Richard Nerad is a financial advisor at Nerad + Deppe Wealth Management in La Jolla, CA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at NDWM, LLC since 2009, with a one-year period at AlphaCore Capital LLC. Nerad + Deppe Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, and retirement plans. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its documented use of derivatives and inverse-ETF strategies alongside third-party manager oversight.

Amanda Finehout is a financial advisor at Margo Park Financial with three years of industry experience. She holds a Series 65 designation and has worked in both financial services and mortgage sectors, including roles at Team USA Credit Repair and Houz Mortgage. Additionally, she serves as HR Director at Houz Mortgage, focusing on hiring and personnel management. Margo Park Financial provides portfolio management and advisory services to individuals, trusts, and businesses, managing approximately $36.3 million across 75 client relationships. The firm uses model portfolios and quantitative analysis to tailor investment programs based on client risk tolerance, offering both discretionary and non-discretionary management along with a range of holdings including equities, fixed income, ETFs, and insurance products.

Stephen Derkash is a financial advisor at Evolution Global Advisors, LLC with a Series 65 designation and four years of industry experience. He previously worked at Millennium Management LLC from 2016 to 2019 and founded Bluerunner Global Advisors, LLC, where he provides consulting and research. Evolution Global Advisors offers discretionary portfolio management primarily to high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios with an emphasis on foreign equities, including emerging-market equities and ADRs, and applies fundamental, technical, and quantitative analysis with a focus on capital appreciation.

Karl Kohne is a CFP® professional with experience at One Degree Advisors, Inc. since 2024. Prior to joining One Degree Advisors, he worked at California Baptist University and was involved with The Conservatory for Coffee, Tea, and Cocoa as well as Southern California Christian Academy. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management, employing a strategic asset allocation framework informed by Modern Portfolio Theory and a mix of fundamental and quantitative analysis.

Leilani Harwood is a CFP® professional with 15 years of industry experience, currently serving at Blue Sky Capital Consultants Group, Inc. She has held roles at multiple firms, including Independent Financial Group, LLC and Fortune Financial Services, Inc. Outside of her advisory work, Harwood volunteers as an executive board member for the American Youth Soccer Organization in Aliso Viejo. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, and pension consulting services to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process that incorporates fundamental and technical analysis, modern portfolio theory, and both long- and short-term trading, including the use of derivatives and margin strategies.

Steven Simpson is a financial advisor at CoastEdge Partners, LLC with 23 years of industry experience and holds a Series 66 credential. His prior experience includes roles at Gurtin Municipal Bond Management and Morgan Stanley. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm focuses on capital preservation, diversification, and tailored portfolio management through a combination of discretionary and non-discretionary strategies and proprietary 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 Series 65-licensed financial advisor at TritonPoint Partners, LLC with two years of industry experience. She previously worked at Goldman Sachs PFM and United Capital Financial Advisers. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment process combines modern portfolio theory with quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology-enabled tools.

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 in San Diego, CA, holding a Series 65 license and three years of industry experience. He previously worked at HK Financial and served in the US Navy for 13 years. Outside of advising, Kolden is involved with Mortgage Free Life, assisting clients with mortgage paydown strategies, and offers tax credit opportunities to clients. RPG Family Wealth Advisory provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused approach utilizing a mix of equities, fixed income, mutual funds, ETFs, and limited partnerships, and leverages both fundamental and technical analysis in its investment process.

Wesley Salzman is a financial advisor at Pacific Wealth Management in San Diego, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Pacific Wealth Management in 2026, he worked at Northrop Grumman Aeronautical Systems for three years and held positions at Cal Poly San Luis Obispo and Calvin Christian High School. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities, providing discretionary asset management, comprehensive financial planning, and 529 plan management. The firm employs an asset-allocation driven approach using mutual funds, ETFs, equities, fixed income, options strategies, and structured products, managing approximately $365 million on a discretionary basis through a team of seven advisors.

J Dyer is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Sage Capital Advisors since 2011. Outside of his advisory role, Mr. Dyer acts as a sales agent for various insurance companies on an individual basis, which may involve receiving sales commissions. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning, using a custom, value-oriented investment approach that includes individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

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 at Colorado Financial Service Corporation with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including U.S. Bancorp Investments, Merrill, and Banc of America Investment Services. Outside of financial advising, he is the managing member of High Performance Motorsports LLC, a used car dealership and racing company, and serves as president of his property homeowners association in La Jolla, CA. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities by providing financial planning, consulting, and portfolio management. The firm builds customized portfolios using mutual funds, ETFs, individual securities, and may manage accounts on a discretionary or non-discretionary basis, relying on advisor and third-party research rather than proprietary programs.

Joseph Leblanc is a CFP® professional with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2018 and serves as an officer and 15% owner. Prior to this, he held positions at Independent Financial Group, LLC, First Command Bank, and First Command Brokerage Services, Inc. Outside of his advisory role, he is involved as treasurer of the Blue Sky Aero Club. Premier Wealth Advisors, LLC serves individuals, trusts, estates, business entities, and retirement plans, typically requiring a minimum account size of $500,000. The firm employs a risk-based investment approach focused on passive mutual funds and ETFs, emphasizes client-approved, non-discretionary management, and integrates wealth management with financial planning and tax preparation services.