Jesse Sikorski is a financial advisor at Sikorski Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining his current firm in 2021. Outside of his advisory role, he is a licensed insurance agent. Sikorski Wealth Management offers portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and macroeconomic analysis alongside various asset-allocation strategies, and it uses borrowing and derivatives in managed accounts.

Paul Botte is a financial advisor with Petix & Botte Financial in La Mesa, California, holding the CFP® designation and a Series 63 license. He has 42 years of industry experience, including roles at LPL Financial and TAX & Financial Services Co., Inc. Botte is also the author of the book *Instant Retirement*. Petix & Botte Financial provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities, managing approximately $412 million in assets. The firm offers customized portfolios using a range of investment strategies and participates in LPL-sponsored advisory programs, while also providing tax-preparation services through an affiliated company.

Connor Ludwig is a financial advisor at WEalthetic LLC with a Series 65 designation and one year of industry experience. Prior to joining WEalthetic, he worked in various roles including positions at Ace Parking, Ascenden, and Boise State University. WEalthetic LLC serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management, comprehensive portfolio management with integrated financial planning, and standalone financial planning and consulting. The firm employs diverse analytical methods and a range of investment strategies to tailor portfolios and plans to client goals, offering services to both individual and institutional clients.

Brandon Healy is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He currently serves as an advisor at Alder Capital, a firm he joined in 2026 after working at Pacific Point Advisors and Fidelity Investments. He is also a licensed insurance agent involved in implementing insurance recommendations. Alder Capital is an SEC-registered advisory firm that provides discretionary wealth management, investment management, financial planning, and fund advisory services to high-net-worth individuals, family offices, trusts, estates, and institutions. The firm employs a primarily long-term, fundamentally driven investment approach and actively manages related private funds, offering tailored portfolios and performance-based compensation arrangements for qualified investors.

Sandie Turley is a financial advisor with Western Financial Corporation in San Diego, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked at Western Financial Corporation since 2016 and was previously involved with Rivulet Media, Inc. and her own firm, S. Turley & Co. LLC. Western Financial Corporation is an SEC-registered investment adviser serving individual investors, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a systematic screening process combined with discretionary judgment to manage equity and fixed-income portfolios and offers both discretionary and non-discretionary management along with financial planning services.

Sean Gelt is a financial advisor at Hafnia Financial, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Del Mar Credit for five years. Outside of advisory work, he operates Gelt Business Group/LDA Document Services, providing wills, estates, trusts, and marital mediation services. Hafnia Financial is a small registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary investment management and financial planning using a core-and-satellite asset allocation strategy with passive indices, ETFs, and selective active managers, emphasizing global diversification and limited trading.

Todd Lunsford is a financial advisor with International Private Wealth Advisors LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at MGO Private Wealth, LLC for seven years. In addition to his advisory role, he is licensed as an insurance agent, spending a portion of his time selling various types of insurance including life and annuity products. International Private Wealth Advisors LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified portfolios with mutual funds, ETFs, individual securities, and alternative investments, managing approximately $255 million for around 384 clients.

Brandon Thorsten is a CFP® with 13 years of industry experience, currently serving as an advisor at Merrithew & Thorsten, Inc. He has been with the firm since its founding in 2001. Merrithew & Thorsten serves individual and high-net-worth clients, focusing on professionals nearing retirement or undergoing major life changes. The firm provides comprehensive financial planning, portfolio management, and tax services, using a holistic approach that emphasizes after-tax returns and lower-volatility portfolios.

Michael Kinnear is a CFP® and CFA® with 22 years of experience in financial advising. He has been with Brian D. Lowder, Inc. since 2002. The firm offers fee-only financial planning and investment management to individuals, families, trusts, corporations, and charitable organizations. It serves a diverse client base, including high-net-worth individuals and institutional clients, and employs a tailored investment approach focused on fundamental analysis and a core-and-satellite portfolio strategy.

David Brenner is a ChFC® and Series 63 licensed financial advisor with 40 years of industry experience. He has led D. M. Brenner, Inc. since 2013 and previously worked at Fortune Financial Services, Inc. from 2013 to 2020. In addition to his advisory role, he is a licensed insurance agent. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individual and business clients. The firm manages approximately $175 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, incorporating tax-aware strategies and ongoing portfolio monitoring.

