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.

Alondra Zepeda Ochoa is a CFP® with four years of industry experience, currently serving as a financial advisor at Blue Sky Capital Consultants Group, Inc. She previously worked at D.M. Brenner, Inc. for four years and has a background that includes six years at San Diego State University. Blue Sky Capital Consultants Group, Inc. manages roughly $306 million in discretionary assets and serves several hundred client accounts. The firm offers a range of services including portfolio management and financial planning for individuals, retirement plans, and organizations, employing a multi-disciplinary investment approach that incorporates derivatives and leverage in separately managed accounts.

William Gotses is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His prior experience includes roles at U.S. Bancorp Investments, Inc. and Silber Bennett Financial, Inc. Outside of financial advising, he manages a used car dealership and motorsports racing business in San Diego and serves as president of his local homeowners association. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, individual stocks, and bonds, with advisory services delivered on a discretionary or non-discretionary basis.

Joseph Leblanc is a CFP® professional with over 31 years of experience in financial advising. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2018, and has been affiliated with Independent Financial Group, LLC since 2004. Outside of his advisory roles, Leblanc is involved in tax preparation and serves as treasurer of the Blue Sky Aero Club. Premier Wealth Advisors, LLC serves individual and high-net-worth clients, trusts, estates, business entities, and retirement plans, offering non-discretionary wealth management, comprehensive financial planning, and income tax preparation. The firm’s investment approach centers on risk-based allocations to no-load mutual funds and ETFs with periodic rebalancing.

Frank Alvarez is a financial advisor with Tidemark, LLC in San Diego, CA. He holds the Series 66 designation and has 11 years of industry experience, including over a decade at LPL Financial, LLC. Alvarez also operates Alvarez Financial, a business entity for tax and investment purposes. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm manages $462.5 million in assets and uses a variety of investment strategies incorporating fundamental, technical, and cyclical analysis to create tailored portfolios.

Richard Green is a financial advisor with Caitlin John, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Bastion Wealth Management and Alpha Global Investments and is CEO and co-owner of WMA Enterprises, an accounting firm specializing in tax preparation. Richard also operates as an independent insurance agent focusing on annuities and life insurance strategies. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party managers, and a variety of instruments, operating both wrap and non-wrap arrangements along with consulting for held-away assets.

Rene Toussaint Lopez is a financial advisor with Finec Asset Management in San Diego, CA, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Finec Asset Management entities since 2016 and is also associated with Tauris Derivatives Solutions SA. Outside of advising, he is a partner in a property management company based in Mexico, though without active duties. Finec Asset Management is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, corporations, and other entities. The firm manages approximately $157 million and offers customized discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis combined with third-party macro research.

Danielle Luster is a CFP® with 16 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. She has been with Spectrum Planning & Advisory Services Inc. (d/b/a Bamboo Wealth Strategies) since 2014. Outside of advising, she is an owner and corporate officer of Bamboo Insurance Services, focusing on fixed insurance sales. Bamboo Wealth Strategies provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term, client-specific approach using diversified portfolios centered on low-cost ETFs and individual bonds, along with ongoing portfolio supervision and planning services.

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.

Chase Wilsey is a financial advisor at Wilsey Asset Management Incorporated in San Diego, CA, holding a Series 65 designation with nine years of industry experience. He has been with Wilsey Asset Management since 2015. Wilsey Asset Management provides discretionary portfolio management, retirement-plan services, financial planning, and hourly consulting to individuals, trusts, estates, corporations, and ERISA clients. The firm emphasizes fundamental analysis combined with technical and economic reviews to tailor portfolios primarily composed of individual equities, ETFs, and bonds according to client risk profiles.

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, with four years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Reyes Financial Architecture, she worked at OSAIC and Woodbury Financial Services Inc. Additionally, she supports Miye Wire LLC, a financial planning firm, in a paraplanning and client service role. Reyes Financial Architecture provides discretionary asset management, personalized financial planning, and consulting primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and financial planning is integrated as a complementary service within its asset management offering.

Matthew Leighton is a financial advisor with Superior Planning Wealth Management & Family Office, holding a Series 66 designation and five years of industry experience. He has prior experience with PlanMember Securities Corporation and has held operational roles within Superior Planning Financial Solutions. Outside of his advisory work, Leighton is involved in business development consulting through MPL Ventures, LLC. Superior Planning Wealth Management & Family Office provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm combines proprietary strategic allocation models with customized portfolios and works with various third-party strategists, offering comprehensive wealth-planning solutions including tax mitigation and estate planning.

Alan Bunce is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab and TD Ameritrade. Outside of his advisory role, he serves as Chief Operations Director at Heritage Tax & Insurance Services. 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.

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 industry experience, currently affiliated with Syndicated Capital, Inc. She has held roles at Cabot Lodge Securities LLC, SB Advisory, LLC, and IFS Securities. Outside of her advisory work, she serves as president of multiple investment-related businesses focused on wealth management, estate planning, and insurance sales. Syndicated Capital, Inc. provides customized money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans, managing both discretionary and non-discretionary assets. The firm constructs investment programs from publicly traded equities, ETFs, fixed income, and mutual funds tailored to clients' objectives and risk tolerance.