Aiden Cox is a CFP®-certified financial advisor with four years of industry experience. He is currently with Canter Wealth, where he has worked since 2023, and previously spent three years at Northwestern Mutual Investment Services LLC. Cox also served six years at Marine Corps HQ. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily implemented with ETFs and mutual funds, guided by an internal Investment Committee.

Brett Nussen is a CFP® professional with 10 years of experience in financial advising. He currently works at Willow Creek Financial and has previously held roles at Northwestern Mutual Wealth Management Company and other firms. Outside of advising, he was involved with FTS Promotions from 2015 to 2017. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm is noted for sponsoring its own wrap fee program and its use of advanced investment techniques such as derivatives and margin in separately managed accounts.

Jessica Roth is a financial advisor with Copley Financial Group, Inc. She holds a Series 65 designation and has been with the firm since 2011. Her experience with the firm totals over a decade in the San Diego, CA area. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, sub-advisors, and co-advisor arrangements, combining discretionary and non-discretionary portfolio management along with educational seminars and regular account reviews.

David Barta is a financial advisor at Nectarine with the CFP® and CFA® designations and four years of industry experience. His prior work includes roles at HireArt Inc, Xylo AI Corp, Origin Financial, Earnin, and PAAMCO Prisma. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives chosen via the firm's website. The firm emphasizes long-term asset allocation with low-cost, index-based mutual funds and ETFs and offers a proprietary financial-aggregation app, operating on a fee-for-service planning model without managing client investment portfolios.

Brian Matter is a CFP® professional with 12 years of experience in financial advising. He has been with Creative Capital Management Investments LLC since 2017 and was previously with Creative Capital Management Inc from 2010 to 2017. The firm provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families in business. Their investment approach is evidence-based and grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification, and cost efficiency, with customized portfolios reviewed periodically.

Meredith Mc Call is a Series 65-licensed financial advisor at TritonPoint Partners, LLC with two years of industry experience. She previously worked at Goldman Sachs PFM and United Capital Financial Advisers. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment process combines modern portfolio theory with quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology-enabled tools.

Tyler Goglia is a CFP® professional with three years of industry experience. He is currently with Blue Sky Capital Consultants Group, Inc., where he has worked since 2019, and previously worked at Capital Financial Consultants Group, Inc. from 2019 to 2024. Prior to his financial advising career, he spent three years at Gateway Physical Therapy & Spinal Center. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, pension consulting, and advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process and offers tailored advice through individualized accounts or model portfolios, with a noted use of derivatives and borrowing strategies uncommon among peer firms.

Christian Unrath Mac Gregor is an investment advisor representative at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Finec Servicios S.A. de C.V. and Curtoil de Mexico S.A. de C.V. He also serves as an analyst for Finec Servicios S.A. de C.V., where he dedicates part of his time to market analysis and forecasting. Finec Asset Management is an SEC-registered firm providing discretionary and non-discretionary portfolio management, research, and financial advisory services to individuals, high-net-worth clients, trusts, corporations, and other entities. The firm integrates fundamental, technical, and cyclical analysis with macroeconomic research to create customized portfolios tailored to clients’ objectives and risk profiles, serving a diverse client base across the Americas.

Ryan Kolden is a financial advisor with RPG Family Wealth Advisory, LLC in San Diego, CA, holding a Series 65 license and three years of industry experience. He previously worked at HK Financial and served in the US Navy for 13 years. Outside of advising, Kolden is involved with Mortgage Free Life, assisting clients with mortgage paydown strategies, and offers tax credit opportunities to clients. RPG Family Wealth Advisory provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused approach utilizing a mix of equities, fixed income, mutual funds, ETFs, and limited partnerships, and leverages both fundamental and technical analysis in its investment process.

Wesley Salzman is a financial advisor at Pacific Wealth Management in San Diego, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Pacific Wealth Management in 2026, he worked at Northrop Grumman Aeronautical Systems for three years and held positions at Cal Poly San Luis Obispo and Calvin Christian High School. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities, providing discretionary asset management, comprehensive financial planning, and 529 plan management. The firm employs an asset-allocation driven approach using mutual funds, ETFs, equities, fixed income, options strategies, and structured products, managing approximately $365 million on a discretionary basis through a team of seven advisors.

