Sofia Iglesias Gonzalez is a CFP®-certified financial advisor with Investor Fan. She has experience with prominent firms, including UBS Financial Services and J.P. Morgan, totaling over a decade in the industry. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a multifaceted investment approach based on Modern Portfolio Theory and various analysis methods, tailoring portfolios to client goals while coordinating with other advisors.

Angel Brown is a CFP® professional with 26 years of industry experience. She has worked at Valic Financial Advisors for 14 years and Ameriprise for 7 years prior to joining Asendo Wealth Advisory. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs an institutional modeling system to manage ETF-centric portfolios across various risk profiles and incorporates strategies such as options, inverse ETFs, and third-party managers when appropriate.

Stephen Doster is a CFP® and holds a Series 65 license with 12 years of experience in financial advising. He is currently with Pathview Wealth Advisors, where he has worked since 2024, following prior roles at Rowling & Associates and his own firm, Doster Financial Planning. Pathview Wealth Advisors serves individual investors along with retirement plans, trusts, estates, charities, and business entities, offering financial planning, consulting, and portfolio management. The firm employs client-specific investment policies, primarily using mutual funds and ETFs, and emphasizes fundamental analysis and asset allocation in its discretionary account management.

Eric Simms is a financial advisor with Gradient Capital Advisors, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Gradient Capital Advisors since 2014. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and pension and corporate plan sponsors. The firm employs a combination of fundamental and technical investment strategies, including option strategies, short sales, and margin transactions, and offers comprehensive portfolio management, financial planning, and retirement plan consulting.

Alexander Okugawa is a CFP® certificant with eight years of industry experience. He is affiliated with One Degree Advisors, Inc., where he has worked since 2015, and previously spent a year at Securities America, Inc. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management. The firm employs a strategic, asset-allocation framework based on Modern Portfolio Theory and uses institutional-style no-load mutual funds, ETFs, municipal notes, and bonds, alongside specialized strategies such as options-based box spread strategies and third-party sub-advisers.

Shalmali Kulkarni is a CFP® professional with seven years of industry experience. She has worked at Rowling & Associates from 2017 to 2024 and joined Pathview Wealth Advisors in 2024. Pathview Wealth Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities by offering financial planning, consulting, and ongoing portfolio management. The firm focuses on client-specific investment policies implemented primarily through asset allocation and fundamental analysis, managing accounts mainly on a discretionary basis.

Heather Ring is a CFP® and holds a Series 66 license with 13 years of experience in financial advising. She is currently with Superior Planning Wealth Management & Family Office, where she has worked since 2024. Her prior experience includes roles at CalPRO Network Financial Services, PlanMember Securities Corporation, Bruce Smith & Associates, and Axa Advisors. 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 employs a combination of proprietary strategic allocation models and customized portfolios managed through third-party strategists and sub-advisors, offering a range of wealth-planning services including tax mitigation and succession planning.

David Magee is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with Copley Financial Group since 2018 and previously worked at Magee Thomson Investment Partners, LLC. In addition to his advisory role, he is involved with Heritage Tax and Insurance Services, providing financial planning and investment advice. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm uses a combination of direct asset management, third-party money managers, and model portfolios to manage client investments.

Felicity Di Pisa is a financial advisor at UHY Wealth Management RIA LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Enterprise, Copower, and Prudential Insurance Company of America. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients, managing both discretionary and non-discretionary portfolios with a focus on individualized investment policies and compliance procedures related to auditor independence.

Michael Wynns is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently with Cavu Wealth Management, where he has worked since 2019, and has prior experience at Capital Financial Consultants Group and Independent Financial Group. Wynns also serves as an officer and director of Cavu Insurance Services, Inc., which offers insurance products outside of his investment advisory role. 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 manages portfolios using a combination of asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies, with a notable multi-office presence and the use of derivatives in separately managed accounts.

Jonathan Helton is a financial advisor at T2 Asset Management, LLC in Coronado, CA, with 17 years of industry experience. He has been with T2 Asset Management since 2013 and holds Series 63 and Series 66 designations. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million on a discretionary basis. The firm uses proprietary, rules-based models combining technical and fundamental analysis to guide asset allocation and risk management across multiple investment profiles.

Johanna Toman is a financial advisor with JET Wealth Advisors in La Jolla, CA, holding a Series 66 credential and 19 years of industry experience. She worked at Wells Fargo Advisors for 13 years before joining JET Wealth Advisors in 2026. Outside of her advisory role, she serves as a substitute teacher in elementary education and is a registered yoga instructor teaching yoga to children. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a range of investment vehicles and applying fundamental, macroeconomic, and quantitative analysis.

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 nine years of industry experience, currently serving as a financial advisor at CAVU Wealth Management since 2019. He previously worked at Capital Financial Consultants Group and eMoney Advisor. Outside of his advisory role, Den Herder assists with financial analysis and payroll processing for an estate planning firm. CAVU Wealth Management serves individuals, retirement plans, charitable organizations, and corporate clients, offering 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, and maintains a multi-office presence with a focus on tax-aware, risk-managed portfolio 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 with Superior Planning Wealth Management & Family Office in San Diego, holding a Series 65 credential and two years of industry experience. Prior to joining Superior Planning, he worked at PlanMember Securities Corporation and CALPRO Network Financial Services. Outside of advising, he teaches English at Grossmont Union High School District and provides financial literacy education through the Society for Financial Awareness. 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 utilizes proprietary strategic allocation models alongside customized portfolios, coordinating with independent managers and outside tax or legal advisors.

Marcelle Kako is a CFP® and holds a Series 66 license. She currently works at Financial Alternatives, Inc. and has experience across several roles, including positions at Independent Investment Bankers, San Diego State University, and with Senator Joel Anderson. Financial Alternatives, Inc. serves a diverse client base including individuals, retirement plans, business entities, trusts, estates, and charitable organizations. The six-person team manages approximately $615 million in assets, offering discretionary portfolio management, wealth advisory, and financial planning services with diversified investment strategies.

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.