Marija Petrovic is a financial advisor with Intelligence Driven Advisers, LLC and holds a Series 65 designation. She has three years of prior experience at StepStone Group and joined her current firm in 2025. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm uses a model-driven investment approach centered on risk management and fundamental analysis, offering financial planning, discretionary investment management, and retirement plan solutions.

Xavier Stonehouse is a financial advisor at Financial Sense Advisors, Inc. in San Diego, CA, holding a Series 66 designation with three years of industry experience. His work history includes roles at Financial Sense Securities, Inc. and LPL Financial, along with prior experience in education at Gonzaga University and St. Augustine High School. Financial Sense Advisors, Inc. manages approximately $836 million across 588 clients through a team of nine advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, implementing strategies that combine fundamental and technical analysis across a range of risk profiles.

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.

Simon Perna is a financial advisor at Cascade Financial Partners, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Corient, Pure Financial Advisors, and several other firms dating back to 2019. Cascade Financial Partners provides investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored asset allocation and investment strategies. The firm employs a detailed client intake process and conducts due diligence on a range of investments, managing over $1.38 billion in assets with a five-advisor team.

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 Certified Financial Planner® with 11 years of industry experience, currently serving at Blue Sky Capital Consultants Group, Inc. He previously worked at Capital Financial Consultants Group, Inc. and Independent Financial Group, LLC. At Blue Sky, he holds the position of Lead Planner and Client Services Manager. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $306 million in discretionary assets, employing a multi-disciplinary investment process that incorporates derivatives and borrowing strategies uncommon among peers.

Morgan Smith is a CFP® with 22 years of industry experience, currently serving at WorthPointe. He has worked at Constitution Wealth LLC and Trovena, LLC in addition to his tenure at WorthPointe. WorthPointe provides discretionary portfolio management and financial consulting services primarily for individuals and high-net-worth clients, employing an investment approach based on Modern Portfolio Theory and diversified model portfolios.

Jillian Andrews is a Series 65 licensed financial advisor with Christopher Weil & Company, Inc. in San Diego, CA, where she has worked since 2014. She has six years of industry experience. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension and profit-sharing plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and crypto-related investments, and offers personalized investment policy statements and consolidated reporting.

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.

Jonathan Freeman is a financial advisor at Presidio Capital Management, LLC in San Diego, CA, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Entrewealth, LLC, Axxcess Wealth Management, LLC, and CCG Wealth Management LLC. Presidio Capital Management provides discretionary investment management, financial planning, and retirement plan consulting to a range of clients including individuals, high-net-worth clients, business owners, and charitable organizations. The firm employs a long-term, fundamentally driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, while also utilizing individual securities and alternative investments as appropriate.

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.

John Wells is a financial advisor with Christopher Weil & Company, Inc., holding a Series 63 designation and 20 years of industry experience. He has been with Christopher Weil & Company, Inc. since 1991. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individuals, pension plans, charities, and corporate entities. The firm employs diversified portfolio strategies that include the use of derivatives and investments in ETFs with cryptocurrency exposure, guided by fundamental, quantitative, and qualitative analysis.

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.