Eddie Mc Gee is a financial advisor with Smith & Wyatt, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including CoreCap Advisors, AE Wealth Management, and Dugan & Brown LLC. Outside of advisory work, Mc Gee is president of Toro Financial & Insurance, where he is involved in insurance sales and services. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations with tailored financial planning, discretionary portfolio management, and estate-planning consulting. The firm manages approximately $207 million for about 724 clients through a team of eight advisors and offers educational programs for federal employees.

Orin Green is a CFP® with 27 years of experience in the financial services industry. He is currently with Willow Creek Financial, a team-based firm in San Diego, CA, and previously worked at Ameriprise Financial Services, Inc. and Ids Life Insurance Company. He has led his own firm, Orin Green Financial, LLC, since 2016. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm emphasizes individualized portfolio construction with a focus on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap fee program and disclosing the use of derivatives and margin in separately managed accounts.

Eduardo Ciuffo is a CFA® charterholder with nine years of industry experience. He has worked at Ariston Services Group, LLC since 2021 and previously spent seven years with Commonwealth Financial Network. He serves on the board of the CFA Society San Diego. Ariston Services Group provides investment management, financial planning, and consulting to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $490.8 million for about 70 clients and also advises a private limited partnership, the Ivanhoe Fund.

Daniel Laimon is a financial advisor at Trivant Custom Portfolio Group LLC in San Diego, CA, holding a Series 65 credential with 22 years of industry experience. He has been with Trivant since 2003, working as part of a four-advisor team. 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 focused on asset allocation, using quantitative models and research to guide portfolio construction across multiple asset classes within defined risk constraints.

Troy Daum is a CFP® with 24 years of industry experience, currently serving as an advisor at Wealth Analytics Partners, LLC since 2007. He previously worked at Wealth Analytics, Inc. and Hornor, Townsend & Kent, LLC. Wealth Analytics Partners LLC provides discretionary investment management and financial planning to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million in client assets using an investment approach based on Modern Portfolio Theory and risk-scored model portfolios tailored to clients' time horizons and risk tolerance.

Shannon Grey is a CFP® certificant with 25 years of industry experience, currently working at Origin Investment Advisory LLC. Prior to joining Origin Financial in 2022, she spent 20 years at Charles Schwab and held roles at InvestEdge Planning LLC and PFG Advisors LLC. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients via subscription and employer-sponsored programs. The firm uses a Modern Portfolio Theory-based investment approach enhanced by behavioral finance, offering automated index investing, AI-driven advice, and cash management solutions.

Luke Podbury is a financial advisor at Canter Wealth with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, The Retirement Group, FSC Securities Corporation, Capital One Investing, and Spire Securities. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, with ongoing portfolio management guided by an internal Investment Committee.

Joseph Kalmanovitz is a financial advisor at Canter Wealth with 23 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. His prior roles include positions at Versant Capital Management, Stonegate Capital Advisors, and Charles Schwab. Canter Wealth is a fee-only investment adviser serving high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes factor-based, low-cost, tax-efficient, globally diversified portfolios primarily managed through ETFs and mutual funds, supported by an internal Investment Committee and a range of technology tools.

Luis Maizel is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation with 16 years of industry experience. He has been involved with LM Advisors, LLC since 1984 and LM Capital Group, LLC since 1989. Outside of his advisory role, he is a partner in C CUBED LLC and a member of LLJ LLC. LM Advisors, LLC provides discretionary and non-discretionary investment supervisory services and portfolio management to retail and institutional clients, including high-net-worth individuals, insurance companies, and pension plans. The firm employs a range of investment strategies, combining fundamental and technical analysis, and manages approximately $2.86 billion in assets with a team of five advisors.

Richard Brydges is an investment adviser representative and portfolio manager at Balboa Wealth Partners, Inc. with 29 years of industry experience. His background includes roles at J.P. Morgan Private Wealth Advisors, Morgan Stanley, Citigroup Global Markets, and other financial firms. In addition to his advisory work, he is a referring agent for Compass Realty, specializing in retail residential real estate. Balboa Wealth Partners, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach with a focus on long-term, diversified portfolio construction using low-cost mutual funds, ETFs, and other investment instruments.

