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.

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.

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.

William Kirk is a financial advisor at Heritage Wealth Management, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Heritage Wealth Management, he worked at Sanford C. Bernstein & Co., LLC for three years. Heritage Wealth Management, Inc. provides discretionary investment management and financial planning to a diverse client base, including individuals, small businesses, pension plans, trusts, and institutional clients. The firm emphasizes asset-allocation portfolios incorporating mutual funds, ETFs, equities, fixed income, and option-enhanced strategies, managing portfolios on a discretionary basis with additional involvement in private pooled investment vehicles and private placement products.

Brooke Kelly is a CFP® with nine years of industry experience, currently serving at Weatherly Asset Management. She has worked with the firm since 2016 in various capacities. Outside of her advisory role, she holds a minority ownership interest in a family-owned lumber company. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach focusing on mid- to large-cap core equities and high-quality fixed income, managing $1.68 billion in client assets.

Matthew Cayelli is a financial advisor at Centura Wealth Advisory with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including CCG Wealth Management LLC and Atria Wealth Solutions. 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 regulatory assets and customizes portfolios using mutual funds, ETFs, alternative investments, structured products, and allocations to independent managers, offering both discretionary and non-discretionary account management.

Danae Baltierra is a financial advisor at Christopher Weil & Company, Inc. with five years of industry experience. She holds a Series 65 designation and has been with Christopher Weil & Company since 2020. Prior to her advisory career, she worked in dance instruction at Trilogy Ballroom Dance and Fred Astaire Dance Studio. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension and profit-sharing plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related investments, and offers personalized investment policy statements and ongoing advisory support.

Theodore Kay is a financial advisor at DLK Investment Management with 12 years of industry experience. He holds a Series 65 designation and previously worked at Alpha Cubed Investments, LLC from 2014 to 2018. DLK Investment Management provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm manages approximately $435 million in client assets using a tailored, allocation-driven approach focused on fundamental relative value, with many client accounts managed on a discretionary basis.

Jerrie Carli is a financial advisor at Financial Focus LLC in Carlsbad, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. Her career includes roles at OSAIC, Securities America, National Planning Corp, and operating as a sole proprietor. She also maintains a fixed insurance agent role covering disability, life, long-term care, and annuities. Financial Focus LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary asset management, financial planning, and consulting services. The firm uses model portfolios and offers retirement-plan consulting with the ability to act as an ERISA adviser or investment manager, featuring a wrap fee program that combines management and transaction coverage.

Justin Kuntz is a CFP® and holds a Series 66 license, with 13 years of experience in the financial services industry. He has been with Pacific Wealth Management since 2013 and previously worked at Girard Securities, Inc. from 2013 to 2017. Pacific Wealth Management serves individuals, trusts, retirement plans, and business entities, managing approximately $318 million in assets across about 210 client relationships. The firm employs a client-specific, asset-allocation approach through its “Proactive Asset Management” framework, offering discretionary and non-discretionary asset management, financial planning, consulting, and 529 plan management.