Sally Eisenberg is a financial advisor at Weatherly Asset Management with three years of industry experience and holds a Series 65 credential. She has prior work experience outside finance, including serving as a part-time employee at Sedona Beer Company. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets through a team-based approach that emphasizes a combination of top-down macroeconomic analysis and bottom-up fundamental research.

James Kuntz is a financial advisor at Pacific Wealth Management with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Pacific Wealth Management since 2000, also working at Girard Securities, Inc. since 2005. Pacific Wealth Management serves individuals, trusts, retirement plans, and business entities, offering discretionary and non-discretionary asset management, comprehensive financial planning, consulting, and 529 plan management. The firm uses a client-specific, asset-allocation approach called “Proactive Asset Management,” implementing diversified portfolios and typically rebalancing quarterly.

Derek Myron is a CFP® professional with 24 years of experience in financial advisory. He is affiliated with Centura Wealth Advisory and has previously worked with DW Advisors LLC (dba CCG Advisors). Outside of advisory services, he serves as president of the Centura Foundation, a nonprofit organization. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $769 million in assets using customized portfolios that include mutual funds, ETFs, alternative investments, and allocations to independent managers, with a focus on continuous monitoring and fiduciary responsibility.

Lawrence Kriesmer is a ChFC® credentialed financial advisor with 35 years of industry experience, currently serving at Measured Risk Portfolios. He previously worked at Independent Financial Group, LLC for 11 years and has been involved with Measured Risk Portfolios, Inc. and Kingsroad Financial & Insurance Services since 2002. He is also a licensed insurance agent and part owner of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages nearly $400 million in assets for individual and high-net-worth clients, as well as institutional investors, offering discretionary portfolio management, pension consulting, and sub-advisory services. The firm is known for its model portfolios incorporating derivatives and margin strategies and serves as sub-adviser to the MRP SynthEquity ETF.

Brian Krause is a CFP® with 23 years of industry experience, currently serving at Cascade Financial Partners, LLC since 2023. He previously worked at Creative Planning for seven years. Outside of his advisory role, he holds the position of Secretary at F&S Endeavor LLC, an investment-related business focusing on real estate, limited partnerships, private equity, and similar assets. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients through discretionary and non-discretionary managed accounts. The firm develops client-specific strategies based on detailed interviews and document reviews, utilizing various approaches including asset allocation and alternative investments.

Matthew Vallebo is a financial advisor with Presidio Capital Management, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Cetera, First Allied Advisory Services, and Wells Fargo. Vallebo serves as Volunteer President of the Mira Mesa Wrestling Club, where he participates in financial oversight, fundraising, events, and compliance. Presidio Capital Management offers 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 primarily long-term, fundamentally driven investment process using diversified portfolios of low-cost mutual funds and ETFs, while also incorporating other asset types and fiduciary services.

Cassidy Fisher is a financial advisor at Castle Coast Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Castle Coast Wealth, she held roles in various sectors including payroll services and the restaurant industry. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million, offering discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs a combined quantitative and qualitative investment process and provides both limited-scope and full discretionary advisory services.

Andrew Weld is a CFA® charterholder and holds a Series 66 license, with 19 years of industry experience. He has been with Telos Capital Management, Inc. since 2009. Weld serves on the Investment Advisory Committee for the San Diego Rescue Mission, providing expertise on investment strategy. Telos Capital Management offers discretionary investment management and financial planning to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment process that integrates bottom-up company analysis with top-down macroeconomic assessments, focusing on asset allocation, diversification, and periodic rebalancing.

Charles Denherder is a financial advisor at Cavu Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has worked at Cavu Wealth Management since 2019. Denherder is also the sole owner of CC Capital Management, a San Diego-based business consulting firm that provides human resources, payroll, employee benefits, and cash flow advice to an estate planning law firm. Cavu Wealth Management serves individuals, retirement plans, charitable organizations, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm employs a mix of asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies to manage portfolios on a discretionary basis with regular reviews and client meetings.

