Aubrey Brown is a CFP® with 11 years of industry experience, currently serving at Weatherly Asset Management. Prior to joining Weatherly, he worked at LPL Financial and Lifetime Financial Advisors. He is based in Del Mar, CA, and holds a Series 66 license. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm uses a team-based investment approach that combines top-down macroeconomic analysis with bottom-up fundamental research, managing approximately $1.68 billion in assets.

Sally Eisenberg is a financial advisor at Weatherly Asset Management with a Series 65 designation and three years of industry experience. She has prior work experience including serving at Sedona Beer Company and Page Springs Cellars. Outside of finance, Eisenberg has worked as a part-time server at a brewery. Weatherly Asset Management serves individual and institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm manages about $1.68 billion in assets and employs a team-based, investment committee approach that combines macroeconomic analysis with fundamental research.

James Kuntz is a financial advisor with Pacific Wealth Management in San Diego, CA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has worked at Pacific Wealth Management since 2000 and previously spent 12 years at Girard Securities, Inc. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary asset management, comprehensive financial planning, 529 plan management, and consulting services. The firm’s investment approach focuses on asset allocation through a “Proactive Asset Management” strategy using mutual funds, ETFs, individual equities, fixed income, options, structured products, and periodic rebalancing.

Amal Hagisufi is a financial advisor with UHY Wealth Management RIA LLC, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones, Prudential Insurance Company of America, and LPL Enterprise. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios aligned with client objectives and offers a notable focus on pension consulting and compliance related to affiliated audit clients.

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.

Israel Stanley is an advisor at Strategy Asset Managers L.L.C. with one year of industry experience. Prior to joining the firm, he spent nine years working at Sunnies Cafe. Strategy Asset Managers serves a range of clients including individual, high-net-worth, ultra-high-net-worth, and institutional investors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a blend of bottom-up fundamental equity selection, dividend-oriented and concentrated growth strategies, as well as a quantitative market-oriented core approach, managing accounts primarily on a discretionary basis.

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.

David Aizuss is a financial advisor with SLP Wealth in La Mesa, CA, holding a Series 65 license and two years of industry experience. He has prior experience at Prospect Financial Group Inc. and has worked in roles outside traditional investment advising, including student loan consulting through Student Loan Planner and mortgage lending with United Mortgage Lending LLC. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning, employing diversified, risk-based portfolios primarily using no-load mutual funds and ETFs. The firm supports a large client base with a broad office footprint and offers additional services such as tax preparation and student-loan planning.

Matthew Vallebo is a financial advisor with Presidio Capital Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Presidio Capital Management since 2020, with previous roles at Cetera, First Allied Advisory Services, First Allied Securities, and Wells Fargo. Outside of his advisory work, Vallebo serves as Volunteer President of the Mira Mesa Wrestling Club, where he participates in financial oversight, fundraising, and compliance. 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 employer-sponsored retirement plans. The firm emphasizes fundamental analysis and long-term strategies using low-cost mutual funds and ETFs, while maintaining flexibility to include various investment types and risk management tools.

Cassidy Fisher is a financial advisor at Castle Coast Wealth, LLC with a Series 65 designation and two years of industry experience. Prior to joining Castle Coast Wealth, they held various roles in the hospitality and automotive industries. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million and provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs a combination of quantitative and qualitative analysis in portfolio management and offers 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.

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 financial advisor at Wealth Analytics Partners, LLC with four years of industry experience. She holds a Series 65 designation and previously worked with the Del Mar Schools Education Foundation. Wealth Analytics Partners provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million in client assets using a risk-scored model portfolio framework and Modern Portfolio Theory to align allocations with clients’ time horizons and risk tolerances.

Carl Rustin is a financial advisor with Sage Capital Advisors, LLC in San Diego, CA, holding four years of industry experience. He has been with Sage Capital Advisors since 2010. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. The firm employs a custom, value-oriented investment approach that combines fundamental and technical analysis, utilizing individual equities, ETFs, fixed income, tactical strategies, and external managers to tailor portfolios to client objectives.

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 with Centura Wealth Advisory in San Diego, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Centura Wealth Advisory, he worked at the National Sports Forum for two years and was a full-time student for seven years. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a diversified investment approach, including mutual funds, ETFs, alternative investments, and Independent Managers, and serves as a fiduciary for retirement plans under ERISA when applicable.

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 offers discretionary investment management, financial planning, and retirement-plan consulting to a range of clients including individuals, high-net-worth clients, business owners, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis and long-term strategies using low-cost mutual funds and ETFs, while also maintaining flexibility to incorporate a variety of investment vehicles and risk management tools.