Babak Gahvari is a financial advisor at Canter Wealth with 15 years of industry experience. He holds the CFP® and Series 63 designations and has been with Canter Wealth and affiliated entities since 2017, previously working at Pure Financial Advisors, Inc. from 2014 to 2017. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients with discretionary asset management, financial planning, and consulting services. The firm emphasizes factor-based, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, supported by an internal Investment Committee and operational use of technology and AI.

John Sedberry V is a financial advisor with Carmel Capital Partners, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Carmel Capital Partners and Superior Planning, LLC in 2024, he worked at Raymond James for nine years. He is a shareholder in Karl Strauss, a business related to his investment activities. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, along with financial planning, sub-advisory services, and private investment vehicle management. The firm actively sponsors and manages multiple private funds and special purpose vehicles, employing fundamental valuation and various investment strategies including derivatives, margin, and private equity allocations.

Jon Beyrer is a CFP® professional with 21 years of experience in the financial advisory industry. He has been with Blankinship & Foster, LLC since 2003. The firm provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. Blankinship & Foster emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, managing over $860 million in discretionary client assets as of the end of 2024.

Wesley Read is a CFP® and Series 65 licensed advisor with 18 years of industry experience. He is president of Wesley W. Read Accountancy Corporation d/b/a PracticeCFO and has been involved with Silver Coast Investments LLC since 2011. Outside of investment advisory, he is a partner in a dental practice management business. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a long-term, Modern Portfolio Theory-based approach with low-cost ETFs and a combination of passive core exposure and tactical asset allocation, and it is affiliated with an accounting practice that provides tax and accounting services under separate agreements.

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.

Matthew Calcagno is a CFP® professional with six years of experience at One Degree Advisors, Inc. and prior roles at LPL Financial, Torreycove Capital Partners, and the Alameda County District Attorney's Office. He is based in San Diego, CA. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management. The firm’s approach emphasizes personalized planning and portfolio construction using institutional-style and no-load mutual funds and ETFs, guided by Modern Portfolio Theory and a combination of fundamental and quantitative analysis.

Jonathan Grundman is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has worked at Adaptive Financial Consulting, LLC since 2017 and has been with Stratos since 2015. Adaptive Financial Consulting provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and standalone consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

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.

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.

James Evenson is an advisor at TriVant Custom Portfolio Group LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Whaling Bar, California State University San Marcos, Pasadena City College, The Arbour, and the University of Arizona. TriVant Custom Portfolio Group LLC provides customized, discretionary investment management primarily for individual and high-net-worth clients. The firm employs a top-down, style-rotation investment approach focusing on asset allocation and style tilts, managing moderately concentrated portfolios with explicit risk constraints.

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 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.