Daniel Cotamagana is a financial advisor at JRS Investments and Wealth Preservation, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, LPL Financial LLC, and other firms. JRS Investments and Wealth Preservation, LLC provides discretionary portfolio management to individuals, trusts, and small business entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental investment approach with macroeconomic review to build customized portfolios aligned with clients' goals and risk tolerance.

Matthew Rinkey is a financial advisor at Illumination Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has led Illumination Family Office since 2021. He also operates Rinkey Investments, which he founded in 2008. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers integrated Financial Life Management, pension consulting, and business-owner exit planning through a team-based approach that combines strategic and tactical asset allocation across multiple offices.

Stone Churby is a CFP® and holds a Series 65 license, currently serving as an advisor at Presidio Capital Management, LLC with three years of industry experience. Prior to joining Presidio Capital Management in 2026, he worked at Weatherly Asset Management, LP for three years and has experience in academic roles at the University of Oregon and California State University. 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 fundamental analysis-driven investment approach, favoring long-term strategies with low-cost mutual funds and ETFs, while maintaining flexibility to use various investment vehicles and risk management tools.

Russell Silberstein is a financial advisor with Carmel Capital Partners, LLC in San Diego, CA, where he has worked since 2002. He holds 25 years of industry experience and also operates Silberstein Capital Management, LLC. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, offering services including financial planning, sub-advisory, and private investment vehicle management. The firm emphasizes fundamental valuation with a focus on free cash flow and capital preservation and plays an active role as sponsor and manager of multiple private funds and special purpose vehicles.

Jeffrey Lovegren is a financial advisor at Superior Planning Wealth Management & Family Office with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has spent his career primarily with PlanMember Securities Corporation before joining Superior Planning. 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 proprietary strategic allocation models and customized portfolios, often managing accounts with discretionary authority while coordinating with independent managers and external advisors.

Paul Lipcius is a financial advisor with PracticeCFO Investments in San Diego, CA, holding a Series 65 designation and 10 years of industry experience. He has been with PracticeCFO and PracticeCFO Investments since 2016. Outside of advisory services, he provides accounting and CFO advisory work through PracticeCFO. PracticeCFO Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans by offering investment management, financial planning, retirement plan advisory, insurance placement, and tax and accounting services. The firm employs a hybrid investment approach based on Modern Portfolio Theory, combining low-cost passive ETFs with tactical asset allocation and formal Investment Policy Statements.

Ari Crandall is a CFP® professional with 27 years of experience in financial advising. He is currently with Premier Wealth Advisors, LLC and has previously worked at Independent Financial Group, LLC and Hornor, Townsend & Kent, LLC. In addition to his advisory work, he is also a licensed real estate agent and prepares income taxes. Premier Wealth Advisors, LLC serves individuals, trusts, estates, business entities, and retirement plans, offering wealth management and comprehensive financial planning with an emphasis on risk-based allocation to passively managed funds and client-approved portfolio implementation.

Zoe Rubendall is a financial advisor at Centura Wealth Advisory with six years of industry experience. She holds a Series 65 credential and has worked at CCG Wealth Management and Nordstroms prior to joining Centura. Outside of her advisory role, she is involved in the sale of commission-based insurance products. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets and employs a customized investment approach combining mutual funds, ETFs, alternative investments, structured products, and independent managers.

Thomas Ohanesian is a financial advisor at Intelligence Driven Advisers, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Intelligence Driven Advisers since 2018, previously practicing at Labrum Wealth Management from 2015 to 2019. Outside of advisory work, he is active as an insurance agent through an affiliated insurance agency. Intelligence Driven Advisers is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm employs a model-driven investment approach focused on low-cost institutional funds, risk management, and fundamental analysis, and offers services including financial planning, discretionary investment management, and retirement plan solutions.

Mark Myers is a financial advisor with American Money Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at American Money Management since 2019 and previously held roles at Credit Union Financial Solutions and Horter Investment Management. Outside of his advisory role, he owns Myers Financial Services, where he acts as a life insurance agent specializing in fixed and fixed-indexed annuities. American Money Management, LLC is a multi-office team firm managing several hundred million dollars for individuals, pension plans, trusts, and corporations. The firm offers discretionary portfolio management with tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, as well as alternative investments, into its investment process.

