Anthony Saffer is a CFP® with 27 years of industry experience, currently serving at One Degree Advisors, Inc. since 2014. His prior experience includes five years at Securities America Inc and extensive work with various insurance carriers. He holds a board membership at Foothills Christian Church, providing general guidance to the church staff. One Degree Advisors serves high‑net‑worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management. The firm employs a strategic asset-allocation framework using institutional-style and no-load mutual funds and ETFs, supplemented by specialized strategies including options-based liquidity techniques.

Jamie Alpaugh is a CFP® and holds a Series 65 license with six years of industry experience. He is currently an advisor at Brio Financial Group, where he has worked since 2020. His prior experience includes roles at Van Iwaarden Associates and Willis Towers Watson. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, offering discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $1.06 billion in discretionary assets for around 800 clients, utilizing a multi-advisor team and a combination of fundamental, technical, sector, and ETF analysis to construct portfolios.

Isaac Cardoza is a CFP® and Series 66-licensed advisor at Pacific Wealth Management with three years of industry experience. He previously worked at Commonwealth Financial Network and Honeycutt, Smith & Associates. Pacific Wealth Management serves individuals, trusts, retirement plans, and business entities, offering discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a client-specific, asset-allocation approach within its “Proactive Asset Management” framework and manages approximately $318 million in assets across about 210 client relationships.

Justin Ragatz is a financial advisor with The Wealthgarden F.S. LLC in San Diego, CA, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Cetera, Confidere Financial, and Equitable Advisors. Before entering the financial industry, he worked in various positions, including at California State University San Marcos and in ride-sharing services. The Wealthgarden F.S. LLC provides investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers customized portfolios using diversified allocations and employs fundamental research, Modern Portfolio Theory, and cyclical analysis in its approach.

Francisco Ibarra is a financial advisor at D.H. Hill Advisors, Inc. in San Diego, CA, holding a Series 66 license with 10 years of industry experience. Prior to joining D.H. Hill, he worked at Sleeve Financial, Inc., Uber, and Lyft. Outside of advisory roles, he manages an insurance agency and is involved in property management through Cal Pro Management, where he serves as a site manager. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, corporations, and other entities, offering financial planning, investment management, and retirement-plan consulting. The firm utilizes a blend of tactical asset allocation, quantitative and technical analysis, and tax-aware techniques across directly managed and advisor-managed portfolios.

Chase Tushaus is a financial advisor at Tushaus Wealth Management in San Diego, CA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked at RBC Capital Markets and City National Bank before joining Tushaus Wealth Management in 2020. Outside of his advisory role, he manages an insurance agency through Tushaus Partners LLC. Tushaus Wealth Management advises individuals, high-net-worth clients, and charitable organizations with services including wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach focused on ETFs for diversification, supplemented by other asset classes, and offers educational seminars and client cash management programs.

Tyler Aubrey is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at DEFINE Financial, LLC since 2017, including during its prior affiliation with Securities America Advisors. Outside of his advisory role, Tyler volunteers annually at The Borrego Open charity golf tournament, helping organize the event and managing golfer handicaps. DEFINE Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm offers discretionary investment management, financial planning, and pension consulting, typically implementing passive, risk-based portfolios using no-load mutual funds and ETFs.

Andrew Nugent is a CFA charterholder with 26 years of industry experience. He has worked at Sage Capital Advisors, LLC since 2018 and previously spent seven years at Brandes Investment Partners, L.P. He holds Series 63 and Series 65 licenses. Sage Capital Advisors primarily serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. The firm employs a custom, value-oriented investment approach that combines fundamental and technical analysis to create portfolios tailored to client objectives, utilizing individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

Damon Robertson is a CFP® professional at Financial Alternatives, Inc. with nine years of industry experience. His prior roles include positions at Wells Fargo Bank and JPMorgan Chase Bank. Financial Alternatives, Inc. serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $615 million in assets through a six-person advisory team and offers discretionary portfolio management, wealth advisory, and financial planning services, employing diversified investment strategies across multiple asset classes.

Jeff Poole is a financial advisor with Wealth Analytics Partners, LLC in San Diego, CA, holding a Series 66 designation and 28 years of industry experience. He has previously worked at Merrill, Banc of America Investment Services, CUNA Brokerage Services, and Fidelity Brokerage Services. Outside of his advisory role, he is an author of a non-financial book. Wealth Analytics Partners provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm employs a risk-scored model portfolio framework based on Modern Portfolio Theory, conducts quarterly account reviews, and typically operates with discretionary trading authority.