J Dyer is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Sage Capital Advisors since 2011. Outside of his advisory role, Mr. Dyer acts as a sales agent for various insurance companies on an individual basis, which may involve receiving sales commissions. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning, using a custom, value-oriented investment approach that includes individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

Alondra Zepeda Ochoa is a CFP® with four years of industry experience, currently serving as a financial advisor at Blue Sky Capital Consultants Group, Inc. She previously worked at D.M. Brenner, Inc. for four years and has a background that includes six years at San Diego State University. Blue Sky Capital Consultants Group, Inc. manages roughly $306 million in discretionary assets and serves several hundred client accounts. The firm offers a range of services including portfolio management and financial planning for individuals, retirement plans, and organizations, employing a multi-disciplinary investment approach that incorporates derivatives and leverage in separately managed accounts.

William Gotses is a financial advisor at Colorado Financial Service Corporation with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including U.S. Bancorp Investments, Merrill, and Banc of America Investment Services. Outside of financial advising, he is the managing member of High Performance Motorsports LLC, a used car dealership and racing company, and serves as president of his property homeowners association in La Jolla, CA. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities by providing financial planning, consulting, and portfolio management. The firm builds customized portfolios using mutual funds, ETFs, individual securities, and may manage accounts on a discretionary or non-discretionary basis, relying on advisor and third-party research rather than proprietary programs.

Joseph Leblanc is a CFP® professional with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2018 and serves as an officer and 15% owner. Prior to this, he held positions at Independent Financial Group, LLC, First Command Bank, and First Command Brokerage Services, Inc. Outside of his advisory role, he is involved as treasurer of the Blue Sky Aero Club. Premier Wealth Advisors, LLC serves individuals, trusts, estates, business entities, and retirement plans, typically requiring a minimum account size of $500,000. The firm employs a risk-based investment approach focused on passive mutual funds and ETFs, emphasizes client-approved, non-discretionary management, and integrates wealth management with financial planning and tax preparation services.

Frank Alvarez is a financial advisor with Tidemark, LLC in San Diego, CA. He holds the Series 66 designation and has 11 years of industry experience, including over a decade at LPL Financial, LLC. Alvarez also operates Alvarez Financial, a business entity for tax and investment purposes. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm manages $462.5 million in assets and uses a variety of investment strategies incorporating fundamental, technical, and cyclical analysis to create tailored portfolios.

Richard Green is a financial advisor with SimplyRIA Advisor Network in San Diego, CA, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Alpha Global Investments and TD Ameritrade, among others, and he is also CEO and co-owner of WMA Enterprises, an accounting firm. Richard operates as an independent insurance agent, specializing in insurance product sales, including annuities and life insurance strategies. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary retirement plan support. The firm combines active and passive management with strategic asset allocation, offering both discretionary and non-discretionary services through a network of independent Investment Adviser Representatives.

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 17 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. She previously worked at MSI Financial Services, Inc. and has been with Spectrum Planning & Advisory Services Inc. (doing business as Bamboo Wealth Strategies) since 2014. Danielle is also an owner and corporate officer of Bamboo Insurance Services, where she is involved in fixed insurance sales. Bamboo Wealth Strategies provides discretionary investment management and financial planning services to a range of clients including individuals, high net worth clients, businesses, and charitable organizations. The firm employs a long-term, client-specific approach focused on diversified portfolios with low-cost ETFs and individual bonds, offering both fixed-scope and ongoing planning alongside discretionary trading and rebalancing.

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 in San Diego, CA, holding a Series 65 designation with 10 years of industry experience. He spent 11 years at Stratos Wealth Partners, Ltd before joining Presidio Capital Management in 2026. 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 uses a fundamental analysis approach with a preference for low-cost mutual funds and ETFs, while also employing a broad range of investment tools and maintaining a focus on long-term strategies and plan-level education.