Sean Clark is a financial advisor at Centura Wealth Advisory in San Diego, CA, with 12 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Fidelity, Equitable Advisors, National General Insurance Services, and CCG Advisors. Clark has been with Centura Wealth Advisory since 2017. 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 using mutual funds, ETFs, alternative investments, structured products, and Independent Managers, and manages portfolios with ongoing monitoring based on multiple analytical methods.

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 a 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, LLC provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm employs a risk-scored model portfolio framework based on Modern Portfolio Theory, reviewing accounts quarterly and managing approximately $316 million in client assets.

Angel Brown is a CFP® professional with 26 years of industry experience. She has worked at Valic Financial Advisors for 14 years and Ameriprise for 7 years prior to joining Asendo Wealth Advisory. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs an institutional modeling system to manage ETF-centric portfolios across various risk profiles and incorporates strategies such as options, inverse ETFs, and third-party managers when appropriate.

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 holds a Series 65 license with 12 years of experience in financial advising. He is currently with Pathview Wealth Advisors, where he has worked since 2024, following prior roles at Rowling & Associates and his own firm, Doster Financial Planning. Pathview Wealth Advisors serves individual investors along with retirement plans, trusts, estates, charities, and business entities, offering financial planning, consulting, and portfolio management. The firm employs client-specific investment policies, primarily using mutual funds and ETFs, and emphasizes fundamental analysis and asset allocation in its discretionary account management.

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, with five years of industry experience. He holds Series 65 and Series 63 designations and previously worked at CCG Wealth Management LLC, FSC Securities Corporation, and The Retirement Group 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 uses a diverse mix of investment vehicles and conducts ongoing portfolio monitoring through fundamental, technical, quantitative, qualitative, and risk analyses.

Shalmali Kulkarni is a CFP® professional with seven years of industry experience. She has worked at Rowling & Associates from 2017 to 2024 and joined Pathview Wealth Advisors in 2024. Pathview Wealth Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities by offering financial planning, consulting, and ongoing portfolio management. The firm focuses on client-specific investment policies implemented primarily through asset allocation and fundamental analysis, managing accounts mainly on a discretionary basis.

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.

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 13 years of industry experience. He has been with Copley Financial Group since 2018 and previously worked at Magee Thomson Investment Partners, LLC. In addition to his advisory role, he is involved with Heritage Tax and Insurance Services, providing 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 uses a combination of direct asset management, third-party money managers, and model portfolios to manage client investments.

Felicity Di Pisa is a financial advisor at UHY Wealth Management RIA LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Enterprise, Copower, and Prudential Insurance Company of America. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients, managing both discretionary and non-discretionary portfolios with a focus on individualized investment policies and compliance procedures related to auditor independence.

Stephen Islander is a financial advisor at Presidio Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise, LLC and The Prudential Insurance Company of America. Outside of his advisory role, Islander coaches a youth water polo team in San Diego. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis with a long-term investment approach, using low-cost mutual funds and ETFs while retaining flexibility to include individual equities, bonds, alternatives, and other instruments.

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.

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.

Jonathan Helton is a financial advisor at T2 Asset Management, LLC in Coronado, CA, with 17 years of industry experience. He has been with T2 Asset Management since 2013 and holds Series 63 and Series 66 designations. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million on a discretionary basis. The firm uses proprietary, rules-based models combining technical and fundamental analysis to guide asset allocation and risk management across multiple investment profiles.