Andrew Christopher is a CFP®, CFA®, and Series 65 designated advisor with five years of industry experience. He has worked at Leading Edge Financial Planning LLC since 2023 and has prior experience with Dowling & Yahnke Wealth Advisors and PricewaterhouseCoopers. Outside of financial advising, he serves as a Lieutenant Commander in the United States Navy Reserves, works as an F-35 instructor pilot for Lockheed Martin, and has been a career coach and faculty advisor at Georgetown University. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation and diversification using low-cost mutual funds and ETFs, offers discretionary portfolio management, and operates as a team of nine advisors across multiple offices.

Robert Gaan is a CFP® with over 20 years of experience in financial advising. He has been with Christopher Weil & Company, Inc. since 1994. The firm provides discretionary investment management, financial planning, estate transition, and pension consulting services to a diverse client base including individuals, pension plans, charities, and corporations. Christopher Weil & Company employs a range of portfolio strategies incorporating derivatives and cryptocurrency-related ETFs, and it recently transitioned to a partially employee-owned structure with expanded executive leadership.

Jonathan Grundman is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has worked at Adaptive Financial Consulting, LLC since 2017 and concurrently at Stratos since 2015. Prior to that, he was with Ibis Capital from 2012 to 2017. Adaptive Financial Consulting, LLC is a six-advisor team managing approximately $547 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides investment management, financial planning, pension/401(k) consulting, and educational seminars for small business owners, employing a range of analytic methods and tailoring portfolios to client goals and risk tolerance.

Brent Wilsey is a financial advisor at Wilsey Asset Management Incorporated with 23 years of industry experience. He has been with Wilsey Asset Management since 2004 and holds Series 63 and Series 65 designations. Wilsey Asset Management provides discretionary portfolio management, retirement-plan services, financial planning, and hourly consulting to individuals, trusts, estates, corporations, and ERISA clients. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to guide investment decisions and supports plan sponsors with 3(38)-type oversight and participant presentations.

Garrett Heine is a CFA® charterholder at CoastEdge Partners, LLC with experience in investment and financial services since 2017. Prior to joining CoastEdge, he worked at Informed Momentum Company, Morningstar, and Meketa Investment Group. He earned his degree from The George Washington University School of Business. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services to high-net-worth families, family foundations, and institutional clients. The firm’s approach focuses on capital preservation, diversification, manager selection, and liquidity management, offering customized multi-asset portfolios and proprietary pooled vehicles.

Paul Seto Jr. is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Tactive Advisors, LLC. He has worked at multiple firms including Cardiff Park Advisors and Symbequity Investment Advisory, LLC. He is also an Associated Person with Tricom Partners, LLC, where he is involved as a Series 3 Commodity Broker. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors using a combination of robo-advisor technology and advisor-led model portfolios. The firm employs a tactical asset allocation strategy based on the Black-Litterman framework and operates a hybrid service model with both discretionary and non-discretionary assets under management.

Zachary Ziegler is a CFP® professional with three years of industry experience, currently serving at Blankinship & Foster, LLC. Prior to joining Blankinship & Foster, he worked for four years at Northwestern Mutual in various capacities, including wealth management and investment services. His background also includes experience in the kitchen and bath industry and in technology at IMatrix. Blankinship & Foster, LLC is an SEC-registered advisory firm organized as a nine-advisor team managing approximately $940 million for individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary investment management, and combined wealth management services, using an asset-allocation driven approach implemented through a documented process that emphasizes goal-setting, portfolio construction, and ongoing monitoring.

Anthony Mclean is a financial advisor at Tidemark, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 11 years and Ameriprise for 5 years. Outside of his advisory role, he has worked as a driver for Uber. 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 constructs customized portfolios using a range of investment products and incorporates multiple analytical techniques in its process.

