Chase Hayhurst is a CFP® with six years of industry experience, currently serving as an advisor at Weatherly Asset Management. Prior to joining Weatherly, he worked at EMoney Advisor for five years. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm combines a top-down macroeconomic approach with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income, and manages client assets through a team-based investment committee.

Rachel Self is a financial advisor at Centura Wealth Advisory in San Diego, CA, holding a Series 66 credential with six years of industry experience. Her prior work includes roles at Ameriprise and A Plus Review, as well as positions outside finance such as at Lulu's Pet Grooming. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a diversified investment approach and serves clients with portfolios typically starting at $2 million, offering both discretionary and non-discretionary management.

Natalie Dewindt is a financial advisor at Cascade Financial Partners, LLC in San Diego, CA, holding the CFP® designation and Series 65 license with 11 years of industry experience. She has previously worked at Creative Planning and Mariner Wealth Advisor. Cascade Financial Partners provides investment advisory and financial planning services to individuals and high net worth clients, focusing on customized strategies that incorporate asset allocation, technical analysis, and alternative investments. The firm has over $1.38 billion in assets under management and serves approximately 283 clients with a team of five advisors.

Michael Kasianko is a financial advisor at Presidio Capital Management, LLC in San Diego, CA. He holds a Series 65 designation and has been in the industry since 2024, with prior experience including roles at San Diego State University Athletics and Bankers Trust. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to a range of clients, including individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis with a long-term investment approach using low-cost mutual funds and ETFs, while maintaining flexibility to incorporate various asset types and strategies.

Patrick Brazell is a financial advisor at Balboa Wealth Partners, Inc. based in Encinitas, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Balboa Wealth Partners in 2021, he worked at East Los Angeles College and Seafood Central. 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 employs a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities, conducting regular account reviews and offering both discretionary and non-discretionary portfolio management.

Marjorie Smith is a CFP® with nine years of industry experience and has been with Pacific Wealth Management since 2021. Prior to joining Pacific Wealth Management, she worked at Ford & Smith Consulting, Inc for nine years. In addition to her advisory role, she is an independent contractor for Sage Settlement Consulting, where she works with personal injury claimants and their attorneys to design and implement structured settlement plans. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary asset management, comprehensive financial planning, and consulting. The firm employs a “Proactive Asset Management” approach that includes a diverse range of investment vehicles and rebalancing strategies, managing approximately $365 million in discretionary assets through a seven-advisor team.

Jeremy Chaffin is a CFP® professional with 28 years of industry experience. He has been with Telos Capital Management, Inc. since 2014, where he is part of a seven-advisor team based in Westlake Village, 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 process combining bottom-up company analysis with top-down macroeconomic assessment, emphasizing asset allocation, diversification, and periodic rebalancing.

Luca Vivan De Queiroz is a financial advisor at Centura Wealth Advisory with Series 65 registration and no prior industry experience. His work history includes roles at CCG Wealth Management LLC, Eiger Wealth Management, LLC, EP Wealth Advisors, and SVX Tax Services. Outside the financial industry, he has experience in the food service sector, working for Leucadia Pizza and Pizza Nova, and attended Point Loma Nazarene University. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, business entities, and charitable organizations. The firm manages portfolios using a variety of investment vehicles and serves as a fiduciary for retirement plan engagements under ERISA when applicable.

Bruce Sherman is a Series 65-licensed financial advisor with Telos Capital Management, Inc., where he has worked since 2009. He has 26 years of industry experience. Telos Capital Management provides discretionary investment management and financial planning to individuals, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm uses an active, fundamentally driven investment process that combines bottom-up company analysis with top-down macroeconomic assessment, emphasizing asset allocation, diversification, and periodic rebalancing.

David Andrews is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Heritage Wealth Management since 2019, following roles at Advantis Credit Union and Point Loma Credit Union. Heritage Wealth Management, a SEC-registered advisory firm, provides discretionary portfolio management and financial planning for individuals, small businesses, trusts, estates, pooled investment vehicles, and institutional clients. The firm employs a range of investment approaches, including global allocation, tax-sensitive, ETFs-only, and option-enhanced strategies, and offers sub-advisory services as well as private placement solutions.