Corrine Fields is a financial advisor at Willow Creek Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Orin Green Financial, LLC and Ameriprise Financial Services Inc. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management primarily through its sponsored wrap fee programs. The firm focuses on individualized portfolios with an emphasis on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap program and disclosing the use of derivatives and margin in separately managed accounts.

Janice Thompson is a CFP® professional with 28 years of experience in the financial services industry. She currently serves at One Degree Advisors, Inc., where she has worked since 2014, following a 16-year tenure at Securities America, Inc. Thompson is also a director and secretary on the board of Kingdom Advisors. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management. The firm employs a strategic asset-allocation framework and utilizes institutional-style funds, ETFs, and options-based liquidity strategies for eligible clients.

Yoel Bank is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation with one year of industry experience. He has been with LM Advisors since 2015. LM Advisors provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis and manages approximately $2.29 billion in client assets as of the end of 2024.

Michael George is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Superior Planning Wealth Management & Family Office and has prior experience with Goldstone Wealth Advisors and Compass Group North America. He also serves as president of Goldstone Wealth Advisors, Inc. 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 employs a combination of proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors, while offering services that include tax mitigation, estate planning, and succession planning.

Charles Gillespie is a financial advisor at Castle Coast Wealth, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Castle Coast Wealth (formerly Litton Financial, LLC) since 2020. Prior to that, he was associated with LPL Financial and operated under Litton Financial Services. Gillespie is also an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and retirement plans, managing over $412 million in assets. The firm employs strategic, dynamic, and tactical asset-allocation approaches using mutual funds and ETFs and offers services including 3(38) investment management and 3(21) advisory for ERISA plans.

Cole Chodorow is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an associate advisor at Premier Wealth Advisors, LLC and has previously worked at Independent Financial Group, LLC and First Horizon Advisors, Inc. Outside of advisory roles, he is a licensed insurance agent. 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 emphasizes a risk-based allocation to passively managed mutual funds and ETFs, periodic rebalancing, and uses third-party advisers for portfolio implementation, managing significant assets on a non-discretionary basis.

Matthew Poole is a CFP® professional with 20 years of experience in financial advisory roles. He is currently with Dark Horse Advisors LLC and has previously worked at DFPG Investments, Inc., First Allied Advisory Services, INC., Centara Capital Management Group, Inc., and Equitable Advisors. Poole is also involved in insurance sales, providing life and health insurance services to clients. Dark Horse Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer plans. The firm employs a multi-method investment approach that includes fundamental, technical, quantitative, and macroeconomic analysis, and it maintains an affiliation with Dark Horse CPAs, which allows clients access to integrated accounting and tax services.

Rachel Self is a financial advisor at Centura Wealth Advisory in San Diego, CA, holding a Series 66 credential with six years of industry experience. Her prior work includes roles at Ameriprise and A Plus Review, as well as positions outside finance such as at Lulu's Pet Grooming. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a diversified investment approach and serves clients with portfolios typically starting at $2 million, offering both discretionary and non-discretionary management.

Natalie Dewindt is a financial advisor at Cascade Financial Partners, LLC in San Diego, CA, holding the CFP® designation and Series 65 license with 11 years of industry experience. She has previously worked at Creative Planning and Mariner Wealth Advisor. Cascade Financial Partners provides investment advisory and financial planning services to individuals and high net worth clients, focusing on customized strategies that incorporate asset allocation, technical analysis, and alternative investments. The firm has over $1.38 billion in assets under management and serves approximately 283 clients with a team of five advisors.

Marjorie Smith is a CFP® with nine years of industry experience and has been with Pacific Wealth Management since 2021. Prior to joining Pacific Wealth Management, she worked at Ford & Smith Consulting, Inc for nine years. In addition to her advisory role, she is an independent contractor for Sage Settlement Consulting, where she works with personal injury claimants and their attorneys to design and implement structured settlement plans. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary asset management, comprehensive financial planning, and consulting. The firm employs a “Proactive Asset Management” approach that includes a diverse range of investment vehicles and rebalancing strategies, managing approximately $365 million in discretionary assets through a seven-advisor team.