Matthew Rose is a CFP® and ChFC® with 15 years of industry experience. He has worked at Invicta Financial Group since 2026 and spent over a decade with First Command Advisory Services and its affiliated entities prior to that. Outside of his advisory work, he is the CEO of LAM LLC, a company involved in property transactions. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on tailored written financial action plans. The firm refers clients to selected third-party money managers and does not exercise trading discretion or manage portfolios directly.

Alexander Flecker is a CFP® with 10 years of industry experience currently advising at Measured Risk Portfolios. His prior roles include positions at Morgan Stanley and HRC Portfolio Solutions, LLC. Flecker is based in San Diego, CA, and holds a Series 66 license. Measured Risk Portfolios offers discretionary portfolio management, financial and pension consulting, and sub-advisory services to a range of clients including high-net-worth individuals, retirement plans, and foundations. The firm’s investment approach combines option-based strategies with short-duration fixed income to manage risk while providing upside potential, and it sponsors an affiliated exchange-traded fund.

Kian Hoover is a financial advisor at Torrey Growth & Income Advisors, LLC with one year of industry experience. He holds a Series 65 designation and began his career at Torrey Growth & Income Advisors in 2024 after completing his studies at the University of Oregon. Torrey Growth & Income Advisors primarily serves individual investors, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary investment management and modular financial planning, utilizing both fundamental and technical analysis alongside tactical asset allocation and various equity, ETF, fixed-income, and options strategies.

James Gates is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He is also the owner of Gates Financial Services, Inc., where he provides insurance and securities sales and tax preparation services. Superior Planning Wealth Management & Family Office offers investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm implements investment programs through proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors while providing ongoing portfolio management and financial planning services.

Aubrey Brown is a CFP® with 10 years of industry experience currently working at Weatherly Asset Management. He has previously worked at LPL Financial and Lifetime Financial Advisors, Inc. Brown is based in Del Mar, CA and holds a Series 66 license. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, providing discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach combining top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income.

Francisco Malfavon Jr. is a financial advisor with Monex Asset Management, Inc. in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Wells Fargo Bank, N.A., Wells Fargo Clearing, Snowden Lane Partners, and Monex Securities. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting with a range of strategies from long-term holdings to short-term trading.

Sally Eisenberg is a financial advisor at Weatherly Asset Management with a Series 65 designation and three years of industry experience. She has prior work experience including serving at Sedona Beer Company and Page Springs Cellars. Outside of finance, Eisenberg has worked as a part-time server at a brewery. Weatherly Asset Management serves individual and institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm manages about $1.68 billion in assets and employs a team-based, investment committee approach that combines macroeconomic analysis with fundamental research.

Kyle Klinger is a financial advisor with Cabin Advisors, LLC in San Diego, holding Series 65 and Series 63 licenses with seven years of industry experience. His prior roles include positions at Copley Financial Group, Inc., Heritage Tax and Insurance Services, Inc., and Allen Mooney and Barnes Investment Advisors LLC. He also works as an independent contractor in residential mortgage loan originations. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a multi-faceted investment approach that includes fundamental and technical analysis as well as due diligence on alternative investments.

James Kuntz is a financial advisor with Pacific Wealth Management in San Diego, CA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has worked at Pacific Wealth Management since 2000 and previously spent 12 years at Girard Securities, Inc. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary asset management, comprehensive financial planning, 529 plan management, and consulting services. The firm’s investment approach focuses on asset allocation through a “Proactive Asset Management” strategy using mutual funds, ETFs, individual equities, fixed income, options, structured products, and periodic rebalancing.

Amal Hagisufi is a financial advisor with UHY Wealth Management RIA LLC, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones, Prudential Insurance Company of America, and LPL Enterprise. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios aligned with client objectives and offers a notable focus on pension consulting and compliance related to affiliated audit clients.

Derek Myron is a CFP® professional with 24 years of experience in financial advisory. He is affiliated with Centura Wealth Advisory and has previously worked with DW Advisors LLC (dba CCG Advisors). Outside of advisory services, he serves as president of the Centura Foundation, a nonprofit organization. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $769 million in assets using customized portfolios that include mutual funds, ETFs, alternative investments, and allocations to independent managers, with a focus on continuous monitoring and fiduciary responsibility.

