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.

Jerod Fenton is a CFP® with 20 years of industry experience and has been with Red SEVEN since 2013. His prior work includes roles at Total Wealth Management Inc., Cambridge Investment Research Advisors, Strongtower Financial, Inc., and Capital Resource Management, Inc. He holds independent licenses to sell insurance and annuity products through various companies. Red SEVEN provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on client goals and employs a combination of fundamental and technical analysis with regular account reviews.

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 10 years of industry experience, currently serving at Cascade Financial Partners, LLC since 2023. His prior roles include positions at Creative Planning, Inc. and Jackson Wealth Management Group, Inc. Cascade Financial Partners provides investment advisory and financial planning services primarily to individuals and high net worth clients. The firm emphasizes customized strategies based on detailed client assessments and employs a range of investment approaches including asset allocation, dollar-cost averaging, and 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® and holds a Series 65 license with eight years of industry experience. He has worked at Pacific Wealth Management since 2018 and was previously employed at Pruco Securities, LLC and operated Mayer Reprographics from 2015 to 2017. Pacific Wealth Management is a seven-advisor team that serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, managing approximately $372 million in client assets. The firm uses an asset-allocation driven approach that includes mutual funds, ETFs, individual equities, fixed income, options strategies, and structured products with regular portfolio rebalancing.

Derek Thomsen is a CFP® with eight years of industry experience. He is currently with Red SEVEN, where he has worked since 2026. Prior to that, he held roles at Legacy Investment Strategies, LLC, LPL Financial, and MGM Financial Group. Outside of his advisory work, he is involved in tax preparation and accounting through MGM Financial Group. Red SEVEN provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on client goals and risk tolerance, employing both fundamental and technical analysis with regular account reviews.

Michelle Hams is a financial advisor at Heritage Wealth Management, Inc. with 14 years of industry experience. She holds a Series 66 credential and has previously worked at The Kocen Financial Group, LPL Financial LLC, Td Ameritrade Institutional, and Securian Financial Services. Outside of her advisory role, she works as a freelance makeup and beauty consultant. Heritage Wealth Management is a SEC-registered advisory firm offering discretionary portfolio management and financial planning services to individuals, small businesses, trusts, estates, pooled investment vehicles, and institutional clients. The firm uses diverse investment strategies including global allocation, tax-sensitive approaches, ETFs, option-enhanced strategies, and private placement solutions, while employing internal oversight and third-party advisers to manage client portfolios.

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.

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 Series 65-registered advisor with Christopher Weil & Company, Inc., where he has worked for 10 years. He has nine years of industry experience. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting to a range of clients including individuals, pension plans, charities, and corporate entities. The firm employs diversified portfolio strategies, including the use of derivatives and cryptocurrency-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 with Superior Planning Wealth Management & Family Office in San Diego, holding a Series 65 credential and two years of industry experience. Prior to joining Superior Planning, he worked at PlanMember Securities Corporation and CALPRO Network Financial Services. Outside of advising, he teaches English at Grossmont Union High School District and provides financial literacy education through the Society for Financial Awareness. 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 utilizes proprietary strategic allocation models alongside customized portfolios, coordinating with independent managers and outside tax or legal advisors.

Marcelle Kako is a CFP® and holds a Series 66 license. She currently works at Financial Alternatives, Inc. and has experience across several roles, including positions at Independent Investment Bankers, San Diego State University, and with Senator Joel Anderson. Financial Alternatives, Inc. serves a diverse client base including individuals, retirement plans, business entities, trusts, estates, and charitable organizations. The six-person team manages approximately $615 million in assets, offering discretionary portfolio management, wealth advisory, and financial planning services with diversified investment strategies.

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 since 2024. His prior roles include positions at Creative Money LLC, White Raven Financial Services, and LPL Financial. Outside of finance, he has experience working with Dixon Golf. Blankinship & Foster is a nine-advisor SEC-registered firm managing approximately $940 million for individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm follows an asset-allocation-driven investment approach supported by a documented process that includes goal-setting, portfolio construction, and ongoing monitoring, utilizing a diverse range of securities and emphasizing cost-effective mutual fund share classes.

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.