Michael Frager is a financial advisor at Balboa Wealth Partners, Inc. with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Willow Cove Investment Group, FSA Integrated, LLC, and Girard Securities, Inc. Outside of advising, he engages in estate planning, tax preparation, and serves as a tax consultant to a real estate agent. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets and employs a long-term, diversified investment approach using low-cost funds, individual securities, and a range of analytical techniques.

Jeffrey Mcculloch is a financial advisor at Cascade Financial Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Creative Planning for seven years before joining Cascade in 2023. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on customized strategies through discretionary and non-discretionary managed accounts. The firm emphasizes detailed client interviews and conducts due diligence to support asset allocation across various investment types, managing over $1.38 billion in assets as of the end of 2025.

Warren Binstock is a CFP® with 23 years of industry experience and has been with Telos Capital Management, Inc. since 2015. He holds a Series 66 license and is based in San Diego, CA. Telos Capital Management provides discretionary investment management and financial planning services 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 top-down macroeconomic assessment, focusing on asset allocation, diversification, and periodic rebalancing.

Robyn Cohen is a financial advisor at Presidio Capital Management, LLC with two years of industry experience. Before joining Presidio Capital Management in 2024, Cohen operated independently for ten years. 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 employer-sponsored retirement plans. The firm employs a fundamental analysis-driven investment process that favors long-term strategies primarily using low-cost mutual funds and ETFs, while allowing flexibility for other investment types and risk management tools.

Joshua Rendler is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently serves as an advisor at Define Financial, LLC and has prior experience at Pacific Wealth Management, Ameriprise, and San Diego State. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm manages approximately $315 million across about 119 client relationships, employing passive, risk-based portfolios primarily made up of no-load mutual funds and ETFs, alongside financial planning and pension consulting services.

Cade Buchanan is a financial advisor at Centura Wealth Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at CCG Wealth Management LLC, Key Investment Services LLC, and Daimler Truck North America. Buchanan volunteers with the Financial Planning Association of Oregon and Southwest Washington, assisting in outreach and organizing events to connect emerging advisors with industry professionals. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a diversified investment approach and serves clients with portfolio minimums typically around $2 million.

Francisco Lopez is a CFA® charterholder with over 15 years of experience in the financial industry. He has worked at Willow Creek Financial since 2025 and previously held roles at System 2 Advisors and Quotient Investors. Lopez is based in San Diego, CA. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm offers discretionary portfolio management primarily through its sponsored wrap fee programs, alongside financial planning and retirement plan consulting, and incorporates active strategies including derivatives and margin within separately managed accounts when suitable.

Elliana Graham is a financial advisor at CoastEdge Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Hall Capital Partners for six years following a four-year tenure at the University of Chicago. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm focuses on capital preservation, diversification, and liquidity management through customized multi-asset class portfolios and proprietary fund vehicles.

Julie Reyes is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Emerson Equity LLC for six years. Reyes is the sole owner and operator of Reyes Financial Architecture Inc., where she has worked since 2009. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting services to individuals, trusts, estates, and small businesses, focusing primarily on high-net-worth clients. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, integrating financial planning as a complimentary part of its asset management offerings.

Keith Gunther is a financial advisor at RED Seven with Series 63 and Series 65 credentials and 40 years of industry experience. He has held prior roles at Legacy Investment Strategies, LLC, LPL Financial, LLC, and Crown Capital Securities, LP. Gunther is also involved in a tax preparation business connected to his financial services. RED Seven offers comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a mix of fundamental and technical analysis and manages accounts primarily on a discretionary basis with regular portfolio reviews.

Steven Dougan is a financial advisor at Intelligence Driven Advisers, LLC and holds a Series 65 credential. He has one year of industry experience, with prior roles in financial services and other fields including education, real estate, and travel. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients. The firm offers financial planning, discretionary investment management using primarily low-cost institutional funds and ETFs, and retirement plan solutions, with an investment process overseen by an Investment Committee.

Jared Redfield is a financial advisor at Tidemark, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for seven years. He also operates Redfield Services Inc, a home-based business entity for tax and investment purposes. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm constructs tailored portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis in its process.