Tyler Aubrey is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at DEFINE Financial, LLC since 2017, including during its prior affiliation with Securities America Advisors. Outside of his advisory role, Tyler volunteers annually at The Borrego Open charity golf tournament, helping organize the event and managing golfer handicaps. DEFINE Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm offers discretionary investment management, financial planning, and pension consulting, typically implementing passive, risk-based portfolios using no-load mutual funds and ETFs.

Nicholas Kile is a financial advisor at Financial Sense Advisors, Inc. based in San Diego, CA, with two years of industry experience. He holds the Series 66 designation and previously worked at Outback Steakhouse for nine years before joining the financial industry. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for about 588 clients. The firm serves individuals, retirement plans, trusts, and other entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting through a team of advisors employing both fundamental and technical analysis.

Jeff Poole is a financial advisor with Wealth Analytics Partners, LLC in San Diego, CA, holding a Series 66 designation and 28 years of industry experience. He has previously worked at Merrill, Banc of America Investment Services, CUNA Brokerage Services, and Fidelity Brokerage Services. Outside of his advisory role, he is an author of a non-financial book. Wealth Analytics Partners provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm employs a risk-scored model portfolio framework based on Modern Portfolio Theory, conducts quarterly account reviews, and typically operates with discretionary trading authority.

Orin Green is a CFP® with 27 years of experience in the financial services industry. He is currently with Willow Creek Financial, a team-based firm in San Diego, CA, and previously worked at Ameriprise Financial Services, Inc. and Ids Life Insurance Company. He has led his own firm, Orin Green Financial, LLC, since 2016. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm emphasizes individualized portfolio construction with a focus on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap fee program and disclosing the use of derivatives and margin in separately managed accounts.

Stefan Prvanov is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Blankinship & Foster, LLC since 2002. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm integrates financial planning and investment management, focusing on asset allocation guided by macroeconomic analysis and client-specific Investment Policy Statements.

Frederick Brooks is a CFP®, CFA®, and Series 66-licensed advisor with 21 years of industry experience. He has been with Blankinship & Foster, LLC since 2004. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm emphasizes asset allocation informed by macroeconomic analysis and client-specific Investment Policy Statements, implementing portfolios on a discretionary basis using a variety of investment vehicles.

Andrew Mescon is a financial advisor at Ballast Rock Private Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Ballast Rock since 2022, following nine years at Integrity Financial Corp. Ballast Rock Private Wealth offers tailored portfolio management and investment policy statements for individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to build long-term portfolios, providing financial planning and consulting services as part of its offering.

Randall Whitfield is a financial advisor at Telos Capital Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Telos Capital Management since 2014. Telos Capital Management provides discretionary investment management and financial planning to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment process that combines bottom-up company analysis with top-down macroeconomic assessment, emphasizing asset allocation, diversification, and periodic rebalancing.

Howard Barker is a financial advisor at Invicta Financial Group with seven years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman for ten years before joining BDT & Associates, Inc. in 2018. Outside of advisory work, he is a licensed insurance agent, president of Cogent Insights Advertising, LLC, and serves as co-trustee of a trust. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for portfolio management while providing customized Written Financial Action Plans and regular review meetings.

Martin Rascon Jr. is a CFA® charterholder with five years of industry experience. He is currently with Weatherly Asset Management, where he has been a team member since 2022, following previous roles at Platt Wealth Management. Outside of financial services, he has experience working in the catering industry and at San Diego University. Weatherly Asset Management provides discretionary portfolio management and comprehensive financial planning to individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses. The firm employs a team-based investment approach that integrates macroeconomic analysis with fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income.

Troy Daum is a CFP® with 24 years of industry experience, currently serving as an advisor at Wealth Analytics Partners, LLC since 2007. He previously worked at Wealth Analytics, Inc. and Hornor, Townsend & Kent, LLC. Wealth Analytics Partners LLC provides discretionary investment management and financial planning to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million in client assets using an investment approach based on Modern Portfolio Theory and risk-scored model portfolios tailored to clients' time horizons and risk tolerance.

