Glenn Goodstein is a financial advisor at The Investment House LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at MG Capital Partners since 2016, The Investment House LLC since 2012, and GSG Capital Advisors, which he owns and presides over, since 1997. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm employs client-specific investment policies implemented across multiple strategies, utilizing a mix of fundamental analysis and sector selection, and manages over $2 billion in assets with a compact advisory team.

Crystal Colbert is a CFP® and holds a Series 66 license with eight years of industry experience. She has been associated with Financial Sense Securities, Inc. in various roles since 2016. Financial Sense Advisors, Inc. manages approximately $836 million for around 588 clients, offering discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and advice on fee-based annuities. The firm uses a combination of fundamental and technical analysis to tailor investment strategies ranging from conservative fixed income to aggressive equity portfolios and provides retirement plan participant account management through a third-party platform.

Emily Brillo is a financial advisor with Potentia Wealth in Escondido, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Mariner Independent. She is involved in operational, compliance, and business transition duties related to LPL Financial. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, technical, and top-down analysis, and offers both wrap and non-wrap account options primarily custodied at LPL.

Carmel Exum is a financial advisor with Nelson Securities, Inc. in San Diego, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Nelson Securities, she worked in various roles at Transition Staffing Group, Marriott Hotels, Hilton Hotels, PETSMART, and the University of California San Diego. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through discretionary investment management and consulting services. The firm employs a combination of fundamental and technical analysis and uses diverse strategies, including stocks, ETFs, and short-selling funds, tailoring asset allocations based on investor profiles and Investment Policy Statements.

Jerri Hammons is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, California, with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Integrated Advisors Network, Axxcess Wealth Management, and Best Practices of America. Seaside Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes modern portfolio theory, using passive/indexed investments, broad asset allocation, and disciplined rebalancing.

Maryam Anaya is a financial advisor at Pacific Wealth Management with one year of industry experience. She holds a Series 65 license and previously worked at LPL Financial, Credit Suisse, Peloton Capital, VIVE Active, and The University of Sydney. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities with discretionary asset management, comprehensive financial planning, and other consulting services. The firm uses an asset-allocation driven approach featuring mutual funds, ETFs, equities, fixed income, options strategies, and structured products, managing approximately $365 million on a discretionary basis through a seven-advisor team.

Michael Lim is a financial advisor with Pacific Wealth Management in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Girard Securities, Inc. since 2005 and with Pacific Wealth Management since 1998. Pacific Wealth Management serves individuals, trusts, retirement plans, and business entities, offering discretionary and non-discretionary asset management, financial planning, consulting, and 529 plan management. The firm employs a client-specific, asset-allocation approach through its “Proactive Asset Management” framework and manages approximately $318 million in assets across about 210 client relationships with a six-advisor team.

Jagdish (Jay) Sitlani is a CFA® charterholder with experience at Pacific Point Advisors, LLC since 2026 and previously at Pacific Point Capital, LLC and Relational Investors LLC. He has professional experience spanning over two decades in investment management. Sitlani serves as Chief Financial Officer of Pacific Point Capital, a real estate fund affiliated with Pacific Point Advisors. Pacific Point Advisors primarily serves affluent and high-net-worth families, entrepreneurs, executives, and select institutions. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and private fund management, with an investment approach centered on customized, diversified portfolios and manager selection.

Ryan Preiss is a financial advisor with Financial Sense Advisors, Inc. holding Series 63, 65, and 66 credentials and five years of industry experience. His prior roles include positions at ThePARTNERS Wealth Management and Puplava Financial Services. Outside of advisory work, he operates Mission Consulting, a small business financial and operational consulting service. Financial Sense Advisors, Inc. manages approximately $836 million for about 588 clients, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis to execute client-directed investment strategies across a spectrum of risk profiles.

Ryan Richardson is a CFP® and ChFC® with 13 years of industry experience. He has been with Weatherly Asset Management in various capacities since 2012. The firm serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, providing discretionary portfolio management and comprehensive financial planning. Weatherly Asset Management manages approximately $1.68 billion in client assets through a team-based approach that combines macroeconomic analysis with fundamental research focused on mid- to large-cap equities and high-quality fixed income.

