Timothy Drake is a CFP® with 11 years of industry experience, currently serving at Telos Capital Management, Inc. He previously worked at Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and Spire Wealth Management, LLC. Telos Capital Management provides discretionary investment management and financial planning 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 and manages over $1.4 billion across seven advisors.

Marnie Baird is a CFP® with six years of industry experience, currently serving as a financial advisor at American Money Management, LLC since 2021. Prior to joining American Money Management, she worked at Wealth Quest Partners, Inc. for seven years. American Money Management, LLC provides discretionary portfolio management and 401(k) advisory services to individuals, pension plans, trusts, and corporations. The firm employs tailored asset-allocation strategies overseen by an investment committee, incorporating fundamental, cyclical, economic, and technical analysis, and includes alternative investments where appropriate.

Matthew Callahan is a CFP® and ChFC® with 14 years of industry experience. He is currently with Seaside Wealth Management, Inc., where he has worked since 2020. Prior to that, he held roles at Northwestern Mutual and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as Treasurer of the San Diego Chapter of the University of New Mexico Alumni Association. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $362 million in client assets and employs a disciplined, modern portfolio theory-based investment approach that emphasizes diversified, passive strategies using ETFs, mutual funds, individual securities, and fixed income.

Johanna Toman is a financial advisor with JET Wealth Advisors in La Jolla, CA, holding a Series 66 credential and 19 years of industry experience. She worked at Wells Fargo Advisors for 13 years before joining JET Wealth Advisors in 2026. Outside of her advisory role, she serves as a substitute teacher in elementary education and is a registered yoga instructor teaching yoga to children. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a range of investment vehicles and applying fundamental, macroeconomic, and quantitative analysis.

Darien Horton is a CFP® with nine years of industry experience. He is currently with Cascade Financial Partners, LLC, where he has worked since 2023. His prior experience includes roles at Creative Planning, Inc. and Jackson Wealth Management Group, Inc. Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored strategies through discretionary and non-discretionary managed accounts. The firm’s process emphasizes detailed client assessments and employs various investment techniques, including asset allocation, technical analysis, and access to alternative investments.

Carolyn Taylor is a financial advisor with Weatherly Asset Management in Del Mar, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Weatherly Asset Management since 1994. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm uses a team-based approach to manage approximately $1.68 billion in assets, combining top-down macroeconomic analysis with bottom-up fundamental research focused on mid- to large-cap core equities and high-quality fixed income.

John Mayer is a CFP®-designated financial advisor with seven years of industry experience, currently serving clients at Pacific Wealth Management in San Diego, CA. He joined Pacific Wealth Management in 2018 after working briefly at Pruco Securities and previously operated Mayer Reprographics. Pacific Wealth Management is a six-advisor team managing approximately $318 million in assets, serving individuals, trusts, retirement plans, and business entities. The firm employs a client-specific, asset-allocation approach through its “Proactive Asset Management” framework, utilizing a range of investment vehicles and providing ongoing portfolio monitoring and client reviews.

Cory Den Herder is a CFP® with eight years of industry experience, currently serving at CAVU Wealth Management since 2019. Prior to joining CAVU, he worked at Capital Financial Consultants Group and eMoney Advisor. Outside of his advisory role, Den Herder also assists with financial reporting and payroll analysis at an estate planning firm. CAVU Wealth Management serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, mutual funds, ETFs, and options, and maintains a multi-office presence with a focus on tax-aware, risk-managed portfolio implementation.

Michelle Hams is a financial advisor at Heritage Wealth Management, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and TD Ameritrade Institutional. Outside of finance, she works as a freelance makeup and beauty consultant. Heritage Wealth Management, Inc. provides discretionary investment management and financial planning to individuals, small businesses, pension and profit-sharing plans, trusts, estates, pooled investment vehicles, and institutional clients. The firm’s investment approach centers on asset-allocation portfolios using mutual funds, ETFs, equities, and fixed income, supplemented by option-enhanced strategies, private placements, and alternative investments.

Brian Britt is a financial advisor with The Institute in San Diego, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He is the founder of CLEARWEALTH Asset Management, where he has been active for 16 years, and has held advisory roles at multiple firms including the Institute for Wealth Management since 2019. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion across about 803 clients with a team of 17 advisors. The firm employs an internally led Investment Committee to develop model portfolios using fundamental and technical analysis, offering a range of strategies from ESG-focused core portfolios to tactical sector-rotation and specialized equity and income approaches.

Derek Finch is a financial advisor at Seaside Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at firms including Evolve Private Wealth, LLC and Commonwealth Financial Network. Outside of finance, he has experience in the brewing industry through Gravcap Brewing. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $362 million in client assets. The firm employs a modern portfolio theory approach with a focus on passive, diversified exposure and offers asset management, financial planning, and retirement plan consulting services.

Paul Yeh is a financial advisor with Axos Invest, Inc, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors Networks LLC, and Advyzon. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily composed of mutual funds and ETFs. The firm emphasizes asset allocation and diversification, with options for thematic exposures and tax-loss harvesting, and operates within the Axos Financial group alongside affiliated brokerage and custody services.

Brad Duerks is a financial advisor at Tidemark, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial for 18 years. He conducts fixed life insurance business through Millennium Brokerage Group. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and other institutional clients. The firm designs tailored portfolios using a range of investment vehicles and employs fundamental, technical, charting, and cyclical analysis in its process.

Jonathan Strauss is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Christopher Weil & Company, Inc. since 2016 and previously worked at MRC Smart Technology Solutions from 2014 to 2016. Based in San Diego, CA, he is part of a seven-advisor team at Christopher Weil & Company. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individuals, pension and profit-sharing plans, charities, and corporate clients. The firm employs diversified portfolio strategies that include the use of derivatives and crypto-related ETFs, guided by fundamental, quantitative, and qualitative analysis.

Kyle Smith is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, CA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He previously worked at CalPro Financial Network for 12 years and has been involved in music as a self-employed musician since 2014. 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 uses a mix of proprietary strategic allocation models and customized portfolios, often managing accounts with discretionary authority while coordinating with independent managers and outside advisors.

Patrick Bowers is a financial advisor at Superior Planning Wealth Management & Family Office in San Diego, CA, holding a Series 65 license with two years of industry experience. He has worked in education as an English teacher for high school students and serves as an instructor for the nonprofit Society for Financial Awareness, which focuses on financial literacy. Bowers also co-owns Bowers Financial Group LLC, which provides health insurance services and related tax and banking activities. Superior Planning Wealth Management & Family Office offers 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, coordinating with sub-advisors and custodians to provide discretionary portfolio management alongside comprehensive wealth-planning services.

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.

Brendan Mc Murtrie is a Certified Financial Planner™ with 23 years of experience in the financial services industry. He is currently with Financial Sense Advisors, Inc. and Financial Sense Securities, Inc. and previously worked at Northwestern Mutual Investment Services and AXA Advisors. Financial Sense Advisors, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis across a range of investment strategies.

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.

Brett Lathrup is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Blankinship & Foster, LLC. His prior roles include positions at Creative Money LLC and White Raven Financial Services, Inc. He also has experience working at LPL Financial and Washington State Employees Credit Union. Blankinship & Foster is an SEC-registered advisory firm managing approximately $940 million for individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm follows an asset-allocation driven approach, employing a documented process that includes investment policy statements, goal-setting, and ongoing portfolio monitoring across a range of traditional and alternative asset classes.