Justin Kuntz is a CFP® and holds a Series 66 license, with 13 years of experience in the financial services industry. He has been with Pacific Wealth Management since 2013 and previously worked at Girard Securities, Inc. from 2013 to 2017. Pacific Wealth Management serves individuals, trusts, retirement plans, and business entities, managing approximately $318 million in assets across about 210 client relationships. The firm employs a client-specific, asset-allocation approach through its “Proactive Asset Management” framework, offering discretionary and non-discretionary asset management, financial planning, consulting, and 529 plan management.

Matthew Griffith is a CFP® credentialed financial advisor at Centura Wealth Advisory with 19 years of industry experience. He previously worked at Reilly Financial Advisors for eight years before joining Centura Wealth Management, LLC, where he has been since 2019. Griffith holds volunteer board positions with the charitable organizations HOMESTART and PL Optimists' youth funding program. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a diversified investment approach including mutual funds, ETFs, alternative investments, and Independent Managers, and serves as a fiduciary for retirement plans under ERISA when applicable.

Matthew Showley is a CFP® with 12 years of industry experience, currently serving as an advisor at Creative Capital Management Investments LLC since 2017. Prior to this, he worked at Creative Capital Management Inc from 2006 to 2017. Creative Capital Management Investments LLC provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families in business. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, offering customized portfolios and specialized consulting in areas such as estate planning, tax planning, and business succession.

Deborah Spencer is a financial advisor at Reyes Financial Architecture Inc. with two years of industry experience. She holds a Series 65 designation and has been with Reyes Financial Architecture since 2025. 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 supported by fundamental, technical, and cyclical analysis, with financial planning included as a complimentary service within its asset management offerings.

Tyler Rowe is a CFP® and CFA® credentialed advisor with Stolper & Co., Inc. in San Diego, CA, bringing two years of industry experience. His prior roles include positions at Realty Income and Corbyn Investment Management, Inc. He has been with Stolper & Company since 2023. Stolper & Company provides investment management, manager and mutual fund selection, and financial planning services to individuals, trusts, estates, charitable organizations, and various business entities. The firm focuses on allocating client portfolios to subadvisers, offers investment consulting on a flat-fee basis, and manages a mutual fund selection program, serving a concentrated client base with substantial assets under management.

Louis Lange is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and CalPro Network Financial Services. He serves as an advisory board member for the San Diego Center for Economic Education, contributing to financial education efforts in the community. 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 employs a combination of proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors to offer discretionary portfolio management tailored to client needs.

Babak Gahvari is a financial advisor at Canter Wealth with 15 years of industry experience. He holds the CFP® and Series 63 designations and has been with Canter Wealth and affiliated entities since 2017, previously working at Pure Financial Advisors, Inc. from 2014 to 2017. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients with discretionary asset management, financial planning, and consulting services. The firm emphasizes factor-based, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, supported by an internal Investment Committee and operational use of technology and AI.

Ryan Goldenhar is a CFP® and CFA® with 10 years of industry experience. He is currently with Brooklyn FI, LLC, where he has worked since 2026. Prior to this, he held roles at Wealth with Options, Mariner Platform Solutions, AdvicePeriod, LLC, Wells Fargo, Merrill, and Centara Capital Management Group. Outside of his advisory work, Ryan serves as treasurer for Jewish Family Services of San Diego and is a board member of the Congregation of Beth Israel of San Diego. Brooklyn FI serves individual and high-net-worth clients by providing discretionary investment management, retirement-account advice, and subscription-based comprehensive financial planning. The firm emphasizes passive portfolio construction and household-level management, utilizing a variety of investment strategies and platforms alongside in-house tax services and educational seminars.

Robert Gaan is a CFP® with over 20 years of experience in financial advising. He has been with Christopher Weil & Company, Inc. since 1994. The firm provides discretionary investment management, financial planning, estate transition, and pension consulting services to a diverse client base including individuals, pension plans, charities, and corporations. Christopher Weil & Company employs a range of portfolio strategies incorporating derivatives and cryptocurrency-related ETFs, and it recently transitioned to a partially employee-owned structure with expanded executive leadership.

