Jane Edmondson is the founder and managing member of JLE Wealth Management, LLC, an independent advisory firm based in San Diego, CA. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to her current role, Ms. Edmondson worked at TMX VettaFi and founded EQM Indexes, LLC, where she remains majority owner and partners in licensing indices used as benchmarks for exchange-traded products. JLE Wealth Management is a woman-owned firm that provides discretionary investment management and bundled financial planning to individuals, high-net-worth, and institutional clients. The firm employs a quantitative, model-driven stock selection process that integrates fundamental and market-sentiment data, with ongoing portfolio rebalancing and risk controls.

Adam Bileckyj is a financial advisor with Brightway Wealth Planning in Poway, CA. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to founding Brightway Wealth Planning in 2020, he held roles at Principal Securities INC, PRINCIPAL Life Insurance Company, and Princor Financial Services Corp. In addition to his advisory work, he is an independent insurance agent offering insurance products through unaffiliated issuers. Brightway Wealth Planning serves individuals, including high-net-worth clients, as well as small businesses and corporations, providing customized financial planning, investment consultation, nondiscretionary portfolio management, and educational workshops. The firm’s investment approach utilizes Modern Portfolio Theory combined with a Core + Satellite framework to build globally diversified, tax-efficient portfolios managed on a long-term, nondiscretionary basis.

Matthew Garrett is the sole advisor at The Garrett Group in San Diego, CA, with 29 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has been involved with TGG Management Company, Inc. since 2008. Outside of his advisory work, he is a managing member of San Elijo Partners, LLC, which invests in small businesses, and serves as a board member for Strategic Information Group, International, a software sales and consulting firm. The Garrett Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers portfolio management, multi-family office wealth management, and financial consulting, with an emphasis on fundamental and cyclical investment analysis and primarily non-discretionary client relationships.

Kathleen Covey is a CFP® professional with 45 years of experience in financial advising. She is the principal of Covey & Covey, an independent firm she has operated since 1983. Her prior experience includes roles at Independent Financial Group, LLC and WestPark Capital Inc. Covey serves as secretary for North County Women In Networking, a nonprofit organization supporting charitable causes. Covey & Covey primarily serves individual clients and small entities, offering comprehensive financial planning through fixed-fee plans and hourly consultations. The firm does not custody client assets or provide discretionary portfolio management, instead focusing on detailed written plans and assisting clients with implementation via third-party managers or brokerage transactions.

Glenda Moehlenpah is a CFP® and Series 65-licensed financial advisor with 24 years of experience at Financial Bridges, a sole-proprietor firm based in Poway, CA. She also provides tax preparation services as a CPA, dedicating part of her year to preparing individual tax returns. Financial Bridges offers financial planning, investment consultation, and tax preparation services primarily to individual investors and families, focusing on project-based or as-needed engagements without managing client assets directly. The firm emphasizes globally diversified asset allocation and provides implementation education without discretionary portfolio management or custody.

Darren Caris is a financial advisor at Caris Investment Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Caris Investment Partners since 2019, following prior roles at Western Financial Corp and Caris Global Advisors. Caris Investment Partners is an independent investment adviser serving individuals, trusts, estates, charitable organizations, retirement plans, small businesses, and high-net-worth clients. The firm emphasizes active portfolio management using fundamental research and technical analysis across a range of strategies and asset types, offering both discretionary portfolio management and institutional services.

At Arcadia, we focus on helping people over age 45 lower taxes, manage their wealth, and retire on their terms. We charge a fair, flat fee which covers all financial planning and investment management. Before founding Arcadia I was an equity Partner at one of the largest Registered Investment Advisors (RIA) in the country where I was directly responsible for managing over $400 million in client assets and 120 client relationships. Over my 18 years in the wealth management industry, I became critical of the notion that wealth management firms should be entitled to a percentage of a client’s portfolio by charging an assets under management (AUM) fee. It also began to dawn on me that – in this industry – most traditional wealth management firms would value me based on how much client assets I brought in each year, and not necessarily on how much I was helping my clients. This ultimately is what led me to become fully independent and found Arcadia Private Wealth, implementing flat fee pricing so clients are treated more equitably and more conflicts of interests are removed from the advisor-client relationship.

