Mengxi Ma is a CFP® and CFA® with 16 years of industry experience, currently serving at Blankinship & Foster, LLC since 2010. Ma is a member of the investment and finance committee for the International Community Foundation, a nonprofit focused on international charitable giving. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, small businesses, and charitable organizations. The firm emphasizes asset allocation based on macroeconomic analysis and client-specific investment policies, managing portfolios across diverse asset classes on a discretionary basis.

Peter Staab is a financial advisor with Centura Wealth Advisory in San Diego, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Centura Wealth Advisory, he worked at the National Sports Forum for two years and was a full-time student for seven years. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a diversified investment approach, including mutual funds, ETFs, alternative investments, and Independent Managers, and serves as a fiduciary for retirement plans under ERISA when applicable.

Michael Whitehurst is a CFA® charterholder with 28 years of industry experience. He has worked at Telos Capital Management, Inc. since 2019 and spent over three decades at McCuen & Co., Inc. He serves as Treasurer and Officer on the board of trustees for the Cabrillo National Monument Foundation. 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, emphasizing diversification and periodic rebalancing across multiple asset classes.

Rielle Sanidad is a CFP® professional at Presidio Capital Management, LLC with one year of industry experience. She has been with Presidio Capital Management since 2021 and previously worked at the University of San Diego and Punahou School. Presidio Capital Management offers discretionary investment management, financial planning, and retirement-plan consulting to a range of clients including individuals, high-net-worth clients, business owners, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis and long-term strategies using low-cost mutual funds and ETFs, while also maintaining flexibility to incorporate a variety of investment vehicles and risk management tools.

Joshua Stipcich is a financial advisor with Tidemark, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining Tidemark in 2023, he spent 18 years with LPL Financial, LLC. 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 customized portfolios using a range of investment vehicles and incorporates fundamental, technical, and cyclical analysis in its strategy.

Charles Chamberlin is a CFA® charterholder with 18 years of industry experience. He has been with Telos Capital Management, Inc. since 2009, where he is part of a seven-advisor team 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 process that integrates bottom-up company analysis with top-down macroeconomic assessment, emphasizing asset allocation, diversification, and periodic rebalancing.

William Kirk is a financial advisor at Heritage Wealth Management, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Heritage Wealth Management, he worked at Sanford C. Bernstein & Co., LLC for three years. Heritage Wealth Management, Inc. provides discretionary investment management and financial planning to a diverse client base, including individuals, small businesses, pension plans, trusts, and institutional clients. The firm emphasizes asset-allocation portfolios incorporating mutual funds, ETFs, equities, fixed income, and option-enhanced strategies, managing portfolios on a discretionary basis with additional involvement in private pooled investment vehicles and private placement products.

Mauricio Lepe Melgoza is a financial advisor at Finec Asset Management with nine years of industry experience. He holds a Series 65 designation and has worked at multiple Finec entities since 2015, as well as at Tauris Derivatives Solutions SA and Site Plasticos SA de CV from 2019 to 2023. He also serves as a director at Finec Asset Management Corp., a Panama-based investment advisory firm. Finec Asset Management is an SEC-registered adviser that provides discretionary and non-discretionary portfolio management and financial advisory services to individuals, high-net-worth clients, trusts, and corporations. The firm serves clients primarily in the U.S., Canada, Mexico, and Latin America, using a combination of fundamental, technical, and cyclical analysis to construct customized portfolios incorporating equities, fixed income, options, and alternative instruments.

Brooke Kelly is a CFP® with nine years of industry experience, currently serving at Weatherly Asset Management. She has worked with the firm since 2016 in various capacities. Outside of her advisory role, she holds a minority ownership interest in a family-owned lumber company. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach focusing on mid- to large-cap core equities and high-quality fixed income, managing $1.68 billion in client assets.

Matthew Cayelli is a financial advisor at Centura Wealth Advisory with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including CCG Wealth Management LLC and Atria Wealth Solutions. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets and customizes portfolios using mutual funds, ETFs, alternative investments, structured products, and allocations to independent managers, offering both discretionary and non-discretionary account management.

Danae Baltierra is a financial advisor at Christopher Weil & Company, Inc. with five years of industry experience. She holds a Series 65 designation and has been with Christopher Weil & Company since 2020. Prior to her advisory career, she worked in dance instruction at Trilogy Ballroom Dance and Fred Astaire Dance Studio. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension and profit-sharing plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related investments, and offers personalized investment policy statements and ongoing advisory support.

