Robyn Cohen is a financial advisor with Presidio Capital Management, LLC in San Diego, CA, holding two years of industry experience. She has been with Presidio Capital Management since 2024 and previously worked independently for ten years. Presidio Capital Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, business owners, trusts, estates, and charitable organizations. The firm employs a long-term, fundamentally driven investment approach, utilizing diversified portfolios of low-cost funds, individual securities, and alternative strategies.

Joshua Rendler is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently serves as an advisor at Define Financial, LLC and has prior experience at Pacific Wealth Management, Ameriprise, and San Diego State. Define Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and select charitable organizations. The firm manages approximately $315 million across about 119 client relationships, employing passive, risk-based portfolios primarily made up of no-load mutual funds and ETFs, alongside financial planning and pension consulting services.

Cade Buchanan is a financial advisor at Centura Wealth Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at CCG Wealth Management LLC, Key Investment Services LLC, and Daimler Truck North America. Buchanan volunteers with the Financial Planning Association of Oregon and Southwest Washington, assisting in outreach and organizing events to connect emerging advisors with industry professionals. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a diversified investment approach and serves clients with portfolio minimums typically around $2 million.

Francisco Lopez is a CFA® charterholder with over 15 years of experience in the financial industry. He has worked at Willow Creek Financial since 2025 and previously held roles at System 2 Advisors and Quotient Investors. Lopez is based in San Diego, CA. Willow Creek Financial provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities. The firm offers discretionary portfolio management primarily through its sponsored wrap fee programs, alongside financial planning and retirement plan consulting, and incorporates active strategies including derivatives and margin within separately managed accounts when suitable.

Elliana Graham is a financial advisor at CoastEdge Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Hall Capital Partners for six years following a four-year tenure at the University of Chicago. CoastEdge Partners provides investment management, financial planning, and comprehensive reporting services primarily for high-net-worth families, family foundations, and institutional clients. The firm focuses on capital preservation, diversification, and liquidity management through customized multi-asset class portfolios and proprietary fund vehicles.

Julie Reyes is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Emerson Equity LLC and Reyes Financial Architecture, Inc. Prior to her current role, she was affiliated with Emerson Equity LLC for six years. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm utilizes a long-term investment approach based on fundamental, technical, and cyclical analysis, and incorporates financial planning as a complimentary service within its asset management offering.

Jonathan Chatfield is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at LM Advisors LLC and has previously worked at Probabilities Fund Management, LLC, Anchor Bay Capital, Inc., and as a self-employed consultant. He also provides consulting services to former employers on a limited basis. LM Advisors, LLC offers investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm employs both fundamental and technical analysis and manages discretionary and non-discretionary accounts with a reported $2.29 billion in client assets as of the end of 2024.

Jared Redfield is a financial advisor at Tidemark, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for seven years. He also operates Redfield Services Inc, a home-based business entity for tax and investment purposes. 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 vehicles and employs fundamental, technical, and cyclical analysis in its process.

Brian Johnson is a financial advisor at DLK Investment Management with 23 years of industry experience. He has been with DLK Investment Management since 2012 and holds Series 63 and Series 65 designations. DLK Investment Management provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm manages approximately $435 million in client assets using a tailored, allocation-driven approach based on a fundamental relative-value framework.

Scott Newman is a financial advisor at Nelson Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Nelson Securities since 2002. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through nine advisors, offering discretionary investment management and consulting to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm uses a combination of fundamental and technical analysis with various investment strategies tailored to client profiles and continuously monitors accounts with client trade approval.

Danny Cung is a financial advisor at Christopher Weil & Company, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Christopher Weil & Company since 2004. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and consolidated reporting.

Laura Mertz is a CFP® professional with eight years of industry experience. She has worked at Aspiriant Wealth Management from 2015 to 2025 before joining Blankinship & Foster, LLC in 2025. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, small businesses, charitable organizations, and pension plans. The firm’s investment approach emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, with portfolios typically managed on a discretionary basis.

Teresa Kakadelas is a CFP® professional with 19 years of industry experience, currently serving at Blankinship & Foster, LLC since 2006. She is based in Solana Beach, CA, and is part of an eight-advisor team at the firm. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach emphasizes asset allocation informed by macroeconomic analysis and client-specific Investment Policy Statements, with a focus on discretionary portfolio management and client education.

Shay Tahar is a financial advisor at American Money Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles including positions at Trader Joe’s and Cali Camp prior to his current advisory role. American Money Management, LLC provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, corporations, and other entities. The firm employs an investment committee to implement tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, as well as alternative investments, in its approach.

Stephanie Cunningham is a financial advisor with Carmel Capital Partners, LLC, holding a Series 65 designation and four years of industry experience. She previously worked at DM Brenner, Inc., Beta Wealth Group, and Trilogy Financial. Outside of her advisory role, she operates a notary public business. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm emphasizes fundamental valuation focusing on free cash flow and capital preservation, and it actively manages multiple private funds and special purpose vehicles.

Michelle Mai is a Series 65-licensed advisor with Signature Resources Capital Management, LLC, based in San Diego, CA. She has 13 years of industry experience and has worked at Signature Resources since 2016. Michelle is also the owner of College Planning Source, a college planning service she has operated since 2005, and an independent insurance agent since 2008. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm offers customizable model portfolios with a global target risk approach and serves as a sub-advisor to third-party platforms.

Amir Golzar is a financial advisor at Vestech Asset Management Inc. with 10 years of industry experience and a Series 66 designation. He previously worked at Merrill and Centaurus Financial, Inc. He is also a partner in two e-commerce businesses, ANE Supply LLC and MAG Supply LLC. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation portfolios, often with discretionary trading authority, and offers a range of strategies including the use of derivatives and third-party sub-managers.

Kathleen Boyd is a CFP® professional with four years of industry experience currently serving as an advisor at Nectarine. She is the founder and principal consultant of Student Loan Savvy, where she provides educational and consultative services related to student loan repayment and borrower decision-making. Her prior experience includes roles at SLP Wealth and the XY Planning Network. Nectarine serves individual and high-net-worth clients, offering consultative financial planning through selected advisor representatives. The firm focuses on long-term asset allocation using low-cost, index-based funds and provides advice on cash flow, retirement planning, insurance, debt reduction, and estate planning without managing client investment portfolios.

Joshua Koehnen is a Certified Financial Planner® with 23 years of experience in the financial services industry. He has been with Premier Wealth Advisors, LLC since 2018 and also maintains a long-standing affiliation with Independent Financial Group, LLC since 2004. Outside of his advisory role, he is involved as a real estate broker and holds executive positions in related financial and real estate businesses. Premier Wealth Advisors LLC serves individual and high-net-worth clients, as well as trusts, estates, business entities, and retirement plans, offering non-discretionary wealth management, comprehensive financial planning, and tax preparation services. The firm employs a risk-based investment approach focused on no-load mutual funds and ETFs, often utilizing third-party turnkey advisers for model portfolios.

Jamie Noriega is an advisor at Telos Capital Management, Inc. in San Diego, CA. He holds a Series 65 credential and has approximately two years of industry experience, including previous roles at Dolan Xitco and StepStone Group. Telos Capital Management is a SEC-registered advisory firm managing about $1.63 billion for roughly 900 clients through a 13-advisor team. The firm serves individual investors, trusts, estates, charitable organizations, small businesses, and retirement-plan participants, employing an active, research-oriented investment process focused on asset allocation, diversification, and periodic rebalancing across equity and fixed-income portfolios.