Richard Green is a financial advisor with Caitlin John, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Bastion Wealth Management and Alpha Global Investments and is CEO and co-owner of WMA Enterprises, an accounting firm specializing in tax preparation. Richard also operates as an independent insurance agent focusing on annuities and life insurance strategies. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party managers, and a variety of instruments, operating both wrap and non-wrap arrangements along with consulting for held-away assets.

Rene Toussaint Lopez is a financial advisor with Finec Asset Management in San Diego, CA, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Finec Asset Management entities since 2016 and is also associated with Tauris Derivatives Solutions SA. Outside of advising, he is a partner in a property management company based in Mexico, though without active duties. Finec Asset Management is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, corporations, and other entities. The firm manages approximately $157 million and offers customized discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis combined with third-party macro research.

Danielle Luster is a CFP® with 16 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. She has been with Spectrum Planning & Advisory Services Inc. (d/b/a Bamboo Wealth Strategies) since 2014. Outside of advising, she is an owner and corporate officer of Bamboo Insurance Services, focusing on fixed insurance sales. Bamboo Wealth Strategies provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term, client-specific approach using diversified portfolios centered on low-cost ETFs and individual bonds, along with ongoing portfolio supervision and planning services.

Jeanni Harrison is a CFP® professional with 11 years of industry experience, currently serving as an advisor at American Money Management, LLC since 2021. Prior to that, she worked at Wealth Quest Partners, Inc. for seven years. She is also the principal of RJ Financial Partners, LLC, an investment-related business. American Money Management, LLC provides discretionary portfolio management and 401(k) advisory services to individuals, pension plans, trusts, and corporations. The firm employs a team-based approach with tailored asset-allocation strategies and incorporates alternative investments where appropriate.

Christopher Reyes is a financial advisor at Presidio Capital Management, LLC with nine years of industry experience. He previously worked at Stratos Wealth Partners, Ltd for eleven years before joining Presidio Capital in 2026. Reyes holds the Series 65 designation. 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 retirement plans. The firm employs a long-term, fundamentally driven investment process using diversified portfolios of low-cost mutual funds and ETFs, along with other investment vehicles as appropriate.

Joseph Oryang is a financial advisor at Creative Capital Management Investments LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Creative Capital, he worked at Bank of Utah and Fidelity Brokerage Services, and earlier was employed by doTERRA International LLC. Creative Capital Management Investments LLC serves high-net-worth individuals, professionals, business owners, and families, offering discretionary investment management and financial planning services. The firm follows a long-term investment approach informed by Modern Portfolio Theory and emphasizes diversified exposures using institutional-class funds and regular client communications.

Chase Wilsey is a financial advisor at Wilsey Asset Management Incorporated in San Diego, CA, holding a Series 65 designation with nine years of industry experience. He has been with Wilsey Asset Management since 2015. Wilsey Asset Management provides discretionary portfolio management, retirement-plan services, financial planning, and hourly consulting to individuals, trusts, estates, corporations, and ERISA clients. The firm emphasizes fundamental analysis combined with technical and economic reviews to tailor portfolios primarily composed of individual equities, ETFs, and bonds according to client risk profiles.

Jordan Wohl is a financial advisor at CoastEdge Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining CoastEdge Partners, he held roles at Carta and KC Equipment, LLC. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm specializes in custom multi-asset class portfolios with an emphasis on capital preservation, diversification, and liquidity management, and is notable for acting as a private fund adviser and managing proprietary pooled vehicles.

Gabriel Wisdom is a financial advisor at American Money Management, LLC with 41 years of industry experience. He has been with American Money Management since 1999 and is also involved with CBS-FM Talk Radio and the Business News Network. Wisdom is a shareholder and director of Monterey Financial, a finance company. American Money Management serves individual clients, including high-net-worth households, as well as institutional clients such as pension plans and corporations. The firm employs an investment committee to implement customizable, asset-allocation oriented strategies and offers discretionary portfolio management, 401(k) advisory services, and financial planning.