Justin Kuntz is a CFP® and holds a Series 66 license, with 13 years of experience in the financial services industry. He has been with Pacific Wealth Management since 2013 and previously worked at Girard Securities, Inc. from 2013 to 2017. Pacific Wealth Management serves individuals, trusts, retirement plans, and business entities, managing approximately $318 million in assets across about 210 client relationships. The firm employs a client-specific, asset-allocation approach through its “Proactive Asset Management” framework, offering discretionary and non-discretionary asset management, financial planning, consulting, and 529 plan management.

Matthew Griffith is a CFP® credentialed financial advisor at Centura Wealth Advisory with 19 years of industry experience. He previously worked at Reilly Financial Advisors for eight years before joining Centura Wealth Management, LLC, where he has been since 2019. Griffith holds volunteer board positions with the charitable organizations HOMESTART and PL Optimists' youth funding program. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a diversified investment approach including mutual funds, ETFs, alternative investments, and Independent Managers, and serves as a fiduciary for retirement plans under ERISA when applicable.

Matthew Showley is a CFP® with 12 years of industry experience, currently serving as an advisor at Creative Capital Management Investments LLC since 2017. Prior to this, he worked at Creative Capital Management Inc from 2006 to 2017. 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 in business. 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 planning, tax planning, and business succession.

Deborah Spencer is a financial advisor at Reyes Financial Architecture Inc. with two years of industry experience. She holds a Series 65 designation and has been with Reyes Financial Architecture since 2025. Reyes Financial Architecture provides discretionary asset management, personalized financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm employs a long-term investment approach supported by fundamental, technical, and cyclical analysis, with financial planning included as a complimentary service within its asset management offerings.

Tyler Rowe is a CFP® and CFA® credentialed advisor with Stolper & Co., Inc. in San Diego, CA, bringing two years of industry experience. His prior roles include positions at Realty Income and Corbyn Investment Management, Inc. He has been with Stolper & Company since 2023. Stolper & Company provides investment management, manager and mutual fund selection, and financial planning services to individuals, trusts, estates, charitable organizations, and various business entities. The firm focuses on allocating client portfolios to subadvisers, offers investment consulting on a flat-fee basis, and manages a mutual fund selection program, serving a concentrated client base with substantial assets under management.

Stefan Meierhofer is a CFP® and CFA® with 25 years of industry experience, currently serving at Telos Capital Management, Inc. since 2009. He participates on the investment advisory committees for the Office of the City Treasurer and the San Diego Rescue Mission, providing input on investment strategy. Telos Capital Management offers discretionary investment management and financial planning to individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment approach combining bottom-up company analysis with top-down macroeconomic assessment, emphasizing asset allocation and diversification across multiple portfolio programs.

Ryan Ponsford is a financial advisor at Carmel Capital Partners, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including 303 Advisors, LLC and American Advisors Group. Outside of advisory work, he is a licensed California real estate broker, a business strategist with One Trust Home Loans, principal of a strategic consulting firm serving closely held businesses, and serves on the executive board of Main Street Philanthropy. He is also the founder of Gateway for Good, a Benefit Corporation focused on corporate giving programs. Carmel Capital Partners provides portfolio management primarily to individual and high-net-worth clients, offering discretionary and non-discretionary management alongside financial planning, sub-advisory, and private investment vehicle services. The firm emphasizes fundamental valuation and capital preservation, employing various strategies including direct security selection, model portfolios, and private fund management.

Louis Lange is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and CalPro Network Financial Services. He serves as an advisory board member for the San Diego Center for Economic Education, contributing to financial education efforts in the community. 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, working with third-party strategists and sub-advisors to offer discretionary portfolio management tailored to client needs.

Glenn Busch is a financial advisor at American Money Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with American Money Management since 2007. In addition to his advisory role, he has been affiliated with UCSD since 2006. American Money Management, LLC provides discretionary portfolio management and non-discretionary 401(k) advisory services to individuals, pension plans, trusts, and corporations. The firm employs a team-based approach to implement tailored asset-allocation strategies using fundamental, cyclical, economic, and technical analysis, and incorporates alternative investments where appropriate.