Howard Barker is a financial advisor at Invicta Financial Group with seven years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman for ten years before joining BDT & Associates, Inc. in 2018. Outside of advisory work, he is a licensed insurance agent, president of Cogent Insights Advertising, LLC, and serves as co-trustee of a trust. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for portfolio management while providing customized Written Financial Action Plans and regular review meetings.

Martin Rascon Jr. is a CFA® charterholder and holds a Series 65 license, with five years of experience in financial advising. He currently works at Weatherly Asset Management and previously held roles at Platt Wealth Management and in catering and university settings. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets across its multi-advisor team. The firm combines top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income, and employs a team-based investment process with regular client communications.

Troy Daum is a CFP® professional with 24 years of industry experience. He has been with Wealth Analytics Partners, LLC since 2007 and also associated with Wealth Analytics, Inc. since 2003. The firm is a fee-only investment management and financial planning team serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. Wealth Analytics Partners focuses on discretionary portfolio management and written financial plans, employing a fundamentally based, globally diversified investment approach with periodic account reviews and routine rebalancing.

Madeline Reber is a financial advisor with Intelligence Driven Advisers, LLC, holding a Series 65 license and entering her first year of industry experience. She previously worked at American Assets Capital Advisers, LLC for eight years and has academic experience at the University of San Diego. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans and Native American sovereign entities. The firm offers services such as financial planning, discretionary investment management through model portfolios and custom accounts, and retirement plan consulting, with an investment process centered on low-cost institutional funds, risk management, and fundamental analysis.

James Curran is a financial advisor at Pacific Point Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Wells Fargo. Curran is also associated with Six Wands Collective. Pacific Point Wealth Management provides discretionary asset management and comprehensive portfolio services for individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis with a mix of long-term and active trading strategies, including the use of leverage and derivatives in client accounts.

Maria Wells is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Blankinship & Foster, LLC. She has been with Blankinship & Foster since 2014. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, typically implementing portfolios on a discretionary basis.

Jonathan Fairchild is a financial advisor at Telos Capital Management, Inc. in San Diego, CA, holding a Series 66 designation with 25 years of industry experience. He has been with Telos Capital Management since 2011. 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 that integrates bottom-up company analysis with top-down macroeconomic assessment, focusing on asset allocation, diversification, and periodic rebalancing across various asset classes.

Billie Cook is a CFP® professional with 13 years of experience in financial advisory roles. She is currently with Financial Focus LLC, a team-based firm in Carlsbad, CA, and has held positions at multiple firms including Securities America, Inc. and Sagepoint Financial Group. Outside of her advisory work, she serves on the Rules/Handicap committee board at Crossings at Carlsbad Golf Club. Financial Focus LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages discretionary asset portfolios through the AssetMark platform, offers comprehensive financial plans, and sponsors a wrap fee program that combines management and transaction coverage within a single advisory arrangement.

Dustin Tenbroeck is a CFP® professional with 20 years of industry experience, currently serving at Presidio Capital Management, LLC. His prior roles include positions at Cetera Investment Advisers LLC and First Allied Securities, Inc. He holds fiduciary responsibilities with the Lesley Youdall Rev Trust and is involved in a real estate advisory capacity through Absolute Wealth Advisors. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, utilizing diversified, actively managed portfolios aligned with comprehensive financial plans. The firm employs third-party managers and technology platforms to offer customized portfolio solutions, including alternative investments and structured products.

Jody Knutsen is a financial advisor at Invicta Financial Group in San Diego, CA, holding a Series 66 designation with 10 years of industry experience. Prior to joining Invicta in 2026, Knutsen spent a decade at First Command Insurance Services and related First Command entities. He has served in the U.S. Army and California National Guard since 2004. Knutsen is also the owner of Knutsen Financial Services LLC, a business entity used to manage his business-related activities and income separately for tax purposes. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on written financial action plans tailored to client goals. The firm refers clients to select third-party money managers for portfolio management and primarily operates under a non-discretionary advisory structure.

Cole Chodorow is a CFP® and Series 66-licensed financial advisor at Premier Wealth Advisors, LLC with three years of industry experience. He has worked at several firms including First Horizon Advisors and Northwestern Mutual. Outside of advisory duties, he is a licensed insurance agent. Premier Wealth Advisors LLC serves individual and high-net-worth clients, trusts, estates, business entities, and retirement plans, providing non-discretionary wealth management, comprehensive financial planning, and income tax preparation. The firm’s investment approach focuses on risk-based allocation to no-load mutual funds and ETFs with periodic rebalancing, while clients retain final approval over transactions.

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.

Michael Kasianko is a financial advisor at Presidio Capital Management, LLC in San Diego, CA, holding a Series 65 designation. He has one year of industry experience with prior roles including positions at TYR and Bankers Trust, as well as involvement with San Diego State University Athletics. Presidio Capital Management offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, business owners, and charitable organizations. The firm employs a long-term, fundamentally driven investment approach, utilizing diversified portfolios of low-cost mutual funds and ETFs along with other investment vehicles.

Doyel Price is a financial advisor with Invicta Financial Group in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at BDT & Associates, Inc. since 2010 and previously at Cambridge Investment Research Advisors, Inc. from 2011 to 2018. Price serves as a director on the board of BDT & Associates, Inc. and is a licensed independent insurance agent. Invicta Financial Group provides financial planning and implementation services to individuals, high-net-worth clients, and business entities, directing clients to third-party investment advisers for asset management and developing tailored Written Financial Action Plans. The firm focuses on client-specific planning with regular meetings during implementation and periodic reviews thereafter.

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.

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.

Tanner Wrisley is a financial advisor with Anchor Bay Capital, Inc. in Carlsbad, CA, holding Series 66 and Series 63 credentials and nine years of industry experience. He has worked within various affiliated entities of Anchor Bay since 2017 and also owns Anchor Bay Tax & Consulting LLC, which specializes in tax preparation and estate consulting. Anchor Bay Capital, Inc. provides discretionary investment management, financial planning, and retirement-plan services to individuals, business entities, and pension plans. The firm constructs diversified portfolios based on fundamental analysis and independent due diligence, tailoring strategies to each client’s risk profile and financial situation.

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.