Grace Hansen is a financial advisor at Pacific Point Advisors, LLC in San Diego, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Pacific Point Advisors, she worked at CommLoan, Inc. for one year. Pacific Point Advisors serves affluent and high-net-worth families, entrepreneurs, executives, and select institutions with financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm’s investment approach includes customized, diversified portfolios and manager selection, utilizing in-house model portfolios and third-party research tools.

Dane Jensen is a financial advisor at Drive Wealth Advisers with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Pointe Advisors, Beacon Pointe Insurance Services, Ailsa Capital Inc., Mountain West Advisors, and Stryker. In addition to his advisory role, he serves as an insurance agent at Beacon Pointe Insurance Services. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation and offers a broad range of investment strategies including equity, options, and structured products, along with family office services and formal account reviews.

Drew Phillips is a financial advisor at PracticeCFO Investments in San Diego, CA, holding a Series 65 designation with eight years of industry experience. He has been with PracticeCFO Investments since 2018 and previously worked at Medimpact Healthcare Systems, Inc. from 2016 to 2018. PracticeCFO Investments offers a range of services including investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $401.6 million across about 211 clients. Their investment approach blends Modern Portfolio Theory with low-cost passive ETFs and tactical asset allocation, supported by formal Investment Policy Statements and coordinated tax professional involvement.

Cory Large is a financial advisor at Anchor Bay Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked with the NAU Investment Club, Coastal Media Management, and Coast VBC. Anchor Bay Capital, Inc. provides investment management, financial planning, and retirement-plan services to individuals, business entities, and pension/profit-sharing plans. The firm manages approximately $216.2 million in discretionary assets and constructs diversified portfolios using fundamental analysis and independent research, tailored to client risk profiles and investment policy statements.

Kyle Spiewak is a financial advisor with Pacific Point Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at several firms including Del Mar Wealth Advisors and Avantax Advisory Services. In addition to his advisory role, he is a partner at Torrey Pines Advisors & Accountants LLP, where he provides tax and accounting services. Pacific Point Advisors serves affluent and high-net-worth families, entrepreneurs, executives, and select institutions, offering financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm employs customized, diversified portfolios and manager selection, utilizing in-house model suites and third-party research, with a distinctive approach that includes licensed strategies and sponsored private funds.

Dana Morgera is a financial advisor at Bull Oak Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Bull Oak, Morgera worked at The Upper Deck Company and the San Diego Seals, as well as other organizations outside of finance. Bull Oak Capital offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients. The firm emphasizes broad diversification using exchange-traded funds and tailors portfolios according to client risk tolerance and time horizon, incorporating equities, fixed income, and occasionally cryptocurrencies.

John Gorlow is the sole advisor at Cardiff Park Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has led Cardiff Park Advisors since 2003. Outside of his advisory role, he is involved in a technology services business focused on business development. Cardiff Park Advisors offers integrated wealth management services for high-net-worth individuals, families, trusts, and foundations. The firm employs an evidence-based, globally diversified investment approach using low-cost mutual funds and ETFs, emphasizing tax-aware rebalancing and coordination with outside professionals to align legal and tax strategies with portfolio management.

Brenton Armstrong is a CFP® professional with 18 years of industry experience, currently serving at Weatherly Asset Management since 2015. He holds the Series 65 designation and is based in Del Mar, CA. Weatherly Asset Management serves individual and institutional clients, including trusts and retirement plans, through discretionary portfolio management and comprehensive financial planning. The firm employs a team-based investment approach combining macroeconomic analysis with fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income.

Henry Winship IV is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Pacific Point Advisors, LLC in San Diego, CA. Prior to this, he was involved with Pacific Point Capital, LLC for four years. Mr. Winship is the managing member of Pacific Point Capital, LLC, overseeing multiple related investment funds, and serves on the Board of Bunge Limited as Chairman of the Audit Committee. Pacific Point Advisors primarily serves affluent families, entrepreneurs, executives, and select institutions by providing financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm utilizes customized, diversified portfolios and manager selection, combining advisory services with sponsored pooled vehicles and private funds.

John Lacey is a CFP® with 40 years of experience in financial advisory roles. He is currently with Pacific Point Wealth Management and has previously worked at firms including Edward Jones and John Hancock. Pacific Point Wealth Management provides discretionary asset and portfolio management services to individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis and utilizes a mix of long-term and active trading strategies, including the use of leverage and derivatives, to tailor portfolios to client objectives.