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 nine years of industry experience and has been with Pacific Wealth Management since 2021. Prior to joining Pacific Wealth Management, she worked at Ford & Smith Consulting, Inc for nine years. In addition to her advisory role, she is an independent contractor for Sage Settlement Consulting, where she works with personal injury claimants and their attorneys to design and implement structured settlement plans. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary asset management, comprehensive financial planning, and consulting. The firm employs a “Proactive Asset Management” approach that includes a diverse range of investment vehicles and rebalancing strategies, managing approximately $365 million in discretionary assets through a seven-advisor team.

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.

Tanner Wrisley is a financial advisor with Anchor Bay Capital, Inc. in Carlsbad, CA, holding Series 66 and Series 63 credentials and nine years of industry experience. He has worked within various affiliated entities of Anchor Bay since 2017 and also owns Anchor Bay Tax & Consulting LLC, which specializes in tax preparation and estate consulting. Anchor Bay Capital, Inc. provides discretionary investment management, financial planning, and retirement-plan services to individuals, business entities, and pension plans. The firm constructs diversified portfolios based on fundamental analysis and independent due diligence, tailoring strategies to each client’s risk profile and financial situation.

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.

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.

Joshua Nunn is a financial advisor at Centura Wealth Advisory in San Diego, CA, holding the ChFC® and Series 66 designations with eight years of industry experience. He previously worked at Financial Sense Securities, Inc. and CCG Wealth Management LLC. Outside of his advisory role, he serves as a creative director for a religious charitable organization and performs as a musician at a local church. Centura Wealth Advisory provides financial planning, investment management, and retirement plan consulting services to individuals, plans, trusts, estates, charitable organizations, and business entities. The firm tailors portfolios using a mix of mutual funds, ETFs, alternative investments, and other strategies, typically serving clients with portfolios of $2 million or more.

Scott Nabb is a Certified Financial Planner® with 11 years of industry experience, currently serving at Blue Sky Capital Consultants Group, Inc. He previously worked at Capital Financial Consultants Group, Inc. and Independent Financial Group, LLC. At Blue Sky, he holds the position of Lead Planner and Client Services Manager. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $306 million in discretionary assets, employing a multi-disciplinary investment process that incorporates derivatives and borrowing strategies uncommon among peers.

Jillian Andrews is a Series 65 licensed financial advisor with Christopher Weil & Company, Inc. in San Diego, CA, where she has worked since 2014. She has six years of industry experience. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension and profit-sharing plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and crypto-related investments, and offers personalized investment policy statements and consolidated reporting.

Jacob Shiffrin is a CFP® with three years of industry experience, currently serving at Centura Wealth Advisory. His work history includes roles at CCG Wealth Management LLC and TrueNorth Wealth, as well as positions at the University of Connecticut and Guilford High School. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a diversified investment approach that includes mutual funds, ETFs, alternative investments, and structured products, and serves clients with portfolios typically starting at $2 million.

Adam Brown is a financial advisor at Castle Coast Wealth, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked previously with LPL Financial and Litton Financial Services. In addition to his advisory role, he is an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC is a registered investment adviser serving individuals, high-net-worth clients, and retirement plans. The firm uses strategic, dynamic, and tactical asset-allocation approaches with discretionary management, focusing on mutual funds and ETFs while incorporating both quantitative and qualitative analysis.