Cassidy Fisher is a financial advisor at Castle Coast Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Castle Coast Wealth, she held roles in various sectors including payroll services and the restaurant industry. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million, offering discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs a combined quantitative and qualitative investment process and provides both limited-scope and full discretionary advisory services.

Leonardo Simpser is a Series 65-licensed advisor at LM Advisors LLC with one year of industry experience. He has been with LM Advisors since 2010. Outside of his advisory role, he is the managing partner of LLJ Ventures, LLC. LM Advisors, LLC provides investment supervisory services and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm uses both fundamental and technical analysis and employs a range of strategies, including long- and short-term positions, margin, short selling, and options.

James Thompson is a financial advisor at Trivant Custom Portfolio Group LLC with four years of industry experience. He holds a Series 65 designation and served in the US Navy from 2003 to 2021 before joining Trivant in 2021. Trivant Custom Portfolio Group provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach that emphasizes asset allocation and uses quantitative models alongside research to implement style tilts.

Charles Denherder is a financial advisor at CAVU Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Independent Financial Group and Capital Financial Consultants Group. Denherder is also the owner of CC Capital Management, a San Diego-based consulting firm that provides human resources, payroll, employee benefits, and cash flow advice to an estate planning law firm. CAVU Wealth Management serves individuals, retirement plans, charitable organizations, and corporate clients with discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm employs asset allocation, fundamental and technical analysis, and option strategies, managing portfolios on a discretionary basis with regular reviews and client meetings.

Gabriela De Quadros Ribas is a financial advisor at JET Wealth Advisors in La Jolla, CA, holding a Series 66 designation with two years of industry experience. Prior to joining JET Wealth Advisors in 2026, she worked at Wells Fargo Advisors from 2024 to 2026. Before entering the financial industry, she was involved with Babe Kombucha Beverage for three years and was self-employed for four years. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses, utilizing diversified portfolios tailored to client objectives and risk tolerances. The firm employs fundamental, macroeconomic, and quantitative analysis in portfolio construction and manages approximately $546 million in regulatory assets under management.

Brady Welles is a financial advisor at Atlas Private Wealth Advisors in San Diego, CA, with six years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Avantax Advisory Services. Outside of his advisory role, he provides accounting and tax services as a client service assistant for Canyon Oak Financial. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored investment strategies across various LPL Financial-sponsored platforms and manages approximately $860 million in assets across more than 1,200 client relationships.

Joshua Stipcich is a financial advisor with Tidemark, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining Tidemark in 2023, he spent 18 years with LPL Financial, LLC. 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 constructs customized portfolios using a range of investment vehicles and incorporates fundamental, technical, and cyclical analysis in its strategy.

Mauricio Lepe Melgoza is a financial advisor at Finec Asset Management with nine years of industry experience. He holds a Series 65 designation and has worked at multiple Finec entities since 2015, as well as at Tauris Derivatives Solutions SA and Site Plasticos SA de CV from 2019 to 2023. He also serves as a director at Finec Asset Management Corp., a Panama-based investment advisory firm. Finec Asset Management is an SEC-registered adviser that provides discretionary and non-discretionary portfolio management and financial advisory services to individuals, high-net-worth clients, trusts, and corporations. The firm serves clients primarily in the U.S., Canada, Mexico, and Latin America, using a combination of fundamental, technical, and cyclical analysis to construct customized portfolios incorporating equities, fixed income, options, and alternative instruments.

Matthew Showley is a CFP® with 12 years of industry experience, currently serving as an advisor at Creative Capital Management Investments LLC since 2017. Prior to this, he worked at Creative Capital Management Inc from 2006 to 2017. 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 in business. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, offering customized portfolios and specialized consulting in areas such as estate planning, tax planning, and business succession.

Deborah Spencer is a financial advisor at Reyes Financial Architecture Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Strategic Wealth Advisors. Reyes Financial Architecture provides discretionary asset management, personalized financial planning, and consulting services primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm employs a long-term investment approach, using fundamental, technical, and cyclical analysis to guide portfolio management.

