Cristina Eddy is a financial advisor at Monex Asset Management, Inc. in San Diego, CA, holding a Series 66 designation with 16 years of industry experience. She previously worked at Snowden Lane Partners from 2015 to 2017 before joining Monex in 2017. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis across a broad range of products and strategies, managing accounts directly and through sub-advisors.

Omar Almaraz is a CFP® professional at Pathview Wealth Advisors with three years of industry experience. He previously worked at Rowling & Associates LLC and EMoney Advisor before joining Pathview. Pathview Wealth Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities by providing financial planning, consulting, and discretionary portfolio management. The firm focuses on client-specific investment policies primarily using mutual funds and ETFs, and offers tax-preparation services supervised by a licensed CPA.

Ian Hill is a financial advisor at CoastEdge Partners, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Allianz Global Investors US LLC and Meketa Investment Group prior to joining CoastEdge. Outside of his financial career, he serves as CEO of Something Active LLC, a company focused on physical activities, training, and counseling for children. CoastEdge Partners provides investment management, financial planning, and reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm builds custom multi-asset class portfolios with an emphasis on capital preservation, diversification, and liquidity management, employing both discretionary and non-discretionary management strategies.

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.

Adam Brown is a financial advisor at Castle Coast Wealth, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked previously with LPL Financial and Litton Financial Services. In addition to his advisory role, he is an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC is a registered investment adviser serving individuals, high-net-worth clients, and retirement plans. The firm uses strategic, dynamic, and tactical asset-allocation approaches with discretionary management, focusing on mutual funds and ETFs while incorporating both quantitative and qualitative analysis.

Troy Robertson is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Emerson Equity LLC and Mondelez Global, Inc. In addition to his advisory role, he is involved with Heritage Tax and Insurance Services, focusing on estate planning and insurance evaluation. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers asset management through direct management, third-party money managers, and model-based programs, incorporating alternative investments and using both discretionary and non-discretionary trading approaches.

Nicolas Mendoza Fernandez is a financial advisor at Finec Asset Management with three years of industry experience and a Series 65 designation. He previously worked at Union Editorialista SA de CV for nine years and Finec Servicios SA de CV for four years. He also provides family office services to high-net-worth individuals, including financial reporting and bill payment. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations. The firm uses fundamental, technical, and cyclical analysis supported by macro research to build diversified portfolios across various asset classes, focusing on capital preservation and appreciation.

David Reyes is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Reyes Financial Architecture since 2010. Reyes is also an author and co-author of financial-related books. Reyes Financial Architecture provides discretionary asset management, personalized financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and includes financial planning as a complimentary service alongside portfolio management.

James Thomason is a CFP® with 42 years of experience in the financial services industry. He is currently with One Degree Advisors, Inc., where he has worked since 2018. His prior experience includes long tenures at Securities America Advisors, Inc. and Securities America, Inc., as well as at J.J. Thomason, Inc. He serves on the board of the nonprofit World Help. One Degree Advisors serves high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management, utilizing institutional-style and no-load mutual funds and ETFs within a strategic asset-allocation framework informed by Modern Portfolio Theory.

Peter Shenas is a CFP® with 28 years of experience in the financial services industry. He has been with Ariston Services Group, LLC since 2008. Ariston Services Group provides investment management, financial planning, and consulting to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $490.8 million for about 70 clients and also serves as investment adviser to a private limited partnership, employing a mix of discretionary management and allocations to independent managers, mutual funds, ETFs, and alternative strategies.

Ashley Gagne is a CFP®-certified financial advisor with 15 years of industry experience. She is currently with Superior Planning Wealth Management & Family Office and has previously worked with Unionbanc Investment Services and PlanMember Securities Corporation. Superior Planning Wealth Management & Family Office provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm uses a combination of proprietary allocation models and third-party strategists to manage portfolios, offering both discretionary management and coordination with external tax and legal advisors.

Dean Kernus is a CFP® and PFS™ credentialed financial advisor with 17 years of industry experience. He is currently with Willow Creek Financial in San Diego, CA, and previously worked at Orin Green Financial and Ameriprise Financial Services. Kernus contributes to the American Institute of CPAs as a contractor and exam question developer for the CPA and Personal Financial Specialist exams. Willow Creek Financial serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management through wrap accounts alongside standalone financial planning and retirement consulting. The firm manages approximately $529 million in assets across 238 client relationships with a five-advisor team.

Alexa Cammarano is a financial advisor at CoastEdge Partners, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at CoastEdge since 2021. Her prior roles include positions at Dunham & Associates Investment Counsel, LPL Financial, and Pharaoh Financial Group. CoastEdge Partners serves high-net-worth families, family foundations, and institutional clients by providing investment management, financial planning, and comprehensive reporting. The firm emphasizes capital preservation, diversification, and liquidity management, using customized multi-asset portfolios and proprietary fund vehicles tailored to each client’s objectives.

Morry Morales is a financial advisor with Axos Invest, Inc, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. Morales also worked for Banana Republic for ten years. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposures, with ongoing implementation and monitoring managed by an internal Portfolio Management Group.

Parker Bush is a financial advisor at CoastEdge Partners, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at CoastEdge Partners since 2016. Outside of his advisory role, he is also a school teacher at the San Diego Jewish Academy. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm emphasizes capital preservation, diversification, and tailored portfolio management through a combination of discretionary management, third-party managers, and proprietary fund vehicles.

Stephanie Poche is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Foresters Equity Services, Inc. for 14 years and Elite Investment Team, LLC for two years before joining Onyx Bridge Wealth Group. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and provides tailored portfolio management 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.

Sofia Iglesias Gonzalez is a CFP® and holds a Series 63 license with over seven years of industry experience. She has worked at UBS Financial Services and J.P. Morgan before joining Investor FAN and Visible Wealth Planning. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm uses a disciplined investment approach that incorporates Modern Portfolio Theory and multiple analytical methods, managing over $427 million in discretionary assets.

Angel Brown is a CFP® with 25 years of industry experience and holds a Series 66 license. She has been with Valic Financial Advisors, Inc. since 2007. Brown is based in San Diego, CA, and is currently affiliated with TSG Advice Partners, LLC. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm’s investment approach utilizes an institutional modeling system with ETF-centered model portfolios and offers additional services such as retirement-plan consulting, tax preparation, and bookkeeping.

Riley Corbett is a financial advisor at Christopher Weil & Co Inc with Series 65 credentials and around one year of experience in the industry. Prior to joining the firm, he held roles at Deel Inc, Zoom Info Technologies Inc, Comparably Inc, Incrementum AG, and Mavenlink. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension plans, charities, and corporate entities. The firm employs diversified portfolio strategies including derivatives and cryptocurrency-related investments, and offers personalized investment policy statements, consolidated reporting, and ongoing advisory support.