Steven Simpson is a financial advisor with CoastEdge Partners, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with CoastEdge Partners since 2017 and was self-employed for one year prior. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm’s investment approach focuses on capital preservation, volatility reduction, broad diversification, and manager selection, employing both discretionary and non-discretionary management alongside proprietary and third-party fund vehicles.

Aiden Cox is a CFP®-certified financial advisor with four years of industry experience. He is currently with Canter Wealth, where he has worked since 2023, and previously spent three years at Northwestern Mutual Investment Services LLC. Cox also served six years at Marine Corps HQ. 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 implemented with ETFs and mutual funds, guided by an internal Investment Committee.

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.

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.

David Barta is a financial advisor at Nectarine with the CFP® and CFA® designations and four years of industry experience. His prior work includes roles at HireArt Inc, Xylo AI Corp, Origin Financial, Earnin, and PAAMCO Prisma. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives chosen via the firm's website. The firm emphasizes long-term asset allocation with low-cost, index-based mutual funds and ETFs and offers a proprietary financial-aggregation app, operating on a fee-for-service planning model without managing client investment portfolios.

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.

Christian Unrath Mac Gregor is an investment advisor representative at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Finec Servicios S.A. de C.V. and Curtoil de Mexico S.A. de C.V. He also serves as an analyst for Finec Servicios S.A. de C.V., where he dedicates part of his time to market analysis and forecasting. Finec Asset Management is an SEC-registered firm providing discretionary and non-discretionary portfolio management, research, and financial advisory services to individuals, high-net-worth clients, trusts, corporations, and other entities. The firm integrates fundamental, technical, and cyclical analysis with macroeconomic research to create customized portfolios tailored to clients’ objectives and risk profiles, serving a diverse client base across the Americas.

Ryan Kolden is a financial advisor with RPG Family Wealth Advisory, LLC, holding a Series 65 license and three years of industry experience. Prior to joining RPg Family Wealth Advisory, he worked at HK Financial and served in the U.S. Navy for 13 years. He is involved with Mortgage Free Life, assisting clients with mortgage payoff strategies using home equity lines of credit, and also engages in tax credit sales. RPG Family Wealth Advisory offers tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional investors. The firm employs a policy-based approach driven by proprietary quantitative and qualitative research, utilizing momentum and volatility algorithms with explicit risk controls and a tactical global asset-allocation methodology.

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.

William Gotses is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His prior experience includes roles at U.S. Bancorp Investments, Inc. and Silber Bennett Financial, Inc. Outside of financial advising, he manages a used car dealership and motorsports racing business in San Diego and serves as president of his local homeowners association. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, individual stocks, and bonds, with advisory services delivered on a discretionary or non-discretionary basis.

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.

Richard Green is a financial advisor with Caitlin John, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Bastion Wealth Management and Alpha Global Investments and is CEO and co-owner of WMA Enterprises, an accounting firm specializing in tax preparation. Richard also operates as an independent insurance agent focusing on annuities and life insurance strategies. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party managers, and a variety of instruments, operating both wrap and non-wrap arrangements along with consulting for held-away assets.

Rene Toussaint Lopez is a financial advisor with Finec Asset Management in San Diego, CA, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Finec Asset Management entities since 2016 and is also associated with Tauris Derivatives Solutions SA. Outside of advising, he is a partner in a property management company based in Mexico, though without active duties. Finec Asset Management is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, corporations, and other entities. The firm manages approximately $157 million and offers customized discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis combined with third-party macro research.

Danielle Luster is a CFP® with 16 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. She has been with Spectrum Planning & Advisory Services Inc. (d/b/a Bamboo Wealth Strategies) since 2014. Outside of advising, she is an owner and corporate officer of Bamboo Insurance Services, focusing on fixed insurance sales. Bamboo Wealth Strategies provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term, client-specific approach using diversified portfolios centered on low-cost ETFs and individual bonds, along with ongoing portfolio supervision and planning services.

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.

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.