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.

Rosario Scappaticci is a Series 65-licensed financial advisor at Red SEVEN with two years of industry experience. Prior to joining Red SEVEN, Rosario was a student for ten years. Red SEVEN provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on individual goals, risk tolerance, and time horizon, employing a combination of fundamental and technical analysis with regular account reviews.

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 with 16 years of industry experience. He holds a Series 66 designation and has worked at Bull Oak Capital since 2014, following prior roles at Charles Schwab, Morgan Stanley, and Merrill. Bull Oak Capital serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management. The firm employs a broadly diversified investment approach primarily using exchange-traded funds, with portfolios customized to clients’ goals and risk tolerance.

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. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Copley Financial Group since 2019, alongside roles at Heritage Tax & Insurance and Emerson Equity LLC. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans through discretionary and non-discretionary portfolio management. The firm employs model portfolios, third-party money managers, and fee-based alternative investments as part of its investment approach.

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.

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 designations and bringing 29 years of industry experience. He has worked at several firms including Planmember Securities Corporation and Lincoln Investment. Outside of his advisory roles, he owns Gates Financial Services, Inc., which provides insurance, 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 utilizes a combination of proprietary strategic allocation models and customized portfolios with third-party strategists, managing accounts often with discretionary authority while coordinating with independent managers and outside advisors.

Aubrey Brown is a CFP® with 11 years of industry experience, currently serving at Weatherly Asset Management. Prior to joining Weatherly, he worked at LPL Financial and Lifetime Financial Advisors. He is based in Del Mar, CA, and holds a Series 66 license. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm uses a team-based investment approach that combines top-down macroeconomic analysis with bottom-up fundamental research, managing approximately $1.68 billion in assets.

Sally Eisenberg is a financial advisor at Weatherly Asset Management with a Series 65 designation and three years of industry experience. She has prior work experience including serving at Sedona Beer Company and Page Springs Cellars. Outside of finance, Eisenberg has worked as a part-time server at a brewery. Weatherly Asset Management serves individual and institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm manages about $1.68 billion in assets and employs a team-based, investment committee approach that combines macroeconomic analysis with fundamental research.

James Kuntz is a financial advisor with Pacific Wealth Management in San Diego, CA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has worked at Pacific Wealth Management since 2000 and previously spent 12 years at Girard Securities, Inc. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary asset management, comprehensive financial planning, 529 plan management, and consulting services. The firm’s investment approach focuses on asset allocation through a “Proactive Asset Management” strategy using mutual funds, ETFs, individual equities, fixed income, options, structured products, and periodic rebalancing.

Amal Hagisufi is a financial advisor with UHY Wealth Management RIA LLC, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones, Prudential Insurance Company of America, and LPL Enterprise. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios aligned with client objectives and offers a notable focus on pension consulting and compliance related to affiliated audit clients.

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.

Brian Krause is a CFP® professional with 24 years of industry experience, currently serving at Cascade Financial Partners, LLC since 2023. His prior roles include positions at Creative Planning, Gupta Wealth Management, UBS Financial Services, and Merrill. He is also Secretary of F&S Endeavor LLC, an investment-related business focusing on private equity and similar assets. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on personalized strategies involving asset allocation, technical analysis, and both long- and short-term holdings. The firm applies a detailed client intake process and conducts due diligence on investments, including alternative assets, serving clients through discretionary and non-discretionary managed accounts.

Matthew Vallebo is a financial advisor with Presidio Capital Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Presidio Capital Management since 2020, with previous roles at Cetera, First Allied Advisory Services, First Allied Securities, and Wells Fargo. Outside of his advisory work, Vallebo serves as Volunteer President of the Mira Mesa Wrestling Club, where he participates in financial oversight, fundraising, and compliance. 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 employer-sponsored retirement plans. The firm emphasizes fundamental analysis and long-term strategies using low-cost mutual funds and ETFs, while maintaining flexibility to include various investment types and risk management tools.