Tyler Rowe is a CFP® and CFA® credentialed advisor with Stolper & Co., Inc. in San Diego, CA, bringing two years of industry experience. His prior roles include positions at Realty Income and Corbyn Investment Management, Inc. He has been with Stolper & Company since 2023. Stolper & Company provides investment management, manager and mutual fund selection, and financial planning services to individuals, trusts, estates, charitable organizations, and various business entities. The firm focuses on allocating client portfolios to subadvisers, offers investment consulting on a flat-fee basis, and manages a mutual fund selection program, serving a concentrated client base with substantial assets under management.

Louis Lange is a financial advisor at Superior Planning Wealth Management & Family Office in San Diego, CA, with four years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Financial and PlanMember Securities Corporation. Lange serves on the advisory board of the San Diego Center for Economic Education. 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 uses a combination of proprietary strategic allocation models and customized portfolios, regularly monitoring accounts and coordinating with independent managers and outside advisors.

Babak Gahvari is a CFP® with 14 years of industry experience, currently serving as an advisor at Canter Wealth since 2017. Prior to this, he worked at Pure Financial Advisors, Inc. from 2014 to 2017. He is also a 100% owner of a single-family rental property but does not devote time to its management during securities trading hours. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients. The firm employs a factor-based, low-cost, tax-efficient, and globally diversified investment approach, primarily utilizing ETFs and mutual funds, with portfolios managed according to signed Investment Policy Statements and ongoing rebalancing.

Matthew Calcagno is a CFP® professional with six years of experience at One Degree Advisors, Inc. and prior roles at LPL Financial, Torreycove Capital Partners, and the Alameda County District Attorney's Office. He is based in San Diego, CA. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management. The firm’s approach emphasizes personalized planning and portfolio construction using institutional-style and no-load mutual funds and ETFs, guided by Modern Portfolio Theory and a combination of fundamental and quantitative analysis.

Brent Wilsey is a financial advisor at Wilsey Asset Management Incorporated with 23 years of industry experience. He has been with Wilsey Asset Management since 2004 and holds Series 63 and Series 65 designations. 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 uses a combination of fundamental, technical, cyclical, and economic analysis to guide investment decisions and supports plan sponsors with 3(38)-type oversight and participant presentations.

Garrett Heine is a CFA® charterholder at CoastEdge Partners, LLC with experience in investment and financial services since 2017. Prior to joining CoastEdge, he worked at Informed Momentum Company, Morningstar, and Meketa Investment Group. He earned his degree from The George Washington University School of Business. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services to high-net-worth families, family foundations, and institutional clients. The firm’s approach focuses on capital preservation, diversification, manager selection, and liquidity management, offering customized multi-asset portfolios and proprietary pooled vehicles.

Anthony Mclean is a financial advisor with Tidemark, LLC, holding a Series 66 designation and 16 years of industry experience. He worked at LPL Financial for 11 years before joining Tidemark in 2023. Outside his advisory role, he has worked as an Uber driver since 2022. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and other institutional clients. The firm creates tailored portfolios using a variety of investment products and methods, and offers quarterly written reports summarizing account performance.

James Evenson is an advisor at TriVant Custom Portfolio Group LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Whaling Bar, California State University San Marcos, Pasadena City College, The Arbour, and the University of Arizona. TriVant Custom Portfolio Group LLC provides customized, discretionary investment management primarily for individual and high-net-worth clients. The firm employs a top-down, style-rotation investment approach focusing on asset allocation and style tilts, managing moderately concentrated portfolios with explicit risk constraints.

Michael Frager is a ChFC® with 41 years of experience in the financial services industry. He is currently affiliated with Balboa Wealth Partners, Inc., where he has worked for 10 years, and also has experience with Willow Cove Investment Group and Centaurus Financial, Inc. In addition to his advisory role, he is involved in estate planning and tax preparation, and acts as a tax consultant in the real estate sector. 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, ETFs, individual securities, and options, and operates with a team structure utilizing both discretionary and non-discretionary mandates.

Francisco Lopez is a CFA® charterholder with over 15 years of experience in the financial industry. He has worked at Willow Creek Financial since 2025 and previously held roles at System 2 Advisors and Quotient Investors. Lopez is based in San Diego, CA. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm offers discretionary portfolio management primarily through its sponsored wrap fee programs, alongside financial planning and retirement plan consulting, and incorporates active strategies including derivatives and margin within separately managed accounts when suitable.