Troy Daum is a CFP® with 24 years of industry experience, currently serving as an advisor at Wealth Analytics Partners, LLC since 2007. He previously worked at Wealth Analytics, Inc. and Hornor, Townsend & Kent, LLC. Wealth Analytics Partners LLC provides discretionary investment management and financial planning to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million in client assets using an investment approach based on Modern Portfolio Theory and risk-scored model portfolios tailored to clients' time horizons and risk tolerance.

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 with Pacific Point Wealth Management in Carlsbad, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo, and X Advisors. Pacific Point Wealth Management is a five-advisor team providing discretionary asset management and comprehensive portfolio management services for individuals, trusts, estates, and businesses. The firm uses fundamental and technical analysis and implements a range of strategies, including long-term, short-term, and trading approaches, while utilizing stocks, bonds, ETFs, mutual funds, and other securities.

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® and holds a Series 66 license with 21 years of industry experience. He is currently with Presidio Capital Management, LLC and has previously worked at Cetera, First Allied Securities, Inc., First Allied Advisory Services, Inc., Centara Capital Management Group, Inc., and Equitable Advisors. Outside of his advisory role, he serves in a fiduciary capacity for the Lesley Youdall Revocable Trust and is involved with Absolute Wealth Advisors in a real estate capacity. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes fundamental analysis and generally favors long-term strategies with low-cost mutual funds and ETFs, while retaining flexibility to incorporate other investments as appropriate.

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. He holds a Series 65 designation and has been in the industry since 2024, with prior experience including roles at San Diego State University Athletics and Bankers Trust. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to a range of clients, including individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis with a long-term investment approach using low-cost mutual funds and ETFs, while maintaining flexibility to incorporate various asset types and strategies.

Doyel Price Jr. is a financial advisor at Invicta Financial Group with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including BDT & Associates, Inc., Cambridge Investment Research Advisors, Inc., and Onyx Wealth Advisors. Price serves as a director on the board of BDT & Associates and operates as an independent insurance agent. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm refers clients to a select group of third-party money managers and coordinates implementation and periodic reviews without exercising trading discretion or managing client portfolios directly.

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 63 and Series 66 licenses and nine years of industry experience. He has held various roles within Anchor Bay entities, including Anchor Bay Securities, LLC and Anchor Bay Private Wealth, LLC. Outside of investment advisory, he is the owner of Anchor Bay Tax & Consulting LLC, which provides tax preparation and estate consulting services. Anchor Bay Capital, Inc. provides discretionary investment management and financial planning services to individuals, business entities, and retirement plans. The firm constructs diversified portfolios based on fundamental analysis, tailoring them to clients’ risk profiles and regularly reviewing them for tactical adjustments.

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.

David Andrews is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Heritage Wealth Management since 2019, following roles at Advantis Credit Union and Point Loma Credit Union. Heritage Wealth Management, a SEC-registered advisory firm, provides discretionary portfolio management and financial planning for individuals, small businesses, trusts, estates, pooled investment vehicles, and institutional clients. The firm employs a range of investment approaches, including global allocation, tax-sensitive, ETFs-only, and option-enhanced strategies, and offers sub-advisory services as well as private placement solutions.

Marija Petrovic is a financial advisor with Intelligence Driven Advisers, LLC and holds a Series 65 designation. She has three years of prior experience at StepStone Group and joined her current firm in 2025. 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 uses a model-driven investment approach centered on risk management and fundamental analysis, offering financial planning, discretionary investment management, and retirement plan solutions.