Kevin Sevier is a financial advisor with Dark Horse Advisors LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Dark Horse Advisors since 2023 and has been associated with DFPG Investments, Inc. and Advanced Wealth Planning since 2013 and 2008, respectively. Outside of advisory services, he is involved in life insurance sales through a separate insurance business. Dark Horse Advisors LLC, operating as Dark Horse Private Wealth, serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm offers discretionary portfolio management, financial planning, and fiduciary services, employing a range of investment strategies and a hybrid model that integrates advisory, plan consulting, and cross-disciplinary services.

Rodolfo Rodriguez is a financial advisor with Balboa Wealth Partners, Inc., holding a Series 66 credential and 17 years of industry experience. He has held roles at firms including Niagara International Capital Limited and Chalice Capital Partners, LLC. Outside of advisory work, he has worked as a freelance writer and tennis professional. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities and offers both discretionary and non-discretionary portfolio management.

Justin Read is a financial advisor at PracticeCFO Investments with five years of industry experience. He holds a Series 65 credential and previously worked at RSM US LLP for eleven years before joining PracticeCFO in 2019. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using primarily low-cost ETFs and combines passive core exposure with tactical asset allocation.

James Mellon is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Canter Wealth since 2018. Prior to joining Canter Wealth, he worked at TD Ameritrade for two years. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients, offering discretionary asset management, financial planning, and consulting. The firm employs a factor-based, low-cost, tax-efficient investment approach using primarily ETFs and mutual funds, supported by an internal Investment Committee and advanced technology tools.

John Toman Jr. is a financial advisor at JET Wealth Advisors in La Jolla, CA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors for 13 years. Outside of his advisory role, he serves on the finance and executive committee of Forever Balboa Park in San Diego. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm uses a diversified approach incorporating ETFs, mutual funds, separately managed accounts, and other securities, applying fundamental, macroeconomic, and quantitative analysis in portfolio construction.

Elizabeth Kelly is a financial advisor at CoastEdge Partners, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of finance, she has experience working in the hospitality industry. 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 customized portfolio solutions, utilizing a mix of discretionary management, third-party managers, and proprietary fund vehicles.

Catalina Cherny Santos is a Series 65-licensed financial advisor with Christopher Weil & Company, Inc., where she has worked since 2014. She has 10 years of industry experience and also maintains a role at Sharp Hospital since 2013. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to a diverse client base including individuals, pension plans, charities, and corporations. The firm employs a range of portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and consolidated reporting.

Brian Peterson is a financial advisor at Intelligence Driven Advisers, LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Intelligence Driven Advisers in 2023, he worked at Mutual of America and Tri Ad. 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 employs a risk-managed investment process using primarily low-cost institutional mutual funds and ETFs, and offers services including financial planning, discretionary investment management, retirement plan solutions, and consulting.

Michael Hession is a financial advisor at JET Wealth Advisors in La Jolla, CA, holding Series 66, Series 65, and Series 63 designations with two years of industry experience. He previously worked at Wells Fargo Advisors and Citigroup. Outside of advisory work, he is employed as a bartender at Mission Brewing. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm emphasizes tailored portfolio construction using diversified assets and incorporates fundamental, macroeconomic, and quantitative analysis while managing client accounts on a discretionary basis.

Bernard Surovsky is a financial advisor with Measured Risk Portfolios who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at Measured Risk Portfolios since 2012 and previously at Independent Financial Group from 2007 to 2017. Outside of his advisory role, he is a licensed California insurance agent and president of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages approximately $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm employs model portfolios incorporating derivatives and margin and serves as sub-adviser to the MRP SynthEquity ETF.

Robert Paterson is a financial advisor at Intelligence Driven Advisers, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Labrum Wealth Management, LLC and Beta Wealth Group, Inc. Outside of advising, he is also involved as an insurance agent with LWM Insurance Solutions. Intelligence Driven Advisers, LLC is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients. The firm offers financial planning and discretionary investment management through model portfolios and custom accounts, emphasizing risk management and fundamental analysis.

