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.

Nela Erceg Bogavac is a financial advisor at Dynamique Capital Advisors with five years of industry experience. She holds a Series 65 designation and previously worked at Vojvodjanska Banka AD Novi Sad for 19 years. Dynamique Capital Advisors serves primarily high-net-worth individuals and institutional clients, offering discretionary portfolio management, qualified retirement plan consulting, and tailored financial planning. The firm employs a tactical allocation strategy incorporating fundamental, technical, cyclical, and event-driven analysis across a broad range of instruments.

Justin Mayo is a CFP®-certified financial advisor with two years of industry experience, currently practicing at Orion Capital Management LLC. Prior to joining Orion, he served in the United States Navy for 25 years and is also involved as a real estate agent and founder of JPM Financial Planning. Orion Capital Management provides customized portfolio management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, and institutions. The firm uses an active, fundamental-analysis approach with a broad range of investment instruments and incorporates automated analytics and AI tools alongside human oversight.

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.

Amanda Finehout is a financial advisor at Margo Park Financial with three years of industry experience. She holds a Series 65 designation and has worked in both financial services and mortgage sectors, including roles at Team USA Credit Repair and Houz Mortgage. Additionally, she serves as HR Director at Houz Mortgage, focusing on hiring and personnel management. Margo Park Financial provides portfolio management and advisory services to individuals, trusts, and businesses, managing approximately $36.3 million across 75 client relationships. The firm uses model portfolios and quantitative analysis to tailor investment programs based on client risk tolerance, offering both discretionary and non-discretionary management along with a range of holdings including equities, fixed income, ETFs, and insurance products.

Lowell Bruhn is a financial advisor at Legion Private Wealth Management in El Cajon, CA, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he has served in the United States Navy since 2016. Legion Private Wealth Management provides 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 uses a fundamental, valuation-based approach to build tailored investment strategies and offers access to third-party managers, private real estate investments, and insurance products.

Stephen Derkash is a financial advisor at Evolution Global Advisors, LLC with a Series 65 credential and three years of industry experience. He previously worked at Millennium Management LLC and founded Bluerunner Global Advisors, LLC, where he provides consulting and research. Evolution Global Advisors offers discretionary portfolio management primarily to high-net-worth individuals, trusts, charitable organizations, and businesses, using model portfolios focused on foreign equities and employing fundamental, technical, and quantitative 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 with CoastEdge Partners, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with CoastEdge Partners since 2017 and was self-employed for one year prior. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm’s investment approach focuses on capital preservation, volatility reduction, broad diversification, and manager selection, employing both discretionary and non-discretionary management alongside proprietary and third-party fund vehicles.

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.

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 financial advisor at TritonPoint Partners, LLC with two years of industry experience. She previously worked at Goldman Sachs PFM from 2019 to 2023 and United Capital Financial Advisers from 2010 to 2019. Meredith holds a Series 65 designation. TritonPoint Partners, LLC provides investment advisory services to individuals, trusts, retirement plans, and other business entities. The firm employs a long-term asset allocation strategy grounded in modern portfolio theory, combining public equities, fixed income, and private market alternatives, and uses a mix of in-house and third-party management along with regular portfolio reviews.

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.

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, holding a Series 65 license and three years of industry experience. Prior to joining RPg Family Wealth Advisory, he worked at HK Financial and served in the U.S. Navy for 13 years. He is involved with Mortgage Free Life, assisting clients with mortgage payoff strategies using home equity lines of credit, and also engages in tax credit sales. RPG Family Wealth Advisory offers tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional investors. The firm employs a policy-based approach driven by proprietary quantitative and qualitative research, utilizing momentum and volatility algorithms with explicit risk controls and a tactical global asset-allocation methodology.