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 in San Diego, CA, holding the CFA® designation and a Series 65 license. He has one year of industry experience and has previously worked at Corient and Pure Financial Advisors, LLC. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm manages over $1.38 billion in assets with a team of five advisors and serves around 283 clients.

Ian Hill is a financial advisor at CoastEdge Partners, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Allianz Global Investors US LLC and Meketa Investment Group prior to joining CoastEdge. Outside of his advisory role, Hill is the CEO of Something Active LLC, a company focused on physical activities, training, and coaching for children. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm’s investment approach emphasizes capital preservation, diversification, and customized multi-asset class portfolios, utilizing discretionary and non-discretionary management alongside proprietary and third-party fund vehicles.

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 CFP® with 11 years of industry experience, currently with Blue Sky Capital Consultants Group, Inc. He has held roles at Capital Financial Consultants Group, Inc. and Independent Financial Group, LLC. At Blue Sky, he serves as Lead Planner and Client Services Manager. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, and advisory consulting to individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $306 million in discretionary assets and uses a multi-disciplinary investment approach that includes fundamental and technical analysis, modern portfolio theory, and both long- and short-term trading, with strategies involving derivatives and borrowing 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.

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.