Eden Morimoto is a financial advisor at Torrey Growth & Income Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, Morimoto worked at Cortica Care and with the Department of Education in Madrid, Spain. Torrey Growth & Income Advisors provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm utilizes a mix of fundamental and technical analysis, tactical asset allocation, and a range of investment vehicles, managing portfolios on a fully discretionary basis aligned with client-specific risk profiles.

Taylor Schulte is a CFP® with 18 years of industry experience and serves as an advisor at DEFINE Financial, LLC. He has held roles at Schulte Ventures, LLC and ADVISOR GC, LLC dba THE AGC, among others. Outside of his advisory work, he creates and consults on online educational content through Schulte Ventures and contributes to Wealthtender, Inc., a personal finance publication platform. DEFINE Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm manages approximately $314.6 million through a three-advisor team, employing a passive, risk-based investment approach using no-load mutual funds and ETFs alongside comprehensive financial planning and pension consulting services.

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 financial advisor at Red SEVEN with a Series 65 designation and two years of industry experience. Prior to joining Red SEVEN, Rosario was a student for ten years. Red SEVEN is an SEC-registered investment adviser managing approximately $104.4 million for about 254 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses both fundamental and technical analysis to tailor portfolios according to individual goals and risk tolerances.

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 in Rancho Santa Fe, CA, holding a Series 66 designation with 15 years of industry experience. He has been with Bull Oak Capital since 2014, working as part of a four-advisor team. Bull Oak Capital serves individual and high-net-worth clients by providing customized financial planning and discretionary portfolio management. The firm emphasizes broad diversification through primarily ETF-based portfolios, tailored to clients’ risk tolerance and time horizon, and integrates services such as retirement, tax, and estate planning with ongoing portfolio reviews.

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. in San Diego, CA, holding Series 63 and Series 65 credentials with seven years of industry experience. He has worked at Copley Financial Group since 2019 and previously was associated with Emerson Equity LLC. Denstad is also involved with Heritage Tax & Insurance, where he provides fixed life and annuity sales and financial planning services. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management using model portfolios, third-party money managers, and fee-based alternative investments, with services tailored through regular account reviews and educational programs.

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.

Jeremy Martinson is a CFP® with 23 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. He has held senior roles at Sovran Advisors, LLC, Summacor Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, Martinson is chief executive officer of Spectrum Consulting Group, Inc., which provides bookkeeping, payroll, and business consulting services, and he holds leadership positions with several nonprofit organizations focused on community support and education. Bamboo Wealth Strategies offers discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, client-specific approach emphasizing diversified portfolios primarily built with low-cost ETFs and individual bonds, supported by ongoing supervision and interactive planning tools.

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 licenses and bringing 28 years of industry experience. He is also the owner of Gates Financial Services, Inc., where he provides insurance and 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 implements investment programs through proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors while providing ongoing portfolio management and financial planning services.

Aubrey Brown is a CFP® with 10 years of industry experience currently working at Weatherly Asset Management. He has previously worked at LPL Financial and Lifetime Financial Advisors, Inc. Brown is based in Del Mar, CA and holds a Series 66 license. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, providing discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach combining top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income.

Kelly Carter is an advisor at Adviser Alliance, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Summit Wealth Partners, LLC and Beacon Retirement Planning Group, Inc., where she also serves as CEO. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities, focusing on managed portfolios that include equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts. The firm serves a non-high-net-worth client base and operates multiple offices while leveraging third-party platforms and managers for portfolio implementation.

Sally Eisenberg is a financial advisor at Weatherly Asset Management with three years of industry experience and holds a Series 65 credential. She has prior work experience outside finance, including serving as a part-time employee at Sedona Beer Company. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets through a team-based approach that emphasizes a combination of top-down macroeconomic analysis and bottom-up fundamental research.

James Kuntz is a financial advisor at Pacific Wealth Management with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Pacific Wealth Management since 2000, also working at Girard Securities, Inc. since 2005. Pacific Wealth Management serves individuals, trusts, retirement plans, and business entities, offering discretionary and non-discretionary asset management, comprehensive financial planning, consulting, and 529 plan management. The firm uses a client-specific, asset-allocation approach called “Proactive Asset Management,” implementing diversified portfolios and typically rebalancing quarterly.

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.