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.

Joseph Ganino III is a financial advisor at Balboa Wealth Partners, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Willow Cove Investment Group, Inc., Parcel Pending, and Zovio. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets and serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach, utilizing both discretionary and non-discretionary mandates, and emphasizes long-term, diversified portfolio construction with low-cost mutual funds, ETFs, and other securities.

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.

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.

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.

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.

Jeanni Harrison is a CFP® professional with 11 years of industry experience, currently serving as an advisor at American Money Management, LLC since 2021. Prior to that, she worked at Wealth Quest Partners, Inc. for seven years. She is also the principal of RJ Financial Partners, LLC, an investment-related business. American Money Management, LLC provides discretionary portfolio management and 401(k) advisory services to individuals, pension plans, trusts, and corporations. The firm employs a team-based approach with tailored asset-allocation strategies and incorporates alternative investments where appropriate.

David Reyes is a CFP® professional with four years of industry experience. He currently serves at Intelligence Driven Advisers, LLC and previously worked at Pure Financial Advisors, Inc. for six years. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a variety of clients, including individuals, institutions, retirement plans, trusts, estates, and Native American sovereign entities. The firm provides financial planning, discretionary investment management through model and custom portfolios, retirement plan solutions, consulting, and held-away account management, with an investment process centered on risk management and fundamental analysis.

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.

Gabriel Wisdom is a financial advisor at American Money Management, LLC with 41 years of industry experience. He has been with American Money Management since 1999 and is also involved with CBS-FM Talk Radio and the Business News Network. Wisdom is a shareholder and director of Monterey Financial, a finance company. American Money Management serves individual clients, including high-net-worth households, as well as institutional clients such as pension plans and corporations. The firm employs an investment committee to implement customizable, asset-allocation oriented strategies and offers discretionary portfolio management, 401(k) advisory services, and financial planning.

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.

Ryan Gorski is a financial advisor at Pacific Point Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Morgan Stanley, and Independent Financial Group. Outside of his advisory role, he consults on valuation and M&A deals as well as business optimization for financial firms. Pacific Point Wealth Management provides discretionary asset management and comprehensive portfolio management services for individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis with both long-term and active trading strategies, including the use of leverage and derivatives, to construct tailored portfolios aligned with client goals.

Cheryl Gruetzmacher is a financial advisor at Balboa Wealth Partners, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Balboa Wealth Partners since 2016. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1.07 billion in assets and employs a team structure that utilizes both discretionary and non-discretionary mandates, focusing on a long-term, diversified investment approach using low-cost mutual funds, ETFs, and other securities.