Justin Read is a Series 65 licensed financial advisor at PracticeCFO Investments in San Diego, CA, with six years of industry experience. He worked at RSM US LLP for eleven years before joining PracticeCFO Investments in 2019. PracticeCFO Investments offers investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $401.6 million for about 211 clients and employs a hybrid investment approach combining low-cost passive ETFs with tactical asset allocation guided by formal Investment Policy Statements.

James Mellon is a CFP® professional with 13 years of industry experience. He has worked at Canter Wealth since 2018 and previously held roles at TD Ameritrade, Fisher Investments, and Equitable Advisors. He is based in La Jolla, California, and holds Series 66 and Series 63 licenses. 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 constructed with ETFs and mutual funds, supported by an internal Investment Committee that performs qualitative and quantitative due diligence.

John Toman Jr. is a financial advisor at JET Wealth Advisors in La Jolla, CA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors for 13 years. Outside of his advisory role, he serves on the finance and executive committee of Forever Balboa Park in San Diego. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm uses a diversified approach incorporating ETFs, mutual funds, separately managed accounts, and other securities, applying fundamental, macroeconomic, and quantitative analysis in portfolio construction.

Elizabeth Kelly is a financial advisor at CoastEdge Partners, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm emphasizes capital preservation, broad asset-class diversification, and manager selection, managing portfolios through discretionary and non-discretionary strategies, third-party managers, and proprietary fund vehicles.

Catalina Cherny Santos is a Series 65-licensed financial advisor with Christopher Weil & Company, Inc., where she has worked since 2014. She has 10 years of industry experience and also maintains a role at Sharp Hospital since 2013. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to a diverse client base including individuals, pension plans, charities, and corporations. The firm employs a range of portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and consolidated reporting.

Michael Hession is a financial advisor at JET Wealth Advisors in La Jolla, CA, holding Series 66, Series 65, and Series 63 licenses with three years of industry experience. He previously worked at Wells Fargo Advisors and Citigroup and also works as a bartender at Mission Brewing. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth individuals, families, trusts, and small businesses, using diversified portfolios tailored to clients’ objectives and risk tolerances. The firm applies fundamental, macroeconomic, and quantitative analysis and manages client accounts on a discretionary basis.

Bernard Surovsky is a financial advisor with Measured Risk Portfolios who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at Measured Risk Portfolios since 2012 and previously at Independent Financial Group from 2007 to 2017. Outside of his advisory role, he is a licensed California insurance agent and president of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages approximately $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm employs model portfolios incorporating derivatives and margin and serves as sub-adviser to the MRP SynthEquity ETF.

Stephanie Provost is a financial advisor at Invicta Financial Group in San Diego, CA, holding a Series 65 designation. She has one year of industry experience, with prior roles at BDT & Associates, Inc., Trippe, Apex Construction, and several other companies dating back to 2012. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, emphasizing written financial action plans tailored to client goals. The firm refers clients to third-party money managers for portfolio management and focuses on non-discretionary advisory assets, a structure that is uncommon among multi-advisor firms.

Alana Hall is a CFP® and Series 65-licensed advisor with Creative Capital Management Investments LLC, bringing three years of industry experience. Her prior roles include positions at Casa Gabriela, Abacus, Financial Haus - North Star Subsidiary, and Local360 & Et Voila. 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 follows 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.

Joseph Bauers is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, holding a Series 66 designation and 24 years of industry experience. He has worked at Superior Planning Wealth Management & Family Office since 2024 and previously spent 14 years with Equitable Advisors. Outside of his advisory work, Bauers is a co-owner of A Perfect Pear, LLC, a corporation involved in real estate investment. 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, often working with third-party strategists and sub-advisors, and offers both discretionary portfolio management and standalone financial planning.

