Stefan Prvanov is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Blankinship & Foster, LLC since 2002. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm integrates financial planning and investment management, focusing on asset allocation guided by macroeconomic analysis and client-specific Investment Policy Statements.

Frederick Brooks is a CFP®, CFA®, and Series 66-licensed advisor with 21 years of industry experience. He has been with Blankinship & Foster, LLC since 2004. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm emphasizes asset allocation informed by macroeconomic analysis and client-specific Investment Policy Statements, implementing portfolios on a discretionary basis using a variety of investment vehicles.

Eduardo Ciuffo is a CFA® charterholder with nine years of industry experience. He has worked at Ariston Services Group, LLC since 2021 and previously spent seven years with Commonwealth Financial Network. He serves on the board of the CFA Society San Diego. Ariston Services Group provides investment management, financial planning, and consulting to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $490.8 million for about 70 clients and also advises a private limited partnership, the Ivanhoe Fund.

Randall Whitfield is a financial advisor at Telos Capital Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Telos Capital Management since 2014. 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 that combines bottom-up company analysis with top-down macroeconomic assessment, emphasizing asset allocation, diversification, and periodic rebalancing.

Howard Barker is a financial advisor at Invicta Financial Group with seven years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman for ten years before joining BDT & Associates, Inc. in 2018. Outside of advisory work, he is a licensed insurance agent, president of Cogent Insights Advertising, LLC, and serves as co-trustee of a trust. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for portfolio management while providing customized Written Financial Action Plans and regular review meetings.

Martin Rascon Jr. is a CFA® charterholder with five years of industry experience. He is currently with Weatherly Asset Management, where he has been a team member since 2022, following previous roles at Platt Wealth Management. Outside of financial services, he has experience working in the catering industry and at San Diego University. Weatherly Asset Management provides discretionary portfolio management and comprehensive financial planning to individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses. The firm employs a team-based investment approach that integrates macroeconomic analysis with fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income.

Daniel Laimon is a financial advisor at Trivant Custom Portfolio Group LLC in San Diego, CA, holding a Series 65 credential with 22 years of industry experience. He has been with Trivant since 2003, working as part of a four-advisor team. Trivant Custom Portfolio Group provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach focused on asset allocation, using quantitative models and research to guide portfolio construction across multiple asset classes within defined risk constraints.

Troy Daum is a CFP® with 24 years of industry experience, currently serving as an advisor at Wealth Analytics Partners, LLC since 2007. He previously worked at Wealth Analytics, Inc. and Hornor, Townsend & Kent, LLC. Wealth Analytics Partners LLC provides discretionary investment management and financial planning to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million in client assets using an investment approach based on Modern Portfolio Theory and risk-scored model portfolios tailored to clients' time horizons and risk tolerance.

Shannon Grey is a CFP® certificant with 25 years of industry experience, currently working at Origin Investment Advisory LLC. Prior to joining Origin Financial in 2022, she spent 20 years at Charles Schwab and held roles at InvestEdge Planning LLC and PFG Advisors LLC. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients via subscription and employer-sponsored programs. The firm uses a Modern Portfolio Theory-based investment approach enhanced by behavioral finance, offering automated index investing, AI-driven advice, and cash management solutions.

Luke Podbury is a financial advisor at Canter Wealth with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, The Retirement Group, FSC Securities Corporation, Capital One Investing, and Spire Securities. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, with ongoing portfolio management guided by an internal Investment Committee.

Joseph Kalmanovitz is a financial advisor at Canter Wealth with 23 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. His prior roles include positions at Versant Capital Management, Stonegate Capital Advisors, and Charles Schwab. Canter Wealth is a fee-only investment adviser serving high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes factor-based, low-cost, tax-efficient, globally diversified portfolios primarily managed through ETFs and mutual funds, supported by an internal Investment Committee and a range of technology tools.

Maria Wells is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Blankinship & Foster, LLC. She has been with Blankinship & Foster since 2014. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, typically implementing portfolios on a discretionary basis.

Jonathan Fairchild is a financial advisor at Telos Capital Management, Inc. in San Diego, CA, holding a Series 66 designation with 25 years of industry experience. He has been with Telos Capital Management since 2011. Telos Capital Management provides discretionary investment management and financial planning services to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment process that integrates bottom-up company analysis with top-down macroeconomic assessment, focusing on asset allocation, diversification, and periodic rebalancing across various asset classes.

Luis Maizel is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation with 16 years of industry experience. He has been involved with LM Advisors, LLC since 1984 and LM Capital Group, LLC since 1989. Outside of his advisory role, he is a partner in C CUBED LLC and a member of LLJ LLC. LM Advisors, LLC provides discretionary and non-discretionary investment supervisory services and portfolio management to retail and institutional clients, including high-net-worth individuals, insurance companies, and pension plans. The firm employs a range of investment strategies, combining fundamental and technical analysis, and manages approximately $2.86 billion in assets with a team of five advisors.

Richard Brydges is an investment adviser representative and portfolio manager at Balboa Wealth Partners, Inc. with 29 years of industry experience. His background includes roles at J.P. Morgan Private Wealth Advisors, Morgan Stanley, Citigroup Global Markets, and other financial firms. In addition to his advisory work, he is a referring agent for Compass Realty, specializing in retail residential real estate. Balboa Wealth Partners, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach with a focus on long-term, diversified portfolio construction using low-cost mutual funds, ETFs, and other investment instruments.

Corrine Fields is a financial advisor at Willow Creek Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Orin Green Financial, LLC and Ameriprise Financial Services Inc. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management primarily through its sponsored wrap fee programs. The firm focuses on individualized portfolios with an emphasis on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap program and disclosing the use of derivatives and margin in separately managed accounts.

Janice Thompson is a CFP® professional with 28 years of experience in the financial services industry. She currently serves at One Degree Advisors, Inc., where she has worked since 2014, following a 16-year tenure at Securities America, Inc. Thompson is also a director and secretary on the board of Kingdom Advisors. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management. The firm employs a strategic asset-allocation framework and utilizes institutional-style funds, ETFs, and options-based liquidity strategies for eligible clients.

Dustin Tenbroeck is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Presidio Capital Management, LLC and has previously worked at Cetera, First Allied Securities, Inc., First Allied Advisory Services, Inc., Centara Capital Management Group, Inc., and Equitable Advisors. Outside of his advisory role, he serves in a fiduciary capacity for the Lesley Youdall Revocable Trust and is involved with Absolute Wealth Advisors in a real estate capacity. 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 utilizes fundamental analysis and generally favors long-term strategies with low-cost mutual funds and ETFs, while retaining flexibility to incorporate other investments as appropriate.

Yoel Bank is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation with one year of industry experience. He has been with LM Advisors since 2015. LM Advisors provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis and manages approximately $2.29 billion in client assets as of the end of 2024.

Jody Knutsen is a financial advisor at Invicta Financial Group in San Diego, CA, holding a Series 66 designation with 10 years of industry experience. Prior to joining Invicta in 2026, Knutsen spent a decade at First Command Insurance Services and related First Command entities. He has served in the U.S. Army and California National Guard since 2004. Knutsen is also the owner of Knutsen Financial Services LLC, a business entity used to manage his business-related activities and income separately for tax purposes. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on written financial action plans tailored to client goals. The firm refers clients to select third-party money managers for portfolio management and primarily operates under a non-discretionary advisory structure.