Scott Zardenetta is a financial advisor with Copley Financial Group, Inc. in San Diego, CA. He holds a Series 63 and Series 66 designation and has four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual Wealth Management Company. Outside of advising, he works as a delivery driver for Door Dash. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management using model portfolios, third-party money managers, and fee-based alternative investments.

Matthew Devine is a financial advisor at Premier Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Sagepoint Financial, Inc. and Monarch Wealth & Retirement Strategies. He also provides advisor support and assists with financial planning through Independent Financial Group, LLC. Premier Wealth Advisors LLC serves individual and high-net-worth clients, as well as trusts, estates, business entities, and retirement plans. The firm offers non-discretionary wealth management, comprehensive financial planning, and income tax preparation, focusing on risk-based allocation to no-load mutual funds and ETFs with periodic rebalancing.

Yuliana Mendez is a financial advisor at MYeCFO with six years of industry experience. She holds a Series 65 designation and has worked with the Yuba Community College District since 2018. Outside of her advisory role, she operates a small business consulting practice. MYeCFO is a team-based firm managing approximately $211 million in assets for individuals, businesses, and nonprofits. The firm combines portfolio management with integrated accounting and tax-preparation services, utilizing a client-specific investment approach that generally favors passive vehicles but retains flexibility for active strategies.

Dusan Zachystal is a CFP®, CFA®, and Series 65-licensed advisor with 23 years of industry experience. He has been with Individual Asset Management, Inc. since 2002. His other business activities include providing UK pension consulting services to U.S. resident clients and referring them to UK pension transfer and management firms. International Asset Management serves individual and high-net-worth clients, focusing on U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, financial planning, and wealth management, employing a global investment approach that includes currency hedging and attention to cross-border tax considerations.

Megan Hayden is a CFP® with seven years of industry experience, currently serving as a financial advisor at TritonPoint Partners, LLC. Her previous roles include positions at Goldman Sachs PFM and Morgan Stanley. She is also registered with The Leaders Group Inc. TritonPoint Partners, LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation-driven investment process combining public equity, fixed income, and private market alternatives, and utilizes both quantitative and fundamental analysis alongside third-party program selections.

Christina Guiang is a financial advisor at Christopher Weil & Company, Inc. with two years of industry experience. She holds the Series 65 designation and has been with Christopher Weil & Company since 2019. Her prior roles include work with the Patricia and Christopher Weil Family Foundation and participation in the Jet Program. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting to individual clients, pension and profit-sharing plans, charities, and corporate entities. The firm employs diversified portfolio strategies that include the use of derivatives and cryptocurrency-related investments, supported by fundamental, quantitative, and qualitative analysis.

Taylor Schulte is a CFP® with 18 years of industry experience and serves as an advisor at DEFINE Financial, LLC. He has held roles at Schulte Ventures, LLC and ADVISOR GC, LLC dba THE AGC, among others. Outside of his advisory work, he creates and consults on online educational content through Schulte Ventures and contributes to Wealthtender, Inc., a personal finance publication platform. DEFINE Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm manages approximately $314.6 million through a three-advisor team, employing a passive, risk-based investment approach using no-load mutual funds and ETFs alongside comprehensive financial planning and pension consulting services.

Mariani Hummel is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Define Financial, LLC. Prior to joining Define Financial, Hummel worked at Fidelity Investments and has a background that includes roles in investment counsel and university studies. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm offers discretionary investment management, comprehensive financial planning, and pension consulting, employing a passive, risk-based investment approach with no-load mutual funds and ETFs.

Philip Denstad is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials with seven years of industry experience. He has worked at Copley Financial Group since 2019 and previously was associated with Emerson Equity LLC. Denstad is also involved with Heritage Tax & Insurance, where he provides fixed life and annuity sales and financial planning services. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management using model portfolios, third-party money managers, and fee-based alternative investments, with services tailored through regular account reviews and educational programs.

Jeremy Martinson is a CFP® with 23 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. He has held senior roles at Sovran Advisors, LLC, Summacor Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, Martinson is chief executive officer of Spectrum Consulting Group, Inc., which provides bookkeeping, payroll, and business consulting services, and he holds leadership positions with several nonprofit organizations focused on community support and education. Bamboo Wealth Strategies offers discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, client-specific approach emphasizing diversified portfolios primarily built with low-cost ETFs and individual bonds, supported by ongoing supervision and interactive planning tools.