Walter Lange is a financial advisor at Leyenda Capital in Del Mar, CA, holding a Series 65 designation with four years of industry experience. He is also the president of Lange Capital Management, LLC, a consulting business based in Del Mar. Leyenda Capital is an independent advisory firm serving high-net-worth individuals through discretionary asset management. The firm focuses on tailored portfolios based on client goals, employing fundamental analysis and a combination of long- and short-term strategies.

Shane Kochon is a financial advisor at Harvestwise Wealth Planning with 17 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2013 to 2024. Outside of advisory work, he serves as Treasurer on a nonprofit board and holds a real estate license. Harvestwise Wealth Planning provides investment advisory and financial planning services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and business clients. The firm manages approximately $38.3 million in discretionary assets and employs a tailored investment approach using fundamental, technical, quantitative, and values-based analysis.

Julia Bussie is the sole advisor at JSB Capital Management, LLC, an independent firm based in Del Mar, CA. She holds a Series 65 credential and has 13 years of industry experience, having led JSB Capital Management since 2012. Bussie also holds the Chartered Market Technician (CMT) designation and participates in professional technical-analysis organizations. JSB Capital Management provides discretionary portfolio management to individuals and various institutional clients, including pension plans, foundations, and endowments. The firm employs a top-down, macroeconomic investment approach with sector rotation and technical analysis, and it uses derivatives in separately managed accounts as part of its timing and risk-management strategy.

Vincent Lucas is a financial advisor at Pacific Equity Advisors LLC in La Jolla, CA, with two years of industry experience. He holds a Series 65 designation and has worked since 2008 at Pacific Equity Management in an operations and administrative role for hedge funds, though he does not provide advisory services for that entity. Pacific Equity Advisors LLC is a single-advisor registered investment adviser serving individuals, high-net-worth clients, and charitable organizations with discretionary portfolio management. The firm employs cyclical and fundamental analysis and utilizes a range of investment strategies including long-term and short-term trading, short sales, and private placements.

Helping you organize and simplify your finances, build steady income, and retire with clarity and confidence. Over the last decade, I’ve worked at different wealth management firms, gaining valuable experience alongside some incredibly smart, kind people. My biggest takeaway? There’s no one-size-fits-all solution when it comes to personal finances. Customized financial planning works. And that’s what makes this work so rewarding. That’s why I created JRO Wealth Management. I built this firm for people who want to cut through the jargon and complexity and get real guidance from someone in their corner. Someone who understands how all the pieces of your financial life fit together — retirement income, taxes, investments, healthcare, legacy — and helps you make decisions across the board that actually work for you. My job isn’t to sell products or try to time the market. It’s to help you weigh the tradeoffs, see the bigger picture, and make smart, informed decisions with someone you trust by your side.

Robert Shabkie is a financial advisor at Pathlight Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks, and VOYA Financial Advisors. In addition to his advisory role, he maintains a legal practice focused on estate planning and serves as a licensed independent insurance agent. Pathlight Wealth Management is a single-advisor independent firm managing approximately $20.7 million for around 61 clients, including individuals and institutional pension plans. The firm provides discretionary portfolio management, financial planning, and consulting services, employing various analytical methods to tailor investment strategies that may include mutual funds, ETFs, equities, and more active trading approaches.

Gifford Tompkins Jr. is a financial advisor with The Tides Group, holding Series 63 and Series 65 designations and five years of industry experience. He has been with The Tides Group since 2018 and previously worked at World Vision International. The Tides Group is an investment manager that advises pooled investment vehicles, institutional accounts, and high net worth individuals. The firm uses active investment techniques, including derivatives in separately managed accounts, and provides discretionary portfolio management services.

