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 Maravilla is a CFP® with 10 years of experience, currently serving at PracticeCFO Investments since 2016. He is also involved with PracticeCFO, providing accounting and CFO advisory services. PracticeCFO Investments offers investment management, 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, managing approximately $401.6 million for about 211 clients through a hybrid investment approach grounded in Modern Portfolio Theory.

Meaghan Hemmings is a CFP® professional with over 17 years of experience in the financial advisory industry. She has worked at Ward & Associates from 2008 to 2024 and currently serves at Blankinship & Foster, LLC since 2024. Blankinship & Foster is an SEC-registered advisory firm with a nine-advisor team managing approximately $940 million for individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm follows an asset-allocation driven investment approach supported by a documented process that includes goal-setting, portfolio construction, security selection, and ongoing monitoring.

Ryan Hughes is a financial advisor at Bull Oak Capital, LLC in Rancho Santa Fe, CA, holding a Series 66 designation with 15 years of industry experience. He has been with Bull Oak Capital since 2014, working as part of a four-advisor team. Bull Oak Capital serves individual and high-net-worth clients by providing customized financial planning and discretionary portfolio management. The firm emphasizes broad diversification through primarily ETF-based portfolios, tailored to clients’ risk tolerance and time horizon, and integrates services such as retirement, tax, and estate planning with ongoing portfolio reviews.

Blake Feindel is a financial advisor at Dark Horse Advisors LLC with 15 years of industry experience. He holds the Series 66 designation and has held roles at Presidio Capital Management, Blake Feindel Consulting, and Ccg Wealth Management among others. Dark Horse Advisors LLC serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and fiduciary services. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and tax-aware strategies, and operates as a subsidiary of an accounting practice, enabling integrated advice through a hybrid model of services.

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.

Clark Evans is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and previously worked at Hall Private Wealth Advisors for seven years. Outside of advising, Evans is also an independent insurance agent in California. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering a range of services including investment management, financial planning, family office services, and corporate retirement plan consulting. The firm uses a centralized Investment Committee for portfolio decisions and provides regular client reporting and education.

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.

Matthew Rose is a CFP® and ChFC® with 15 years of industry experience. He has worked at Invicta Financial Group since 2026 and spent over a decade with First Command Advisory Services and its affiliated entities prior to that. Outside of his advisory work, he is the CEO of LAM LLC, a company involved in property transactions. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on tailored written financial action plans. The firm refers clients to selected third-party money managers and does not exercise trading discretion or manage portfolios directly.

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.

Kian Hoover is a financial advisor at Torrey Growth & Income Advisors, LLC with one year of industry experience. He holds a Series 65 designation and began his career at Torrey Growth & Income Advisors in 2024 after completing his studies at the University of Oregon. Torrey Growth & Income Advisors primarily serves individual investors, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary investment management and modular financial planning, utilizing both fundamental and technical analysis alongside tactical asset allocation and various equity, ETF, fixed-income, and options strategies.

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.

Aubrey Brown is a CFP® with 10 years of industry experience currently working at Weatherly Asset Management. He has previously worked at LPL Financial and Lifetime Financial Advisors, Inc. Brown is based in Del Mar, CA and holds a Series 66 license. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, providing discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach combining top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income.

Sally Eisenberg is a financial advisor at Weatherly Asset Management with three years of industry experience and holds a Series 65 credential. She has prior work experience outside finance, including serving as a part-time employee at Sedona Beer Company. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets through a team-based approach that emphasizes a combination of top-down macroeconomic analysis and bottom-up fundamental research.

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.

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.