Matthew Calcagno is a CFP® professional with six years of experience at One Degree Advisors, Inc. and prior roles at LPL Financial, Torreycove Capital Partners, and the Alameda County District Attorney's Office. He is based in San Diego, CA. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management. The firm’s approach emphasizes personalized planning and portfolio construction using institutional-style and no-load mutual funds and ETFs, guided by Modern Portfolio Theory and a combination of fundamental and quantitative analysis.

Brent Wilsey is a financial advisor at Wilsey Asset Management Incorporated with 23 years of industry experience. He has been with Wilsey Asset Management since 2004 and holds Series 63 and Series 65 designations. Wilsey Asset Management provides discretionary portfolio management, retirement-plan services, financial planning, and hourly consulting to individuals, trusts, estates, corporations, and ERISA clients. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to guide investment decisions and supports plan sponsors with 3(38)-type oversight and participant presentations.

Garrett Heine is a CFA® charterholder at CoastEdge Partners, LLC with experience in investment and financial services since 2017. Prior to joining CoastEdge, he worked at Informed Momentum Company, Morningstar, and Meketa Investment Group. He earned his degree from The George Washington University School of Business. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services to high-net-worth families, family foundations, and institutional clients. The firm’s approach focuses on capital preservation, diversification, manager selection, and liquidity management, offering customized multi-asset portfolios and proprietary pooled vehicles.

Anthony Mclean is a financial advisor at Tidemark, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 11 years and Ameriprise for 5 years. Outside of his advisory role, he has worked as a driver for Uber. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and other institutional clients. The firm constructs customized portfolios using a range of investment products and incorporates multiple analytical techniques in its process.

James Evenson is an advisor at TriVant Custom Portfolio Group LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Whaling Bar, California State University San Marcos, Pasadena City College, The Arbour, and the University of Arizona. TriVant Custom Portfolio Group LLC provides customized, discretionary investment management primarily for individual and high-net-worth clients. The firm employs a top-down, style-rotation investment approach focusing on asset allocation and style tilts, managing moderately concentrated portfolios with explicit risk constraints.

Michael Frager is a financial advisor at Balboa Wealth Partners, Inc. with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Willow Cove Investment Group, FSA Integrated, LLC, and Girard Securities, Inc. Outside of advising, he engages in estate planning, tax preparation, and serves as a tax consultant to a real estate agent. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets and employs a long-term, diversified investment approach using low-cost funds, individual securities, and a range of analytical techniques.

Jeffrey Mcculloch is a financial advisor at Cascade Financial Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Creative Planning for seven years before joining Cascade in 2023. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on customized strategies through discretionary and non-discretionary managed accounts. The firm emphasizes detailed client interviews and conducts due diligence to support asset allocation across various investment types, managing over $1.38 billion in assets as of the end of 2025.

Joshua Rendler is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently serves as an advisor at Define Financial, LLC and has prior experience at Pacific Wealth Management, Ameriprise, and San Diego State. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm manages approximately $315 million across about 119 client relationships, employing passive, risk-based portfolios primarily made up of no-load mutual funds and ETFs, alongside financial planning and pension consulting services.

Cade Buchanan is a financial advisor at Centura Wealth Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at CCG Wealth Management LLC, Key Investment Services LLC, and Daimler Truck North America. Buchanan volunteers with the Financial Planning Association of Oregon and Southwest Washington, assisting in outreach and organizing events to connect emerging advisors with industry professionals. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a diversified investment approach and serves clients with portfolio minimums typically around $2 million.

Francisco Lopez is a CFA® charterholder with over 15 years of experience in the financial industry. He has worked at Willow Creek Financial since 2025 and previously held roles at System 2 Advisors and Quotient Investors. Lopez is based in San Diego, CA. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm offers discretionary portfolio management primarily through its sponsored wrap fee programs, alongside financial planning and retirement plan consulting, and incorporates active strategies including derivatives and margin within separately managed accounts when suitable.

Elliana Graham is a financial advisor at CoastEdge Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Hall Capital Partners for six years following a four-year tenure at the University of Chicago. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm focuses on capital preservation, diversification, and liquidity management through customized multi-asset class portfolios and proprietary fund vehicles.