Michael Moore is a financial advisor at American Money Management, LLC with 24 years of industry experience. He has been with the firm since 2001 and holds a Series 65 designation. American Money Management, LLC serves individual clients, including high-net-worth households, as well as institutions such as pension plans and trusts. The firm employs an investment committee to manage customizable, asset-allocation strategies ranging from aggressive growth to conservative income and offers discretionary portfolio management, 401(k) advisory services, and periodic financial planning.

Andrea Taylor is a CFP® with three years of industry experience, currently advising at Weatherly Asset Management. Prior to joining Weatherly, she worked at Ernst & Young, LLP and Cakebread Cellars. 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 combines top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income, and manages approximately $1.68 billion in client assets through a team-based approach.

Sean Clark is a financial advisor at Centura Wealth Advisory in San Diego, CA, with 12 years of industry experience. He has held Series 66 and Series 65 licenses and has been with Centura Wealth Advisory since 2017, following roles at CCG Advisors and National General Insurance Services. Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach incorporating mutual funds, ETFs, alternative investments, and structured products, and it serves clients with a typical portfolio minimum of $2 million.

Sofia Iglesias Gonzalez is a CFP®-certified financial advisor with Investor Fan. She has experience with prominent firms, including UBS Financial Services and J.P. Morgan, totaling over a decade in the industry. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a multifaceted investment approach based on Modern Portfolio Theory and various analysis methods, tailoring portfolios to client goals while coordinating with other advisors.

Constance Mitchell is a financial advisor at Wealth Analytics Partners, LLC with three years of industry experience. She holds the Series 65 designation and has been with Wealth Analytics Partners since 2020. Prior to her advisory career, she was a homemaker for 24 years. Wealth Analytics Partners is a fee-only investment management and financial planning firm that serves individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamentally based, globally diversified portfolios and provides discretionary portfolio management alongside standalone financial planning services.

Angel Brown is a CFP® with 25 years of industry experience and holds a Series 66 license. She has been with Valic Financial Advisors, Inc. since 2007. Brown is based in San Diego, CA, and is currently affiliated with TSG Advice Partners, LLC. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm’s investment approach utilizes an institutional modeling system with ETF-centered model portfolios and offers additional services such as retirement-plan consulting, tax preparation, and bookkeeping.

Riley Corbett is a financial advisor at Christopher Weil & Co Inc with Series 65 credentials and around one year of experience in the industry. Prior to joining the firm, he held roles at Deel Inc, Zoom Info Technologies Inc, Comparably Inc, Incrementum AG, and Mavenlink. Christopher Weil & Company, Inc. 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 portfolio strategies including derivatives and cryptocurrency-related investments, and offers personalized investment policy statements, consolidated reporting, and ongoing advisory support.

Stephen Doster is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. He is currently with Pathview Wealth Advisors and previously worked at Rowling & Associates LLC and Doster Financial Planning. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million using asset allocation and fundamental analysis, with portfolios typically implemented through mutual funds and cash equivalents on a discretionary basis.

Eric Simms is a financial advisor with Gradient Capital Advisors, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Gradient Capital Advisors since 2014. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and pension and corporate plan sponsors. The firm employs a combination of fundamental and technical investment strategies, including option strategies, short sales, and margin transactions, and offers comprehensive portfolio management, financial planning, and retirement plan consulting.

Alexander Okugawa is a CFP® certificant with eight years of industry experience. He is affiliated with One Degree Advisors, Inc., where he has worked since 2015, and previously spent a year at Securities America, Inc. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management. The firm employs a strategic, asset-allocation framework based on Modern Portfolio Theory and uses institutional-style no-load mutual funds, ETFs, municipal notes, and bonds, alongside specialized strategies such as options-based box spread strategies and third-party sub-advisers.

David Martinez is a financial advisor at Centura Wealth Advisory in San Diego, CA, holding Series 65 and Series 63 licenses with five years of industry experience. His prior work includes roles at CCG Wealth Management LLC, FSC Securities Corporation, and The Retirement Group LLC. Centura Wealth Advisory provides comprehensive financial planning, investment management, and retirement plan consulting services to a diverse client base, including individuals, trusts, and business entities. The firm employs a tailored investment approach using various asset classes and serves as a fiduciary for applicable retirement plan engagements.

Shalmali Kulkarni is a CFP® professional with six years of industry experience. She is currently with Pathview Wealth Advisors, where she has worked since 2024. Prior to this, she spent several years at Rowling & Associates in various roles from 2017 to 2024. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million with an investment approach focused on asset allocation and fundamental analysis, primarily using mutual funds and cash equivalents.

Tyler Hewes is a financial advisor at Christopher Weil & Company, Inc. with 12 years of industry experience. He holds a Series 65 license and has worked at Christopher Weil & Company since 2014. In addition to his advisory role, Hewes has been self-employed as an arts consultant since 2010. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individuals, pension plans, charities, and corporate clients. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and ongoing advisory support.

Daniel Shainberg is a financial advisor at Heritage Wealth Management, Inc. in San Diego, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Save Mart Companies, One Source Industries, Westminster Capital Inc., Alloy Asset Management, and BHIC, LLC. Outside of advisory work, he is involved in real estate investment through partnerships and ownership in multiple entities focused on multifamily and single-family home rentals as well as private equity advisory. Heritage Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, small businesses, pension plans, trusts, 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 and alternative investments, with a focus on discretionary portfolio management and private pooled investment vehicles.

Michael Stoner is a financial advisor at Bull Oak Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously served ten years in the US Navy. Before joining Bull Oak Capital, he worked in exam preparation and spent two years at San Diego State University. Bull Oak Capital serves individual and high-net-worth clients through a four-advisor team, offering customized financial planning and discretionary portfolio management. The firm emphasizes broad diversification using primarily ETF-based portfolios tailored to clients’ risk tolerance and time horizon, and incorporates other asset types as appropriate.

Heather Ring is a CFP® and holds a Series 66 license with 13 years of experience in financial advising. She is currently with Superior Planning Wealth Management & Family Office, where she has worked since 2024. Her prior experience includes roles at CalPRO Network Financial Services, PlanMember Securities Corporation, Bruce Smith & Associates, and Axa Advisors. 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 a combination of proprietary strategic allocation models and customized portfolios managed through third-party strategists and sub-advisors, offering a range of wealth-planning services including tax mitigation and succession planning.

David Magee is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 65 and Series 63 licenses and with 13 years of industry experience. He has worked at Copley Financial Group since 2018 and previously spent over a decade at Magee Thomson Investment Partners, LLC. In addition to his advisory role, he is involved with Heritage Tax and Insurance Services, Inc., where he provides financial planning and investment advice. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, sub-advisors, and co-advisor relationships, combining discretionary and non-discretionary portfolio management with educational seminars and regular account reviews.

Laura Sword is a financial advisor at Christopher Weil & Company, Inc. with 39 years of industry experience. She has been with Christopher Weil & Company since 1994. She holds Series 63 and Series 65 licenses. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting to individuals, pension plans, charities, and corporate entities. The firm uses diversified, concentrated, and opportunistic portfolio strategies, incorporating fundamental, quantitative, and qualitative analysis across clients' accounts.

Michael Wynns is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently with Cavu Wealth Management, where he has worked since 2019, and has prior experience at Capital Financial Consultants Group and Independent Financial Group. Wynns also serves as an officer and director of Cavu Insurance Services, Inc., which offers insurance products outside of his investment advisory role. Cavu Wealth Management provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, retirement plans, charitable organizations, and corporate clients. The firm manages portfolios using a combination of asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies, with a notable multi-office presence and the use of derivatives in separately managed accounts.

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.