Dustin Holt is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding a Series 65 license and having seven years of industry experience. His career includes roles at LPL Financial, Trilogy Capital, and National Planning Corporation prior to joining Sage in 2020. Outside of his advisory work, Mr. Holt acts as a sales agent for various insurance companies, operating individually and not through Sage. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, as well as individual and nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning using a custom, value-oriented process that incorporates fundamental and technical analysis, individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

Brittany Anderson is a financial advisor at Wealth Analytics Partners, LLC in San Diego, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Wealth Analytics Partners, she worked for six years at Poway Unified School District. 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 across 180 client relationships, employing a Modern Portfolio Theory-based investment approach aligned with clients’ risk tolerance and time horizon.

Eric Yeager is a CFP® professional with 25 years of industry experience, currently serving at Gradient Capital Advisors, LLC since 2015. He holds the Series 66 designation and is based in San Diego, CA. 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 blend of fundamental and technical investment strategies, including option strategies, short sales, and margin transactions, offering comprehensive portfolio management, financial planning, and retirement plan consulting.

Lauren Gabele is a financial advisor at Cascade Financial Partners, LLC with three years of industry experience. She holds the CFP® and ChFC® designations and previously worked at Mariner Wealth Advisors and JLL. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored strategies that include asset allocation, dollar-cost averaging, and both long- and short-term holdings. The firm emphasizes detailed client interviews and investment policy statements to guide its discretionary and non-discretionary managed accounts.

Renee Halsch is a financial advisor at JET Wealth Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, RBC Capital Markets, San Diego County Credit Union, and LPL Financial. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and small businesses. The firm offers discretionary portfolio management and comprehensive planning, using diversified portfolios tailored to clients’ objectives and risk tolerances.

Richard Effress is a financial advisor at CoastEdge Partners, LLC, holding a Series 65 designation with 16 years of industry experience. He has been with CoastEdge Partners since 2006. Outside of his advisory role, he serves as president of Shores Ventures LLC, managing various real estate and other investments. CoastEdge Partners serves a select client base of high-net-worth families, private foundations, and investment funds, offering customized multi-asset portfolio management and financial planning. The firm manages approximately $1.75 billion, combining private fund advising with tailored investment solutions and specialized reporting.

Cody Evan Bostian is a financial advisor at Axos Invest, Inc with a Series 66 designation and one year of industry experience. Prior to his current role, he worked briefly at Cetera and Cetera Wealth Services, LLC, and has a background that includes positions outside the financial industry. Axos Invest serves retail individual clients by providing automated advisory services through online platforms, offering discretionary portfolio management with model portfolios primarily composed of mutual funds and ETFs, including digital-asset ETFs. The firm employs lifecycle-based asset allocation models supported by ongoing monitoring and rebalancing, with a focus on broad retail account management.

Jack Cohen Nieto is a financial advisor at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has worked previously at Deloitte Touche Tohmatsu Limited and Seguros Monterrey New York Life. In addition to his advisory role, he serves as an Asset Management Analyst for Finec Asset Management SA de CV Asesores en Inversiones Independientes, a regulated firm based in Mexico City. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations primarily in the U.S., Canada, and Latin America. The firm combines fundamental, technical, and cyclical analysis with macroeconomic research to build customized portfolios that may include equities, fixed income, options, and alternative instruments tailored to client objectives and risk profiles.

Enrique Garcia Jr. is a financial advisor with Nelson Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Nelson Securities since 1997. Nelson Securities manages approximately $272 million for over 2,000 clients through a team of nine advisors, offering discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis with a range of investment strategies and maintains ongoing portfolio monitoring while clients retain trade approval authority.

James Puplava is a CFP® with 44 years of experience in the financial services industry. He is the founder of Financial Sense Advisors, Inc. and has held prior roles at Puplava Securities, Inc. and Puplava Financial Services, Inc. Puplava is also involved in media through Financialsense.com, where he participates in podcasts and writes articles. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for individuals, retirement plans, trusts, and other entities. The firm employs a team of nine advisors and uses a combination of fundamental and technical analysis to provide discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting tailored to client-directed investment objectives.