Joseph Oryang is a financial advisor at Creative Capital Management Investments LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Creative Capital, he worked at Bank of Utah and Fidelity Brokerage Services, and earlier was employed by doTERRA International LLC. Creative Capital Management Investments LLC serves high-net-worth individuals, professionals, business owners, and families, offering discretionary investment management and financial planning services. The firm follows a long-term investment approach informed by Modern Portfolio Theory and emphasizes diversified exposures using institutional-class funds and regular client communications.

Chase Wilsey is a financial advisor at Wilsey Asset Management Incorporated in San Diego, CA, holding a Series 65 designation with nine years of industry experience. He has been with Wilsey Asset Management since 2015. 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 emphasizes fundamental analysis combined with technical and economic reviews to tailor portfolios primarily composed of individual equities, ETFs, and bonds according to client risk profiles.

Jordan Wohl is a financial advisor at CoastEdge Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining CoastEdge Partners, he held roles at Carta and KC Equipment, LLC. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm specializes in custom multi-asset class portfolios with an emphasis on capital preservation, diversification, and liquidity management, and is notable for acting as a private fund adviser and managing proprietary pooled vehicles.

Gabriel Wisdom is a financial advisor at American Money Management, LLC with 41 years of industry experience. He has been with American Money Management since 1999 and is also involved with CBS-FM Talk Radio and the Business News Network. Wisdom is a shareholder and director of Monterey Financial, a finance company. American Money Management serves individual clients, including high-net-worth households, as well as institutional clients such as pension plans and corporations. The firm employs an investment committee to implement customizable, asset-allocation oriented strategies and offers discretionary portfolio management, 401(k) advisory services, and financial planning.

Adeline Ruwe is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, holding Series 63 and Series 65 credentials with five years of industry experience. She previously worked at OSAIC and Woodbury Financial Services INC. Outside her advisor role, she supports Miye Wire LLC as a Client Service Associate and paraplanner. 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 using fundamental, technical, and cyclical analysis and includes financial planning as a complimentary component of its asset management offering.

Matthew Leighton is a financial advisor at Superior Planning Wealth Management & Family Office in San Diego, CA, with six years of industry experience. He holds a Series 66 designation and has worked at Superior Planning, LLC and PlanMember Securities Corporation. Outside of his advisory role, he consults through MPL Ventures, LLC, a business development and consulting firm. 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 combines proprietary strategic allocation models with customized portfolios, leveraging third-party strategists and sub-advisors to implement investment programs.

Alan Bunce is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab and TD Ameritrade. Outside of his advisory role, he serves as Chief Operations Director at Heritage Tax & Insurance Services. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management using model portfolios, third-party money managers, and fee-based alternative investments.

Rodney Simms is a CFP® and ChFC® with 28 years of industry experience. He is currently with Gradient Capital Advisors, LLC, where he has worked since 2014. The firm is a team advisory practice managing institutional-scale assets for individuals, high-net-worth clients, trusts, pension and corporate plan sponsors. Gradient Capital Advisors employs a combined fundamental and technical investment approach, offering services that include comprehensive portfolio management, financial planning, and retirement plan consulting.

Philip Reuer is a CFP® with four years at One Degree Advisors, Inc. based in San Diego, CA. He has prior experience with Kilo Weightlifting LLC and Marine Corps Community Services. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients, providing financial planning and discretionary investment management through a strategic, asset-allocation approach that incorporates institutional-style mutual funds, ETFs, and specialized strategies such as options-based box spreads.

Julia Cheng is a CFP® professional with 35 years of experience in the financial services industry. She is affiliated with Syndicated Capital, Inc. and has held prior roles at firms including Cabot Lodge Securities LLC, SB Advisory, LLC, IFS Securities, Girard Securities, Inc., and PRUCO Securities, LLC. Cheng is also president of Julia Cheng Wealth Management and Estate Planning, Inc., and leads related insurance and financial planning businesses in San Diego. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans with customized advisory programs tailored to client objectives and risk tolerance. The firm manages both discretionary and non-discretionary portfolios and incorporates broker-dealer activities alongside advisory services.

