John Chapman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at WorthPointe. His prior roles include positions at Constitution Wealth LLC, Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and Fidelity Brokerage Services LLC. WorthPointe provides discretionary portfolio management and financial consulting services primarily to individuals and high-net-worth clients, as well as corporations and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified model portfolios implemented mainly through mutual funds and ETFs.

Natalie Dewindt is a financial advisor at Cascade Financial Partners, LLC in San Diego, CA, holding the CFP® designation and Series 65 license with 11 years of industry experience. She has previously worked at Creative Planning and Mariner Wealth Advisor. Cascade Financial Partners provides investment advisory and financial planning services to individuals and high net worth clients, focusing on customized strategies that incorporate asset allocation, technical analysis, and alternative investments. The firm has over $1.38 billion in assets under management and serves approximately 283 clients with a team of five advisors.

Michael Kasianko is a financial advisor at Presidio Capital Management, LLC in San Diego, CA, holding a Series 65 designation. He has one year of industry experience with prior roles including positions at TYR and Bankers Trust, as well as involvement with San Diego State University Athletics. Presidio Capital Management offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, business owners, and charitable organizations. The firm employs a long-term, fundamentally driven investment approach, utilizing diversified portfolios of low-cost mutual funds and ETFs along with other investment vehicles.

Doyel Price is a financial advisor with Invicta Financial Group in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at BDT & Associates, Inc. since 2010 and previously at Cambridge Investment Research Advisors, Inc. from 2011 to 2018. Price serves as a director on the board of BDT & Associates, Inc. and is a licensed independent insurance agent. Invicta Financial Group provides financial planning and implementation services to individuals, high-net-worth clients, and business entities, directing clients to third-party investment advisers for asset management and developing tailored Written Financial Action Plans. The firm focuses on client-specific planning with regular meetings during implementation and periodic reviews thereafter.

Patrick Brazell is a financial advisor at Balboa Wealth Partners, Inc. based in Encinitas, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Balboa Wealth Partners in 2021, he worked at East Los Angeles College and Seafood Central. 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 and ETFs alongside individual securities, conducting regular account reviews and offering both discretionary and non-discretionary portfolio management.

Marjorie Smith is a CFP® with eight years of industry experience, currently serving as an advisor at Pacific Wealth Management. She previously worked for Ford & Smith Consulting, Inc. for nine years. Outside of her advisory role, she works as a Certified Structured Settlement Consultant, assisting claimants and attorneys in designing structured settlement plans. Pacific Wealth Management serves individuals, trusts, retirement plans, and business entities, managing approximately $318 million in assets across about 210 client relationships. The firm employs a client-specific, asset-allocation approach under its “Proactive Asset Management” framework, utilizing a broad range of investment vehicles and providing regular portfolio reviews.

Jeremy Chaffin is a CFP® professional with 28 years of industry experience. He has been with Telos Capital Management, Inc. since 2014, where he is part of a seven-advisor team based in Westlake Village, 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 process combining bottom-up company analysis with top-down macroeconomic assessment, emphasizing asset allocation, diversification, and periodic rebalancing.

Matthew Copley is a financial advisor at Copley Financial Group, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several related firms, including Emerson Equity LLC and Copley Alternative Investments Inc. Outside of financial advisory roles, he owns a used car sales business, M&M Quality Vehicles. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm uses model portfolios and third-party money managers to deliver discretionary and non-discretionary portfolio management, incorporating alternative investments and providing ongoing account reviews and educational seminars.

Pei Shan Li is a CFP® professional with 14 years of industry experience, currently serving at Financial Alternatives, Inc. since 2010. She is based in La Jolla, CA, and works within a team of seven advisors at the firm. Financial Alternatives, Inc. provides discretionary portfolio management and wealth advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and employs various investment vehicles, including independent managers and private funds, while offering consolidated reporting and project-based consulting.

Luca Vivan De Queiroz is a financial advisor at Centura Wealth Advisory with Series 65 registration and no prior industry experience. His work history includes roles at CCG Wealth Management LLC, Eiger Wealth Management, LLC, EP Wealth Advisors, and SVX Tax Services. Outside the financial industry, he has experience in the food service sector, working for Leucadia Pizza and Pizza Nova, and attended Point Loma Nazarene University. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, business entities, and charitable organizations. The firm manages portfolios using a variety of investment vehicles and serves as a fiduciary for retirement plan engagements under ERISA when applicable.

