Ike Ekeh is a financial advisor with Kingstone Capital Partners Texas, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Kingstone Capital Partners since 2017 and previously worked at NDC Data for one year. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a combined bottom-up fundamental and top-down investment approach, managing separately managed accounts primarily through direct equity holdings or ETFs, and sometimes uses derivatives with quantitative risk controls.

Alin Wadhwa is a Series 65 licensed financial advisor with Bamboo Wealth Strategies, based in San Diego, CA, with one year of industry experience. He is dually registered as an Investment Advisor Representative with both Bamboo Wealth Strategies and Sovran Advisors. Outside of advisory work, he is involved with Spectrum Consulting Group, a consulting firm primarily serving medical clients with accounting and operational support services, and contributes to SummaCor, Inc., a medical startup focused on circulatory assist device development. Bamboo Wealth Strategies provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, client-specific approach to portfolio construction, typically focusing on diversified, low-cost ETFs and individual bonds, and offers both fixed-scope and ongoing planning services with discretionary trading and rebalancing.

Tina Vieregg is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Capital Management Investments LLC since 2021. Her prior experience includes roles at Seaside Wealth Management, Inc., eMoney Advisor, LLC, and Gries Financial LLC. Creative Capital Management Investments LLC is a fee-only advisory firm serving 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 and offers customized portfolio management, financial planning, and specialized consulting services.

Christopher Jaccard is a CFP®, CFA®, and Series 65 professional with 21 years of industry experience. He has been with Financial Alternatives, Inc. in La Jolla, CA since 2002. Financial Alternatives, Inc. provides discretionary portfolio management and wealth advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm constructs diversified portfolios across various asset classes and offers project-based consulting, including late-stage college funding, while employing third-party managers and private funds when appropriate.

Christopher Calvert is a financial advisor at J.M. Arbour, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Pando Alts, Cuatro Capital Securities LLC, and Catch Capital, LLC. Calvert is also involved with CCAST Holdings, LLC outside of his advisory role. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm offers comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and private fund management, utilizing model portfolios and strategies such as direct indexing and the use of derivatives.

Shauna Price is a financial advisor at Colomb Investment Management Company, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Paradigm Shift Financial, Park Avenue Securities, and Guardian Life Insurance Company. Price is also an independent licensed insurance agent. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, strategic approach based on Modern Portfolio Theory and typically uses third-party managers in co-advisory arrangements.

Jeffrey Lovegren is a financial advisor at Superior Planning Wealth Management & Family Office with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has spent his career primarily with PlanMember Securities Corporation before joining Superior Planning. 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 proprietary strategic allocation models and customized portfolios, often managing accounts with discretionary authority while coordinating with independent managers and external advisors.

Scott Clements is a Series 66-licensed advisor at Cavu Wealth Management with 15 years of industry experience. Prior to joining Cavu in 2020, he worked at Hayes Investment Management for over a decade. Outside of financial advising, he owns and operates a video production business that films high school sports. Cavu Wealth Management serves individuals, retirement plans, charitable organizations, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm manages portfolios on a discretionary basis using asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies, with regular account reviews and client meetings.

Giovanna Leyva is a CFP® certificant affiliated with Tidemark, LLC, with two years of industry experience. She has worked at LPL Financial LLC and Tidemark Financial Partners, LLC. Outside of her advisory role, she holds a non-investment position at Brigantine, Inc. in San Diego. 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 creates tailored portfolios utilizing a range of investment vehicles and analytical techniques, and manages $462.5 million in assets.

Connor Mac Kenzie is a financial advisor at Financial Alternatives, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he spent 15 years in private and public education and four years at UCSD. Financial Alternatives, Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and offers project-based consulting, including late-stage college funding.

William Tatis Flanagan is a financial advisor at Financial Alternatives, Inc. based in La Jolla, CA. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Financial Alternatives, he worked at Cetera, Cetera Wealth Services, NORTH STAR RESOURCE GROUP, PwC, and has additional experience in various roles dating back to 2015. Financial Alternatives, Inc. serves individuals, retirement plans, business entities, trusts, estates, and charitable organizations, managing approximately $615 million in client assets. The firm offers discretionary portfolio management, wealth advisory, and financial planning services through a six-person advisory team, implementing diversified investment strategies across multiple asset classes.

