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 17 years of industry experience. He is currently with Willow Creek Financial in San Diego, CA, and previously worked at Orin Green Financial and Ameriprise Financial Services. 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, offering asset management through wrap accounts alongside standalone financial planning and retirement consulting. The firm manages approximately $529 million in assets across 238 client relationships with a five-advisor team.

Andrew Canter is a financial advisor with Canter Wealth in La Jolla, CA, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Canter Strategic Wealth Management since 2013 and has been involved with Canter Companies since 2006. Outside of his advisory role, he is the owner of The Canter Group, Inc., which operates multiple real estate-related businesses including brokerage, development, and private equity transactions, where he dedicates significant time. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm emphasizes factor-based, low-cost, tax-efficient, globally diversified portfolios, primarily using ETFs and mutual funds, with ongoing portfolio management guided by an internal Investment Committee.

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.

Stephanie Poche is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Foresters Equity Services, Inc. for 14 years and Elite Investment Team, LLC for two years before joining Onyx Bridge Wealth Group. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and provides tailored portfolio management with ongoing reviews.

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® and holds a Series 63 license with over seven years of industry experience. She has worked at UBS Financial Services and J.P. Morgan before joining Investor FAN and Visible Wealth Planning. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm uses a disciplined investment approach that incorporates Modern Portfolio Theory and multiple analytical methods, managing over $427 million in discretionary assets.

Angel Brown is a CFP® with 25 years of industry experience and holds a Series 66 license. She has been with Valic Financial Advisors, Inc. since 2007. Brown is based in San Diego, CA, and is currently affiliated with TSG Advice Partners, LLC. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm’s investment approach utilizes an institutional modeling system with ETF-centered model portfolios and offers additional services such as retirement-plan consulting, tax preparation, and bookkeeping.

Stephen Doster is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. He is currently with Pathview Wealth Advisors and previously worked at Rowling & Associates LLC and Doster Financial Planning. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million using asset allocation and fundamental analysis, with portfolios typically implemented through mutual funds and cash equivalents on a discretionary basis.

Camille Bouvet is a CFP® with seven years of industry experience, currently serving as a financial advisor at Oath Planning, LLC in San Diego, CA. Prior to joining Oath Planning, Bouvet held roles at Root Financial Partners, Aldrich Wealth LP, Origin Financial, and ABD Insurance & Financial Services. Oath Planning manages discretionary investment portfolios and provides written financial planning for individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm’s investment approach is based on modern portfolio theory and emphasizes buy-and-hold asset allocation, primarily using passively managed mutual funds and fixed-income securities, supported by an affiliated law practice offering estate-planning services.

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 six years of industry experience. She is currently with Pathview Wealth Advisors, where she has worked since 2024. Prior to this, she spent several years at Rowling & Associates in various roles from 2017 to 2024. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million with an investment approach focused on asset allocation and fundamental analysis, primarily using mutual funds and cash equivalents.

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 with 13 years of industry experience. He has worked at Copley Financial Group since 2018 and previously spent over a decade at Magee Thomson Investment Partners, LLC. In addition to his advisory role, he is involved with Heritage Tax and Insurance Services, Inc., where he provides 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 employs model portfolios, sub-advisors, and co-advisor relationships, combining discretionary and non-discretionary portfolio management with educational seminars and regular account reviews.

Michael Wynns is a ChFC® and holds a Series 66 license with 27 years of industry experience. He is currently with CAVU Wealth Management, where he has worked since 2019, and has prior experience at Capital Financial Consultants Group and Independent Financial Group. Wynns is also an officer and director of CAVU Insurance Services, Inc. CAVU Wealth Management serves individual investors, retirement plans, charitable organizations, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm is notable for its multi-office presence and the use of derivatives in separately managed accounts, alongside a comprehensive approach to portfolio management that includes asset allocation, mutual funds, ETFs, and option strategies.

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.