James Thomason is a CFP® with 42 years of experience in the financial services industry. He is currently with One Degree Advisors, Inc., where he has worked since 2018. His prior experience includes long tenures at Securities America Advisors, Inc. and Securities America, Inc., as well as at J.J. Thomason, Inc. He serves on the board of the nonprofit World Help. One Degree Advisors serves high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management, utilizing institutional-style and no-load mutual funds and ETFs within a strategic asset-allocation framework informed by Modern Portfolio Theory.

Peter Shenas is a CFP® with 28 years of experience in the financial services industry. He has been with Ariston Services Group, LLC since 2008. 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 serves as investment adviser to a private limited partnership, employing a mix of discretionary management and allocations to independent managers, mutual funds, ETFs, and alternative strategies.

Ashley Gagne is a CFP®-certified financial advisor with 15 years of industry experience. She is currently with Superior Planning Wealth Management & Family Office and has previously worked with Unionbanc Investment Services and PlanMember Securities Corporation. Superior Planning Wealth Management & Family Office provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm uses a combination of proprietary allocation models and third-party strategists to manage portfolios, offering both discretionary management and coordination with external tax and legal advisors.

Dean Kernus is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. He is currently with Willow Creek Financial in San Diego and has previously worked at Orin Green Financial, Ameriprise Financial Services, Gupta Wealth Management, Seidman Private Advisors, and Citigroup Global Markets. Kernus contributes to the American Institute of CPAs as a contractor and exam question developer for the CPA and Personal Financial Specialist exams. Willow Creek Financial serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, managing approximately $529 million in assets across about 238 client relationships. The firm employs a tailored portfolio management approach that includes wrap accounts and may utilize strategies such as options, short sales, margin borrowing, and alternative investments.

Alexa Cammarano is a financial advisor at CoastEdge Partners, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at CoastEdge since 2021. Her prior roles include positions at Dunham & Associates Investment Counsel, LPL Financial, and Pharaoh Financial Group. CoastEdge Partners serves high-net-worth families, family foundations, and institutional clients by providing investment management, financial planning, and comprehensive reporting. The firm emphasizes capital preservation, diversification, and liquidity management, using customized multi-asset portfolios and proprietary fund vehicles tailored to each client’s objectives.

Morry Morales is a financial advisor with Axos Invest, Inc, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. Morales also worked for Banana Republic for ten years. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposures, with ongoing implementation and monitoring managed by an internal Portfolio Management Group.

Parker Bush is a financial advisor at CoastEdge Partners, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at CoastEdge Partners since 2016. Outside of his advisory role, he is also a school teacher at the San Diego Jewish Academy. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm emphasizes capital preservation, diversification, and tailored portfolio management through a combination of discretionary management, third-party managers, and proprietary fund vehicles.

Stephanie Poche is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Foresters Equity Services, Inc. for 14 years and Elite Investment Team, LLC for two years before joining Onyx Bridge Wealth Group. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and provides tailored portfolio management with ongoing reviews.

Charles Schwab is a CFP® professional with one year of industry experience, currently serving at Define Financial, LLC. He has previously worked at Cerity Partners, Cetera Financial Group, and Ginsburg Financial Advisors, and has a background including roles in education and at Roche Molecular Systems. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm uses passive, risk-based portfolios mainly composed of no-load mutual funds and ETFs, providing discretionary investment management, financial planning, and pension consulting through a three-advisor team.

Michael Moore is a financial advisor at American Money Management, LLC with 24 years of industry experience. He has been with the firm since 2001 and holds a Series 65 designation. American Money Management, LLC serves individual clients, including high-net-worth households, as well as institutions such as pension plans and trusts. The firm employs an investment committee to manage customizable, asset-allocation strategies ranging from aggressive growth to conservative income and offers discretionary portfolio management, 401(k) advisory services, and periodic financial planning.

Margaret Bridges is a financial advisor at Centura Wealth Advisory in San Diego, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Centura, she worked at CCG Wealth Management LLC and has experience in various roles including positions at San Diego State University and Brook Park Swim Club. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a diversified investment approach and serves as a fiduciary for retirement plan engagements under ERISA when applicable.

Sean Clark is a financial advisor at Centura Wealth Advisory in San Diego, CA, with 12 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Fidelity, Equitable Advisors, National General Insurance Services, and CCG Advisors. Clark has been with Centura Wealth Advisory since 2017. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach using mutual funds, ETFs, alternative investments, structured products, and Independent Managers, and manages portfolios with ongoing monitoring based on multiple analytical methods.

Sofia Iglesias Gonzalez is a CFP®-certified financial advisor with Investor Fan. She has experience with prominent firms, including UBS Financial Services and J.P. Morgan, totaling over a decade in the industry. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a multifaceted investment approach based on Modern Portfolio Theory and various analysis methods, tailoring portfolios to client goals while coordinating with other advisors.

Constance Mitchell is a financial advisor at Wealth Analytics Partners, LLC with three years of industry experience. She holds a Series 65 designation and has been with Wealth Analytics Partners since 2020. Prior to her advisory career, she was a homemaker for 24 years. Wealth Analytics Partners, LLC 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, reviewing accounts quarterly and managing approximately $316 million in client assets.

Angel Brown is a CFP® professional with 26 years of industry experience. She has worked at Valic Financial Advisors for 14 years and Ameriprise for 7 years prior to joining Asendo Wealth Advisory. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs an institutional modeling system to manage ETF-centric portfolios across various risk profiles and incorporates strategies such as options, inverse ETFs, and third-party managers when appropriate.

Riley Corbett is a financial advisor at Christopher Weil & Co Inc with Series 65 credentials and around one year of experience in the industry. Prior to joining the firm, he held roles at Deel Inc, Zoom Info Technologies Inc, Comparably Inc, Incrementum AG, and Mavenlink. Christopher Weil & Company, Inc. 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 portfolio strategies including derivatives and cryptocurrency-related investments, and offers personalized investment policy statements, consolidated reporting, and ongoing advisory support.

Stephen Doster is a CFP® and holds a Series 65 license with 12 years of experience in financial advising. He is currently with Pathview Wealth Advisors, where he has worked since 2024, following prior roles at Rowling & Associates and his own firm, Doster Financial Planning. Pathview Wealth Advisors serves individual investors along with retirement plans, trusts, estates, charities, and business entities, offering financial planning, consulting, and portfolio management. The firm employs client-specific investment policies, primarily using mutual funds and ETFs, and emphasizes fundamental analysis and asset allocation in its discretionary account management.

Eric Simms is a financial advisor with Gradient Capital Advisors, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Gradient Capital Advisors since 2014. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and pension and corporate plan sponsors. The firm employs a combination of fundamental and technical investment strategies, including option strategies, short sales, and margin transactions, and offers comprehensive portfolio management, financial planning, and retirement plan consulting.

Alexander Okugawa is a CFP® certificant with eight years of industry experience. He is affiliated with One Degree Advisors, Inc., where he has worked since 2015, and previously spent a year at Securities America, Inc. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management. The firm employs a strategic, asset-allocation framework based on Modern Portfolio Theory and uses institutional-style no-load mutual funds, ETFs, municipal notes, and bonds, alongside specialized strategies such as options-based box spread strategies and third-party sub-advisers.

David Martinez is a financial advisor at Centura Wealth Advisory in San Diego, CA, with five years of industry experience. He holds Series 65 and Series 63 designations and previously worked at CCG Wealth Management LLC, FSC Securities Corporation, and The Retirement Group LLC. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a diverse mix of investment vehicles and conducts ongoing portfolio monitoring through fundamental, technical, quantitative, qualitative, and risk analyses.