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.

Francisco Malfavon Jr. is a financial advisor with Monex Asset Management, Inc. in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Wells Fargo Bank, N.A., Wells Fargo Clearing, Snowden Lane Partners, and Monex Securities. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting with a range of strategies from long-term holdings to short-term trading.

Kyle Klinger is a financial advisor with Cabin Advisors, LLC in San Diego, holding Series 65 and Series 63 licenses with seven years of industry experience. His prior roles include positions at Copley Financial Group, Inc., Heritage Tax and Insurance Services, Inc., and Allen Mooney and Barnes Investment Advisors LLC. He also works as an independent contractor in residential mortgage loan originations. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a multi-faceted investment approach that includes fundamental and technical analysis as well as due diligence on alternative investments.

Amal Hagisufi is a financial advisor with UHY Wealth Management RIA LLC, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones, Prudential Insurance Company of America, and LPL Enterprise. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios aligned with client objectives and offers a notable focus on pension consulting and compliance related to affiliated audit clients.

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.

David Aizuss is a financial advisor with SLP Wealth in La Mesa, CA, holding a Series 65 license and two years of industry experience. He has prior experience at Prospect Financial Group Inc. and has worked in roles outside traditional investment advising, including student loan consulting through Student Loan Planner and mortgage lending with United Mortgage Lending LLC. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning, employing diversified, risk-based portfolios primarily using no-load mutual funds and ETFs. The firm supports a large client base with a broad office footprint and offers additional services such as tax preparation and student-loan planning.

Cassidy Fisher is a financial advisor at Castle Coast Wealth, LLC with a Series 65 designation and two years of industry experience. Prior to joining Castle Coast Wealth, they held various roles in the hospitality and automotive industries. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million and provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs a combination of quantitative and qualitative analysis in portfolio management and offers both limited-scope and full discretionary advisory services.

Leonardo Simpser is a Series 65-licensed advisor at LM Advisors LLC with one year of industry experience. He has been with LM Advisors since 2010. Outside of his advisory role, he is the managing partner of LLJ Ventures, LLC. LM Advisors, LLC provides investment supervisory services and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm uses both fundamental and technical analysis and employs a range of strategies, including long- and short-term positions, margin, short selling, and options.

James Thompson is a financial advisor at Trivant Custom Portfolio Group LLC with four years of industry experience. He holds a Series 65 designation and served in the US Navy from 2003 to 2021 before joining Trivant in 2021. Trivant Custom Portfolio Group provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach that emphasizes asset allocation and uses quantitative models alongside research to implement style tilts.

Gabriela De Quadros Ribas is a financial advisor at JET Wealth Advisors in La Jolla, CA, holding a Series 66 designation with two years of industry experience. Prior to joining JET Wealth Advisors in 2026, she worked at Wells Fargo Advisors from 2024 to 2026. Before entering the financial industry, she was involved with Babe Kombucha Beverage for three years and was self-employed for four years. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses, utilizing diversified portfolios tailored to client objectives and risk tolerances. The firm employs fundamental, macroeconomic, and quantitative analysis in portfolio construction and manages approximately $546 million in regulatory assets under management.

Brady Welles is a financial advisor at Atlas Private Wealth Advisors in San Diego, CA, holding a Series 66 designation with six years of industry experience. He previously worked at Cetera and Avantax Advisory Services before joining Atlas and LPL Financial in 2026. Welles also provides accounting and tax services as a client service assistant with Canyon Oak Financial. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, offering discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets across more than 1,200 client relationships and employs a range of investment strategies including asset allocation, fundamental, technical, and cyclical analysis.

Mauricio Lepe Melgoza is a financial advisor at Finec Asset Management with nine years of industry experience. He holds a Series 65 designation and has worked at multiple Finec entities since 2015, as well as at Tauris Derivatives Solutions SA and Site Plasticos SA de CV from 2019 to 2023. He also serves as a director at Finec Asset Management Corp., a Panama-based investment advisory firm. Finec Asset Management is an SEC-registered adviser that provides discretionary and non-discretionary portfolio management and financial advisory services to individuals, high-net-worth clients, trusts, and corporations. The firm serves clients primarily in the U.S., Canada, Mexico, and Latin America, using a combination of fundamental, technical, and cyclical analysis to construct customized portfolios incorporating equities, fixed income, options, and alternative instruments.