Eddie Mc Gee is a financial advisor with Smith & Wyatt, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including CoreCap Advisors, AE Wealth Management, and Dugan & Brown LLC. Outside of advisory work, Mc Gee is president of Toro Financial & Insurance, where he is involved in insurance sales and services. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations with tailored financial planning, discretionary portfolio management, and estate-planning consulting. The firm manages approximately $207 million for about 724 clients through a team of eight advisors and offers educational programs for federal employees.

Orin Green is a CFP® with 27 years of experience in the financial services industry. He is currently with Willow Creek Financial, a team-based firm in San Diego, CA, and previously worked at Ameriprise Financial Services, Inc. and Ids Life Insurance Company. He has led his own firm, Orin Green Financial, LLC, since 2016. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm emphasizes individualized portfolio construction with a focus on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap fee program and disclosing the use of derivatives and margin in separately managed accounts.

Eduardo Ciuffo is a CFA® charterholder with nine years of industry experience. He has worked at Ariston Services Group, LLC since 2021 and previously spent seven years with Commonwealth Financial Network. He serves on the board of the CFA Society San Diego. Ariston Services Group provides investment management, financial planning, and consulting to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $490.8 million for about 70 clients and also advises a private limited partnership, the Ivanhoe Fund.

Martin Rascon Jr. is a CFA® charterholder with five years of industry experience. He is currently with Weatherly Asset Management, where he has been a team member since 2022, following previous roles at Platt Wealth Management. Outside of financial services, he has experience working in the catering industry and at San Diego University. Weatherly Asset Management provides discretionary portfolio management and comprehensive financial planning to individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses. The firm employs a team-based investment approach that integrates macroeconomic analysis with fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income.

Daniel Laimon is a financial advisor at Trivant Custom Portfolio Group LLC in San Diego, CA, holding a Series 65 credential with 22 years of industry experience. He has been with Trivant since 2003, working as part of a four-advisor team. Trivant Custom Portfolio Group provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach focused on asset allocation, using quantitative models and research to guide portfolio construction across multiple asset classes within defined risk constraints.

Troy Daum is a CFP® with 24 years of industry experience, currently serving as an advisor at Wealth Analytics Partners, LLC since 2007. He previously worked at Wealth Analytics, Inc. and Hornor, Townsend & Kent, LLC. Wealth Analytics Partners LLC provides discretionary investment management and financial planning to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million in client assets using an investment approach based on Modern Portfolio Theory and risk-scored model portfolios tailored to clients' time horizons and risk tolerance.

Shannon Grey is a CFP® certificant with 25 years of industry experience, currently working at Origin Investment Advisory LLC. Prior to joining Origin Financial in 2022, she spent 20 years at Charles Schwab and held roles at InvestEdge Planning LLC and PFG Advisors LLC. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients via subscription and employer-sponsored programs. The firm uses a Modern Portfolio Theory-based investment approach enhanced by behavioral finance, offering automated index investing, AI-driven advice, and cash management solutions.

Luke Podbury is a financial advisor at Canter Wealth with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, The Retirement Group, FSC Securities Corporation, Capital One Investing, and Spire Securities. 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 using ETFs and mutual funds, with ongoing portfolio management guided by an internal Investment Committee.

Joseph Kalmanovitz is a financial advisor at Canter Wealth with 23 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. His prior roles include positions at Versant Capital Management, Stonegate Capital Advisors, and Charles Schwab. Canter Wealth is a fee-only investment adviser serving high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes factor-based, low-cost, tax-efficient, globally diversified portfolios primarily managed through ETFs and mutual funds, supported by an internal Investment Committee and a range of technology tools.

Luis Maizel is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation with 16 years of industry experience. He has been involved with LM Advisors, LLC since 1984 and LM Capital Group, LLC since 1989. Outside of his advisory role, he is a partner in C CUBED LLC and a member of LLJ LLC. LM Advisors, LLC provides discretionary and non-discretionary investment supervisory services and portfolio management to retail and institutional clients, including high-net-worth individuals, insurance companies, and pension plans. The firm employs a range of investment strategies, combining fundamental and technical analysis, and manages approximately $2.86 billion in assets with a team of five advisors.