Janice Thompson is a CFP® professional with 28 years of experience in the financial services industry. She currently serves at One Degree Advisors, Inc., where she has worked since 2014, following a 16-year tenure at Securities America, Inc. Thompson is also a director and secretary on the board of Kingdom Advisors. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management. The firm employs a strategic asset-allocation framework and utilizes institutional-style funds, ETFs, and options-based liquidity strategies for eligible clients.

Yoel Bank is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation with one year of industry experience. He has been with LM Advisors since 2015. LM Advisors provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis and manages approximately $2.29 billion in client assets as of the end of 2024.

Michael George is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Superior Planning Wealth Management & Family Office and has prior experience with Goldstone Wealth Advisors and Compass Group North America. He also serves as president of Goldstone Wealth Advisors, Inc. Superior Planning Wealth Management & Family Office provides investment management and financial planning 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, while offering services that include tax mitigation, estate planning, and succession planning.

Charles Gillespie is a financial advisor at Castle Coast Wealth, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Castle Coast Wealth (formerly Litton Financial, LLC) since 2020. Prior to that, he was associated with LPL Financial and operated under Litton Financial Services. Gillespie is also an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and retirement plans, managing over $412 million in assets. The firm employs strategic, dynamic, and tactical asset-allocation approaches using mutual funds and ETFs and offers services including 3(38) investment management and 3(21) advisory for ERISA plans.

Matthew Poole is a CFP® professional with 20 years of experience in financial advisory roles. He is currently with Dark Horse Advisors LLC and has previously worked at DFPG Investments, Inc., First Allied Advisory Services, INC., Centara Capital Management Group, Inc., and Equitable Advisors. Poole is also involved in insurance sales, providing life and health insurance services to clients. Dark Horse Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer plans. The firm employs a multi-method investment approach that includes fundamental, technical, quantitative, and macroeconomic analysis, and it maintains an affiliation with Dark Horse CPAs, which allows clients access to integrated accounting and tax services.

Marjorie Smith is a CFP® with nine years of industry experience and has been with Pacific Wealth Management since 2021. Prior to joining Pacific Wealth Management, she worked at Ford & Smith Consulting, Inc for nine years. In addition to her advisory role, she is an independent contractor for Sage Settlement Consulting, where she works with personal injury claimants and their attorneys to design and implement structured settlement plans. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary asset management, comprehensive financial planning, and consulting. The firm employs a “Proactive Asset Management” approach that includes a diverse range of investment vehicles and rebalancing strategies, managing approximately $365 million in discretionary assets through a seven-advisor team.

John Julian Pilapil is a financial advisor with Trivant Custom Portfolio Group LLC in San Diego, California. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Meketa Investment Group, Thompson Strategy Group, and Gateway Partners. 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 approach focused on asset allocation and style tilts, using quantitative models and research to select portfolios that are moderately concentrated with explicit risk constraints.

Matthew Copley is a financial advisor at Copley Financial Group, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Emerson Equity LLC and other related entities. Outside of his advisory work, he owns and operates a used car sales business, Copley Enterprises, Inc. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management through direct management, referrals, and model-based programs, incorporating model portfolios, sub-advisors, and alternative investments.

Pei Shan Li is a CFP® professional with 14 years of industry experience, currently serving at Financial Alternatives, Inc. since 2010. She is based in La Jolla, CA, and works within a team of seven advisors at the firm. Financial Alternatives, Inc. provides discretionary portfolio management and wealth advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and employs various investment vehicles, including independent managers and private funds, while offering consolidated reporting and project-based consulting.

Jamie Edwards is a financial advisor at MYeCFO with five years of industry experience. She holds a Series 65 designation and has been with MYeCFO since 2020. Prior to her advisory career, she was a homemaker for five years. MYeCFO is a team-based advisory firm serving individuals, including high-net-worth clients, businesses, and non-profits. The firm integrates portfolio management with accounting and tax-preparation services, emphasizing a client-specific investment approach that primarily employs passive investment vehicles while retaining tactical flexibility.

Tyler Abney is a CFP® with 20 years of industry experience, currently serving as an advisor at Tidemark, LLC since 2023. He previously worked at LPL Financial for 18 years. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm constructs tailored portfolios using a range of investment products and employs various analytical methods, while providing quarterly written performance reports to clients.

Martin Curiel is a CFA® charterholder with 12 years of industry experience. He has been with MYeCFO since 2013, where he is part of a nine-advisor team based in La Jolla, CA. MYeCFO serves individuals—including high-net-worth clients—as well as businesses and non-profits, providing portfolio management, financial planning, and wealth-management coordination. The firm integrates accounting and tax-preparation capabilities into its advisory services and employs a client-specific investment approach that generally favors passive vehicles while allowing tactical adjustments.

Raymond Yau is a financial advisor with Secure Investment Management, LLC in San Diego, CA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Affinex Financial LLC, LPL Enterprise LLC, and Forthright Capital Advisory LLC. Outside of advisory work, he serves as the marketing director and owner of XMvisuals LLC, a print and signage business. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach grounded in Modern Portfolio Theory. The firm uses low-cost mutual funds, ETFs, third-party managers, and direct indexing, customizing portfolios to client objectives through a decentralized network of independent advisers.

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 a Series 66 designation and has worked at Allianz Global Investors US LLC and Meketa Investment Group prior to joining CoastEdge. Outside of his advisory role, Hill is the CEO of Something Active LLC, a company focused on physical activities, training, and coaching for children. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm’s investment approach emphasizes capital preservation, diversification, and customized multi-asset class portfolios, utilizing discretionary and non-discretionary management alongside proprietary and third-party fund vehicles.

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, where he provides estate planning and insurance-related services. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, third-party money managers, and may include fee-based alternative investments as part of client portfolios, offering both discretionary and non-discretionary portfolio management.

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.