Philip Denstad is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior experience includes roles at Emerson Equity LLC and Heritage Tax & Insurance, where he has been involved in financial planning and insurance product recommendations. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers portfolio management through a combination of direct management, third-party money managers, and model-based programs, conducting regular account reviews and educational seminars.

Jeremy Martinson is a CFP® with 23 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. He has held senior roles at Sovran Advisors, LLC, Summacor Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, Martinson is chief executive officer of Spectrum Consulting Group, Inc., which provides bookkeeping, payroll, and business consulting services, and he holds leadership positions with several nonprofit organizations focused on community support and education. Bamboo Wealth Strategies offers discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, client-specific approach emphasizing diversified portfolios primarily built with low-cost ETFs and individual bonds, supported by ongoing supervision and interactive planning tools.

Alexander Flecker is a CFP® with 10 years of industry experience currently advising at Measured Risk Portfolios. His prior roles include positions at Morgan Stanley and HRC Portfolio Solutions, LLC. Flecker is based in San Diego, CA, and holds a Series 66 license. Measured Risk Portfolios offers discretionary portfolio management, financial and pension consulting, and sub-advisory services to a range of clients including high-net-worth individuals, retirement plans, and foundations. The firm’s investment approach combines option-based strategies with short-duration fixed income to manage risk while providing upside potential, and it sponsors an affiliated exchange-traded fund.

James Gates is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He is also the owner of Gates Financial Services, Inc., where he provides insurance and securities sales and tax preparation services. Superior Planning Wealth Management & Family Office offers investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm implements investment programs through proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors while providing ongoing portfolio management and financial planning services.

Francisco Malfavon is a financial advisor at Monex Asset Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Monex Asset Management since 2017. His prior experience includes roles at Snowden Lane Partners, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad set of products and supports both domestic and international client relationships.

Kyle Klinger is a financial advisor with Cabin Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Copley Financial Group, Inc. and Allen Mooney and Barnes Investment Advisors LLC. Outside of advisory work, he is involved in residential mortgage loan originations as an independent contractor. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a diverse investment approach that includes due diligence on alternative investments.

Amal Hagisufi is a financial advisor at UHY Wealth Management RIA LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Prudential Insurance Company of America, and LPL Enterprise. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and develops personalized investment policies based on fundamental and technical analysis.

Lawrence Kriesmer is a ChFC® credentialed financial advisor with 35 years of industry experience, currently serving at Measured Risk Portfolios. He previously worked at Independent Financial Group, LLC for 11 years and has been involved with Measured Risk Portfolios, Inc. and Kingsroad Financial & Insurance Services since 2002. He is also a licensed insurance agent and part owner of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages nearly $400 million in assets for individual and high-net-worth clients, as well as institutional investors, offering discretionary portfolio management, pension consulting, and sub-advisory services. The firm is known for its model portfolios incorporating derivatives and margin strategies and serves as sub-adviser to the MRP SynthEquity ETF.

Israel Stanley is an advisor at Strategy Asset Managers L.L.C. with one year of industry experience. Prior to joining the firm, he spent nine years working at Sunnies Cafe. Strategy Asset Managers serves a range of clients including individual, high-net-worth, ultra-high-net-worth, and institutional investors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a blend of bottom-up fundamental equity selection, dividend-oriented and concentrated growth strategies, as well as a quantitative market-oriented core approach, managing accounts primarily on a discretionary basis.

Sasha Antman is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including SimplyRich and Thrive Portfolios. Outside of advising, Mr. Antman serves as a housing tester for the nonprofit CSA San Diego County and acts as an arbitrator for FINRA. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach focused on asset allocation, primarily utilizing ETFs, mutual funds, and select individual securities with a long-term, low-turnover strategy.

