Caroline Mason is a financial advisor at Cascade Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has worked at several firms including Guide My Finances and Captrust. Outside of finance, she has experience working with Main Street Swim School and has been involved with the City of Roseville Parks and Recreation. Cascade Financial Partners is an SEC-registered investment adviser serving individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning. The firm manages roughly $1.16 billion for about 271 clients using tailored portfolios based on clients’ objectives, time horizons, and risk tolerances.

John Barber is a CFA® charterholder with 22 years of industry experience. He has been with Trivant Custom Portfolio Group LLC since 2003, where he is part of a four-advisor team based in San Diego, CA. TriVant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach with an emphasis on asset allocation, utilizing quantitative models and research to construct diversified portfolios within defined risk constraints.

Curtis Custard is a CFA® charterholder currently with Centura Wealth Advisory in San Diego, CA. He has five years of prior experience at Newton Investment Management and one year at CCG Wealth Management LLC. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach and serves clients typically with portfolios of $2 million or more.

Michael Blackman is a ChFC® credentialed advisor with Elevated Capital Advisors, LLC and has two years of industry experience. He has a background that includes service as a full-time officer in the U.S. Navy and ownership of businesses involved in insurance sales and personal investment trading. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis with both strategic and tactical asset allocation, providing a range of portfolio management and consulting services through a network of independent advisors.

Ike Ekeh is a financial advisor with Kingstone Capital Partners Texas, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Kingstone Capital Partners since 2017 and previously worked at NDC Data for one year. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a combined bottom-up fundamental and top-down investment approach, managing separately managed accounts primarily through direct equity holdings or ETFs, and sometimes uses derivatives with quantitative risk controls.

Alin Wadhwa is a Series 65 licensed financial advisor with Bamboo Wealth Strategies, based in San Diego, CA, with one year of industry experience. He is dually registered as an Investment Advisor Representative with both Bamboo Wealth Strategies and Sovran Advisors. Outside of advisory work, he is involved with Spectrum Consulting Group, a consulting firm primarily serving medical clients with accounting and operational support services, and contributes to SummaCor, Inc., a medical startup focused on circulatory assist device development. Bamboo Wealth Strategies provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, client-specific approach to portfolio construction, typically focusing on diversified, low-cost ETFs and individual bonds, and offers both fixed-scope and ongoing planning services with discretionary trading and rebalancing.

Larry Steckler is a CFP® with 31 years of experience in the financial industry. He is associated with Blue Sky Capital Consultants Group, Inc., where he has been working since 2017. In addition to his advisory role, Steckler volunteers with the Financial Planning Association, providing pro bono financial planning services to wounded veterans. Blue Sky Capital Consultants Group, Inc. offers discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process that includes the use of derivatives and margin transactions, serving several hundred client accounts with approximately $306 million in discretionary assets under management.

Matthew Rinkey is a financial advisor at Illumination Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has led Illumination Family Office since 2021. He also operates Rinkey Investments, which he founded in 2008. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers integrated Financial Life Management, pension consulting, and business-owner exit planning through a team-based approach that combines strategic and tactical asset allocation across multiple offices.

Tina Vieregg is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Capital Management Investments LLC since 2021. Her prior experience includes roles at Seaside Wealth Management, Inc., eMoney Advisor, LLC, and Gries Financial LLC. Creative Capital Management Investments LLC is a fee-only advisory firm serving individuals, high-net-worth clients, professionals, business owners, retirement plans, and families in business. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and offers customized portfolio management, financial planning, and specialized consulting services.

Stone Churby is a CFP® and holds a Series 65 license, currently serving as an advisor at Presidio Capital Management, LLC with three years of industry experience. Prior to joining Presidio Capital Management in 2026, he worked at Weatherly Asset Management, LP for three years and has experience in academic roles at the University of Oregon and California State University. 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, and charitable organizations. The firm employs a fundamental analysis-driven investment approach, favoring long-term strategies with low-cost mutual funds and ETFs, while maintaining flexibility to use various investment vehicles and risk management tools.