Darren Devries is the principal of De Vries Asset Management, LLC, with 11 years of industry experience. He holds a Series 66 designation and has a background that includes roles at Tweet Management Services and ownership of a CPA and tax preparation practice, FleetRidge Financial, Inc., which he continues to operate. De Vries Asset Management serves individuals, businesses, endowments, and nonprofit organizations primarily by acting as a promoter and referral source to third-party asset managers, while also providing direct wealth management, discretionary portfolio management, and financial planning services tailored to client objectives. The firm is affiliated with an accounting practice, reflecting Mr. Devries's dual role as a licensed CPA offering tax and accounting services separate from advisory offerings.

Steven Allen is a financial advisor at SOP Advisors LLC in Rancho Santa Fe, CA, holding a Series 65 designation with two years of industry experience. He has been with SOP Advisors LLC since 2022 and also has a long tenure at Greenbriar Partners L.P. dating back to 1994. SOP Advisors LLC provides discretionary investment management services primarily to individual clients and small businesses, employing a tailored portfolio management approach that includes a range of trading strategies across U.S.-based commodity, cyclical, and real asset sectors. The firm uses a combination of charting, fundamental, technical, and cyclical analysis along with proprietary models to implement both short-term and long-term investment positions within client-directed guidelines.

Christopher Lis is a Series 65-registered advisor with FOX Wealth Strategies in Claremont, California. He has no prior experience in the financial advisory industry but has worked in commercial real estate, recruiting, and currently at John Paul the Great Catholic University. FOX Wealth Strategies serves individuals and families in Southern California by providing fee-based financial planning and standalone investment advice. The firm emphasizes customized, non-discretionary recommendations using fundamental analysis and offers services on an hourly or flat-fee basis rather than a percentage of assets under management.

Lucille Shaw is the sole advisor at Finances for Life, LLC, an independent firm based in Carlsbad, CA. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. In addition to her advisory role, Shaw is president of FFL Insurance Agency, LLC, where she is involved in life, health, long-term care, and disability insurance sales. Finances for Life, LLC provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm emphasizes client-specific investment strategies, primarily manages accounts on a non-discretionary basis, and integrates advisory services with an affiliated insurance agency.

I’m on a mission to inspire women to be more intentional with their financial choices and provide a place where they can learn and share – without judgment. I’ve been through divorce and death of loved ones, I’ve worked with hundreds of clients with unique financial situations. One thing hasn’t changed throughout my career – my commitment to providing personalized services to my clients to inspire their financial journeys. You’re a busy professional woman in the middle to later stages of your career (or maybe you’ve already retired!). You have a lot going on, but you want to make sure you’re making smart financial moves. Whether you’re the family CFO or not, you want to be treated with respect. You won’t be afraid to ask questions and learn what you don’t know. You’d like to find someone you can bounce ideas off of, to get help making financial decisions, or to delegate to an expert. Finances don’t have to be a drag. You probably are already in the habit of saving. You may be making a lot of money, but haven’t been intentional about what you’re doing with it. Throughout my career, I’ve been inspired by so many women who are doing amazing things in their professional lives. However, the traditional financial advice industry does not serve us well. ➡️Our plans need to account for income shortfalls due to the gender pay gap – leading to a lifetime of reduced savings opportunities. ➡️We may need to plan around periods of income plateaus due to caregiving responsibilities for children or parents – it’s important to be intentional about career choices. ➡️Women live longer than men and are often entering or experiencing retirement solo – this impacts all aspects of retirement income, taxes, and leaving a legacy.

Todd Wiersum is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Encompass Financial Services. His prior roles include positions at IDA Wealth and Cetera Investment Advisers, among others. In addition to financial advising, he is involved with Solstice Tax Solutions Inc., a CPA firm specializing in tax preparation and accounting. Encompass Financial Services provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm emphasizes risk management in its investment approach and offers customized portfolio management alongside support for retirement plan sponsors and participants.