Brian Krause is a CFP® with 23 years of industry experience, currently serving at Cascade Financial Partners, LLC since 2023. He previously worked at Creative Planning for seven years. Outside of his advisory role, he holds the position of Secretary at F&S Endeavor LLC, an investment-related business focusing on real estate, limited partnerships, private equity, and similar assets. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients through discretionary and non-discretionary managed accounts. The firm develops client-specific strategies based on detailed interviews and document reviews, utilizing various approaches including asset allocation and alternative investments.

Alberto Assad is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation. He began his advisory career with LM Advisors in 2024 after completing a decade of academic studies. LM Advisors LLC provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis, utilizing various strategies such as long- and short-term positions, margin, short selling, and options, and manages approximately $2.29 billion in client assets.

David Aizuss is a financial advisor with SLP Wealth in La Mesa, CA, holding a Series 65 license and two years of industry experience. He has prior experience at Prospect Financial Group Inc. and has worked in roles outside traditional investment advising, including student loan consulting through Student Loan Planner and mortgage lending with United Mortgage Lending LLC. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning, employing diversified, risk-based portfolios primarily using no-load mutual funds and ETFs. The firm supports a large client base with a broad office footprint and offers additional services such as tax preparation and student-loan planning.

Cassidy Fisher is a financial advisor at Castle Coast Wealth, LLC with a Series 65 designation and two years of industry experience. Prior to joining Castle Coast Wealth, they held various roles in the hospitality and automotive industries. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million and provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs a combination of quantitative and qualitative analysis in portfolio management and offers both limited-scope and full discretionary advisory services.

Andrew Weld is a CFA® charterholder and holds a Series 66 license, with 19 years of industry experience. He has been with Telos Capital Management, Inc. since 2009. Weld serves on the Investment Advisory Committee for the San Diego Rescue Mission, providing expertise on investment strategy. Telos Capital Management offers 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 integrates bottom-up company analysis with top-down macroeconomic assessments, focusing on asset allocation, diversification, and periodic rebalancing.

Leonardo Simpser is a Series 65-licensed advisor at LM Advisors LLC with one year of industry experience. He has been with LM Advisors since 2010. Outside of his advisory role, he is the managing partner of LLJ Ventures, LLC. LM Advisors, LLC provides investment supervisory services and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm uses both fundamental and technical analysis and employs a range of strategies, including long- and short-term positions, margin, short selling, and options.

James Thompson is a financial advisor at Trivant Custom Portfolio Group LLC with four years of industry experience. He holds a Series 65 designation and served in the US Navy from 2003 to 2021 before joining Trivant in 2021. 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 that emphasizes asset allocation and uses quantitative models alongside research to implement style tilts.

Charles Denherder is a financial advisor at Cavu Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has worked at Cavu Wealth Management since 2019. Denherder is also the sole owner of CC Capital Management, a San Diego-based business consulting firm that provides human resources, payroll, employee benefits, and cash flow advice to an estate planning law firm. Cavu Wealth Management serves individuals, retirement plans, charitable organizations, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm employs a mix of asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies to manage portfolios on a discretionary basis with regular reviews and client meetings.

Gabriela De Quadros Ribas is a financial advisor at JET Wealth Advisors in La Jolla, CA, holding a Series 66 designation with two years of industry experience. Prior to joining JET Wealth Advisors in 2026, she worked at Wells Fargo Advisors from 2024 to 2026. Before entering the financial industry, she was involved with Babe Kombucha Beverage for three years and was self-employed for four years. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses, utilizing diversified portfolios tailored to client objectives and risk tolerances. The firm employs fundamental, macroeconomic, and quantitative analysis in portfolio construction and manages approximately $546 million in regulatory assets under management.

Brady Welles is a financial advisor at Atlas Private Wealth Advisors in San Diego, CA, with six years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Avantax Advisory Services. Outside of his advisory role, he provides accounting and tax services as a client service assistant for Canyon Oak Financial. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored investment strategies across various LPL Financial-sponsored platforms and manages approximately $860 million in assets across more than 1,200 client relationships.