Jamie Alpaugh is a CFP® and holds a Series 65 license with six years of industry experience. He is currently an advisor at Brio Financial Group, where he has worked since 2020. His prior experience includes roles at Van Iwaarden Associates and Willis Towers Watson. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, offering discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $1.06 billion in discretionary assets for around 800 clients, utilizing a multi-advisor team and a combination of fundamental, technical, sector, and ETF analysis to construct portfolios.

Justin Ragatz is a financial advisor with The Wealthgarden F.S. LLC in San Diego, CA, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Cetera, Confidere Financial, and Equitable Advisors. Before entering the financial industry, he worked in various positions, including at California State University San Marcos and in ride-sharing services. The Wealthgarden F.S. LLC provides investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers customized portfolios using diversified allocations and employs fundamental research, Modern Portfolio Theory, and cyclical analysis in its approach.

Francisco Ibarra is a financial advisor at D.H. Hill Advisors, Inc. in San Diego, CA, holding a Series 66 license with 10 years of industry experience. Prior to joining D.H. Hill, he worked at Sleeve Financial, Inc., Uber, and Lyft. Outside of advisory roles, he manages an insurance agency and is involved in property management through Cal Pro Management, where he serves as a site manager. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, corporations, and other entities, offering financial planning, investment management, and retirement-plan consulting. The firm utilizes a blend of tactical asset allocation, quantitative and technical analysis, and tax-aware techniques across directly managed and advisor-managed portfolios.

Andrew Nugent is a CFA charterholder with 26 years of industry experience. He has worked at Sage Capital Advisors, LLC since 2018 and previously spent seven years at Brandes Investment Partners, L.P. He holds Series 63 and Series 65 licenses. Sage Capital Advisors primarily serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. The firm employs a custom, value-oriented investment approach that combines fundamental and technical analysis to create portfolios tailored to client objectives, utilizing individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

Damon Robertson is a CFP® professional at Financial Alternatives, Inc. with nine years of industry experience. His prior roles include positions at Wells Fargo Bank and JPMorgan Chase Bank. Financial Alternatives, Inc. serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $615 million in assets through a six-person advisory team and offers discretionary portfolio management, wealth advisory, and financial planning services, employing diversified investment strategies across multiple asset classes.

Eddie Mc Gee is a financial advisor with Smith & Wyatt, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including CoreCap Advisors, AE Wealth Management, and Dugan & Brown LLC. Outside of advisory work, Mc Gee is president of Toro Financial & Insurance, where he is involved in insurance sales and services. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations with tailored financial planning, discretionary portfolio management, and estate-planning consulting. The firm manages approximately $207 million for about 724 clients through a team of eight advisors and offers educational programs for federal employees.

Eduardo Ciuffo is a CFA® charterholder with nine years of industry experience. He has worked at Ariston Services Group, LLC since 2021 and previously spent seven years with Commonwealth Financial Network. He serves on the board of the CFA Society San Diego. Ariston Services Group provides investment management, financial planning, and consulting to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $490.8 million for about 70 clients and also advises a private limited partnership, the Ivanhoe Fund.

Daniel Laimon is a financial advisor at Trivant Custom Portfolio Group LLC in San Diego, CA, holding a Series 65 credential with 22 years of industry experience. He has been with Trivant since 2003, working as part of a four-advisor team. 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 focused on asset allocation, using quantitative models and research to guide portfolio construction across multiple asset classes within defined risk constraints.

Shannon Grey is a CFP® professional with 24 years of industry experience, currently affiliated with Origin Investment Advisory LLC. Prior to joining Origin, Shannon worked at Charles Schwab for 20 years and held roles at InvestEdge Planning LLC and PFG Advisors LLC. Shannon also provides financial planning services through Origin Financial on a part-time basis. Origin Investment Advisory primarily serves individual retail clients via a direct-to-consumer subscription model and employer-sponsored workplace benefit programs. The firm combines Modern Portfolio Theory and behavioral finance in its investment approach, utilizing AI-driven advice and a fee structure based on subscriptions rather than assets under management.

Luke Podbury is a financial advisor at Canter Wealth with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, The Retirement Group, FSC Securities Corporation, Capital One Investing, and Spire Securities. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, with ongoing portfolio management guided by an internal Investment Committee.

