Derek Myron is a CFP® professional with 24 years of experience in financial advisory. He is affiliated with Centura Wealth Advisory and has previously worked with DW Advisors LLC (dba CCG Advisors). Outside of advisory services, he serves as president of the Centura Foundation, a nonprofit organization. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $769 million in assets using customized portfolios that include mutual funds, ETFs, alternative investments, and allocations to independent managers, with a focus on continuous monitoring and fiduciary responsibility.

Lawrence Kriesmer is a ChFC® credentialed financial advisor with 35 years of industry experience, currently serving at Measured Risk Portfolios. He previously worked at Independent Financial Group, LLC for 11 years and has been involved with Measured Risk Portfolios, Inc. and Kingsroad Financial & Insurance Services since 2002. He is also a licensed insurance agent and part owner of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages nearly $400 million in assets for individual and high-net-worth clients, as well as institutional investors, offering discretionary portfolio management, pension consulting, and sub-advisory services. The firm is known for its model portfolios incorporating derivatives and margin strategies and serves as sub-adviser to the MRP SynthEquity ETF.

Israel Stanley is an advisor at Strategy Asset Managers L.L.C. with one year of industry experience. Prior to joining the firm, he spent nine years working at Sunnies Cafe. Strategy Asset Managers serves a range of clients including individual, high-net-worth, ultra-high-net-worth, and institutional investors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a blend of bottom-up fundamental equity selection, dividend-oriented and concentrated growth strategies, as well as a quantitative market-oriented core approach, managing accounts primarily on a discretionary basis.

Sasha Antman is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including SimplyRich and Thrive Portfolios. Outside of advising, Mr. Antman serves as a housing tester for the nonprofit CSA San Diego County and acts as an arbitrator for FINRA. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach focused on asset allocation, primarily utilizing ETFs, mutual funds, and select individual securities with a long-term, low-turnover strategy.

Brian Krause is a CFP® with 23 years of industry experience, currently serving at Cascade Financial Partners, LLC since 2023. He previously worked at Creative Planning for seven years. Outside of his advisory role, he holds the position of Secretary at F&S Endeavor LLC, an investment-related business focusing on real estate, limited partnerships, private equity, and similar assets. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients through discretionary and non-discretionary managed accounts. The firm develops client-specific strategies based on detailed interviews and document reviews, utilizing various approaches including asset allocation and alternative investments.

Alberto Assad is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation. He began his advisory career with LM Advisors in 2024 after completing a decade of academic studies. LM Advisors LLC provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis, utilizing various strategies such as long- and short-term positions, margin, short selling, and options, and manages approximately $2.29 billion in client assets.

David Aizuss is a financial advisor with SLP Wealth in La Mesa, CA, holding a Series 65 license and two years of industry experience. He has prior experience at Prospect Financial Group Inc. and has worked in roles outside traditional investment advising, including student loan consulting through Student Loan Planner and mortgage lending with United Mortgage Lending LLC. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning, employing diversified, risk-based portfolios primarily using no-load mutual funds and ETFs. The firm supports a large client base with a broad office footprint and offers additional services such as tax preparation and student-loan planning.

Matthew Vallebo is a financial advisor with Presidio Capital Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Presidio Capital Management since 2020, with previous roles at Cetera, First Allied Advisory Services, First Allied Securities, and Wells Fargo. Outside of his advisory work, Vallebo serves as Volunteer President of the Mira Mesa Wrestling Club, where he participates in financial oversight, fundraising, and compliance. Presidio Capital Management provides 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 emphasizes fundamental analysis and long-term strategies using low-cost mutual funds and ETFs, while maintaining flexibility to include various investment types and risk management tools.

Cassidy Fisher is a financial advisor at Castle Coast Wealth, LLC with a Series 65 designation and two years of industry experience. Prior to joining Castle Coast Wealth, they held various roles in the hospitality and automotive industries. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million and provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs a combination of quantitative and qualitative analysis in portfolio management and offers 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.

Leonardo Simpser is a Series 65-licensed advisor at LM Advisors LLC with one year of industry experience. He has been with LM Advisors since 2010. Outside of his advisory role, he is the managing partner of LLJ Ventures, LLC. LM Advisors, LLC provides investment supervisory services and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm uses both fundamental and technical analysis and employs a range of strategies, including long- and short-term positions, margin, short selling, and options.

James Thompson is a financial advisor at Trivant Custom Portfolio Group LLC with four years of industry experience. He holds a Series 65 designation and served in the US Navy from 2003 to 2021 before joining Trivant in 2021. Trivant Custom Portfolio Group provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach that emphasizes asset allocation and uses quantitative models alongside research to implement style tilts.

Charles Denherder is a financial advisor at Cavu Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has worked at Cavu Wealth Management since 2019. Denherder is also the sole owner of CC Capital Management, a San Diego-based business consulting firm that provides human resources, payroll, employee benefits, and cash flow advice to an estate planning law firm. 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 employs a mix of asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies to manage portfolios on a discretionary basis with regular reviews and client meetings.

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 financial advisor at Wealth Analytics Partners, LLC with four years of industry experience. She holds a Series 65 designation and previously worked with the Del Mar Schools Education Foundation. Wealth Analytics Partners provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million in client assets using a risk-scored model portfolio framework and Modern Portfolio Theory to align allocations with clients’ time horizons and risk tolerances.

Brady Welles is a financial advisor at Atlas Private Wealth Advisors in San Diego, CA, holding a Series 66 designation with six years of industry experience. He previously worked at Cetera and Avantax Advisory Services before joining Atlas and LPL Financial in 2026. Welles also provides accounting and tax services as a client service assistant with Canyon Oak Financial. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, offering discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets across more than 1,200 client relationships and employs a range of investment strategies including asset allocation, fundamental, technical, and cyclical analysis.

Peter Staab is a financial advisor with Centura Wealth Advisory in San Diego, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Centura Wealth Advisory, he worked at the National Sports Forum for two years and was a full-time student for seven years. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a diversified investment approach, including mutual funds, ETFs, alternative investments, and Independent Managers, and serves as a fiduciary for retirement plans under ERISA when applicable.

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 offers discretionary investment management, financial planning, and retirement-plan consulting to a range of clients including individuals, high-net-worth clients, business owners, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis and long-term strategies using low-cost mutual funds and ETFs, while also maintaining flexibility to incorporate a variety of investment vehicles and risk management tools.

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.