Gabriela De Quadros Ribas is a financial advisor at JET Wealth Advisors in La Jolla, CA, holding a Series 66 designation with two years of industry experience. Prior to joining JET Wealth Advisors in 2026, she worked at Wells Fargo Advisors from 2024 to 2026. Before entering the financial industry, she was involved with Babe Kombucha Beverage for three years and was self-employed for four years. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses, utilizing diversified portfolios tailored to client objectives and risk tolerances. The firm employs fundamental, macroeconomic, and quantitative analysis in portfolio construction and manages approximately $546 million in regulatory assets under management.

Megan Sperry is a Series 65-licensed advisor at Wealth Analytics Partners, LLC with three years of industry experience. She has been with Wealth Analytics Partners since 2018 and previously worked with the Del Mar Schools Education Foundation from 2014 to 2018. Wealth Analytics Partners is a fee-only investment management and financial planning firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary portfolio management and written financial plans, utilizing fundamental analysis and globally diversified portfolios with periodic account reviews.

Christopher Van Slyke is a CFP® professional with 22 years of industry experience, currently serving at WorthPointe. He has worked at WorthPointe since 2013 and was previously with Constitution Wealth LLC from 2021 to 2025. WorthPointe provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and retirement accounts. The firm employs a Modern Portfolio Theory-based investment approach using diversified model portfolios primarily composed of mutual funds and ETFs, with portfolio management conducted on a discretionary basis and supported by an internal suitability process and Investment Committee.

Kade Kretzschmar is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, CA, holding a Series 65 designation. He has one year of industry experience and previously worked for the St. Louis Cardinals for two years. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $362 million in client assets. The firm’s investment approach emphasizes passive, diversified portfolios using ETFs, mutual funds, individual securities, and fixed income, guided by third-party research and disciplined rebalancing.

Mengxi Ma is a CFP® and CFA® with 16 years of industry experience, currently serving at Blankinship & Foster, LLC since 2010. Ma is a member of the investment and finance committee for the International Community Foundation, a nonprofit focused on international charitable giving. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, small businesses, and charitable organizations. The firm emphasizes asset allocation based on macroeconomic analysis and client-specific investment policies, managing portfolios across diverse asset classes on a discretionary basis.

Blake Isaacson is a financial advisor at Pacifica Capital Investments with over 21 years of industry experience. He holds a Series 65 designation and has been with Pacifica since 2004. Prior to that, he has operated Blacke Isaacson & Associates since 1990. Pacifica Capital Investments provides discretionary investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated, industry-focused equity strategy using fundamental and cyclical analysis and manages both individual accounts and pooled vehicles.

Peter Staab is a financial advisor at Centura Wealth Advisory with two years of industry experience. He holds a Series 65 designation and previously worked at the National Sports Forum before joining Centura Wealth Advisory in 2022. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets across several hundred client relationships, using a customized investment approach that includes mutual funds, ETFs, alternative investments, structured products, and independent managers.

Michael Whitehurst is a CFA® charterholder with 28 years of industry experience. He has worked at Telos Capital Management, Inc. since 2019 and spent over three decades at McCuen & Co., Inc. He serves as Treasurer and Officer on the board of trustees for the Cabrillo National Monument Foundation. Telos Capital Management provides discretionary investment management and financial planning to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment process that integrates bottom-up company analysis with top-down macroeconomic assessment, emphasizing diversification and periodic rebalancing across multiple asset classes.

Rielle Sanidad is a CFP® professional at Presidio Capital Management, LLC with one year of industry experience. She has been with Presidio Capital Management since 2021 and previously worked at the University of San Diego and Punahou School. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering discretionary portfolio management, financial planning, and consulting. The firm uses diversified, actively managed portfolios tailored to client goals and employs technology platforms alongside alternative investment strategies in its offerings.

Joshua Stipcich is a financial advisor with Tidemark, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining Tidemark in 2023, he spent 18 years with LPL Financial, LLC. 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 customized portfolios using a range of investment vehicles and incorporates fundamental, technical, and cyclical analysis in its strategy.

Charles Chamberlin is a CFA® charterholder with 18 years of industry experience. He has been with Telos Capital Management, Inc. since 2009, where he is part of a seven-advisor team based in San Diego, CA. Telos Capital Management provides discretionary investment management and financial planning services to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment process that integrates bottom-up company analysis with top-down macroeconomic assessment, emphasizing asset allocation, diversification, and periodic rebalancing.