Anthony Saffer is a financial advisor with One Degree Advisors, Inc. in San Diego, CA, holding CFP® and Series 66 designations and bringing 26 years of industry experience. He has worked at One Degree Advisors since 2014 and previously at Securities America Inc. He serves on the board of Foothills Christian Church, providing general guidance to the church staff. One Degree Advisors primarily serves high-net-worth individuals, business owners, and corporate clients, focusing on personalized financial planning and discretionary investment management. The firm employs a strategic, asset-allocation framework informed by Modern Portfolio Theory and uses institutional-style funds, ETFs, and specialized strategies, including options-based liquidity tactics, for eligible clients.

Jamie Alpaugh is a CFP® and holds a Series 65 license, with five years of experience in the financial services industry. She has worked at Brio Financial Group since 2020 and previously held positions at Van Iwaarden Associates and Willis Towers Watson. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, providing discretionary asset management and standalone financial planning as well as retirement plan consulting. The firm manages over $1 billion in discretionary assets for approximately 800 clients and utilizes a multi-advisor team approach with a variety of portfolio construction strategies.

Justin Ragatz is a financial advisor with The Wealthgarden F.S. LLC in San Diego, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Cetera Investment Advisers LLC, Cetera Advisor Networks, Confidere Financial, and Equitable Advisors, LLC. The Wealthgarden F.S. LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing customized investment management, financial planning, consulting, and estate-planning coordination. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis in portfolio construction, and offers access to third-party money managers with ongoing due diligence.

Francisco Ibarra is a financial advisor at D.H. Hill Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked with D.H. Hill Advisors and D.H. Hill Securities since 2018. Outside of financial advising, he manages a property management business and has worked in the hospitality industry. D.H. Hill Advisors provides wealth-management services including financial planning and investment management to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm uses a variety of strategies such as tactical asset allocation and tax-aware techniques, and offers services including retirement-plan consulting and access to alternative investments and insurance-related advice.

Eddie Mc Gee is a financial advisor with Smith & Wyatt, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including CoreCap Advisors, AE Wealth Management, and Dugan & Brown LLC. Outside of advisory work, Mc Gee is president of Toro Financial & Insurance, where he is involved in insurance sales and services. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations with tailored financial planning, discretionary portfolio management, and estate-planning consulting. The firm manages approximately $207 million for about 724 clients through a team of eight advisors and offers educational programs for federal employees.

Orin Green is a CFP® with 27 years of experience in the financial services industry. He is currently with Willow Creek Financial, a team-based firm in San Diego, CA, and previously worked at Ameriprise Financial Services, Inc. and Ids Life Insurance Company. He has led his own firm, Orin Green Financial, LLC, since 2016. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm emphasizes individualized portfolio construction with a focus on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap fee program and disclosing the use of derivatives and margin in separately managed accounts.

Eduardo Ciuffo is a CFA® charterholder with nine years of industry experience. He has worked at Ariston Services Group, LLC since 2021 and previously spent seven years with Commonwealth Financial Network. He serves on the board of the CFA Society San Diego. Ariston Services Group provides investment management, financial planning, and consulting to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $490.8 million for about 70 clients and also advises a private limited partnership, the Ivanhoe Fund.

Daniel Laimon is a financial advisor at Trivant Custom Portfolio Group LLC in San Diego, CA, holding a Series 65 credential with 22 years of industry experience. He has been with Trivant since 2003, working as part of a four-advisor team. 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 focused on asset allocation, using quantitative models and research to guide portfolio construction across multiple asset classes within defined risk constraints.

Shannon Grey is a CFP® professional with 24 years of industry experience, currently affiliated with Origin Investment Advisory LLC. Prior to joining Origin, Shannon worked at Charles Schwab for 20 years and held roles at InvestEdge Planning LLC and PFG Advisors LLC. Shannon also provides financial planning services through Origin Financial on a part-time basis. Origin Investment Advisory primarily serves individual retail clients via a direct-to-consumer subscription model and employer-sponsored workplace benefit programs. The firm combines Modern Portfolio Theory and behavioral finance in its investment approach, utilizing AI-driven advice and a fee structure based on subscriptions rather than assets under management.

