Jacqueline Lewis is a CFP® professional at Brooklyn FI, LLC with 24 years of industry experience. She previously worked at Wealth with Options, Mariner Platform Solutions, AdvicePeriod, LLC, and Wells Fargo. Lewis serves on the board of directors for Ronald McDonald House San Diego. Brooklyn FI serves individual and high-net-worth clients with discretionary investment management, retirement-account advice, and subscription-based comprehensive financial planning. The firm emphasizes passive portfolio construction and household-level management while incorporating third-party managers and various specialized investment strategies.

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.

Troy Robertson is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Emerson Equity LLC and Mondelez Global, Inc. In addition to his advisory role, he is involved with Heritage Tax and Insurance Services, where he provides estate planning and insurance-related services. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, third-party money managers, and may include fee-based alternative investments as part of client portfolios, offering both discretionary and non-discretionary portfolio management.

Rana Davidson is a financial advisor at American Money Management, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Cubic Corporation and KPMG, LLP. American Money Management serves individual clients, including high-net-worth households, as well as various institutional clients. The firm’s investment approach involves customizable, asset-allocation strategies overseen by an investment committee, with ongoing account monitoring and a focus on both discretionary and non-discretionary advisory services.

David Reyes is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Reyes Financial Architecture since 2010. Reyes is also an author and co-author of financial-related books. Reyes Financial Architecture provides discretionary asset management, personalized financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and includes financial planning as a complimentary service alongside portfolio management.

George Hoover is a financial advisor with Torrey Growth & Income Advisors, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Torrey Growth & Income Advisors since 2006. 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, employing both fundamental and technical analysis, tactical asset allocation, and various equity, ETF, fixed-income, and options strategies.

Susan Ferrari is a financial advisor with Carmel Capital Partners, LLC in San Diego, CA. She holds a Series 65 designation and has one year of industry experience. Her prior experience includes roles at Superior Planning LLC and Superior Planning Inc, as well as a decade working at Horizon Prep. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, offering financial planning, sub-advisory services, and private investment vehicle management. The firm emphasizes fundamental valuation with a focus on free cash flow and capital preservation, and actively sponsors and manages multiple private funds and special purpose vehicles.

Jordie Czapinski is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Intelligence Driven Advisers, LLC since 2018 and concurrently at International Assets Advisory, LLC since 2016, in addition to previous experience at Labrum Wealth Management, LLC. Intelligence Driven Advisers, LLC is a multi-team SEC-registered advisory firm managing approximately $882 million for individual and institutional clients. The firm employs a risk-managed investment process overseen by an Investment Committee and offers comprehensive financial planning, discretionary management, retirement plan solutions, and consulting services.

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.

Brooke Courtney is a financial advisor at Ballast Rock Private Wealth with a Series 65 designation and over six years of industry experience. She has worked previously at Altair Advisers and Cambridge Financial Group, LLC, and has held various roles at The University of Alabama. Ballast Rock Private Wealth offers tailored portfolio management and investment policy statements for individuals, high-net-worth clients, and pension or profit-sharing plans. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios and provides financial planning and consulting services to its clients.

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.

Andrew Canter is a financial advisor at Canter Wealth with 11 years of industry experience. He holds the Series 65 and Series 66 licenses. Prior to his current role, he was involved with Canter Strategic Wealth Management and Wells Fargo Investments. Outside of advising, Mr. Canter owns and operates Canter Companies, a multifaceted real estate firm active in brokerage, development, and private equity transactions. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm utilizes a factor-based, low-cost, tax-efficient investment approach focused on globally diversified portfolios managed primarily with ETFs and mutual funds, supported by an internal Investment Committee and technology tools.

Jordan Gibbs is a CFP® professional with 18 years of experience in financial advising. He is currently with Heritage Wealth Management, Inc., where he has worked since 2009, and previously held roles at The Kocen Financial Group, Inc. and Financial Goal Securities, Inc. Heritage Wealth Management is a SEC-registered advisory firm that offers discretionary portfolio management and financial planning services to individuals, institutions, and various entities. The firm employs diversified investment strategies including global allocation, tax-sensitive, and ETFs-only approaches, and manages private funds and option-enhanced strategies.

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.

George Stratmann is a financial advisor at Invicta Financial Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BDT & Associates, Inc. and Cambridge Investment Research Advisors, Inc. Stratmann is also involved as a licensed insurance agent, selling and servicing health and life insurance products. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services. The firm directs clients to third-party investment advisers for asset management and focuses on client-specific planning with ongoing reviews.

Michael Canzone is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Canter Wealth since 2018. His prior roles include positions at Nautilus Advisors LLC and Ameriprise Financial Services, Inc. Located in La Jolla, CA, he holds Series 63 and Series 65 licenses. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients. The firm emphasizes factor-based, low-cost, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, supported by an internal Investment Committee and technology tools, with approximately $418.6 million in discretionary assets under management.

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.