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.

Bernard Surovsky is a financial advisor with Measured Risk Portfolios who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at Measured Risk Portfolios since 2012 and previously at Independent Financial Group from 2007 to 2017. Outside of his advisory role, he is a licensed California insurance agent and president of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages approximately $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm employs model portfolios incorporating derivatives and margin and serves as sub-adviser to the MRP SynthEquity ETF.

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® and holds a Series 66 license, currently serving at TritonPoint Partners, LLC with seven years of industry experience. She has worked at several firms, including Goldman Sachs PFM and Morgan Stanley, and is based in San Diego, CA. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation approach informed by modern portfolio theory and combines quantitative and fundamental analysis across a range of asset classes, including private-market alternatives.

Philip Denstad is a financial advisor at Copley Financial Group, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Copley Financial Group since 2019, alongside roles at Heritage Tax & Insurance and Emerson Equity LLC. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans through discretionary and non-discretionary portfolio management. The firm employs model portfolios, third-party money managers, and fee-based alternative investments as part of its investment approach.

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.

Alexander Flecker is a CFP® with 10 years of industry experience currently advising at Measured Risk Portfolios. His prior roles include positions at Morgan Stanley and HRC Portfolio Solutions, LLC. Flecker is based in San Diego, CA, and holds a Series 66 license. Measured Risk Portfolios offers discretionary portfolio management, financial and pension consulting, and sub-advisory services to a range of clients including high-net-worth individuals, retirement plans, and foundations. The firm’s investment approach combines option-based strategies with short-duration fixed income to manage risk while providing upside potential, and it sponsors an affiliated exchange-traded fund.