Alana Hall is a CFP® and Series 65-licensed advisor with Creative Capital Management Investments LLC, bringing three years of industry experience. Her prior roles include positions at Casa Gabriela, Abacus, Financial Haus - North Star Subsidiary, and Local360 & Et Voila. Creative Capital Management Investments LLC provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, offering customized portfolios and specialized consulting in areas such as estate and tax planning.

Joseph Bauers is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, CA, holding a Series 66 designation and having 24 years of industry experience. He has operated his own firm, Joseph Bauers Financial & Insurance Services, Inc., since 2016 and previously worked with AXA Distributors, LLC. Outside of advisory work, he is involved in several business ventures including ownership interests in holding companies related to commercial real estate. Superior Planning Wealth Management & Family Office provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm combines proprietary allocation models with customized portfolios, regularly monitoring accounts while coordinating with independent managers and outside advisors.

Brittany Anderson is a financial advisor at Wealth Analytics Partners, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for the Poway Unified School District for six years. Wealth Analytics Partners is a fee-only investment management and financial planning firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and written financial plans, focusing on globally diversified portfolios and ongoing advisory services rather than commission-based sales.

Lauren Gabele is a financial advisor at Cascade Financial Partners, LLC with three years of industry experience. She holds the CFP® and ChFC® designations and previously worked at Mariner Wealth Advisors and JLL. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored strategies that include asset allocation, dollar-cost averaging, and both long- and short-term holdings. The firm emphasizes detailed client interviews and investment policy statements to guide its discretionary and non-discretionary managed accounts.

Renee Halsch is a financial advisor at JET Wealth Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, RBC Capital Markets, San Diego County Credit Union, and LPL Financial. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and small businesses. The firm offers discretionary portfolio management and comprehensive planning, using diversified portfolios tailored to clients’ objectives and risk tolerances.

Richard Effress is a financial advisor at CoastEdge Partners, LLC, holding a Series 65 designation with 16 years of industry experience. He has been with CoastEdge Partners since 2006. Outside of his advisory role, he serves as president of Shores Ventures LLC, managing various real estate and other investments. CoastEdge Partners serves a select client base of high-net-worth families, private foundations, and investment funds, offering customized multi-asset portfolio management and financial planning. The firm manages approximately $1.75 billion, combining private fund advising with tailored investment solutions and specialized reporting.

Barbara Williams is a CFP® with 43 years of experience in the financial services industry. She is a partner at Financial Focus LLC and has held roles at Osaic Wealth, Inc. and Securities America, Inc. Williams serves on the board of the Coastline Legacy Committee, which oversees outreach projects for a local church. Financial Focus LLC is a five-advisor team providing investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes model portfolios and discretionary asset management through the AssetMark platform, offering comprehensive financial plans and retirement-plan consulting services.

Ben Mccollum is a financial advisor at Pacific Point Wealth Management in Carlsbad, CA, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at Independent Financial Group, LLC, X Advisors, LLC, and Xton Financial, LLC. Outside of his advisory work, he consults on business valuation and mergers and acquisitions, as well as on business optimization. Pacific Point Wealth Management offers discretionary asset management and comprehensive portfolio management services to individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis with both long-term holdings and active trading strategies, including the use of leverage and derivatives.

Larry Rogers II is a CFA® charterholder and holds a Series 65 license, with four years of experience in the financial advisory industry. He has previously worked at Pinnacle Private Ventures, Intelligence Driven Advisers, LLC, Silicon Hills Wealth Management, Aspireon Wealth Advisors, LLC, and United Services Automobile Association (USAA). He is currently with Naviter Wealth, LLC. Naviter Wealth, LLC is a multi-advisor team serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm manages approximately $1.87 billion across about 332 client relationships and offers distinctive features such as borrowing within separately managed accounts and performance-based fee arrangements for certain clients.