Olivia Gliege is a CFP® and Series 66-licensed financial advisor with four years of industry experience. She currently serves at FINANCIAL FOCUS LLC and OSAIC Wealth, Inc. Prior to this, she held positions at Eiger Wealth Management, LLC and Charles Schwab. FINANCIAL FOCUS LLC is a five-advisor team providing investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes discretionary asset management through model portfolios and offers retirement-plan consulting and fiduciary services, including a wrap fee program that integrates management and transaction coverage.

Glenn Goodstein is a financial advisor with The Investment House LLC in Del Mar, CA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at The Investment House LLC since 2012 and has been involved with MG Capital Partners and GSG Capital Advisors for over two decades. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as to institutional and pooled investment vehicles. The firm develops client-specific investment policies and implements them across various strategies using fundamental analysis and sector selection, managing registered investment companies, an ETF, and private funds with over $2 billion in assets under advisement.

Crystal Colbert is a CFP® with nine years of industry experience, currently serving as a financial advisor at Financial Sense Advisors, Inc. in San Diego, CA. Her career includes multiple roles at Financial Sense Securities, Inc. and Bfsg, LLC over the past several years. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for about 588 clients, including individuals, retirement plans, and trusts. The firm employs a combination of fundamental and technical analysis to pursue client-directed investment objectives, offering a range of strategies from conservative fixed-income to aggressive equity portfolios.

Kristina Tabuena is a financial advisor at Christopher Weil & Company, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at firms including Mariner Wealth Advisors and Wells Fargo. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to a diverse client base, including individuals, pension plans, charities, and corporations. The firm employs a variety of portfolio strategies, including the use of derivatives and cryptocurrency-related investments, and offers personalized investment policies and ongoing advisory support.

Emily Brillo is a financial advisor with Potentia Wealth in Escondido, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Mariner Independent. She is involved in operational, compliance, and business transition duties related to LPL Financial. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, technical, and top-down analysis, and offers both wrap and non-wrap account options primarily custodied at LPL.

Carmel Exum is an advisor at Nelson Securities, Inc. in San Diego, CA, holding Series 65 and Series 63 registrations with five years of industry experience. Prior to joining Nelson Securities in 2020, Carmel worked at several firms including Transition Staffing Group, Marriott Hotels, Hilton Hotels, PETSMART, and the University of California San Diego. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through a team of nine advisors, offering discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis across various investment strategies, with continuous account monitoring and client approval for trades.

Maryam Anaya is a financial advisor at Pacific Wealth Management with one year of industry experience. She holds a Series 65 license and previously worked at LPL Financial, Credit Suisse, Peloton Capital, VIVE Active, and The University of Sydney. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities with discretionary asset management, comprehensive financial planning, and other consulting services. The firm uses an asset-allocation driven approach featuring mutual funds, ETFs, equities, fixed income, options strategies, and structured products, managing approximately $365 million on a discretionary basis through a seven-advisor team.

Michael Lim is a financial advisor with Pacific Wealth Management in San Diego, CA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Girard Securities, Inc. for 12 years and has been with Pacific Wealth Management since 1998. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities with discretionary asset management, comprehensive financial planning, and consulting services. The firm’s investment approach is asset-allocation driven, utilizing a range of investment vehicles and periodic rebalancing.

Michelle Lin is a CFP® with 17 years of industry experience, currently serving at Blue Sky Capital Consultants Group, Inc. She has held roles at Capital Financial Consultants Group, Inc. and Independent Financial Group throughout her career. Lin also works as a client service manager and registered representative. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio and model-portfolio management, financial planning, and pension consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process including fundamental and technical analysis, with notable use of derivatives and borrowing strategies in separately managed accounts.

Ryan Preiss is a financial advisor at Financial Sense Advisors, Inc. with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at ThePARTNERS Wealth Management and Puplava Securities, Inc. In addition to his advisory role, he provides small business financial and operational consulting through Mission Consulting. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis to implement client-directed investment strategies.