Samantha Lawrence is a CFP® at Centura Wealth Advisory with four years of industry experience. She has worked exclusively at CCG Wealth Management since 2018 and also has experience in commercial mortgage and retail prior to that. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm employs a variety of investment vehicles and conducts ongoing portfolio monitoring, serving as a fiduciary for certain retirement plans.

Joshua Nunn is a financial advisor at Centura Wealth Advisory in San Diego, CA, holding the ChFC® and Series 66 designations with eight years of industry experience. He previously worked at Financial Sense Securities, Inc. and CCG Wealth Management LLC. Outside of his advisory role, he serves as a creative director for a religious charitable organization and performs as a musician at a local church. Centura Wealth Advisory provides financial planning, investment management, and retirement plan consulting services to individuals, plans, trusts, estates, charitable organizations, and business entities. The firm tailors portfolios using a mix of mutual funds, ETFs, alternative investments, and other strategies, typically serving clients with portfolios of $2 million or more.

Scott Nabb is a CFP® professional at Blue Sky Capital Consultants Group, Inc. with 11 years of industry experience. He has held roles at Capital Financial Consultants Group, Inc. and Independent Financial Group, LLC over the course of his career. At Blue Sky, he serves as Lead Planner and Client Services Manager. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management and financial planning services to individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $306 million in discretionary assets and employs a multi-disciplinary investment approach that includes fundamental and technical analysis, derivatives, and borrowing strategies within separately managed accounts.

Jacqueline Lewis is a CFP® with 23 years of industry experience, currently serving as an advisor at Brooklyn FI, LLC. Her prior roles include Wealth with Options, Mariner Platform Solutions, AdvicePeriod, LLC, and Wells Fargo Clearing. She serves on the board of directors for Ronald McDonald House San Diego. Brooklyn FI provides investment management and financial planning services to individual and high-net-worth clients, emphasizing household-level advisory. The firm uses a primarily passive investment approach while incorporating specialized external strategies and actively manages held-away accounts as part of comprehensive portfolio oversight.

Jacob Shiffrin is a CFP® with three years of industry experience, currently serving at Centura Wealth Advisory. His work history includes roles at CCG Wealth Management LLC and TrueNorth Wealth, as well as positions at the University of Connecticut and Guilford High School. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a diversified investment approach that includes mutual funds, ETFs, alternative investments, and structured products, and serves clients with portfolios typically starting at $2 million.

Rana Davidson is a financial advisor at American Money Management, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Cubic Corporation and KPMG, LLP. American Money Management serves individual clients, including high-net-worth households, as well as various institutional clients. The firm’s investment approach involves customizable, asset-allocation strategies overseen by an investment committee, with ongoing account monitoring and a focus on both discretionary and non-discretionary advisory services.

George Hoover is a financial advisor with Torrey Growth & Income Advisors, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Torrey Growth & Income Advisors since 2006. 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, employing both fundamental and technical analysis, tactical asset allocation, and various equity, ETF, fixed-income, and options strategies.

Susan Ferrari is a financial advisor with Carmel Capital Partners, LLC in San Diego, CA. She holds a Series 65 designation and has one year of industry experience. Her prior experience includes roles at Superior Planning LLC and Superior Planning Inc, as well as a decade working at Horizon Prep. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, offering financial planning, sub-advisory services, and private investment vehicle management. The firm emphasizes fundamental valuation with a focus on free cash flow and capital preservation, and actively sponsors and manages multiple private funds and special purpose vehicles.

Jordie Czapinski is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Intelligence Driven Advisers, LLC since 2018 and concurrently at International Assets Advisory, LLC since 2016, in addition to previous experience at Labrum Wealth Management, LLC. Intelligence Driven Advisers, LLC is a multi-team SEC-registered advisory firm managing approximately $882 million for individual and institutional clients. The firm employs a risk-managed investment process overseen by an Investment Committee and offers comprehensive financial planning, discretionary management, retirement plan solutions, and consulting services.

Brooke Courtney is a financial advisor at Ballast Rock Private Wealth with a Series 65 designation and over six years of industry experience. She has worked previously at Altair Advisers and Cambridge Financial Group, LLC, and has held various roles at The University of Alabama. Ballast Rock Private Wealth offers tailored portfolio management and investment policy statements for individuals, high-net-worth clients, and pension or profit-sharing plans. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios and provides financial planning and consulting services to its clients.