Stephen Mulholland is a CFP® and CFA® with eight years of industry experience. He is a managing member and Chief Investment Officer at Mulholland & Kuperstock Asset Management, LLC, where he has worked since 2019, and also serves as Principal and Chief Investment Officer at MKAM ETF LLC. Prior to these roles, he worked at GSG Capital Advisors and Livian & Co. Mulholland & Kuperstock Asset Management, LLC provides individualized asset management and retirement-plan consulting to individuals, high-net-worth clients, trusts, ERISA plan sponsors, and small business entities. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, technical, and sector analysis, managing portfolios on a discretionary basis with ongoing monitoring and periodic rebalancing.

Chaz Fahrner is a CFP® professional with nine years of industry experience, currently serving as an advisor at Orion Capital Management LLC since 2022. His prior roles include positions at The Gensler Group and LPL Financial, LLC. Outside of his advisory work, he is involved in a real estate rental business in San Diego. Orion Capital Management LLC provides discretionary portfolio management and financial planning primarily for individuals, high-net-worth clients, families, trusts, and retirement plans. The firm employs an active investment approach using fundamental analysis and a wide range of instruments, including derivatives strategies for accredited investors, and operates across seven offices with a four-advisor team.

Andrew Russell is a CFP® with 18 years of industry experience and has been with Dean Roland Russell, LLC since 2012. He is based in San Diego, CA, and holds a Series 63 license. Dean Roland Russell, LLC serves individual and high-net-worth families, including related entities such as trusts and estates, offering fee-only wealth management and financial planning. The firm creates customized portfolios across global asset classes, incorporating tax, cash-flow, and estate planning considerations alongside security analysis.

N Alexander Alard is a financial advisor at Eiger Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. outside of his advisory role, he has been employed by JPMorgan Bank, where he offers banking products and services. Eiger Wealth Management primarily serves accredited individual investors as well as qualified retirement plans, trusts, and other entities. The firm provides wealth management and financial planning with discretionary portfolio management across public and private markets, emphasizing multi-asset diversification and coordination with outside professionals.

Jefferson Rotherham is a CFP® and Series 66 license holder with 11 years of experience in the financial services industry. He has worked at Orion Capital Management LLC since 2019 and previously held positions at LPL Financial LLC and The Gensler Group. Orion Capital Management LLC provides customized portfolio management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, and other institutions. The firm employs an active, fundamental-analysis investment approach, integrates AI-supported tools with human oversight, and offers both ongoing advisory relationships and project-based planning engagements.

Andrew Mestyanek is a financial advisor at Pacific Spirit Investments LP with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Globeflex Capital, L.P. for 29 years and briefly served as a consultant at Andrew Mark Consultant. Outside of his advisory role, Mestyanek is CEO and Managing Member of Pacific Spirit LLC, a real estate investment company. Pacific Spirit Investments LP provides customized investment management services to individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm employs a bottom-up, quantitative stock-selection and portfolio construction approach, emphasizes discretionary account implementation, and offers performance-based fee arrangements to qualified clients.

Zeynep Herges is a Series 65–licensed financial advisor with nine years of industry experience. She has been with Herges Capital Management since 2013. The firm provides discretionary portfolio management to private clients, focusing on a low-cost, tax-efficient, long-only strategy that emphasizes direct holdings of individual stocks and bonds, quantitative selection methods, and risk-weighted commodity allocation.

Anna Marie Lovell is a financial advisor at Open Water Advisory Partners with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Infinity Financial Services Advisory and FSC Securities Corporation. Additionally, she serves as Advanced Planning Lead at Collective VFO. Open Water Advisory Partners is a two-advisor firm offering comprehensive financial planning and integrated wealth strategies to individuals, families, and business owners. The firm creates customized investment plans using fundamental, technical, and top-down analysis across various asset classes, providing portfolio management alongside financial planning and coordination with third-party professionals.

Andrew Cornell is a Series 65 licensed financial advisor with six years of industry experience. He has worked at Cornell Capital Group LLC since 2019 and previously spent 11 years at SMBP LLC. Cornell Capital Group LLC provides ongoing portfolio management services to high-net-worth individuals, focusing on asset allocation, security selection, and regular portfolio monitoring. The firm employs a blend of fundamental analysis, quantitative models, and modern portfolio theory, with a notable emphasis on derivatives and options trading within separately managed accounts.

Steven Prescott is a CFP® with nine years of industry experience, currently serving as an advisor at Harvesting Gains Corporation in San Diego, CA. His prior work includes positions at Wells Fargo Clearing and Merrill. Prescott also has a background in real estate capital, having worked with Kingsbarn Real Estate Capital since 2016. Harvesting Gains Corporation provides investment and planning services to individuals, high-net-worth clients, business owners, and trusts and estates. The firm offers tailored advisory services including portfolio management, 1031 exchange advisory, private placement advice, and comprehensive financial planning with a focus on long-term, tax-efficient strategies.