Lawrence Kriesmer is a ChFC® credentialed financial advisor with 35 years of industry experience, currently serving at Measured Risk Portfolios. He previously worked at Independent Financial Group, LLC for 11 years and has been involved with Measured Risk Portfolios, Inc. and Kingsroad Financial & Insurance Services since 2002. He is also a licensed insurance agent and part owner of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages nearly $400 million in assets for individual and high-net-worth clients, as well as institutional investors, offering discretionary portfolio management, pension consulting, and sub-advisory services. The firm is known for its model portfolios incorporating derivatives and margin strategies and serves as sub-adviser to the MRP SynthEquity ETF.

Israel Stanley is an advisor at Strategy Asset Managers L.L.C. with one year of industry experience. Prior to joining the firm, he spent nine years working at Sunnies Cafe. Strategy Asset Managers serves a range of clients including individual, high-net-worth, ultra-high-net-worth, and institutional investors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a blend of bottom-up fundamental equity selection, dividend-oriented and concentrated growth strategies, as well as a quantitative market-oriented core approach, managing accounts primarily on a discretionary basis.

Sasha Antman is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including SimplyRich and Thrive Portfolios. Outside of advising, Mr. Antman serves as a housing tester for the nonprofit CSA San Diego County and acts as an arbitrator for FINRA. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach focused on asset allocation, primarily utilizing ETFs, mutual funds, and select individual securities with a long-term, low-turnover strategy.

Brian Krause is a CFP® with 23 years of industry experience, currently serving at Cascade Financial Partners, LLC since 2023. He previously worked at Creative Planning for seven years. Outside of his advisory role, he holds the position of Secretary at F&S Endeavor LLC, an investment-related business focusing on real estate, limited partnerships, private equity, and similar assets. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients through discretionary and non-discretionary managed accounts. The firm develops client-specific strategies based on detailed interviews and document reviews, utilizing various approaches including asset allocation and alternative investments.

Alberto Assad is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation. He began his advisory career with LM Advisors in 2024 after completing a decade of academic studies. LM Advisors LLC provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis, utilizing various strategies such as long- and short-term positions, margin, short selling, and options, and manages approximately $2.29 billion in client assets.

David Aizuss is a financial advisor with SLP Wealth in La Mesa, CA, holding a Series 65 license and two years of industry experience. He has prior experience at Prospect Financial Group Inc. and has worked in roles outside traditional investment advising, including student loan consulting through Student Loan Planner and mortgage lending with United Mortgage Lending LLC. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning, employing diversified, risk-based portfolios primarily using no-load mutual funds and ETFs. The firm supports a large client base with a broad office footprint and offers additional services such as tax preparation and student-loan planning.

Matthew Vallebo is a financial advisor with Presidio Capital Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Presidio Capital Management since 2020, with previous roles at Cetera, First Allied Advisory Services, First Allied Securities, and Wells Fargo. Outside of his advisory work, Vallebo serves as Volunteer President of the Mira Mesa Wrestling Club, where he participates in financial oversight, fundraising, and compliance. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and long-term strategies using low-cost mutual funds and ETFs, while maintaining flexibility to include various investment types and risk management tools.

Cassidy Fisher is a financial advisor at Castle Coast Wealth, LLC with a Series 65 designation and two years of industry experience. Prior to joining Castle Coast Wealth, they held various roles in the hospitality and automotive industries. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing 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 a combination of quantitative and qualitative analysis in portfolio management and offers both limited-scope and full discretionary advisory services.

Andrew Weld is a CFA® charterholder and holds a Series 66 license, with 19 years of industry experience. He has been with Telos Capital Management, Inc. since 2009. Weld serves on the Investment Advisory Committee for the San Diego Rescue Mission, providing expertise on investment strategy. Telos Capital Management offers discretionary investment management and financial planning to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment process that integrates bottom-up company analysis with top-down macroeconomic assessments, focusing on asset allocation, diversification, and periodic rebalancing.