Madeline Reber is a financial advisor with Intelligence Driven Advisers, LLC, holding a Series 65 license and entering her first year of industry experience. She previously worked at American Assets Capital Advisers, LLC for eight years and has academic experience at the University of San Diego. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans and Native American sovereign entities. The firm offers services such as financial planning, discretionary investment management through model portfolios and custom accounts, and retirement plan consulting, with an investment process centered on low-cost institutional funds, risk management, and fundamental analysis.

Maria Wells is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Blankinship & Foster, LLC. She has been with Blankinship & Foster since 2014. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, typically implementing portfolios on a discretionary basis.

Jonathan Fairchild is a financial advisor at Telos Capital Management, Inc. in San Diego, CA, holding a Series 66 designation with 25 years of industry experience. He has been with Telos Capital Management since 2011. Telos Capital Management provides discretionary investment management and financial planning services to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment process that integrates bottom-up company analysis with top-down macroeconomic assessment, focusing on asset allocation, diversification, and periodic rebalancing across various asset classes.

Billie Cook is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Financial Focus LLC in Carlsbad, CA. Her background includes roles at Sagepoint Financial Group, Terramar Wealth, and Northwestern Mutual Investment Management. She also serves on the Rules/Handicap committee board at Crossings at Carlsbad Golf Club. Financial Focus LLC provides investment advisory and financial planning services to individuals, trusts, businesses, and retirement plans, managing accounts through discretionary asset management and model portfolios. The firm serves a client base of approximately 516 accounts with a five-advisor team and offers specialized services such as retirement-plan consulting and a wrap fee program integrating management and transaction coverage.

Corrine Fields is a financial advisor at Willow Creek Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Orin Green Financial, LLC and Ameriprise Financial Services Inc. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management primarily through its sponsored wrap fee programs. The firm focuses on individualized portfolios with an emphasis on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap program and disclosing the use of derivatives and margin in separately managed accounts.

Dustin Tenbroeck is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Presidio Capital Management, LLC and has previously worked at Cetera, First Allied Securities, Inc., First Allied Advisory Services, Inc., Centara Capital Management Group, Inc., and Equitable Advisors. Outside of his advisory role, he serves in a fiduciary capacity for the Lesley Youdall Revocable Trust and is involved with Absolute Wealth Advisors in a real estate capacity. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes fundamental analysis and generally favors long-term strategies with low-cost mutual funds and ETFs, while retaining flexibility to incorporate other investments as appropriate.

Jody Knutsen is a financial advisor at Invicta Financial Group in San Diego, CA, holding a Series 66 designation with 10 years of industry experience. Prior to joining Invicta in 2026, Knutsen spent a decade at First Command Insurance Services and related First Command entities. He has served in the U.S. Army and California National Guard since 2004. Knutsen is also the owner of Knutsen Financial Services LLC, a business entity used to manage his business-related activities and income separately for tax purposes. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on written financial action plans tailored to client goals. The firm refers clients to select third-party money managers for portfolio management and primarily operates under a non-discretionary advisory structure.

Michael George is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Superior Planning Wealth Management & Family Office and has prior experience with Goldstone Wealth Advisors and Compass Group North America. He also serves as president of Goldstone Wealth Advisors, Inc. Superior Planning Wealth Management & Family Office provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a combination of proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors, while offering services that include tax mitigation, estate planning, and succession planning.

Cole Chodorow is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an associate advisor at Premier Wealth Advisors, LLC and has previously worked at Independent Financial Group, LLC and First Horizon Advisors, Inc. Outside of advisory roles, he is a licensed insurance agent. Premier Wealth Advisors LLC serves individuals, trusts, estates, business entities, and retirement plans, offering wealth management, comprehensive financial planning, and income tax return preparation. The firm emphasizes a risk-based allocation to passively managed mutual funds and ETFs, periodic rebalancing, and uses third-party advisers for portfolio implementation, managing significant assets on a non-discretionary basis.