Adeline Ruwe is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, holding Series 63 and Series 65 credentials with five years of industry experience. She previously worked at OSAIC and Woodbury Financial Services INC. Outside her advisor role, she supports Miye Wire LLC as a Client Service Associate and paraplanner. Reyes Financial Architecture provides discretionary asset management, personalized financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis and includes financial planning as a complimentary component of its asset management offering.

Matthew Leighton is a financial advisor with Superior Planning Wealth Management & Family Office, holding a Series 66 designation and five years of industry experience. He has prior experience with PlanMember Securities Corporation and has held operational roles within Superior Planning Financial Solutions. Outside of his advisory work, Leighton is involved in business development consulting through MPL Ventures, LLC. 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 works with various third-party strategists, offering comprehensive wealth-planning solutions including tax mitigation and estate planning.

Alan Bunce is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab and TD Ameritrade. Outside of his advisory role, he serves as Chief Operations Director at Heritage Tax & Insurance 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.

Rodney Simms is a CFP® and ChFC® with 28 years of industry experience. He is currently with Gradient Capital Advisors, LLC, where he has worked since 2014. The firm is a team advisory practice managing institutional-scale assets for individuals, high-net-worth clients, trusts, pension and corporate plan sponsors. Gradient Capital Advisors employs a combined fundamental and technical investment approach, offering services that include comprehensive portfolio management, financial planning, and retirement plan consulting.

Philip Reuer is a CFP® with four years at One Degree Advisors, Inc. based in San Diego, CA. He has prior experience with Kilo Weightlifting LLC and Marine Corps Community Services. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients, providing financial planning and discretionary investment management through a strategic, asset-allocation approach that incorporates institutional-style mutual funds, ETFs, and specialized strategies such as options-based box spreads.

Julia Cheng is a CFP® professional with 35 years of industry experience, currently affiliated with Syndicated Capital, Inc. She has held roles at Cabot Lodge Securities LLC, SB Advisory, LLC, and IFS Securities. Outside of her advisory work, she serves as president of multiple investment-related businesses focused on wealth management, estate planning, and insurance sales. Syndicated Capital, Inc. provides customized money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans, managing both discretionary and non-discretionary assets. The firm constructs investment programs from publicly traded equities, ETFs, fixed income, and mutual funds tailored to clients' objectives and risk tolerance.

Leigh Harns is a financial advisor with Invicta Financial Group in La Mesa, CA, holding a Series 65 license and eight years of industry experience. She has been with BDT & Associates, Inc., the parent company of Invicta Financial Group, since 2013. Outside of advising, she serves as president of the La Mesa Parks and Recreation Board and works as a high school field hockey official. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for ongoing asset management. The firm emphasizes client-specific planning and conducts regular reviews while maintaining a non-discretionary role in client accounts.

Kevin Sevier is a financial advisor with Dark Horse Advisors LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Dark Horse Advisors since 2023 and has been associated with DFPG Investments, Inc. and Advanced Wealth Planning since 2013 and 2008, respectively. Outside of advisory services, he is involved in life insurance sales through a separate insurance business. Dark Horse Advisors LLC, operating as Dark Horse Private Wealth, serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm offers discretionary portfolio management, financial planning, and fiduciary services, employing a range of investment strategies and a hybrid model that integrates advisory, plan consulting, and cross-disciplinary services.

Rodolfo Rodriguez is a financial advisor with Balboa Wealth Partners, Inc., holding a Series 66 credential and 17 years of industry experience. He has held roles at firms including Niagara International Capital Limited and Chalice Capital Partners, LLC. Outside of advisory work, he has worked as a freelance writer and tennis professional. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities and offers both discretionary and non-discretionary portfolio management.

Justin Read is a financial advisor at PracticeCFO Investments with five years of industry experience. He holds a Series 65 credential and previously worked at RSM US LLP for eleven years before joining PracticeCFO in 2019. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using primarily low-cost ETFs and combines passive core exposure with tactical asset allocation.

James Mellon is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Canter Wealth since 2018. Prior to joining Canter Wealth, he worked at TD Ameritrade for two years. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients, offering discretionary asset management, financial planning, and consulting. The firm employs a factor-based, low-cost, tax-efficient investment approach using primarily ETFs and mutual funds, supported by an internal Investment Committee and advanced technology tools.