Joseph Bauers is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, CA, holding a Series 66 designation and having 24 years of industry experience. He has operated his own firm, Joseph Bauers Financial & Insurance Services, Inc., since 2016 and previously worked with AXA Distributors, LLC. Outside of advisory work, he is involved in several business ventures including ownership interests in holding companies related to commercial real estate. 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 combines proprietary allocation models with customized portfolios, regularly monitoring accounts while coordinating with independent managers and outside advisors.

Brittany Anderson is a financial advisor at Wealth Analytics Partners, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for the Poway Unified School District for six years. Wealth Analytics Partners is a fee-only investment management and financial planning firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and written financial plans, focusing on globally diversified portfolios and ongoing advisory services rather than commission-based sales.

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.

David Chenet is a CFP®, CFA®, and Series 66 credentialed advisor at Presidio Capital Management, LLC with 19 years of industry experience. He has worked at Presidio Capital Management since 2022 and previously held roles at LPL Financial LLC and Paradigm Wealth Advisory, LLC. Presidio Capital Management offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamentally driven investment process using diversified portfolios of low-cost mutual funds and ETFs, with flexibility to include individual securities and alternative investments.

Thomas Brenner is a financial advisor with DLK Investment Management in Solana Beach, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Nautilus Advisors LLC for nine years before joining DLK Investment Management in 2019. In addition to his advisory role, Brenner is an independent insurance agent specializing in disability, life/accident/health, and long-term care insurance. DLK Investment Management offers fee-only investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small institutional investors. The firm employs a fundamental relative-value approach to asset allocation and customizes accounts based on documented client profiles while providing proprietary performance reports and participant education as part of its retirement plan services.

Jacob Montes is a financial advisor at Dark Horse Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked at Dark Horse Advisors since 2023, following a role at DFPG Investments, LLC. Dark Horse Advisors LLC serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach combines fundamental, technical, quantitative, sentiment, and cyclical analysis with tax-aware strategies and third-party managers, and it operates as a subsidiary of an accounting firm, offering both asset-based and subscription-style fee arrangements.

Adrienne Cooper is a financial advisor at Hamilton-Bates Investment Research, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hamilton-Bates since 2015. Outside of her advisory role, she has experience working in guest services for professional baseball and supervising event operations at football games. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, quantitative, and asset-allocation methods, offering both discretionary separate-account management and model portfolio programs.

Aaron Kaplan is a CFP® with seven years of experience in the financial industry. He is currently with Telos Capital Management, Inc. and previously worked at Nylife Securities LLC and New York Life Insurance Company. Kaplan also has experience at Harkham-GAON Academy and UCLA Anderson. Telos Capital Management provides discretionary investment management and financial planning 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 macroeconomic assessments, emphasizing asset allocation, diversification, and periodic rebalancing across various asset classes.

Michael Hubbert is a financial advisor at Christopher Weil & Company, Inc. in San Diego, CA, with nine years of industry experience. He has been with Christopher Weil & Company since 2016, following a brief tenure at First New York Capital Management. Outside of advising, he is a passive investor in a Manhattan restaurant and an online commerce website. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting 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 ongoing advisory support.

Zachary Jones is a CFP® with 17 years of industry experience, currently serving at Superior Planning Wealth Management & Family Office. He previously worked for nine years at Raymond James & Associates before joining Superior Planning in 2024. 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 combines proprietary strategic allocation models with customized portfolios and coordinates with independent managers and outside tax or legal advisors.

Peter Campbell is a CFP® with eight years of industry experience. He is currently with Bull Oak Capital, LLC, where he has worked since 2022. Prior to this, he was with Wealth Analytics Partners and Cambridge Investment Research Advisors, Inc. He also spent several years at Aviara Golf Academy. Bull Oak Capital serves individual and high-net-worth clients through a four-advisor team, offering customized financial planning and discretionary portfolio management. The firm’s investment approach emphasizes broad diversification with primarily ETF-based portfolios tailored to clients’ risk tolerance and time horizon.

Scott Zardenetta is a financial advisor with Copley Financial Group, Inc. in San Diego, CA. He holds a Series 63 and Series 66 designation and has four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual Wealth Management Company. Outside of advising, he works as a delivery driver for Door Dash. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management using model portfolios, third-party money managers, and fee-based alternative investments.

Ryan Beckham is a CFP®, CFA®, and Series 65-licensed financial advisor with 12 years of industry experience. He has been with Telos Capital Management, Inc. since 2013, working within a team of seven advisors based in San Diego, CA. Telos Capital Management provides discretionary investment management and financial planning to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment process that integrates bottom-up company analysis with top-down macroeconomic assessment, focusing on asset allocation, diversification, and periodic rebalancing across a range of asset classes.