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 18 years of industry experience. He is currently with Willow Creek Financial in San Diego and has previously worked at Orin Green Financial, Ameriprise Financial Services, Gupta Wealth Management, Seidman Private Advisors, and Citigroup Global Markets. 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, managing approximately $529 million in assets across about 238 client relationships. The firm employs a tailored portfolio management approach that includes wrap accounts and may utilize strategies such as options, short sales, margin borrowing, and alternative investments.

Andrew Canter is a financial advisor at Canter Wealth with 11 years of industry experience. He holds the Series 65 and Series 66 licenses. Prior to his current role, he was involved with Canter Strategic Wealth Management and Wells Fargo Investments. Outside of advising, Mr. Canter owns and operates Canter Companies, a multifaceted real estate firm active in brokerage, development, and private equity transactions. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm utilizes a factor-based, low-cost, tax-efficient investment approach focused on globally diversified portfolios managed primarily with ETFs and mutual funds, supported by an internal Investment Committee and technology tools.

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.

Michael Canzone is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Canter Wealth since 2018. His prior roles include positions at Nautilus Advisors LLC and Ameriprise Financial Services, Inc. Located in La Jolla, CA, he holds Series 63 and Series 65 licenses. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients. The firm emphasizes factor-based, low-cost, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, supported by an internal Investment Committee and technology tools, with approximately $418.6 million in discretionary assets under management.

Sofia Iglesias Gonzalez is a CFP®-certified financial advisor with Investor Fan. She has experience with prominent firms, including UBS Financial Services and J.P. Morgan, totaling over a decade in the industry. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a multifaceted investment approach based on Modern Portfolio Theory and various analysis methods, tailoring portfolios to client goals while coordinating with other advisors.

Angel Brown is a CFP® professional with 26 years of industry experience. She has worked at Valic Financial Advisors for 14 years and Ameriprise for 7 years prior to joining Asendo Wealth Advisory. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs an institutional modeling system to manage ETF-centric portfolios across various risk profiles and incorporates strategies such as options, inverse ETFs, and third-party managers when appropriate.

Stephen Doster is a CFP® and holds a Series 65 license with 12 years of experience in financial advising. He is currently with Pathview Wealth Advisors, where he has worked since 2024, following prior roles at Rowling & Associates and his own firm, Doster Financial Planning. Pathview Wealth Advisors serves individual investors along with retirement plans, trusts, estates, charities, and business entities, offering financial planning, consulting, and portfolio management. The firm employs client-specific investment policies, primarily using mutual funds and ETFs, and emphasizes fundamental analysis and asset allocation in its discretionary account management.

Eric Simms is a financial advisor with Gradient Capital Advisors, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Gradient Capital Advisors since 2014. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and pension and corporate plan sponsors. The firm employs a combination of fundamental and technical investment strategies, including option strategies, short sales, and margin transactions, and offers comprehensive portfolio management, financial planning, and retirement plan consulting.

Alexander Okugawa is a CFP® certificant with eight years of industry experience. He is affiliated with One Degree Advisors, Inc., where he has worked since 2015, and previously spent a year at Securities America, Inc. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management. The firm employs a strategic, asset-allocation framework based on Modern Portfolio Theory and uses institutional-style no-load mutual funds, ETFs, municipal notes, and bonds, alongside specialized strategies such as options-based box spread strategies and third-party sub-advisers.

Shalmali Kulkarni is a CFP® professional with seven years of industry experience. She has worked at Rowling & Associates from 2017 to 2024 and joined Pathview Wealth Advisors in 2024. Pathview Wealth Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities by offering financial planning, consulting, and ongoing portfolio management. The firm focuses on client-specific investment policies implemented primarily through asset allocation and fundamental analysis, managing accounts mainly on a discretionary basis.

Heather Ring is a CFP® and holds a Series 66 license with 13 years of experience in financial advising. She is currently with Superior Planning Wealth Management & Family Office, where she has worked since 2024. Her prior experience includes roles at CalPRO Network Financial Services, PlanMember Securities Corporation, Bruce Smith & Associates, and Axa Advisors. 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 managed through third-party strategists and sub-advisors, offering a range of wealth-planning services including tax mitigation and succession planning.

David Magee is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with Copley Financial Group since 2018 and previously worked at Magee Thomson Investment Partners, LLC. In addition to his advisory role, he is involved with Heritage Tax and Insurance Services, providing financial planning and investment advice. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm uses a combination of direct asset management, third-party money managers, and model portfolios to manage client investments.

Felicity Di Pisa is a financial advisor at UHY Wealth Management RIA LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Enterprise, Copower, and Prudential Insurance Company of America. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients, managing both discretionary and non-discretionary portfolios with a focus on individualized investment policies and compliance procedures related to auditor independence.

Jonathan Helton is a financial advisor at T2 Asset Management, LLC in Coronado, CA, with 17 years of industry experience. He has been with T2 Asset Management since 2013 and holds Series 63 and Series 66 designations. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million on a discretionary basis. The firm uses proprietary, rules-based models combining technical and fundamental analysis to guide asset allocation and risk management across multiple investment profiles.

Johanna Toman is a financial advisor with JET Wealth Advisors in La Jolla, CA, holding a Series 66 credential and 19 years of industry experience. She worked at Wells Fargo Advisors for 13 years before joining JET Wealth Advisors in 2026. Outside of her advisory role, she serves as a substitute teacher in elementary education and is a registered yoga instructor teaching yoga to children. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a range of investment vehicles and applying fundamental, macroeconomic, and quantitative analysis.