Matthew Leighton is a financial advisor at Superior Planning Wealth Management & Family Office in San Diego, CA, with six years of industry experience. He holds a Series 66 designation and has worked at Superior Planning, LLC and PlanMember Securities Corporation. Outside of his advisory role, he consults through MPL Ventures, LLC, a business development and consulting firm. Superior Planning Wealth Management & Family Office provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm combines proprietary strategic allocation models with customized portfolios, leveraging third-party strategists and sub-advisors to implement investment programs.

Alan Bunce is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. He also serves as Chief Operations Director for Heritage Tax & Insurance Services, providing tax and insurance services. Copley Financial Group is a team-based registered investment adviser offering discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, third-party money managers, and fee-based alternative investments, conducting regular account reviews and educational seminars as part of its service.

Ryan Gorski is a financial advisor at Pacific Point Wealth Management with seven years of industry experience. He holds a Series 66 certification and has previously worked at firms including X Advisors, LLC, Independent Financial Group, Inc., Edward Jones, and Morgan Stanley. Gorski also provides consulting services on valuation and M&A deals as well as business optimization for financial firms. Pacific Point Wealth Management is an owner-managed team of five advisors that offers discretionary asset management and comprehensive portfolio management services for individuals, trusts, estates, and business clients. The firm uses both fundamental and technical analysis and employs a range of strategies tailored to client objectives, managing approximately $6.41 million in assets across around 35 client relationships.

Cheryl Gruetzmacher is a financial advisor at Balboa Wealth Partners, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Balboa Wealth Partners since 2016. 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 manages over $1.07 billion in assets and employs a team structure that utilizes both discretionary and non-discretionary mandates, focusing on a long-term, diversified investment approach using low-cost mutual funds, ETFs, and other securities.

Philip Reuer is a CFP® with four years at One Degree Advisors, Inc. based in San Diego, CA. He has prior experience with Kilo Weightlifting LLC and Marine Corps Community Services. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients, providing financial planning and discretionary investment management through a strategic, asset-allocation approach that incorporates institutional-style mutual funds, ETFs, and specialized strategies such as options-based box spreads.

Julia Cheng is a CFP® professional with 35 years of experience in the financial services industry. She is affiliated with Syndicated Capital, Inc. and has held prior roles at firms including Cabot Lodge Securities LLC, SB Advisory, LLC, IFS Securities, Girard Securities, Inc., and PRUCO Securities, LLC. Cheng is also president of Julia Cheng Wealth Management and Estate Planning, Inc., and leads related insurance and financial planning businesses in San Diego. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans with customized advisory programs tailored to client objectives and risk tolerance. The firm manages both discretionary and non-discretionary portfolios and incorporates broker-dealer activities alongside advisory services.

Leigh Harns is a financial advisor with Invicta Financial Group in La Mesa, CA, holding a Series 65 license and eight years of industry experience. She has been with BDT & Associates, Inc., the parent company of Invicta Financial Group, since 2013. Outside of advising, she serves as president of the La Mesa Parks and Recreation Board and works as a high school field hockey official. 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 ongoing asset management. The firm emphasizes client-specific planning and conducts regular reviews while maintaining a non-discretionary role in client accounts.

Kevin Sevier is a financial advisor with Dark Horse Advisors LLC in Rancho Santa Fe, CA, holding the Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at DFPG Investments, Inc., Advanced Wealth Planning, First Allied Securities, Inc., and Osaic FA, Inc. Additionally, he is involved in a life insurance business. Dark Horse Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer plans. The firm uses a multi-method investment approach combining fundamental, technical, quantitative, and macroeconomic analysis, employing both active and passive strategies and offering clients access to affiliated CPA services.

Rodolfo Rodriguez is a financial advisor with Balboa Wealth Partners, Inc. He holds a Series 66 designation and has 17 years of industry experience. His background includes roles at Merrill, Niagara International Capital Limited, and Chalice Capital Partners, LLC, as well as work as a freelance writer and tennis professional. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a long-term, diversified approach incorporating low-cost mutual funds and ETFs, individual securities, and a range of analytical techniques.

Justin Read is a Series 65 licensed financial advisor at PracticeCFO Investments in San Diego, CA, with six years of industry experience. He worked at RSM US LLP for eleven years before joining PracticeCFO Investments in 2019. PracticeCFO Investments offers investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $401.6 million for about 211 clients and employs a hybrid investment approach combining low-cost passive ETFs with tactical asset allocation guided by formal Investment Policy Statements.

James Mellon is a CFP® professional with 13 years of industry experience. He has worked at Canter Wealth since 2018 and previously held roles at TD Ameritrade, Fisher Investments, and Equitable Advisors. He is based in La Jolla, California, and holds Series 66 and Series 63 licenses. 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 constructed with ETFs and mutual funds, supported by an internal Investment Committee that performs qualitative and quantitative due diligence.

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 five 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. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm emphasizes capital preservation, broad asset-class diversification, and manager selection, managing portfolios through discretionary and non-discretionary strategies, 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.

Michael Hession is a financial advisor at JET Wealth Advisors in La Jolla, CA, holding Series 66, Series 65, and Series 63 licenses with three years of industry experience. He previously worked at Wells Fargo Advisors and Citigroup and also works as a bartender at Mission Brewing. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth individuals, families, trusts, and small businesses, using diversified portfolios tailored to clients’ objectives and risk tolerances. The firm applies fundamental, macroeconomic, and quantitative analysis and manages 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.

Stephanie Provost is a financial advisor at Invicta Financial Group in San Diego, CA, holding a Series 65 designation. She has one year of industry experience, with prior roles at BDT & Associates, Inc., Trippe, Apex Construction, and several other companies dating back to 2012. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, emphasizing written financial action plans tailored to client goals. The firm refers clients to third-party money managers for portfolio management and focuses on non-discretionary advisory assets, a structure that is uncommon among multi-advisor firms.

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, holding a Series 66 designation and 24 years of industry experience. He has worked at Superior Planning Wealth Management & Family Office since 2024 and previously spent 14 years with Equitable Advisors. Outside of his advisory work, Bauers is a co-owner of A Perfect Pear, LLC, a corporation involved in real estate investment. 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 employs a combination of proprietary strategic allocation models and customized portfolios, often working with third-party strategists and sub-advisors, and offers both discretionary portfolio management and standalone financial planning.

Dustin Holt is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding a Series 65 license and having seven years of industry experience. His career includes roles at LPL Financial, Trilogy Capital, and National Planning Corporation prior to joining Sage in 2020. Outside of his advisory work, Mr. Holt acts as a sales agent for various insurance companies, operating individually and not through Sage. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, as well as individual and nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning using a custom, value-oriented process that incorporates fundamental and technical analysis, individual equities, ETFs, fixed income, tactical strategies, and third-party managers.