Chelsea Mieczkowski is a CFP® professional with four years of experience in financial advising. She currently works at Bamboo Wealth Strategies and previously spent five years at Dyer Wealth Management. Outside of finance, Chelsea is involved with the San Diego Port Tenants Association, where she handles bookkeeping and event planning. Bamboo Wealth Strategies provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm adopts a long-term, client-specific approach, focusing on diversified portfolios with low-cost ETFs and individual bonds, and offers both fixed-scope and ongoing planning services.

Cory Den Herder is a CFP® with eight years of industry experience, currently serving at CAVU Wealth Management since 2019. He previously worked at Capital Financial Consultants Group and eMoney Advisor. Outside of his advisory role, he assists with financial analysis and payroll processing for an estate planning attorney firm. CAVU Wealth Management provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a mix of asset allocation, fundamental and technical analysis, and option strategies, maintaining a multi-office footprint and offering held-away participant-account management with a focus on tax-efficient and risk-managed implementations.

Paul Yeh is a financial advisor with Axos Invest, Inc, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors Networks LLC, and Advyzon. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily composed of mutual funds and ETFs. The firm emphasizes asset allocation and diversification, with options for thematic exposures and tax-loss harvesting, and operates within the Axos Financial group alongside affiliated brokerage and custody services.

Brad Duerks is a financial advisor at Tidemark, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial for 18 years. He conducts fixed life insurance business through Millennium Brokerage Group. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and other institutional clients. The firm designs tailored portfolios using a range of investment vehicles and employs fundamental, technical, charting, and cyclical analysis in its process.

Kyle Smith is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, CA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He previously worked at CalPro Financial Network for 12 years and has been involved in music as a self-employed musician since 2014. Superior Planning Wealth Management & Family Office provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm uses a mix of proprietary strategic allocation models and customized portfolios, often managing accounts with discretionary authority while coordinating with independent managers and outside advisors.

Patrick Bowers is a financial advisor at Superior Planning Wealth Management & Family Office in San Diego, CA, holding a Series 65 license with two years of industry experience. He has worked in education as an English teacher for high school students and serves as an instructor for the nonprofit Society for Financial Awareness, which focuses on financial literacy. Bowers also co-owns Bowers Financial Group LLC, which provides health insurance services and related tax and banking activities. Superior Planning Wealth Management & Family Office offers investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs proprietary strategic allocation models and customized portfolios, coordinating with sub-advisors and custodians to provide discretionary portfolio management alongside comprehensive wealth-planning services.

John Barber is a CFA® charterholder with 22 years of industry experience. He has been with Trivant Custom Portfolio Group LLC since 2003, where he is part of a four-advisor team based in San Diego, CA. TriVant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach with an emphasis on asset allocation, utilizing quantitative models and research to construct diversified portfolios within defined risk constraints.

Michael Blackman is a ChFC® credentialed advisor with Elevated Capital Advisors, LLC and has two years of industry experience. He has a background that includes service as a full-time officer in the U.S. Navy and ownership of businesses involved in insurance sales and personal investment trading. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis with both strategic and tactical asset allocation, providing a range of portfolio management and consulting services through a network of independent advisors.

Ike Ekeh is a financial advisor with Kingstone Capital Partners Texas, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Kingstone Capital Partners since 2017 and previously worked at NDC Data for one year. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a combined bottom-up fundamental and top-down investment approach, managing separately managed accounts primarily through direct equity holdings or ETFs, and sometimes uses derivatives with quantitative risk controls.

Alin Wadhwa is a Series 65 licensed financial advisor with Bamboo Wealth Strategies, based in San Diego, CA, with one year of industry experience. He is dually registered as an Investment Advisor Representative with both Bamboo Wealth Strategies and Sovran Advisors. Outside of advisory work, he is involved with Spectrum Consulting Group, a consulting firm primarily serving medical clients with accounting and operational support services, and contributes to SummaCor, Inc., a medical startup focused on circulatory assist device development. Bamboo Wealth Strategies provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, client-specific approach to portfolio construction, typically focusing on diversified, low-cost ETFs and individual bonds, and offers both fixed-scope and ongoing planning services with discretionary trading and rebalancing.