Alfonso Ruiz Ortiz is a financial advisor at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has worked at Finec Asset Management since 2021. Ortiz also serves as a fund manager for Administración y Asesoría Dinámica SC, a financial advisory firm based in Guadalajara, Mexico, where he dedicates part of his time managing investment funds. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations primarily in the United States, Canada, Mexico, and other Latin American countries. The firm employs a combination of fundamental, technical, and cyclical analysis alongside macroeconomic research to create customized portfolios tailored to client objectives and risk profiles.

Timothy Sagawa is a CFP®, CFA®, and Series 66 credentialed advisor with 22 years of industry experience. He is currently with Gradient Capital Advisors, LLC, where he has worked since 2014. 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 combination of fundamental and technical investment strategies, including option strategies and short sales, and offers comprehensive portfolio management, financial planning, and retirement plan consulting.

Matthew Holman is a financial advisor at Modern Capital Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Modern Capital Advisors and Liberty Partners Financial Services since 2011. Outside of his advisory role, Holman is involved in lacrosse as a coach at San Diego State University and participates in regional college lacrosse tournaments through the Southwestern Lacrosse Conference, as well as supporting the EMW Foundation, a nonprofit organization. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with actively managed funds or third-party managers, and offers discretionary and non-discretionary asset management services.

Michael Harris is a CFP® and CFA® with 22 years of industry experience, currently serving at Trivant Custom Portfolio Group LLC since 2008. He is based in San Diego, CA, and holds a Series 65 license. Outside of financial advising, Mr. Harris is involved in managing several real estate and assisted living LLCs. Trivant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily to individual and high net worth clients, employing a top-down, style-rotation investment approach that emphasizes asset allocation and utilizes quantitative models alongside internal and third-party research.

Kurt Carroll is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Marshall McGowan, and Marriott. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, sub-advisors, and co-advisor arrangements with third-party money managers and offers account reviews, educational seminars, and both discretionary and client-approved trading.

Shaun Edusada is a financial advisor at UHY Wealth Management RIA LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Osaic Wealth, LPL Enterprise, and Prudential Insurance Company of America. His background also includes roles in the hospitality industry with Marriott International. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm utilizes both fundamental and technical analysis to develop individualized investment policies and manages approximately $386 million in discretionary assets and $526 million in non-discretionary assets as of September 2026.

Michael Munson is a CFA® charterholder with 12 years of industry experience. He has been with MYeCFO since 2013 and also maintains a role at Denali Advisors. MYeCFO is a team-based advisory firm serving individuals, including high-net-worth clients, as well as businesses and non-profits. The firm offers portfolio management, financial planning, and wealth-management coordination, with an investment approach that emphasizes passive vehicles alongside tactical adjustments. MYeCFO integrates accounting and tax-preparation services into its advisory offerings and provides educational workshops and bookkeeping services as part of client engagements.

Tyler Stearns is a CFP® and holds a Series 66 license with 11 years of experience in the financial industry. He has been with Castle Coast Wealth, LLC and its predecessor entities since 2014. In addition to his advisory role, he is an Independent Insurance Agent, dedicating less than 5% of his time to this activity. Castle Coast Wealth, LLC manages approximately $423.7 million and provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs both quantitative and qualitative analysis in its investment process and offers both limited-scope and full discretionary advisory services for retirement plans.

Phillip Jones is a CFP® with 21 years of industry experience, currently serving at CAVU Wealth Management since 2019. He has previously worked with Independent Financial Group C and Capital Financial Consultants Group Inc. Jones is also a California Notary and an independent real estate agent. CAVU Wealth Management provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a diversified investment approach including asset allocation, fundamental and technical analysis, and option strategies, and operates across five offices with a notable use of derivatives and held-away participant-account management.