Corrine Fields is a financial advisor at Willow Creek Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Orin Green Financial, LLC and Ameriprise Financial Services Inc. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management primarily through its sponsored wrap fee programs. The firm focuses on individualized portfolios with an emphasis on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap program and disclosing the use of derivatives and margin in separately managed accounts.

Dustin Tenbroeck is a CFP® professional with 20 years of industry experience, currently serving at Presidio Capital Management, LLC. His prior roles include positions at Cetera Investment Advisers LLC and First Allied Securities, Inc. He holds fiduciary responsibilities with the Lesley Youdall Rev Trust and is involved in a real estate advisory capacity through Absolute Wealth Advisors. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, utilizing diversified, actively managed portfolios aligned with comprehensive financial plans. The firm employs third-party managers and technology platforms to offer customized portfolio solutions, including alternative investments and structured products.

Jody Knutsen is a financial advisor at Invicta Financial Group in San Diego, CA, holding a Series 66 designation with 10 years of industry experience. Prior to joining Invicta in 2026, Knutsen spent a decade at First Command Insurance Services and related First Command entities. He has served in the U.S. Army and California National Guard since 2004. Knutsen is also the owner of Knutsen Financial Services LLC, a business entity used to manage his business-related activities and income separately for tax purposes. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on written financial action plans tailored to client goals. The firm refers clients to select third-party money managers for portfolio management and primarily operates under a non-discretionary advisory structure.

Michael George is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Superior Planning Wealth Management & Family Office and has prior experience with Goldstone Wealth Advisors and Compass Group North America. He also serves as president of Goldstone Wealth Advisors, Inc. Superior Planning Wealth Management & Family Office provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a combination of proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors, while offering services that include tax mitigation, estate planning, and succession planning.

Charles Gillespie is a financial advisor at Castle Coast Wealth, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Castle Coast Wealth (formerly Litton Financial, LLC) since 2020. Prior to that, he was associated with LPL Financial and operated under Litton Financial Services. Gillespie is also an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and retirement plans, managing over $412 million in assets. The firm employs strategic, dynamic, and tactical asset-allocation approaches using mutual funds and ETFs and offers services including 3(38) investment management and 3(21) advisory for ERISA plans.

Cole Chodorow is a CFP® and Series 66-licensed financial advisor at Premier Wealth Advisors, LLC with three years of industry experience. He has worked at several firms including First Horizon Advisors and Northwestern Mutual. Outside of advisory duties, he is a licensed insurance agent. Premier Wealth Advisors LLC serves individual and high-net-worth clients, trusts, estates, business entities, and retirement plans, providing non-discretionary wealth management, comprehensive financial planning, and income tax preparation. The firm’s investment approach focuses on risk-based allocation to no-load mutual funds and ETFs with periodic rebalancing, while clients retain final approval over transactions.

Chase Hayhurst is a CFP® with six years of industry experience, currently serving as an advisor at Weatherly Asset Management. Prior to joining Weatherly, he worked at EMoney Advisor for five years. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm combines a top-down macroeconomic approach with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income, and manages client assets through a team-based investment committee.

Rachel Self is a financial advisor at Centura Wealth Advisory in San Diego, CA, holding a Series 66 credential with six years of industry experience. Her prior work includes roles at Ameriprise and A Plus Review, as well as positions outside finance such as at Lulu's Pet Grooming. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a diversified investment approach and serves clients with portfolios typically starting at $2 million, offering both discretionary and non-discretionary management.

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 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.

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.