Brandon Healy is a CFP® with 11 years of industry experience currently at Pacific Point Advisors, LLC, where he has worked since 2021. He previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Healy is also a licensed insurance agent involved in implementing insurance recommendations. Pacific Point Advisors serves affluent families, entrepreneurs, executives, and select institutions, offering financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm emphasizes customized, diversified portfolios and manager selection through proprietary model suites and employs advanced research and AI tools in its investment process.

Daniel Cotamagana is a financial advisor at JRS Investments and Wealth Preservation, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, Banner Bank, and LPL Financial. JRS Investments and Wealth Preservation provides discretionary portfolio management to individuals, trusts, and small business entities, focusing on custom portfolios built through a fundamental investment approach that includes macro-economic review. The firm serves a range of clients from non-high-net-worth to high-net-worth and manages approximately $15 million in assets across five offices.

Stone Churby is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Presidio Capital Management, LLC, where he has worked for one year, following three years at Weatherly Asset Management, LP. 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 retirement plans. The firm employs a long-term, fundamentally driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, with additional flexibility for individual securities and alternative investments.

Russell Silberstein is a financial advisor at Carmel Capital Partners, LLC with 24 years of industry experience. He has been with Carmel Capital Partners since 2002 and also operates Silberstein Capital Management, LLC. Carmel Capital Partners provides investment management and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, corporations, and pooled-vehicle investors. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, utilizing customized portfolios, model portfolios, mutual funds, ETFs, sub-advisors, and derivative strategies. Carmel also acts as a private fund sponsor and manager, serving as general partner or manager for multiple private investment vehicles.

Scott McClatchey is a CFP® with 19 years of industry experience, currently serving as a Senior Wealth Advisor at Ballast Rock Private Wealth. He previously worked at WWM Financial and LPL Financial. Outside of his advisory role, he is the Treasurer of the Carlsbad Rotary Foundation, where he manages the investment account in accordance with the foundation’s Investment Policy Statement. Ballast Rock Private Wealth offers tailored portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios guided by documented client risk tolerance and objectives.

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 financial advisor at Premier Wealth Advisors, LLC with 26 years of industry experience. He holds the CFP® designation and has worked at Premier Wealth Advisors since 2018 and the Independent Financial Group, LLC since 2004. Outside of advising, he prepares income taxes as part of his professional activities. Premier Wealth Advisors LLC serves individual and high-net-worth clients, trusts, estates, business entities, and retirement plans, providing non-discretionary wealth management, comprehensive financial planning, and income tax preparation. The firm’s investment approach emphasizes risk-based allocation to no-load mutual funds and ETFs with periodic rebalancing and often utilizes third-party turnkey advisers for model 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.

Crystal Colbert is a CFP® and holds a Series 66 license with eight years of industry experience. She has been associated with Financial Sense Securities, Inc. in various roles since 2016. Financial Sense Advisors, Inc. manages approximately $836 million for around 588 clients, offering discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and advice on fee-based annuities. The firm uses a combination of fundamental and technical analysis to tailor investment strategies ranging from conservative fixed income to aggressive equity portfolios and provides retirement plan participant account management through a third-party platform.

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 a financial advisor with Nelson Securities, Inc. in San Diego, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Nelson Securities, she worked in various roles at 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 discretionary investment management and consulting services. The firm employs a combination of fundamental and technical analysis and uses diverse strategies, including stocks, ETFs, and short-selling funds, tailoring asset allocations based on investor profiles and Investment Policy Statements.

Jerri Hammons is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, California, with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Integrated Advisors Network, Axxcess Wealth Management, and Best Practices of America. Seaside Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes modern portfolio theory, using passive/indexed investments, broad asset allocation, and disciplined rebalancing.

Jagdish (Jay) Sitlani is a CFA® charterholder with experience at Pacific Point Advisors, LLC since 2026 and previously at Pacific Point Capital, LLC and Relational Investors LLC. He has professional experience spanning over two decades in investment management. Sitlani serves as Chief Financial Officer of Pacific Point Capital, a real estate fund affiliated with Pacific Point Advisors. Pacific Point Advisors primarily serves affluent and high-net-worth families, entrepreneurs, executives, and select institutions. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and private fund management, with an investment approach centered on customized, diversified portfolios and manager selection.

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 with Financial Sense Advisors, Inc. holding Series 63, 65, and 66 credentials and five years of industry experience. His prior roles include positions at ThePARTNERS Wealth Management and Puplava Financial Services. Outside of advisory work, he operates Mission Consulting, a small business financial and operational consulting service. Financial Sense Advisors, Inc. manages approximately $836 million for about 588 clients, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis to execute client-directed investment strategies across a spectrum of risk profiles.

Ryan Richardson is a CFP® and ChFC® with 13 years of industry experience. He has been with Weatherly Asset Management in various capacities since 2012. The firm serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, providing discretionary portfolio management and comprehensive financial planning. Weatherly Asset Management manages approximately $1.68 billion in client assets through a team-based approach that combines macroeconomic analysis with fundamental research focused on mid- to large-cap equities and high-quality fixed income.

Grace Hansen is a financial advisor at Pacific Point Advisors, LLC in San Diego, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Pacific Point Advisors, she worked at CommLoan, Inc. for one year. Pacific Point Advisors serves affluent and high-net-worth families, entrepreneurs, executives, and select institutions with financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm’s investment approach includes customized, diversified portfolios and manager selection, utilizing in-house model portfolios and third-party research tools.