Paul Seto Jr. is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with Tactive Advisors, LLC and has previous experience at Cardiff Park Advisors and Claraphi Advisory Network. Seto is also an Associated Person of Tricom Partners, LLC, an introducing broker and futures commission merchant. Tactive Advisors provides portfolio management services to individuals, trusts, businesses, employee benefit plans, and institutional investors, utilizing a tactical asset allocation approach and the Black-Litterman framework. The firm offers both a robo-advisor platform and advisor-led model portfolios, managing assets on both discretionary and non-discretionary bases.

Zachary Ziegler is a CFP®-certified financial advisor at Blankinship & Foster, LLC with three years of industry experience. Prior to joining Blankinship & Foster, he worked for four years at Northwestern Mutual in various roles. Before his financial advisory career, he spent five years at Kitchen and Bath RB Inc. Blankinship & Foster is 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 investment process that incorporates a documented Investment Policy Statement and a range of traditional and alternative investment vehicles.

Anthony Mclean is a financial advisor with Tidemark, LLC, holding a Series 66 designation and 16 years of industry experience. He worked at LPL Financial for 11 years before joining Tidemark in 2023. Outside his advisory role, he has worked as an Uber driver since 2022. 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 creates tailored portfolios using a variety of investment products and methods, and offers quarterly written reports summarizing account performance.

Anthony Franco is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Seaside Wealth Management, Inc., where he has worked since 2026. Prior to this, he was with Wells Fargo Clearing Services, LLC for seven years and has held roles at Carroll, Kelly, Trotter, Franzen, McBride, Peabody, Godin Properties, and Point Loma Nazarene University. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $362 million in assets. The firm employs a modern portfolio theory approach with a focus on passive, diversified investments and offers services including asset management, financial planning, and retirement plan consulting.

Michael Frager is a ChFC® with 41 years of experience in the financial services industry. He is currently affiliated with Balboa Wealth Partners, Inc., where he has worked for 10 years, and also has experience with Willow Cove Investment Group and Centaurus Financial, Inc. In addition to his advisory role, he is involved in estate planning and tax preparation, and acts as a tax consultant in the real estate sector. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options, and operates with a team structure utilizing both discretionary and non-discretionary mandates.

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 with Presidio Capital Management, LLC in San Diego, CA, holding two years of industry experience. She has been with Presidio Capital Management since 2024 and previously worked independently for ten years. Presidio Capital Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, business owners, trusts, estates, and charitable organizations. The firm employs a long-term, fundamentally driven investment approach, utilizing diversified portfolios of low-cost funds, individual securities, and alternative strategies.

Joshua Rendler is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Define Financial, LLC and has previously worked at Pacific Wealth Management, LLC and Ameriprise Financial Services, LLC. Define Financial, LLC is an SEC-registered investment adviser that serves individual clients, including high-net-worth households, and charitable organizations. The firm provides discretionary investment management, comprehensive financial planning, and pension consulting services, typically implementing passive, risk-based portfolios using index mutual funds and ETFs.

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 65 and Series 63 licenses and has worked at Emerson Equity LLC and Reyes Financial Architecture, Inc. Prior to her current role, she was affiliated with Emerson Equity LLC for six years. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm utilizes a long-term investment approach based on fundamental, technical, and cyclical analysis, and incorporates financial planning as a complimentary service within its asset management offering.

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.

Brian Johnson is a financial advisor at DLK Investment Management with 23 years of industry experience. He has been with DLK Investment Management since 2012 and holds Series 63 and Series 65 designations. DLK Investment Management provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm manages approximately $435 million in client assets using a tailored, allocation-driven approach based on a fundamental relative-value framework.

Frank Stanley is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. He is currently with Tactive Advisors, LLC and serves as President of FactorOne Capital LLC, a Commodity Trading Advisor. His prior experience includes roles at Claraphi Advisory Network LLC and Global Wealth Analytics Inc. Tactive Advisors provides portfolio management services to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm combines a tactical asset allocation approach with model portfolios delivered through both a robo-advisor platform and advisor-led services.

Scott Newman is a financial advisor at Nelson Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Nelson Securities since 2002. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through nine advisors, offering discretionary investment management and consulting to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm uses a combination of fundamental and technical analysis with various investment strategies tailored to client profiles and continuously monitors accounts with client trade approval.

Brittney Partow is a financial advisor with Intelligence Driven Advisers, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at LPL Financial and TD Ameritrade - Charles Schwab & Co., Inc. She is based in Carlsbad, CA. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a diverse client base, including individuals, institutions, retirement plans, trusts, estates, and Native American sovereign entities. The firm employs a model-driven investment approach focused on low-cost institutional funds, risk management, and fundamental analysis, and offers a range of services including financial planning, discretionary management, retirement plan consulting, and held-away account management.

Danny Cung is a financial advisor at Christopher Weil & Company, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Christopher Weil & Company since 2004. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting services 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 consolidated reporting.