Taylor Jobe is a financial advisor at MKT Advisors LLC with 11 years of industry experience and holds a Series 65 designation. He has worked at MKT Advisors LLC since 2015. Outside of his primary role, he is the owner and president of HARVEST LLC, a SaaS company providing options calculations, and serves on the strategic advisory board of DPL Financial Partners, an insurance marketplace. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts and employs customized portfolios using stocks, bonds, mutual funds, ETFs, and options with an emphasis on both long-term and tactical approaches.

Alvin Gebhart Jr. is a CFP® with 44 years of industry experience and is a principal at Gebhart & Associates, Inc. in Fallbrook, California, where he has worked since 1998. He has served on the Fallbrook Public Utility Board since 2006. In addition to his advisory role, he is also an insurance agent offering life, accident, health, property and casualty insurance, and fixed annuities. Gebhart & Associates is a small registered advisory firm that provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm delivers written financial plans and modular consulting with a focus on asset-class and diversified-portfolio recommendations rather than ongoing portfolio management.

Jeffrey Wiyninger is a Certified Financial Planner® with 17 years of industry experience. He has been with Pathway Advisors, LLC since 2016 and previously worked at Independent Financial Group from 2012 to 2020. In addition to his advisory role, he is also a licensed independent insurance agent. Pathway Advisors is a small supported registered investment adviser serving individual and high-net-worth households, as well as pension plans and small businesses. The firm offers portfolio management, financial planning, and pension consulting services, frequently employing model portfolios and third-party sub-advisers while maintaining predominantly non-discretionary client relationships.

Bradley Ball is a financial advisor at Seaport Wealth Management in Escondido, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Newbridge Securities Corporation for 13 years before joining Seaport Wealth Management in 2020. Outside of his advisory role, he provides limited legal document preparation services, assisting individuals including his elderly father. Seaport Wealth Management is a small, two-advisor firm serving individual retail clients with a focus on passive portfolio management using diversified mutual funds and ETFs. The firm manages primarily nondiscretionary accounts and may recommend third-party managers for discretionary strategies when appropriate.

Lawrence Ladd is a CFP® and CFA® with 13 years of industry experience currently working at Coronado Investment Advisors, LLC. He has held positions at Magellan Federal, My Secure Advantage, and Zeiders Enterprises. Ladd also serves as a financial counselor for military service members, providing budgeting and credit counseling services. Coronado Investment Advisors offers discretionary portfolio management and advisory services to individuals, families, trusts, corporations, endowments, and government entities. The firm employs an adaptive, active investment approach combining fundamental, technical, and probabilistic methods, utilizing primarily individual stocks, bonds, and ETFs.

Timothy Winter is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Steward Family Office, Inc. since 2014. He provides management advisory services to his firm and performs additional consulting work for CTJML, Inc. Steward Family Office, Inc. offers financial consulting and family office services to high-net-worth families, trusts, and foundations, focusing on reporting, estate and philanthropic consulting, private equity, and administrative coordination without managing client investments or custody.

Todd Frank is a financial advisor with Frank Financial Advisors in Carlsbad, CA, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has been with Frank Financial Advisors since 2008. Outside of his advisory role, he is licensed to sell non-variable life, health, and disability insurance products. Frank Financial Advisors provides discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs primarily no-load or low-load mutual funds and ETFs, using both fundamental and technical analysis across long- and short-term strategies.

Jeffrey Vistica is a CFP®, ChFC®, and Series 66-registered advisor with 23 years of industry experience. He has been with Vistica Wealth Advisors, LLC since 2008. In addition to his advisory role, he is a licensed insurance agent, assisting clients with insurance reviews and new policies as part of comprehensive wealth management planning. Vistica Wealth Advisors serves individual and high-net-worth clients as well as participant-directed employee retirement plans, focusing on long-term, asset-allocation strategies that primarily use passively managed and index-based mutual funds. The firm offers customized portfolios and investment policy statements, incorporates portfolio modeling and routine rebalancing, and manages accounts on a discretionary basis.

David Wilson is a CFP® professional with 39 years of industry experience, currently serving as president of Vector Financial Solutions, Inc. He previously worked at Sagepoint Financial, Inc. and National Planning Corporation. Outside of his advisory role, he writes educational articles and blog posts on financial planning topics and serves on the Rancho Bernardo Community Planning Board as well as the Palomar Health Foundation Board, where he is Treasurer. Vector Financial Solutions serves individual and high-net-worth clients, corporations, charities, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management using model portfolios based on Modern Portfolio Theory, and retirement plan consulting, offering both discretionary and non-discretionary management services.

Shelley Murasko is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Wealthrise Financial Planning, LLC since 2016. Outside of her advisory work, she has a minor involvement in real estate rental activities. Wealthrise Financial Planning serves individual and high-net-worth investors, with a focus on working with women regarding financial empowerment, longevity, and long-term care planning. The firm employs an evidence-based, tax-aware investment approach that emphasizes low-cost, low-turnover, long-term buy-and-hold portfolios primarily composed of passively managed funds with factor-aware tilts and integrates behavioral considerations alongside statistical financial planning.

