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.

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.

Shay Tahar is a financial advisor at American Money Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles including positions at Trader Joe’s and Cali Camp prior to his current advisory role. American Money Management, LLC provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, corporations, and other entities. The firm employs an investment committee to implement tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, as well as alternative investments, in its approach.

Stephanie Cunningham is a financial advisor with Carmel Capital Partners, LLC, holding a Series 65 designation and four years of industry experience. She previously worked at DM Brenner, Inc., Beta Wealth Group, and Trilogy Financial. Outside of her advisory role, she operates a notary public business. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm emphasizes fundamental valuation focusing on free cash flow and capital preservation, and it actively manages multiple private funds and special purpose vehicles.

Amir Golzar is a financial advisor at Vestech Asset Management Inc. with 10 years of industry experience and a Series 66 designation. He previously worked at Merrill and Centaurus Financial, Inc. He is also a partner in two e-commerce businesses, ANE Supply LLC and MAG Supply LLC. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation portfolios, often with discretionary trading authority, and offers a range of strategies including the use of derivatives and third-party sub-managers.

Kathleen Boyd is a CFP® professional with four years of industry experience currently serving as an advisor at Nectarine. She is the founder and principal consultant of Student Loan Savvy, where she provides educational and consultative services related to student loan repayment and borrower decision-making. Her prior experience includes roles at SLP Wealth and the XY Planning Network. Nectarine serves individual and high-net-worth clients, offering consultative financial planning through selected advisor representatives. The firm focuses on long-term asset allocation using low-cost, index-based funds and provides advice on cash flow, retirement planning, insurance, debt reduction, and estate planning without managing client investment portfolios.

Joshua Koehnen is a Certified Financial Planner® with 23 years of experience in the financial services industry. He has been with Premier Wealth Advisors, LLC since 2018 and also maintains a long-standing affiliation with Independent Financial Group, LLC since 2004. Outside of his advisory role, he is involved as a real estate broker and holds executive positions in related financial and real estate businesses. Premier Wealth Advisors LLC serves individual and high-net-worth clients, as well as trusts, estates, business entities, and retirement plans, offering non-discretionary wealth management, comprehensive financial planning, and tax preparation services. The firm employs a risk-based investment approach focused on no-load mutual funds and ETFs, often utilizing third-party turnkey advisers for model portfolios.

Jamie Noriega is an advisor at Telos Capital Management, Inc. in San Diego, CA. He holds a Series 65 credential and has approximately two years of industry experience, including previous roles at Dolan Xitco and StepStone Group. Telos Capital Management is a SEC-registered advisory firm managing about $1.63 billion for roughly 900 clients through a 13-advisor team. The firm serves individual investors, trusts, estates, charitable organizations, small businesses, and retirement-plan participants, employing an active, research-oriented investment process focused on asset allocation, diversification, and periodic rebalancing across equity and fixed-income portfolios.

Steven Ostrowski is a financial advisor at CoastEdge Partners, LLC in San Diego, CA, with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Morgan Stanley Smith Barney. 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 tailored portfolio management through a combination of discretionary and non-discretionary strategies and proprietary fund vehicles.

Brandon Hobson is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with PracticeCFO Investments since 2017 and previously worked at Bridgepoint Education, Inc. from 2016 to 2017. PracticeCFO Investments offers a range of financial services including investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $401.6 million across around 211 clients. Their investment approach combines Modern Portfolio Theory with low-cost passive ETFs and tactical asset allocation, guided by formal Investment Policy Statements and ongoing client coordination.

Lorenzo Sanchez Lopez is a CFP® professional with nine years of industry experience. He is currently with Pathview Wealth Advisors, where he has worked since 2024. Prior to this, he spent over a decade at Rowling & Associates and Rowling & Associates LLC. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million across discretionary and non-discretionary accounts and offers in-house tax preparation services supervised by a licensed CPA.

Anthony Saffer is a financial advisor with One Degree Advisors, Inc. in San Diego, CA, holding CFP® and Series 66 designations and bringing 26 years of industry experience. He has worked at One Degree Advisors since 2014 and previously at Securities America Inc. He serves on the board of Foothills Christian Church, providing general guidance to the church staff. One Degree Advisors primarily serves high-net-worth individuals, business owners, and corporate clients, focusing on personalized financial planning and discretionary investment management. The firm employs a strategic, asset-allocation framework informed by Modern Portfolio Theory and uses institutional-style funds, ETFs, and specialized strategies, including options-based liquidity tactics, for eligible clients.

Jamie Alpaugh is a CFP® and holds a Series 65 license, with five years of experience in the financial services industry. She has worked at Brio Financial Group since 2020 and previously held positions at Van Iwaarden Associates and Willis Towers Watson. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, providing discretionary asset management and standalone financial planning as well as retirement plan consulting. The firm manages over $1 billion in discretionary assets for approximately 800 clients and utilizes a multi-advisor team approach with a variety of portfolio construction strategies.

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.

Tyler Aubrey is a CFP®-credentialed financial advisor with nine years of industry experience. He is currently with DEFINE Financial, LLC, where he has worked since 2017, following earlier roles including four years at General Dynamics NASSCO. Outside of his advisory work, he volunteers annually for the Borrego Open charity golf tournament, assisting with tournament organization and scoring. 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, comprehensive financial planning, and pension consulting, managing approximately $314.6 million across a boutique team of advisors.

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 at Wealth Analytics Partners, LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services from 2009 to 2017 before joining Wealth Analytics Partners in 2017. Outside of his advisory role, he is also an author of non-financial books. Wealth Analytics Partners is a fee-only investment management and financial planning firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary portfolio management and written financial plans, utilizing fundamental analysis and globally diversified portfolios.

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.