Jonathan Grundman is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has worked at Adaptive Financial Consulting, LLC since 2017 and concurrently at Stratos since 2015. Prior to that, he was with Ibis Capital from 2012 to 2017. Adaptive Financial Consulting, LLC is a six-advisor team managing approximately $547 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides investment management, financial planning, pension/401(k) consulting, and educational seminars for small business owners, employing a range of analytic methods and tailoring portfolios to client goals and risk tolerance.

Brent Wilsey is a financial advisor at Wilsey Asset Management Incorporated with 23 years of industry experience. He has been with Wilsey Asset Management since 2004 and holds Series 63 and Series 65 designations. 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 uses a combination of fundamental, technical, cyclical, and economic analysis to guide investment decisions and supports plan sponsors with 3(38)-type oversight and participant presentations.

Paul Seto Jr. is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Tactive Advisors, LLC. He has worked at multiple firms including Cardiff Park Advisors and Symbequity Investment Advisory, LLC. He is also an Associated Person with Tricom Partners, LLC, where he is involved as a Series 3 Commodity Broker. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors using a combination of robo-advisor technology and advisor-led model portfolios. The firm employs a tactical asset allocation strategy based on the Black-Litterman framework and operates a hybrid service model with both discretionary and non-discretionary assets under management.

Zachary Ziegler is a CFP® professional with three years of industry experience, currently serving at Blankinship & Foster, LLC. Prior to joining Blankinship & Foster, he worked for four years at Northwestern Mutual in various capacities, including wealth management and investment services. His background also includes experience in the kitchen and bath industry and in technology at IMatrix. Blankinship & Foster, LLC is an SEC-registered advisory firm organized as a nine-advisor team managing approximately $940 million for individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary investment management, and combined wealth management services, using an asset-allocation driven approach implemented through a documented process that emphasizes goal-setting, portfolio construction, and ongoing monitoring.

Jeffrey Mcculloch is a financial advisor at Cascade Financial Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Creative Planning for seven years before joining Cascade in 2023. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on customized strategies through discretionary and non-discretionary managed accounts. The firm emphasizes detailed client interviews and conducts due diligence to support asset allocation across various investment types, managing over $1.38 billion in assets as of the end of 2025.

Warren Binstock is a CFP® with 23 years of industry experience and has been with Telos Capital Management, Inc. since 2015. He holds a Series 66 license and is based in San Diego, CA. 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 approach that integrates bottom-up company analysis with top-down macroeconomic assessment, focusing on asset allocation, diversification, and periodic rebalancing.

Robyn Cohen is a financial advisor at Presidio Capital Management, LLC with two years of industry experience. Before joining Presidio Capital Management in 2024, Cohen operated independently for ten years. Presidio Capital Management offers 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 employs a fundamental analysis-driven investment process that favors long-term strategies primarily using low-cost mutual funds and ETFs, while allowing flexibility for other investment types and risk management tools.

Joshua Rendler is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently serves as an advisor at Define Financial, LLC and has prior experience at Pacific Wealth Management, Ameriprise, and San Diego State. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm manages approximately $315 million across about 119 client relationships, employing passive, risk-based portfolios primarily made up of no-load mutual funds and ETFs, alongside financial planning and pension consulting services.

Cade Buchanan is a financial advisor at Centura Wealth Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at CCG Wealth Management LLC, Key Investment Services LLC, and Daimler Truck North America. Buchanan volunteers with the Financial Planning Association of Oregon and Southwest Washington, assisting in outreach and organizing events to connect emerging advisors with industry professionals. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a diversified investment approach and serves clients with portfolio minimums typically around $2 million.

Keith Gunther is a financial advisor at RED Seven with Series 63 and Series 65 credentials and 40 years of industry experience. He has held prior roles at Legacy Investment Strategies, LLC, LPL Financial, LLC, and Crown Capital Securities, LP. Gunther is also involved in a tax preparation business connected to his financial services. RED Seven offers comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a mix of fundamental and technical analysis and manages accounts primarily on a discretionary basis with regular portfolio reviews.

Steven Dougan is a financial advisor at Intelligence Driven Advisers, LLC and holds a Series 65 credential. He has one year of industry experience, with prior roles in financial services and other fields including education, real estate, and travel. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients. The firm offers financial planning, discretionary investment management using primarily low-cost institutional funds and ETFs, and retirement plan solutions, with an investment process overseen by an Investment Committee.

Brian Johnson is a financial advisor at DLK Investment Management with 23 years of industry experience. He has been with DLK Investment Management since 2012 and holds Series 63 and Series 65 designations. DLK Investment Management provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm manages approximately $435 million in client assets using a tailored, allocation-driven approach based on a fundamental relative-value framework.

Frank Stanley is a CFP® with 26 years of industry experience, currently serving with Tactive Advisors, LLC. His prior roles include positions at FactorOne Capital LLC, where he is President, Claraphi Advisory Network LLC, and Global Wealth Analytics Inc. He holds Series 63 and has experience receiving commissions as an agent for several insurance carriers. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor technology and advisor-led model portfolios. The firm employs a tactical asset allocation approach using the Black-Litterman framework and combines mutual funds, ETFs, and occasionally options to implement strategies.

Scott Newman is a financial advisor at Nelson Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Nelson Securities since 2002. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through nine advisors, offering discretionary investment management and consulting to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm uses a combination of fundamental and technical analysis with various investment strategies tailored to client profiles and continuously monitors accounts with client trade approval.

Brittney Partow is a financial advisor with Intelligence Driven Advisers, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at LPL Financial and TD Ameritrade - Charles Schwab & Co., Inc. She is based in Carlsbad, CA. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a diverse client base, including individuals, institutions, retirement plans, trusts, estates, and Native American sovereign entities. The firm employs a model-driven investment approach focused on low-cost institutional funds, risk management, and fundamental analysis, and offers a range of services including financial planning, discretionary management, retirement plan consulting, and held-away account management.

Danny Cung is a financial advisor at Christopher Weil & Company, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Christopher Weil & Company since 2004. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and consolidated reporting.

Laura Mertz is a CFP® professional with eight years of industry experience. She has worked at Aspiriant Wealth Management from 2015 to 2025 before joining Blankinship & Foster, LLC in 2025. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, small businesses, charitable organizations, and pension plans. The firm’s investment approach emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, with portfolios typically managed on a discretionary basis.

Teresa Kakadelas is a CFP® professional with 19 years of industry experience, currently serving at Blankinship & Foster, LLC since 2006. She is based in Solana Beach, CA, and is part of an eight-advisor team at the firm. 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 informed by macroeconomic analysis and client-specific Investment Policy Statements, with a focus on discretionary portfolio management and client education.

Jay Hovis is a financial advisor at Financial Focus LLC in Carlsbad, CA, holding CFP® and Series 66 designations with 10 years of industry experience. He has worked at OSAIC, Securities America, and Sagepoint Financial, and has operated as a sole proprietor since 2015. In addition to advisory work, he is involved in insurance sales. Financial Focus LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary asset management, comprehensive financial planning, and retirement-plan consulting. The firm manages accounts using model portfolios and offers a wrap fee program that combines management and transaction costs into a single advisory arrangement.

Shay Tahar is a financial advisor at American Money Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at American Money Management since 2024. Prior to this, his background includes roles in education and retail. American Money Management serves individual clients, including high-net-worth households, as well as various institutional clients. The firm employs an investment committee to manage customizable, asset-allocation strategies and offers discretionary portfolio management, 401(k) advisory services, and periodic financial planning.