Chad Wauschek is a CFP® professional with eight years of industry experience, currently serving with Pathway Advisors, LLC. He is a partner at Cwick, APC, a tax and accounting firm, where he dedicates most of his time, and also a partner at Dunlap Wauschek & Elfarra CPAs. His background includes roles at Independent Financial Group and involvement in tax and accounting services alongside his advisory work. Pathway Advisors, LLC is a supported registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, and businesses. The firm manages approximately $58 million in assets, offering portfolio management, financial planning, and pension consulting, with a notable focus on non-discretionary asset management and coordinated tax and accounting services through affiliated firms.

Mark Lamb is a financial advisor at Vector Financial Solutions, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Royal Alliance Associates, INC. and Double Diamond Financial. Outside of his advisory role, he is involved in health insurance sales through Alta Vista Insurance. Vector Financial Solutions serves individuals, including high-net-worth clients, as well as corporations, charities, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan consulting, using modern portfolio theory and model portfolios tailored to client objectives.

Brady Boyd is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Coronado Investment Advisors, LLC since 2016. Outside of his advisory role, he manages a Kidokinetics franchise in San Diego that offers youth sports and recreation programs. Coronado Investment Advisors provides discretionary portfolio management and advisory services to individuals, families, trusts, corporations, endowments, and government entities. The firm uses an adaptive, active investment approach combining fundamental, technical, and statistical methods, implementing portfolios mainly through individual stocks, bonds, and ETFs.

Aaron Baker is a ChFC® affiliated with Wismar Financial in Escondido, CA. He has been with Wismar Financial since 2023 and has prior experience at World Financial Group and Scenthound. Outside of financial advising, he has a long-term role with Rubios Restaurants. Wismar Financial provides investment management and personalized financial planning primarily for individuals, families, trusts, and small businesses. The firm uses a combination of technical charting and fundamental analysis, employing both long-term investing and short-term trading strategies tailored to each client’s specific financial situation.

Brenton Devore is a financial advisor at DeVore Financial Advisors LLC in Escondido, CA, with 20 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 66 licenses. In addition to his advisory role since 2019, he has been employed full-time as a police officer and sergeant with the City of San Diego since 2009. DeVore Financial Advisors serves individuals, high-net-worth clients, trusts, and estates, providing discretionary investment management and financial planning. The firm uses an evidence-based investment approach rooted in Modern Portfolio Theory and factor-driven strategies from Dimensional Fund Advisors, combining institutional models with proprietary algorithms for portfolio management and trade execution.

Rachel Ivanovich is a financial advisor at WWM Financial with six years of industry experience. She holds Series 66 and Series 65 licenses and has been with WWM Financial since 2023. Outside of financial advising, she is the president and owner of Easy Life Management, a tax and accounting firm where she has worked since 2006. WWM Financial manages approximately $382 million for individuals, trusts, pension plans, and business clients, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes individualized portfolio supervision using a variety of analytical methods and offers educational seminars and workshops for clients and prospects.

Laura Devore is a financial advisor at DeVore Financial Advisors LLC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Apriem Advisors and Fidelity Brokerage Services, LLC. She is also an independent insurance agent for Apriem Insurance Services. DeVore Financial Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines discretionary portfolio management and written financial plans with algorithm-driven strategies and an automated platform to deliver personalized investment solutions.

Jiang Jing is a Series 65 licensed financial advisor at Xinde Asset Management Limited with three years of industry experience. He also operates Sean Jiang Law Office, a boutique California law firm where he is the sole owner and practicing attorney. His prior work includes roles at Shenzhen HongFang Private Securities Fund Management Limited and Northeast Securities Corporation Limited. Xinde Asset Management Limited provides investment management services to a variety of clients, including business entities, families, trusts, and charitable organizations. The firm offers portfolio monitoring, discretionary and non-discretionary account management, and investment analysis utilizing both fundamental and technical approaches, supported by a network of cross-border legal and trust service affiliations.

Shawn Orser is a financial advisor with Seaside Financial & Insurance Services, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with Fortune Financial Services, Inc. since 2014 and with Seaside Advisory Services, Inc. since 2009. Orser serves as a trustee on the Board of Directors for Collaborative Investment Series Trust, overseeing mutual funds and fund managers according to their investment mandates. Seaside Financial & Insurance Services primarily serves individual clients, including high-net-worth individuals, as well as pension plans, businesses, charities, and trusts. The firm offers portfolio management, financial planning, pension consulting, and insurance placement, using documented client objectives and a combination of fundamental, technical, cyclical, and quantitative analysis in its investment approach.

Michael Hart is a CFA® charterholder with 15 years of industry experience. He has been with Hemispheres Investment Management since 2014, where he serves as one of two advisors. Hemispheres Investment Management provides discretionary portfolio management for individual and high-net-worth clients, employing a value-oriented, fundamental analysis approach across global equity and fixed income markets. The firm integrates option strategies and derivatives within managed accounts to manage risk and generate income.