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 financial advisor with Bamboo Wealth Strategies in San Diego, holding a Series 65 credential. He has experience working with multiple firms including Sovran Advisors, Spectrum Consulting Group, and SummaCor, Inc., a medical startup where he supported device testing and accounting functions. Outside of advisory roles, he is involved in a consulting firm serving primarily medical clients with accounting, payroll, and corporate services. Bamboo Wealth Strategies is an SEC-registered adviser serving individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on customized portfolios using low-cost ETFs and bonds, applying fundamental analysis and modern portfolio theory, with an emphasis on frequent client contact and interactive planning tools.

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.

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 financial advisor at CAVU Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has worked at CAVU since 2020, previously spending over a decade with Hayes Investment Management. Outside of his advisory role, he owns and operates It’s A Wrap Video, creating videos for athletes and filming high school sports events. 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 using a combination of asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies, maintaining a multi-office footprint and incorporating derivatives and held-away participant-account management in its investment approach.

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.

Kristina Tabuena is a financial advisor at Christopher Weil & Company, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at firms including Mariner Wealth Advisors and Wells Fargo. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting to a diverse client base that includes high-net-worth individuals, pension and profit-sharing plans, charities, and corporate entities. The firm employs a variety of portfolio strategies and uses fundamental, quantitative, and qualitative analysis to guide investment selection.

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.

Timothy Sagawa is a CFP®, CFA®, and Series 66 credentialed advisor with 22 years of industry experience. He is currently with Gradient Capital Advisors, LLC, where he has worked 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 and short sales, and offers comprehensive portfolio management, financial planning, and retirement plan consulting.

Matthew Holman is a financial advisor at Modern Capital Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Modern Capital Advisors and Liberty Partners Financial Services since 2011. Outside of his advisory role, Holman is involved in lacrosse as a coach at San Diego State University and participates in regional college lacrosse tournaments through the Southwestern Lacrosse Conference, as well as supporting the EMW Foundation, a nonprofit organization. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with actively managed funds or third-party managers, and offers discretionary and non-discretionary asset management services.

Michael Harris is a CFP® and CFA® with 22 years of industry experience, currently serving at Trivant Custom Portfolio Group LLC since 2008. He is based in San Diego, CA, and holds a Series 65 license. Outside of financial advising, Mr. Harris is involved in managing several real estate and assisted living LLCs. Trivant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily to individual and high net worth clients, employing a top-down, style-rotation investment approach that emphasizes asset allocation and utilizes quantitative models alongside internal and third-party research.

Kurt Carroll is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Marshall McGowan, and Marriott. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, sub-advisors, and co-advisor arrangements with third-party money managers and offers account reviews, educational seminars, and both discretionary and client-approved trading.

Michael Munson is a CFA® charterholder with 12 years of industry experience. He has been with MYeCFO since 2013 and also maintains a role at Denali Advisors. MYeCFO is a team-based advisory firm serving individuals, including high-net-worth clients, as well as businesses and non-profits. The firm offers portfolio management, financial planning, and wealth-management coordination, with an investment approach that emphasizes passive vehicles alongside tactical adjustments. MYeCFO integrates accounting and tax-preparation services into its advisory offerings and provides educational workshops and bookkeeping services as part of client engagements.

Tyler Stearns is a CFP® and holds a Series 66 license with 11 years of experience in the financial industry. He has been with Castle Coast Wealth, LLC and its predecessor entities since 2014. In addition to his advisory role, he is an Independent Insurance Agent, dedicating less than 5% of his time to this activity. Castle Coast Wealth, LLC manages 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 both quantitative and qualitative analysis in its investment process and offers both limited-scope and full discretionary advisory services for retirement plans.

Phillip Jones is a CFP® with 21 years of industry experience, currently serving as an advisor at CAVU Wealth Management since 2019. He has held roles at Independent Financial Group C and Capital Financial Consultants Group Inc. Outside of financial advising, he is a licensed California notary and an independent real estate agent. CAVU Wealth Management provides discretionary investment advisory services and financial planning to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a diversified investment approach, including asset allocation, fundamental and technical analysis, and option strategies, with a notable multi-office presence and use of derivatives in separately managed accounts.

Kimberly Benson is a CFP® professional with eight years of experience in financial advisory services. She has been with Creative Capital Management since 2015, including its current iteration, Creative Capital Management Investments LLC, where she works as part of a six-advisor team based in San Diego, CA. Creative Capital Management Investments LLC provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, offering customized portfolios and specialized consulting in areas such as estate and tax planning, divorce settlement, inheritance, and business succession.

Kent Hulse is a ChFC® credentialed financial advisor with four years of experience at Copley Financial Group, Inc. He has prior experience with Emerson Equity LLC and has also worked in loan arrangement and tax planning roles at Senior American Funding, Inc. and Heritage Tax & Insurance. Copley Financial Group is a team-based registered investment adviser that provides portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans through direct management, third-party money manager referrals, and model-based programs. The firm combines multiple investment approaches including model portfolios and alternative investments, offering discretionary or client-approved trading and educational seminars.