Jamie Edwards is a financial advisor at MYeCFO with five years of industry experience. She holds a Series 65 designation and has been with MYeCFO since 2020. Prior to her advisory career, she was a homemaker for five years. MYeCFO is a team-based advisory firm serving individuals, including high-net-worth clients, businesses, and non-profits. The firm integrates portfolio management with accounting and tax-preparation services, emphasizing a client-specific investment approach that primarily employs passive investment vehicles while retaining tactical flexibility.

Tyler Abney is a CFP® with 20 years of industry experience, currently serving as an advisor at Tidemark, LLC since 2023. He previously worked at LPL Financial for 18 years. 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 products and employs various analytical methods, while providing quarterly written performance reports to clients.

Martin Curiel is a CFA® charterholder with 12 years of industry experience. He has been with MYeCFO since 2013, where he is part of a nine-advisor team based in La Jolla, CA. MYeCFO serves individuals—including high-net-worth clients—as well as businesses and non-profits, providing portfolio management, financial planning, and wealth-management coordination. The firm integrates accounting and tax-preparation capabilities into its advisory services and employs a client-specific investment approach that generally favors passive vehicles while allowing tactical adjustments.

Bruce Sherman is a Series 65-licensed financial advisor with Telos Capital Management, Inc., where he has worked since 2009. He has 26 years of industry experience. Telos Capital Management provides discretionary investment management and financial planning to individuals, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm uses an active, fundamentally driven investment process that combines bottom-up company analysis with top-down macroeconomic assessment, emphasizing asset allocation, diversification, and periodic rebalancing.

David Andrews is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Heritage Wealth Management since 2019, following roles at Advantis Credit Union and Point Loma Credit Union. Heritage Wealth Management, a SEC-registered advisory firm, provides discretionary portfolio management and financial planning for individuals, small businesses, trusts, estates, pooled investment vehicles, and institutional clients. The firm employs a range of investment approaches, including global allocation, tax-sensitive, ETFs-only, and option-enhanced strategies, and offers sub-advisory services as well as private placement solutions.

Marija Petrovic is a financial advisor with Intelligence Driven Advisers, LLC and holds a Series 65 designation. She has three years of prior experience at StepStone Group and joined her current firm in 2025. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm uses a model-driven investment approach centered on risk management and fundamental analysis, offering financial planning, discretionary investment management, and retirement plan solutions.

Xavier Stonehouse is a financial advisor at Financial Sense Advisors, Inc. in San Diego, CA, holding a Series 66 designation with three years of industry experience. His work history includes roles at Financial Sense Securities, Inc. and LPL Financial, along with prior experience in education at Gonzaga University and St. Augustine High School. Financial Sense Advisors, Inc. manages approximately $836 million across 588 clients through a team of nine advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, implementing strategies that combine fundamental and technical analysis across a range of risk profiles.

Samantha Lawrence is a CFP® at Centura Wealth Advisory with four years of industry experience. She has worked exclusively at CCG Wealth Management since 2018 and also has experience in commercial mortgage and retail prior to that. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm employs a variety of investment vehicles and conducts ongoing portfolio monitoring, serving as a fiduciary for certain retirement plans.

Simon Perna is a financial advisor at Cascade Financial Partners, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Corient, Pure Financial Advisors, and several other firms dating back to 2019. Cascade Financial Partners provides investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored asset allocation and investment strategies. The firm employs a detailed client intake process and conducts due diligence on a range of investments, managing over $1.38 billion in assets with a five-advisor team.

Ian Hill is a financial advisor at CoastEdge Partners, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Allianz Global Investors US LLC and Meketa Investment Group prior to joining CoastEdge. Outside of his financial career, he serves as CEO of Something Active LLC, a company focused on physical activities, training, and counseling for children. CoastEdge Partners provides investment management, financial planning, and reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm builds custom multi-asset class portfolios with an emphasis on capital preservation, diversification, and liquidity management, employing both discretionary and non-discretionary management strategies.