Leigh Harns is a financial advisor with Invicta Financial Group in La Mesa, CA, holding a Series 65 license and eight years of industry experience. She has been with BDT & Associates, Inc., the parent company of Invicta Financial Group, since 2013. Outside of advising, she serves as president of the La Mesa Parks and Recreation Board and works as a high school field hockey official. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for ongoing asset management. The firm emphasizes client-specific planning and conducts regular reviews while maintaining a non-discretionary role in client accounts.

Kevin Sevier is a financial advisor with Dark Horse Advisors LLC in Rancho Santa Fe, CA, holding the Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at DFPG Investments, Inc., Advanced Wealth Planning, First Allied Securities, Inc., and Osaic FA, Inc. Additionally, he is involved in a life insurance business. 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 uses a multi-method investment approach combining fundamental, technical, quantitative, and macroeconomic analysis, employing both active and passive strategies and offering clients access to affiliated CPA services.

Rodolfo Rodriguez is a financial advisor with Balboa Wealth Partners, Inc. He holds a Series 66 designation and has 17 years of industry experience. His background includes roles at Merrill, Niagara International Capital Limited, and Chalice Capital Partners, LLC, as well as work as a freelance writer and tennis professional. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a long-term, diversified approach incorporating low-cost mutual funds and ETFs, individual securities, and a range of analytical techniques.

Justin Read is a Series 65 licensed financial advisor at PracticeCFO Investments in San Diego, CA, with six years of industry experience. He worked at RSM US LLP for eleven years before joining PracticeCFO Investments in 2019. PracticeCFO Investments offers investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $401.6 million for about 211 clients and employs a hybrid investment approach combining low-cost passive ETFs with tactical asset allocation guided by formal Investment Policy Statements.

James Mellon is a CFP® professional with 13 years of industry experience. He has worked at Canter Wealth since 2018 and previously held roles at TD Ameritrade, Fisher Investments, and Equitable Advisors. He is based in La Jolla, California, and holds Series 66 and Series 63 licenses. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily constructed with ETFs and mutual funds, supported by an internal Investment Committee that performs qualitative and quantitative due diligence.

John Toman Jr. is a financial advisor at JET Wealth Advisors in La Jolla, CA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors for 13 years. Outside of his advisory role, he serves on the finance and executive committee of Forever Balboa Park in San Diego. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm uses a diversified approach incorporating ETFs, mutual funds, separately managed accounts, and other securities, applying fundamental, macroeconomic, and quantitative analysis in portfolio construction.

Elizabeth Kelly is a financial advisor at CoastEdge Partners, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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, broad asset-class diversification, and manager selection, managing portfolios through discretionary and non-discretionary strategies, third-party managers, and proprietary fund vehicles.

Catalina Cherny Santos is a Series 65-licensed financial advisor with Christopher Weil & Company, Inc., where she has worked since 2014. She has 10 years of industry experience and also maintains a role at Sharp Hospital since 2013. 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 range of portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and consolidated reporting.

Michael Hession is a financial advisor at JET Wealth Advisors in La Jolla, CA, holding Series 66, Series 65, and Series 63 licenses with three years of industry experience. He previously worked at Wells Fargo Advisors and Citigroup and also works as a bartender at Mission Brewing. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth individuals, families, trusts, and small businesses, using diversified portfolios tailored to clients’ objectives and risk tolerances. The firm applies fundamental, macroeconomic, and quantitative analysis and manages client accounts on a discretionary basis.

Bernard Surovsky is a financial advisor with Measured Risk Portfolios who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at Measured Risk Portfolios since 2012 and previously at Independent Financial Group from 2007 to 2017. Outside of his advisory role, he is a licensed California insurance agent and president of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages approximately $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm employs model portfolios incorporating derivatives and margin and serves as sub-adviser to the MRP SynthEquity ETF.