Alexander Flecker is a CFP® with 10 years of industry experience currently advising at Measured Risk Portfolios. His prior roles include positions at Morgan Stanley and HRC Portfolio Solutions, LLC. Flecker is based in San Diego, CA, and holds a Series 66 license. Measured Risk Portfolios offers discretionary portfolio management, financial and pension consulting, and sub-advisory services to a range of clients including high-net-worth individuals, retirement plans, and foundations. The firm’s investment approach combines option-based strategies with short-duration fixed income to manage risk while providing upside potential, and it sponsors an affiliated exchange-traded fund.

James Gates is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He is also the owner of Gates Financial Services, Inc., where he provides insurance and securities sales and tax preparation services. Superior Planning Wealth Management & Family Office offers investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm implements investment programs through proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors while providing ongoing portfolio management and financial planning services.

Francisco Malfavon is a financial advisor at Monex Asset Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Monex Asset Management since 2017. His prior experience includes roles at Snowden Lane Partners, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad set of products and supports both domestic and international client relationships.

Kyle Klinger is a financial advisor with Cabin Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior roles include positions at Copley Financial Group, Heritage Tax and Insurance Services, and Allen Mooney and Barnes Investment Advisors. Outside of advisory work, he is involved in residential mortgage loan originations as an independent contractor. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships. The firm offers financial planning and portfolio management services, utilizing fundamental, technical, cyclical, and asset-allocation analysis, and conducts due diligence on illiquid alternative investments.

James Kuntz is a financial advisor at Pacific Wealth Management with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Pacific Wealth Management since 2000, also working at Girard Securities, Inc. since 2005. Pacific Wealth Management serves individuals, trusts, retirement plans, and business entities, offering discretionary and non-discretionary asset management, comprehensive financial planning, consulting, and 529 plan management. The firm uses a client-specific, asset-allocation approach called “Proactive Asset Management,” implementing diversified portfolios and typically rebalancing quarterly.

Derek Myron is a CFP® professional with 24 years of experience in financial advisory. He is affiliated with Centura Wealth Advisory and has previously worked with DW Advisors LLC (dba CCG Advisors). Outside of advisory services, he serves as president of the Centura Foundation, a nonprofit organization. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $769 million in assets using customized portfolios that include mutual funds, ETFs, alternative investments, and allocations to independent managers, with a focus on continuous monitoring and fiduciary responsibility.

Lawrence Kriesmer is a ChFC® credentialed financial advisor with 35 years of industry experience, currently serving at Measured Risk Portfolios. He previously worked at Independent Financial Group, LLC for 11 years and has been involved with Measured Risk Portfolios, Inc. and Kingsroad Financial & Insurance Services since 2002. He is also a licensed insurance agent and part owner of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages nearly $400 million in assets for individual and high-net-worth clients, as well as institutional investors, offering discretionary portfolio management, pension consulting, and sub-advisory services. The firm is known for its model portfolios incorporating derivatives and margin strategies and serves as sub-adviser to the MRP SynthEquity ETF.

Israel Stanley is a financial advisor with Strategy Asset Managers L.L.C. in El Cajon, CA. He holds no prior industry experience and has been with Strategy Asset Managers since 2026. Before joining the firm, he spent nine years working at Sunnies Cafe. Strategy Asset Managers advises high-net-worth and ultra-high-net-worth individuals and families, pension and institutional clients, and pooled investment vehicles. The firm offers comprehensive portfolio management, financial planning, and a Strategy Family Office, managing approximately $930 million in discretionary assets with multiple equity and multi-asset strategies.

Sasha Antman is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including SimplyRich and Thrive Portfolios. Outside of advising, Mr. Antman serves as a housing tester for the nonprofit CSA San Diego County and acts as an arbitrator for FINRA. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach focused on asset allocation, primarily utilizing ETFs, mutual funds, and select individual securities with a long-term, low-turnover strategy.

Brian Krause is a CFP® with 23 years of industry experience, currently serving at Cascade Financial Partners, LLC since 2023. He previously worked at Creative Planning for seven years. Outside of his advisory role, he holds the position of Secretary at F&S Endeavor LLC, an investment-related business focusing on real estate, limited partnerships, private equity, and similar assets. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients through discretionary and non-discretionary managed accounts. The firm develops client-specific strategies based on detailed interviews and document reviews, utilizing various approaches including asset allocation and alternative investments.