advisory work, Harwood volunteers as an executive board member for the American Youth Soccer Organization in Aliso Viejo. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, and pension consulting services to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process that incorporates fundamental and technical analysis, modern portfolio theory, and both long- and short-term trading, including the use of derivatives and margin strategies.

Steven Simpson is a financial advisor at CoastEdge Partners, LLC with 23 years of industry experience and holds a Series 66 credential. His prior experience includes roles at Gurtin Municipal Bond Management and Morgan Stanley. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm focuses on capital preservation, diversification, and tailored portfolio management through a combination of discretionary and non-discretionary strategies and proprietary fund vehicles.

Ryan Gibbs is a CFP® with 12 years of experience in the financial services industry. He has been with Heritage Wealth Management, Inc. since 2014 and is also President and CEO of Heritage Advanced Tax Strategies, Inc., where he oversees tax planning and preparation. His background includes roles at The Kocen Financial Group and Financial Goal Securities, Inc. Heritage Wealth Management is a SEC-registered advisory firm serving individuals, small businesses, trusts, estates, pooled investment vehicles, and institutional clients. The firm employs a variety of portfolio construction methods including global allocation, tax-sensitive strategies, ETFs, option-enhanced strategies, and private placements, with ongoing monitoring and rebalancing aligned to client objectives.

Aiden Cox is a CFP®-certified financial advisor with four years of industry experience. He is currently with Canter Wealth, where he has worked since 2023, and previously spent three years at Northwestern Mutual Investment Services LLC. Cox also served six years at Marine Corps HQ. 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 implemented with ETFs and mutual funds, guided by an internal Investment Committee.

Brett Nussen is a CFP® professional with 10 years of experience in financial advising. He currently works at Willow Creek Financial and has previously held roles at Northwestern Mutual Wealth Management Company and other firms. Outside of advising, he was involved with FTS Promotions from 2015 to 2017. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm is noted for sponsoring its own wrap fee program and its use of advanced investment techniques such as derivatives and margin in separately managed accounts.

Joseph Ganino III is a financial advisor at Balboa Wealth Partners, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Willow Cove Investment Group, Inc., Parcel Pending, and Zovio. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets and serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach, utilizing both discretionary and non-discretionary mandates, and emphasizes long-term, diversified portfolio construction with low-cost mutual funds, ETFs, and other securities.

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.

Tyler Goglia is a CFP® professional with three years of industry experience. He is currently with Blue Sky Capital Consultants Group, Inc., where he has worked since 2019, and previously worked at Capital Financial Consultants Group, Inc. from 2019 to 2024. Prior to his financial advising career, he spent three years at Gateway Physical Therapy & Spinal Center. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, pension consulting, and advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process and offers tailored advice through individualized accounts or model portfolios, with a noted use of derivatives and borrowing strategies uncommon among peer firms.