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.

Matthew Goldberg is a CFP® and Series 65 licensed financial advisor at Blue Sky Capital Consultants Group, Inc. in Poway, CA, with four years of industry experience. Prior to joining Blue Sky in 2023, he worked at D.M. Brenner, Inc. and has a background that includes roles at San Diego State and Grossmont Community College. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, and advisory consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process incorporating fundamental and technical analysis, modern portfolio theory, and both long- and short-term trading, with a notable use of derivatives and borrowing strategies within separately managed accounts.

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.

Scott Hinkle is a CFP® with 14 years of industry experience, currently serving as an advisor at Alden Investment Group. His prior career includes 25 years at Westhem Grant Group and experience with World Equity Group, Inc. and Hinkle Insurance Services. Alden Investment Group offers discretionary and non-discretionary portfolio management and fee-based financial planning for individuals, advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and integrates proprietary strategies and technology platforms to provide customized asset allocation and unified household reporting.

Kelli Burger is a CFP® and Series 65-registered advisor with Weatherly Asset Management, where she has worked since 2016, accumulating 13 years of industry experience. She is based in Del Mar, CA, and operates within an 11-advisor team at the firm. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets. The firm combines a top-down macroeconomic perspective with bottom-up fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income, and employs a team-based approach supported by an investment committee.

Colin Summers is a CFP® professional with one year of experience at Bull Oak Capital, LLC. Prior to joining Bull Oak, he worked for the City of San Diego and Starbucks Corporation. Bull Oak Capital serves individual and high-net-worth clients through a four-advisor team, offering customized financial planning and discretionary portfolio management. The firm emphasizes broad diversification using primarily ETF-based portfolios tailored to clients’ risk tolerance and time horizon, and incorporates a range of investment vehicles including equities, mutual funds, fixed income, TIPS, and cryptocurrencies.

Douglas Solorzano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial, and Wells Fargo Advisors. Outside of his advisory work, he owns a family janitorial company and participates in a civic organization focused on professional networking. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets through a long-term, customized investment approach that includes ETFs, mutual funds, and alternative investments. The firm operates at enterprise scale with 161 advisors and offers services such as wealth management, financial planning, and retirement plan advisory.

Rory Macdonald is a CFP® with 13 years of industry experience and has been with Mission Wealth Management since 2012. He is based in San Diego, CA, and holds the Series 65 license. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm emphasizes customized, long-term strategies using a broad range of investment vehicles and offers services through tiered models to meet varied client needs.

Scott Preece is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Packerland in 2018, he worked at Foresters Equity Advisory and Foresters Equity Services, Inc. He is also involved in insurance sales and works as a substitute teacher and wrestling referee in his local community. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory services. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory capabilities with an emphasis on due diligence and client customization.

Kevin Bendix is a financial advisor at Diversify Advisory Services, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Kirkland & Ellis LLP for twelve years. Bendix is also affiliated with DFPG Investments, LLC and has been involved with the University of California since 2022. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a range of internal models and third-party solutions across multiple platforms.

Christine Diruscio is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has served at Madison Avenue Securities since 2016 and has been a registered sales assistant with Empress Investment Group since 2024. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options that include discretionary and non-discretionary strategies using various asset classes. The firm also serves pension plans, charitable institutions, and trusts, managing approximately $2.0 billion for about 14,000 clients through multiple advisory platforms.

James King is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Coppell Advisory Solutions since 2014 and also operates J. Wallace King LLC. King is a licensed agent for fixed insurance and long-term care products. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement client strategies on a discretionary basis.

Kelsey Anderson is a CFP® with eight years of industry experience and is currently a wealth manager at The AmeriFlex Group. Prior to joining AmeriFlex and Cambridge Investment Research in 2025, Anderson worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2017 to 2025. Outside of advisory work, Anderson serves as a committee member at the Country Club of Rancho Bernardo and is president of Faye Financial Corp. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model allocations and manager relationships.