Cody Evan Bostian is a financial advisor at Axos Invest, Inc with a Series 66 designation and one year of industry experience. Prior to his current role, he worked briefly at Cetera and Cetera Wealth Services, LLC, and has a background that includes positions outside the financial industry. Axos Invest serves retail individual clients by providing automated advisory services through online platforms, offering discretionary portfolio management with model portfolios primarily composed of mutual funds and ETFs, including digital-asset ETFs. The firm employs lifecycle-based asset allocation models supported by ongoing monitoring and rebalancing, with a focus on broad retail account management.

Jack Cohen Nieto is a financial advisor at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has worked previously at Deloitte Touche Tohmatsu Limited and Seguros Monterrey New York Life. In addition to his advisory role, he serves as an Asset Management Analyst for Finec Asset Management SA de CV Asesores en Inversiones Independientes, a regulated firm based in Mexico City. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations primarily in the U.S., Canada, and Latin America. The firm combines fundamental, technical, and cyclical analysis with macroeconomic research to build customized portfolios that may include equities, fixed income, options, and alternative instruments tailored to client objectives and risk profiles.

Enrique Garcia Jr. is a financial advisor with Nelson Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Nelson Securities since 1997. Nelson Securities manages approximately $272 million for over 2,000 clients through a team of nine advisors, offering discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis with a range of investment strategies and maintains ongoing portfolio monitoring while clients retain trade approval authority.

David Chenet is a CFP®, CFA®, and Series 66-registered advisor with 20 years of industry experience. He currently works at Presidio Capital Management, LLC and has held prior roles at LPL Financial, Paradigm Wealth Advisory, First Allied Advisory Services, and First Allied Securities. Presidio Capital Management, LLC 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 emphasizes fundamental analysis with a preference for long-term strategies using low-cost mutual funds and ETFs, while maintaining flexibility to incorporate individual equities, bonds, alternatives, and structured products.

Michael Hubbert is a financial advisor at Christopher Weil & Company, Inc. with 9 years of industry experience. He has been with the firm since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is a passive investor in a Manhattan restaurant and an internet commerce website. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting to individuals, pension plans, charities, and corporate entities. The firm employs a range of portfolio strategies that include derivatives and cryptocurrency-related investments, guided by fundamental, quantitative, and qualitative analysis.

Zachary Jones is a CFP® with 17 years of industry experience, currently serving at Superior Planning Wealth Management & Family Office. He previously worked for nine years at Raymond James & Associates before joining Superior Planning in 2024. 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 combines proprietary strategic allocation models with customized portfolios and coordinates with independent managers and outside tax or legal advisors.

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 CFP® professional with five years of industry experience. He is currently with Premier Wealth Advisors, LLC and has prior experience at firms including Sagepoint Financial, Inc. and Monarch Wealth & Retirement Strategies. Devine also supports the Independent Financial Group, LLC in an advisory role. Premier Wealth Advisors LLC serves individuals, trusts, estates, business entities, and retirement plans, typically requiring a minimum account size of $500,000. The firm focuses on wealth management and comprehensive financial planning, using a risk-based allocation to passively managed funds with client-approved trading.

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® and holds a Series 66 license, currently serving at TritonPoint Partners, LLC with seven years of industry experience. She has worked at several firms, including Goldman Sachs PFM and Morgan Stanley, and is based in San Diego, CA. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation approach informed by modern portfolio theory and combines quantitative and fundamental analysis across a range of asset classes, including private-market alternatives.

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® professional with 19 years of industry experience, currently serving at DEFINE Financial, LLC since 2017. He has held positions at firms including Morgan Stanley, Beverly Hills Wealth Management, and Advanced Practice Advisors. Schulte is also the owner of Schulte Ventures, LLC, which creates online educational content and consulting services, and a shareholder in Wealthtender, Inc., a personal finance content publication platform. DEFINE Financial, LLC is an SEC-registered adviser that serves individuals, high-net-worth clients, and select charitable organizations. The firm manages roughly $314.6 million across about 119 client relationships, focusing on passive, risk-based portfolios using no-load mutual funds and ETFs, and offers 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. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Copley Financial Group since 2019, alongside roles at Heritage Tax & Insurance and Emerson Equity LLC. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans through discretionary and non-discretionary portfolio management. The firm employs model portfolios, third-party money managers, and fee-based alternative investments as part of its investment approach.

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 designations and bringing 29 years of industry experience. He has worked at several firms including Planmember Securities Corporation and Lincoln Investment. Outside of his advisory roles, he owns Gates Financial Services, Inc., which provides insurance, 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 utilizes a combination of proprietary strategic allocation models and customized portfolios with third-party strategists, managing accounts often with discretionary authority while coordinating with independent managers and outside advisors.

Aubrey Brown is a CFP® with 11 years of industry experience, currently serving at Weatherly Asset Management. Prior to joining Weatherly, he worked at LPL Financial and Lifetime Financial Advisors. He is based in Del Mar, CA, and holds a Series 66 license. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm uses a team-based investment approach that combines top-down macroeconomic analysis with bottom-up fundamental research, managing approximately $1.68 billion in assets.

Francisco Malfavon Jr. is a financial advisor with Monex Asset Management, Inc. in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Wells Fargo Bank, N.A., Wells Fargo Clearing, Snowden Lane Partners, and Monex Securities. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting with a range of strategies from long-term holdings to short-term trading.