Anthony Mclean is a financial advisor at Tidemark, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 11 years and Ameriprise for 5 years. Outside of his advisory role, he has worked as a driver for Uber. 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 constructs customized portfolios using a range of investment products and incorporates multiple analytical techniques in its process.

James Evenson is an advisor at TriVant Custom Portfolio Group LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Whaling Bar, California State University San Marcos, Pasadena City College, The Arbour, and the University of Arizona. TriVant Custom Portfolio Group LLC provides customized, discretionary investment management primarily for individual and high-net-worth clients. The firm employs a top-down, style-rotation investment approach focusing on asset allocation and style tilts, managing moderately concentrated portfolios with explicit risk constraints.

Michael Frager is a financial advisor at Balboa Wealth Partners, Inc. with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Willow Cove Investment Group, FSA Integrated, LLC, and Girard Securities, Inc. Outside of advising, he engages in estate planning, tax preparation, and serves as a tax consultant to a real estate agent. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets and employs a long-term, diversified investment approach using low-cost funds, individual securities, and a range of analytical techniques.

Jeffrey Mcculloch is a financial advisor at Cascade Financial Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Creative Planning for seven years before joining Cascade in 2023. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on customized strategies through discretionary and non-discretionary managed accounts. The firm emphasizes detailed client interviews and conducts due diligence to support asset allocation across various investment types, managing over $1.38 billion in assets as of the end of 2025.

Robyn Cohen is a financial advisor at Presidio Capital Management, LLC with two years of industry experience. Before joining Presidio Capital Management in 2024, Cohen operated independently for ten years. 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 employer-sponsored retirement plans. The firm employs a fundamental analysis-driven investment process that favors long-term strategies primarily using low-cost mutual funds and ETFs, while allowing flexibility for other investment types and risk management tools.

Joshua Rendler is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently serves as an advisor at Define Financial, LLC and has prior experience at Pacific Wealth Management, Ameriprise, and San Diego State. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm manages approximately $315 million across about 119 client relationships, employing passive, risk-based portfolios primarily made up of no-load mutual funds and ETFs, alongside financial planning and pension consulting services.

Cade Buchanan is a financial advisor at Centura Wealth Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at CCG Wealth Management LLC, Key Investment Services LLC, and Daimler Truck North America. Buchanan volunteers with the Financial Planning Association of Oregon and Southwest Washington, assisting in outreach and organizing events to connect emerging advisors with industry professionals. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a diversified investment approach and serves clients with portfolio minimums typically around $2 million.

Francisco Lopez is a CFA® charterholder with over 15 years of experience in the financial industry. He has worked at Willow Creek Financial since 2025 and previously held roles at System 2 Advisors and Quotient Investors. Lopez is based in San Diego, CA. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm offers discretionary portfolio management primarily through its sponsored wrap fee programs, alongside financial planning and retirement plan consulting, and incorporates active strategies including derivatives and margin within separately managed accounts when suitable.

Elliana Graham is a financial advisor at CoastEdge Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Hall Capital Partners for six years following a four-year tenure at the University of Chicago. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm focuses on capital preservation, diversification, and liquidity management through customized multi-asset class portfolios and proprietary fund vehicles.

Julie Reyes is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Emerson Equity LLC for six years. Reyes is the sole owner and operator of Reyes Financial Architecture Inc., where she has worked since 2009. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting services to individuals, trusts, estates, and small businesses, focusing primarily on high-net-worth clients. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, integrating financial planning as a complimentary part of its asset management offerings.

Jonathan Chatfield is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at LM Advisors LLC and has previously worked at Probabilities Fund Management, LLC, Anchor Bay Capital, Inc., and as a self-employed consultant. He also provides consulting services to former employers on a limited basis. LM Advisors, LLC offers investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm employs both fundamental and technical analysis and manages discretionary and non-discretionary accounts with a reported $2.29 billion in client assets as of the end of 2024.

Jared Redfield is a financial advisor at Tidemark, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for seven years. He also operates Redfield Services Inc, a home-based business entity for tax and investment purposes. 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 tailored portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis in its process.

Scott Newman is a financial advisor at Nelson Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Nelson Securities since 2002. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through nine advisors, offering discretionary investment management and consulting to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm uses a combination of fundamental and technical analysis with various investment strategies tailored to client profiles and continuously monitors accounts with client trade approval.

Danny Cung is a financial advisor at Christopher Weil & Company, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Christopher Weil & Company since 2004. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and consolidated reporting.

Stephanie Cunningham is a financial advisor with Carmel Capital Partners, LLC, holding a Series 65 designation and four years of industry experience. She previously worked at DM Brenner, Inc., Beta Wealth Group, and Trilogy Financial. Outside of her advisory role, she operates a notary public business. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm emphasizes fundamental valuation focusing on free cash flow and capital preservation, and it actively manages multiple private funds and special purpose vehicles.

Amir Golzar is a financial advisor at Vestech Asset Management Inc. with 10 years of industry experience and a Series 66 designation. He previously worked at Merrill and Centaurus Financial, Inc. He is also a partner in two e-commerce businesses, ANE Supply LLC and MAG Supply LLC. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation portfolios, often with discretionary trading authority, and offers a range of strategies including the use of derivatives and third-party sub-managers.

Kathleen Boyd is a CFP® professional with four years of industry experience currently serving as an advisor at Nectarine. She is the founder and principal consultant of Student Loan Savvy, where she provides educational and consultative services related to student loan repayment and borrower decision-making. Her prior experience includes roles at SLP Wealth and the XY Planning Network. Nectarine serves individual and high-net-worth clients, offering consultative financial planning through selected advisor representatives. The firm focuses on long-term asset allocation using low-cost, index-based funds and provides advice on cash flow, retirement planning, insurance, debt reduction, and estate planning without managing client investment portfolios.

Joshua Koehnen is a Certified Financial Planner® with 24 years of industry experience. He is currently a principal at Premier Wealth Advisors, LLC, where he has worked since 2018, and has held roles at Independent Financial Group, LLC and Financial Designs LTD. Outside of his advisory work, he is involved in real estate brokerage as an officer and 50% owner of Premier Realty Solutions, Inc. Premier Wealth Advisors LLC serves individuals, trusts, estates, business entities, and retirement plans, offering wealth management, comprehensive financial planning, and income tax return preparation. The firm employs a risk-based allocation strategy focused on passively managed funds and provides primarily non-discretionary portfolio management.

Steven Ostrowski is a financial advisor at CoastEdge Partners, LLC in San Diego, CA, with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Morgan Stanley Smith Barney. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm focuses on capital preservation, diversification, and tailored portfolio management through a combination of discretionary and non-discretionary strategies and proprietary fund vehicles.

Lorenzo Sanchez Lopez is a CFP® professional with nine years of industry experience. He is currently with Pathview Wealth Advisors, where he has worked since 2024. Prior to this, he spent over a decade at Rowling & Associates and Rowling & Associates LLC. 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 across discretionary and non-discretionary accounts and offers in-house tax preparation services supervised by a licensed CPA.