Anthony Mclean is a financial advisor with Tidemark, LLC, holding a Series 66 designation and 16 years of industry experience. He worked at LPL Financial for 11 years before joining Tidemark in 2023. Outside his advisory role, he has worked as an Uber driver since 2022. 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 creates tailored portfolios using a variety of investment products and methods, and offers quarterly written reports summarizing account performance.

Michael Frager is a ChFC® with 41 years of experience in the financial services industry. He is currently affiliated with Balboa Wealth Partners, Inc., where he has worked for 10 years, and also has experience with Willow Cove Investment Group and Centaurus Financial, Inc. In addition to his advisory role, he is involved in estate planning and tax preparation, and acts as a tax consultant in the real estate sector. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options, and operates with a team structure utilizing both discretionary and non-discretionary mandates.

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.

Warren Binstock is a CFP® with 23 years of industry experience and has been with Telos Capital Management, Inc. since 2015. He holds a Series 66 license and is based in San Diego, CA. Telos Capital Management provides discretionary investment management and financial planning services to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment approach that integrates bottom-up company analysis with top-down macroeconomic assessment, focusing on asset allocation, diversification, and periodic rebalancing.

Robyn Cohen is a financial advisor with Presidio Capital Management, LLC in San Diego, CA, holding two years of industry experience. She has been with Presidio Capital Management since 2024 and previously worked independently for ten years. Presidio Capital Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, business owners, trusts, estates, and charitable organizations. The firm employs a long-term, fundamentally driven investment approach, utilizing diversified portfolios of low-cost funds, individual securities, and alternative strategies.

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 65 and Series 63 licenses and has worked at Emerson Equity LLC and Reyes Financial Architecture, Inc. Prior to her current role, she was affiliated with Emerson Equity LLC for six years. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm utilizes a long-term investment approach based on fundamental, technical, and cyclical analysis, and incorporates financial planning as a complimentary service within its asset management offering.

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.

Brian Johnson is a financial advisor at DLK Investment Management with 23 years of industry experience. He has been with DLK Investment Management since 2012 and holds Series 63 and Series 65 designations. DLK Investment Management provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm manages approximately $435 million in client assets using a tailored, allocation-driven approach based on a fundamental relative-value framework.

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.

Laura Mertz is a CFP® professional with eight years of industry experience. She has worked at Aspiriant Wealth Management from 2015 to 2025 before joining Blankinship & Foster, LLC in 2025. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, small businesses, charitable organizations, and pension plans. The firm’s investment approach emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, with portfolios typically managed on a discretionary basis.

Teresa Kakadelas is a CFP® professional with 19 years of industry experience, currently serving at Blankinship & Foster, LLC since 2006. She is based in Solana Beach, CA, and is part of an eight-advisor team at the firm. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach emphasizes asset allocation informed by macroeconomic analysis and client-specific Investment Policy Statements, with a focus on discretionary portfolio management and client education.

Shay Tahar is a financial advisor at American Money Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles including positions at Trader Joe’s and Cali Camp prior to his current advisory role. American Money Management, LLC provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, corporations, and other entities. The firm employs an investment committee to implement tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, as well as alternative investments, in its approach.

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.

Michelle Mai is a Series 65-licensed advisor with Signature Resources Capital Management, LLC, based in San Diego, CA. She has 13 years of industry experience and has worked at Signature Resources since 2016. Michelle is also the owner of College Planning Source, a college planning service she has operated since 2005, and an independent insurance agent since 2008. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm offers customizable model portfolios with a global target risk approach and serves as a sub-advisor to third-party platforms.

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.