Christopher Jaccard is a CFP®, CFA®, and Series 65 professional with 21 years of industry experience. He has been with Financial Alternatives, Inc. in La Jolla, CA since 2002. 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 across various asset classes and offers project-based consulting, including late-stage college funding, while employing third-party managers and private funds when appropriate.

Russell Silberstein is a financial advisor with Carmel Capital Partners, LLC in San Diego, CA, where he has worked since 2002. He holds 25 years of industry experience and also operates Silberstein Capital Management, LLC. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, offering services including financial planning, sub-advisory, and private investment vehicle management. The firm emphasizes fundamental valuation with a focus on free cash flow and capital preservation and plays an active role as sponsor and manager of multiple private funds and special purpose vehicles.

Christopher Calvert is a financial advisor at J.M. Arbour, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Pando Alts, Cuatro Capital Securities LLC, and Catch Capital, LLC. Calvert is also involved with CCAST Holdings, LLC outside of his advisory role. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm offers comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and private fund management, utilizing model portfolios and strategies such as direct indexing and the use of derivatives.

Shauna Price is a financial advisor at Colomb Investment Management Company, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Paradigm Shift Financial, Park Avenue Securities, and Guardian Life Insurance Company. Price is also an independent licensed insurance agent. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, strategic approach based on Modern Portfolio Theory and typically uses third-party managers in co-advisory arrangements.

Jeffrey Lovegren is a financial advisor at Superior Planning Wealth Management & Family Office with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has spent his career primarily with PlanMember Securities Corporation before joining Superior Planning. 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 employs proprietary strategic allocation models and customized portfolios, often managing accounts with discretionary authority while coordinating with independent managers and external advisors.

Ari Crandall is a CFP® professional with 27 years of experience in financial advising. He is currently with Premier Wealth Advisors, LLC and has previously worked at Independent Financial Group, LLC and Hornor, Townsend & Kent, LLC. In addition to his advisory work, he is also a licensed real estate agent and prepares income taxes. Premier Wealth Advisors, LLC serves individuals, trusts, estates, business entities, and retirement plans, offering wealth management and comprehensive financial planning with an emphasis on risk-based allocation to passively managed funds and client-approved portfolio implementation.

Zoe Rubendall is a financial advisor at Centura Wealth Advisory with six years of industry experience. She holds a Series 65 credential and has worked at CCG Wealth Management and Nordstroms prior to joining Centura. Outside of her advisory role, she is involved in the sale of commission-based insurance products. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets and employs a customized investment approach combining mutual funds, ETFs, alternative investments, structured products, and independent managers.

Scott Clements is a Series 66-licensed advisor at Cavu Wealth Management with 15 years of industry experience. Prior to joining Cavu in 2020, he worked at Hayes Investment Management for over a decade. Outside of financial advising, he owns and operates a video production business that films high school sports. Cavu Wealth Management serves individuals, retirement plans, charitable organizations, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm manages portfolios on a discretionary basis using asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies, with regular account reviews and client meetings.

Giovanna Leyva is a CFP® certificant affiliated with Tidemark, LLC, with two years of industry experience. She has worked at LPL Financial LLC and Tidemark Financial Partners, LLC. Outside of her advisory role, she holds a non-investment position at Brigantine, Inc. in San Diego. 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 creates tailored portfolios utilizing a range of investment vehicles and analytical techniques, and manages $462.5 million in assets.

Glenn Goodstein is a financial advisor with The Investment House LLC in Del Mar, CA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at The Investment House LLC since 2012 and has been involved with MG Capital Partners and GSG Capital Advisors for over two decades. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as to institutional and pooled investment vehicles. The firm develops client-specific investment policies and implements them across various strategies using fundamental analysis and sector selection, managing registered investment companies, an ETF, and private funds with over $2 billion in assets under advisement.