Jordan Gibbs is a CFP® professional with 18 years of experience in financial advising. He is currently with Heritage Wealth Management, Inc., where he has worked since 2009, and previously held roles at The Kocen Financial Group, Inc. and Financial Goal Securities, Inc. Heritage Wealth Management is a SEC-registered advisory firm that offers discretionary portfolio management and financial planning services to individuals, institutions, and various entities. The firm employs diversified investment strategies including global allocation, tax-sensitive, and ETFs-only approaches, and manages private funds and option-enhanced strategies.

George Stratmann is a financial advisor at Invicta Financial Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BDT & Associates, Inc. and Cambridge Investment Research Advisors, Inc. Stratmann is also involved as a licensed insurance agent, selling and servicing health and life insurance products. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services. The firm directs clients to third-party investment advisers for asset management and focuses on client-specific planning with ongoing reviews.

Charles Schwab is a CFP® professional with one year of industry experience, currently serving at Define Financial, LLC. He has previously worked at Cerity Partners, Cetera Financial Group, and Ginsburg Financial Advisors, and has a background including roles in education and at Roche Molecular Systems. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm uses passive, risk-based portfolios mainly composed of no-load mutual funds and ETFs, providing discretionary investment management, financial planning, and pension consulting through a three-advisor team.

Michael Moore is a financial advisor at American Money Management, LLC with 24 years of industry experience. He has been with the firm since 2001 and holds a Series 65 designation. American Money Management, LLC serves individual clients, including high-net-worth households, as well as institutions such as pension plans and trusts. The firm employs an investment committee to manage customizable, asset-allocation strategies ranging from aggressive growth to conservative income and offers discretionary portfolio management, 401(k) advisory services, and periodic financial planning.

Andrea Taylor is a CFP® with three years of industry experience, currently advising at Weatherly Asset Management. Prior to joining Weatherly, she worked at Ernst & Young, LLP and Cakebread Cellars. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm combines top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income, and manages approximately $1.68 billion in client assets through a team-based approach.

Margaret Bridges is a financial advisor at Centura Wealth Advisory in San Diego, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Centura, she worked at CCG Wealth Management LLC and has experience in various roles including positions at San Diego State University and Brook Park Swim Club. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a diversified investment approach and serves as a fiduciary for retirement plan engagements under ERISA when applicable.

Sean Clark is a financial advisor at Centura Wealth Advisory with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Fidelity, Equitable Advisors, National General Insurance Services, and CCG Advisors. He has been with Centura Wealth Advisory since 2017. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach incorporating mutual funds, ETFs, alternative investments, and structured products, and serves as a fiduciary for retirement plans under ERISA when applicable.

Constance Mitchell is a financial advisor at Wealth Analytics Partners, LLC with three years of industry experience. She holds a Series 65 designation and has been with Wealth Analytics Partners since 2020. Prior to her advisory career, she was a homemaker for 24 years. Wealth Analytics Partners, LLC provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm employs a risk-scored model portfolio framework based on Modern Portfolio Theory, reviewing accounts quarterly and managing approximately $316 million in client assets.

David Martinez is a financial advisor at Centura Wealth Advisory in San Diego, CA, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CCG Wealth Management LLC, FSC Securities Corporation, and The Retirement Group LLC. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach using a mix of mutual funds, ETFs, alternative investments, structured products, and Independent Managers, with ongoing monitoring based on various analytical methods.

Daniel Shainberg is a financial advisor at Heritage Wealth Management, Inc. in San Diego, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Save Mart Companies, One Source Industries, Westminster Capital Inc., Alloy Asset Management, and BHIC, LLC. Outside of advisory work, he is involved in real estate investment through partnerships and ownership in multiple entities focused on multifamily and single-family home rentals as well as private equity advisory. Heritage Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, small businesses, pension plans, trusts, and institutional clients. The firm’s investment approach centers on asset-allocation portfolios using mutual funds, ETFs, equities, and fixed income, supplemented by option-enhanced strategies and alternative investments, with a focus on discretionary portfolio management and private pooled investment vehicles.