Richard Brydges is an investment adviser representative and portfolio manager at Balboa Wealth Partners, Inc. with 29 years of industry experience. His background includes roles at J.P. Morgan Private Wealth Advisors, Morgan Stanley, Citigroup Global Markets, and other financial firms. In addition to his advisory work, he is a referring agent for Compass Realty, specializing in retail residential real estate. Balboa Wealth Partners, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach with a focus on long-term, diversified portfolio construction using low-cost mutual funds, ETFs, and other investment instruments.

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.

Janice Thompson is a CFP® professional with 28 years of experience in the financial services industry. She currently serves at One Degree Advisors, Inc., where she has worked since 2014, following a 16-year tenure at Securities America, Inc. Thompson is also a director and secretary on the board of Kingdom Advisors. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management. The firm employs a strategic asset-allocation framework and utilizes institutional-style funds, ETFs, and options-based liquidity strategies for eligible clients.

Dustin Tenbroeck is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Presidio Capital Management, LLC and has previously worked at Cetera, First Allied Securities, Inc., First Allied Advisory Services, Inc., Centara Capital Management Group, Inc., and Equitable Advisors. Outside of his advisory role, he serves in a fiduciary capacity for the Lesley Youdall Revocable Trust and is involved with Absolute Wealth Advisors in a real estate capacity. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes fundamental analysis and generally favors long-term strategies with low-cost mutual funds and ETFs, while retaining flexibility to incorporate other investments as appropriate.

Yoel Bank is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation with one year of industry experience. He has been with LM Advisors since 2015. LM Advisors provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis and manages approximately $2.29 billion in client assets as of the end of 2024.

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 holds a Series 66 license with four years of industry experience. He is currently an associate advisor at Premier Wealth Advisors, LLC and has previously worked at Independent Financial Group, LLC and First Horizon Advisors, Inc. Outside of advisory roles, he is a licensed insurance agent. Premier Wealth Advisors LLC serves individuals, trusts, estates, business entities, and retirement plans, offering wealth management, comprehensive financial planning, and income tax return preparation. The firm emphasizes a risk-based allocation to passively managed mutual funds and ETFs, periodic rebalancing, and uses third-party advisers for portfolio implementation, managing significant assets on a non-discretionary basis.

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.

Matthew Poole is a CFP® professional with 20 years of experience in financial advisory roles. He is currently with Dark Horse Advisors LLC and has previously worked at DFPG Investments, Inc., First Allied Advisory Services, INC., Centara Capital Management Group, Inc., and Equitable Advisors. Poole is also involved in insurance sales, providing life and health insurance services to clients. Dark Horse Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer plans. The firm employs a multi-method investment approach that includes fundamental, technical, quantitative, and macroeconomic analysis, and it maintains an affiliation with Dark Horse CPAs, which allows clients access to integrated accounting and tax services.

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.

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. He holds a Series 65 designation and has been in the industry since 2024, with prior experience including roles at San Diego State University Athletics and Bankers Trust. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to a range of clients, including individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis with a long-term investment approach using low-cost mutual funds and ETFs, while maintaining flexibility to incorporate various asset types and strategies.

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.

John Julian Pilapil is a financial advisor with Trivant Custom Portfolio Group LLC in San Diego, California. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Meketa Investment Group, Thompson Strategy Group, and Gateway Partners. Trivant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily for individual and high-net-worth clients. The firm employs a top-down, style-rotation approach focused on asset allocation and style tilts, using quantitative models and research to select portfolios that are moderately concentrated with explicit risk constraints.

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 Emerson Equity LLC and other related entities. Outside of his advisory work, he owns and operates a used car sales business, Copley Enterprises, Inc. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management through direct management, referrals, and model-based programs, incorporating model portfolios, sub-advisors, and alternative investments.

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.

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.