Marija Petrovic is a financial advisor with Intelligence Driven Advisers, LLC and holds a Series 65 designation. She has three years of prior experience at StepStone Group and joined her current firm in 2025. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm uses a model-driven investment approach centered on risk management and fundamental analysis, offering financial planning, discretionary investment management, and retirement plan solutions.

Samantha Lawrence is a CFP® at Centura Wealth Advisory with four years of industry experience. She has worked exclusively at CCG Wealth Management since 2018 and also has experience in commercial mortgage and retail prior to that. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm employs a variety of investment vehicles and conducts ongoing portfolio monitoring, serving as a fiduciary for certain retirement plans.

Simon Perna is a financial advisor at Cascade Financial Partners, LLC in San Diego, CA, holding the CFA® designation and a Series 65 license. He has one year of industry experience and has previously worked at Corient and Pure Financial Advisors, LLC. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm manages over $1.38 billion in assets with a team of five advisors and serves around 283 clients.

Joshua Nunn is a financial advisor at Centura Wealth Advisory in San Diego, CA, holding the ChFC® and Series 66 designations with eight years of industry experience. He previously worked at Financial Sense Securities, Inc. and CCG Wealth Management LLC. Outside of his advisory role, he serves as a creative director for a religious charitable organization and performs as a musician at a local church. Centura Wealth Advisory provides financial planning, investment management, and retirement plan consulting services to individuals, plans, trusts, estates, charitable organizations, and business entities. The firm tailors portfolios using a mix of mutual funds, ETFs, alternative investments, and other strategies, typically serving clients with portfolios of $2 million or more.

Scott Nabb is a CFP® with 11 years of industry experience, currently with Blue Sky Capital Consultants Group, Inc. He has held roles at Capital Financial Consultants Group, Inc. and Independent Financial Group, LLC. At Blue Sky, he serves as Lead Planner and Client Services Manager. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, and advisory consulting to individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $306 million in discretionary assets and uses a multi-disciplinary investment approach that includes fundamental and technical analysis, modern portfolio theory, and both long- and short-term trading, with strategies involving derivatives and borrowing uncommon among peers.

Jillian Andrews is a Series 65 licensed financial advisor with Christopher Weil & Company, Inc. in San Diego, CA, where she has worked since 2014. She has six years of industry experience. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension and profit-sharing plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and crypto-related investments, and offers personalized investment policy statements and consolidated reporting.

Jacqueline Lewis is a CFP® professional at Brooklyn FI, LLC with 24 years of industry experience. She previously worked at Wealth with Options, Mariner Platform Solutions, AdvicePeriod, LLC, and Wells Fargo. Lewis serves on the board of directors for Ronald McDonald House San Diego. Brooklyn FI serves individual and high-net-worth clients with discretionary investment management, retirement-account advice, and subscription-based comprehensive financial planning. The firm emphasizes passive portfolio construction and household-level management while incorporating third-party managers and various specialized investment strategies.

Jacob Shiffrin is a CFP® with three years of industry experience, currently serving at Centura Wealth Advisory. His work history includes roles at CCG Wealth Management LLC and TrueNorth Wealth, as well as positions at the University of Connecticut and Guilford High School. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a diversified investment approach that includes mutual funds, ETFs, alternative investments, and structured products, and serves clients with portfolios typically starting at $2 million.

Rana Davidson is a financial advisor at American Money Management, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Cubic Corporation and KPMG, LLP. American Money Management serves individual clients, including high-net-worth households, as well as various institutional clients. The firm’s investment approach involves customizable, asset-allocation strategies overseen by an investment committee, with ongoing account monitoring and a focus on both discretionary and non-discretionary advisory services.

George Hoover is a financial advisor with Torrey Growth & Income Advisors, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Torrey Growth & Income Advisors since 2006. Torrey Growth & Income Advisors primarily serves individual investors, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary investment management and modular financial planning, employing both fundamental and technical analysis, tactical asset allocation, and various equity, ETF, fixed-income, and options strategies.