Tina Vieregg is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Capital Management Investments LLC since 2021. Her prior experience includes roles at Seaside Wealth Management, Inc., eMoney Advisor, LLC, and Gries Financial LLC. Creative Capital Management Investments LLC is a fee-only advisory firm serving individuals, high-net-worth clients, professionals, business owners, retirement plans, and families in business. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and offers customized portfolio management, financial planning, and specialized consulting services.

Christopher Jaccard is a CFP®, CFA®, and Series 65 professional with 21 years of industry experience. He has been with Financial Alternatives, Inc. in La Jolla, CA since 2002. Financial Alternatives, Inc. provides discretionary portfolio management and wealth advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm constructs diversified portfolios across various asset classes and offers project-based consulting, including late-stage college funding, while employing third-party managers and private funds when appropriate.

Christopher Calvert is a financial advisor at J.M. Arbour, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including Pando Alts, Cuatro Capital Securities LLC, and Sharenett Securities LLC. Outside of advisory roles, he is involved with CCAST Holdings, LLC. J.M. Arbour serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm provides financial planning, discretionary portfolio management, retirement plan consulting, sub-advisory services, and investment management for private funds, using model portfolios and a variety of strategies such as direct indexing and derivatives.

Shauna Price is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Paradigm Shift Financial, Park Avenue Securities, and Guardian Life Insurance Company. Price is also an independent licensed insurance agent. Colomb Investment Management Company, LLC provides personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm’s investment approach focuses on long-term, diversified portfolios guided by Modern Portfolio Theory and employs both discretionary and nondiscretionary mandates, often working with third-party managers under its oversight.

Jeffrey Lovegren is a financial advisor at Superior Planning Wealth Management & Family Office in San Diego, CA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has spent the majority of his career with PlanMember Securities Corporation before joining Superior Planning. 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 strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors while offering ongoing portfolio management and comprehensive wealth-planning services.

Scott Clements is a Series 66-licensed advisor at Cavu Wealth Management with 15 years of industry experience. Prior to joining Cavu in 2020, he worked at Hayes Investment Management for over a decade. Outside of financial advising, he owns and operates a video production business that films high school sports. Cavu Wealth Management serves individuals, retirement plans, charitable organizations, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm manages portfolios on a discretionary basis using asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies, with regular account reviews and client meetings.

Giovanna Leyva is a CFP® with one year of experience in the financial advisory industry. She is currently with Tidemark, LLC and previously worked at LPL Financial LLC. Outside of advisory services, Leyva is employed by Brigantine, Inc. Tidemark, LLC serves individuals, small businesses, pension plans, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm manages $462.5 million in assets, offering tailored portfolios that include equities, ETFs, mutual funds, fixed income, alternative investments, structured products, and selected cryptocurrencies.

Connor Mac Kenzie is a financial advisor at Financial Alternatives, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he spent 15 years in private and public education and four years at UCSD. Financial Alternatives, Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and offers project-based consulting, including late-stage college funding.

Anthony Ferreira is a CFP® professional with 22 years of experience in the financial advisory industry. He has been with WorthPointe, LLC since 2013. Ferreira holds Series 63 and Series 65 licenses and is based in Ramona, CA. WorthPointe provides discretionary portfolio management and a range of financial planning and consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach uses Modern Portfolio Theory with diversified model portfolios primarily composed of mutual funds and ETFs, supported by an internal suitability process and an Investment Committee.

Alfonso Ruiz Ortiz is a financial advisor at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has worked at Finec Asset Management since 2021. Ortiz also serves as a fund manager for Administración y Asesoría Dinámica SC, a financial advisory firm based in Guadalajara, Mexico, where he dedicates part of his time managing investment funds. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations primarily in the United States, Canada, Mexico, and other Latin American countries. The firm employs a combination of fundamental, technical, and cyclical analysis alongside macroeconomic research to create customized portfolios tailored to client objectives and risk profiles.