Luis Maizel is a financial advisor at LM Advisors LLC with 15 years of industry experience. He holds a Series 65 designation and has been involved with LM Advisors, LLC since 1984 and LM Capital Group, LLC since 1989. Outside of his advisory work, he is a partner in C CUBED LLC and a member of LLJ LLC. LM Advisors, LLC provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm employs both fundamental and technical analysis, offering a range of strategies and managing approximately $2.29 billion in client assets as of the end of 2024.

Corrine Fields is a financial advisor at Willow Creek Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Orin Green Financial, LLC and Ameriprise Financial Services Inc. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management primarily through its sponsored wrap fee programs. The firm focuses on individualized portfolios with an emphasis on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap program and disclosing the use of derivatives and margin in separately managed accounts.

Janice Thompson is a CFP® professional with 28 years of experience in the financial services industry. She currently serves at One Degree Advisors, Inc., where she has worked since 2014, following a 16-year tenure at Securities America, Inc. Thompson is also a director and secretary on the board of Kingdom Advisors. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management. The firm employs a strategic asset-allocation framework and utilizes institutional-style funds, ETFs, and options-based liquidity strategies for eligible clients.

Yoel Bank is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation with one year of industry experience. He has been with LM Advisors since 2015. LM Advisors provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis and manages approximately $2.29 billion in client assets as of the end of 2024.

Michael George is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Superior Planning Wealth Management & Family Office and has prior experience with Goldstone Wealth Advisors and Compass Group North America. He also serves as president of Goldstone Wealth Advisors, Inc. Superior Planning Wealth Management & Family Office provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a combination of proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors, while offering services that include tax mitigation, estate planning, and succession planning.

Charles Gillespie is a financial advisor at Castle Coast Wealth, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Castle Coast Wealth (formerly Litton Financial, LLC) since 2020. Prior to that, he was associated with LPL Financial and operated under Litton Financial Services. Gillespie is also an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and retirement plans, managing over $412 million in assets. The firm employs strategic, dynamic, and tactical asset-allocation approaches using mutual funds and ETFs and offers services including 3(38) investment management and 3(21) advisory for ERISA plans.

Matthew Poole is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Dark Horse Advisors LLC and has been associated with DFPG Investments, Inc. since 2016. Outside of advisory services, he is involved in life and health insurance sales through DFPG Insurance. Dark Horse Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer plans. The firm employs a multi-method investment approach that incorporates fundamental, technical, quantitative, and macroeconomic analysis, using both active and passive strategies and offering clients tailored portfolio management options.

Matthew Copley is a financial advisor at Copley Financial Group, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several related firms, including Emerson Equity LLC and Copley Alternative Investments Inc. Outside of financial advisory roles, he owns a used car sales business, M&M Quality Vehicles. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm uses model portfolios and third-party money managers to deliver discretionary and non-discretionary portfolio management, incorporating alternative investments and providing ongoing account reviews and educational seminars.

Jamie Edwards is a financial advisor at MYeCFO with five years of industry experience. She holds a Series 65 designation and has been with MYeCFO since 2020. Prior to her advisory career, she was a homemaker for five years. MYeCFO is a team-based advisory firm serving individuals, including high-net-worth clients, businesses, and non-profits. The firm integrates portfolio management with accounting and tax-preparation services, emphasizing a client-specific investment approach that primarily employs passive investment vehicles while retaining tactical flexibility.

Tyler Abney is a CFP® with 20 years of industry experience, currently serving as an advisor at Tidemark, LLC since 2023. He previously worked at LPL Financial for 18 years. 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 tailored portfolios using a range of investment products and employs various analytical methods, while providing quarterly written performance reports to clients.

Martin Curiel is a CFA® charterholder with 12 years of industry experience. He has been with MYeCFO since 2013, where he is part of a nine-advisor team based in La Jolla, CA. MYeCFO serves individuals—including high-net-worth clients—as well as businesses and non-profits, providing portfolio management, financial planning, and wealth-management coordination. The firm integrates accounting and tax-preparation capabilities into its advisory services and employs a client-specific investment approach that generally favors passive vehicles while allowing tactical adjustments.