Joseph Kalmanovitz is a CFP® with 23 years of industry experience and is currently a financial advisor at Canter Wealth, where he has worked since 2018. His prior experience includes positions at Versant Capital Management, Inc and Stonegate Capital Advisors, LLC. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients, offering discretionary asset management, financial planning, and consulting. The firm employs a factor-based, low-cost, tax-efficient investment approach with globally diversified portfolios primarily using ETFs and mutual funds, supported by a dedicated Investment Committee.

Luis Maizel is a financial advisor at LM Advisors LLC with 15 years of industry experience. He holds a Series 65 designation and has been involved with LM Advisors, LLC since 1984 and LM Capital Group, LLC since 1989. Outside of his advisory work, he is a partner in C CUBED LLC and a member of LLJ LLC. LM Advisors, LLC provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm employs both fundamental and technical analysis, offering a range of strategies and managing approximately $2.29 billion in client assets as of the end of 2024.

Janice Thompson is a CFP® professional with 28 years of experience in the financial services industry. She currently serves at One Degree Advisors, Inc., where she has worked since 2014, following a 16-year tenure at Securities America, Inc. Thompson is also a director and secretary on the board of Kingdom Advisors. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management. The firm employs a strategic asset-allocation framework and utilizes institutional-style funds, ETFs, and options-based liquidity strategies for eligible clients.

Yoel Bank is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation with one year of industry experience. He has been with LM Advisors since 2015. LM Advisors provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis and manages approximately $2.29 billion in client assets as of the end of 2024.

Charles Gillespie is a financial advisor at Castle Coast Wealth, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Castle Coast Wealth (formerly Litton Financial, LLC) since 2020. Prior to that, he was associated with LPL Financial and operated under Litton Financial Services. Gillespie is also an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and retirement plans, managing over $412 million in assets. The firm employs strategic, dynamic, and tactical asset-allocation approaches using mutual funds and ETFs and offers services including 3(38) investment management and 3(21) advisory for ERISA plans.

Matthew Poole is a CFP® professional with 20 years of experience in financial advisory roles. He is currently with Dark Horse Advisors LLC and has previously worked at DFPG Investments, Inc., First Allied Advisory Services, INC., Centara Capital Management Group, Inc., and Equitable Advisors. Poole is also involved in insurance sales, providing life and health insurance services to clients. Dark Horse Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer plans. The firm employs a multi-method investment approach that includes fundamental, technical, quantitative, and macroeconomic analysis, and it maintains an affiliation with Dark Horse CPAs, which allows clients access to integrated accounting and tax services.

John Julian Pilapil is a financial advisor with Trivant Custom Portfolio Group LLC in San Diego, California. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Meketa Investment Group, Thompson Strategy Group, and Gateway Partners. Trivant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily for individual and high-net-worth clients. The firm employs a top-down, style-rotation approach focused on asset allocation and style tilts, using quantitative models and research to select portfolios that are moderately concentrated with explicit risk constraints.

Matthew Copley is a financial advisor at Copley Financial Group, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several related firms, including Emerson Equity LLC and Copley Alternative Investments Inc. Outside of financial advisory roles, he owns a used car sales business, M&M Quality Vehicles. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm uses model portfolios and third-party money managers to deliver discretionary and non-discretionary portfolio management, incorporating alternative investments and providing ongoing account reviews and educational seminars.

Pei Shan Li is a CFP® professional with 14 years of industry experience, currently serving at Financial Alternatives, Inc. since 2010. She is based in La Jolla, CA, and works within a team of seven advisors at the firm. Financial Alternatives, Inc. provides discretionary portfolio management and wealth advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and employs various investment vehicles, including independent managers and private funds, while offering consolidated reporting and project-based consulting.

Jamie Edwards is a financial advisor at MYeCFO with five years of industry experience. She holds a Series 65 designation and has been with MYeCFO since 2020. Prior to her advisory career, she was a homemaker for five years. MYeCFO is a team-based advisory firm serving individuals, including high-net-worth clients, businesses, and non-profits. The firm integrates portfolio management with accounting and tax-preparation services, emphasizing a client-specific investment approach that primarily employs passive investment vehicles while retaining tactical flexibility.