Amanda Austin is the sole advisor at Austin Consulting, holding a Series 65 designation with three years of industry experience. She previously spent 20 years at Engel Consulting. Austin Consulting provides portfolio management and investment services to individuals, trusts, estates, and charitable institutions. The firm employs a conservative, fundamental analysis approach using mutual funds and ETFs, operates on a non-discretionary basis, and customizes advice according to each client’s financial situation.

Zachary Rodriguez is a Series 65-registered financial advisor with Outlive Financial Planning LLC in San Diego, CA, bringing one year of industry experience. He previously served in the U.S. Navy for 12 years and currently holds a role as Assistant Operations Officer at Tactical Control Squadron 11, where he manages operational tasks and mission planning. Outlive Financial Planning LLC is an independent firm offering fee-only investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs both passive and active investment strategies, provides various engagement formats including project-based and subscription options, and coordinates estate-planning services through third-party providers.

John Marchand is a financial advisor at Best Options Financial Planning in San Diego, CA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has experience primarily in renewable energy valuation and transactions from prior roles at EDF Renewable Energy and other energy firms. Marchand founded Best Options Financial Planning in 2026 and has one year of advisory experience. Best Options Financial Planning provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm integrates financial planning with investment management, emphasizing asset allocation guided by modern portfolio theory and employing a mix of passive and active strategies including tactical ETF use and discretionary trading where agreed.

Kenneth Kneale Jr. is a CFP® professional with three years of industry experience, currently operating as the sole advisor at his independent firm, Arcadian Financial Services. His background includes roles at the Boston Institute of Finance and Coretex Limited, Inc., as well as prior self-employment. Arcadian Financial Services is a fee-only, state-registered advisory firm providing written financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm specializes in tiered planning engagements and hourly consulting, typically recommending passive, index-based investment allocations supplemented by fundamental, technical, and cyclical analysis, without offering discretionary portfolio management or custody of assets.

Anatoly Zuban is the principal of A. TO Z. Financial Consulting and Wealth Management in San Diego, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with A to Z Financial Consulting and Wealth Management since 1994 and ATZ Consulting since 2014. A to Z Financial Consulting and Wealth Management provides individualized portfolio management and retirement plan consulting to individual clients, including high-net-worth individuals, as well as state and municipal retirement plans. The firm combines fundamental and technical analysis with an investment approach focused on value, safety, quality, and risk control, offering strategies such as option-based techniques and client-imposed portfolio restrictions.

James Sias is a CFP® professional and principal of Count Your Beans Financial Planning LLC in Bonita, CA. He has worked in the Pipeline Training & Servicing Department since 2014 and is also an independent insurance agent specializing in property and casualty insurance. His insurance activities have been ongoing since 2014, with additional experience in life and health insurance since 2018. Count Your Beans Financial Planning is a fee-based Registered Investment Adviser that serves individuals, high-net-worth clients, and businesses. The firm focuses on passive, low-cost asset allocation and portfolio construction, providing financial planning, investment analysis, and insurance services without discretionary management or asset custody.

Barret Frost is a financial advisor at Breakaway Independent Advisors, LLC in San Diego, CA, holding Series 65 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fusion Financial Partners LLC, Fidelity Brokerage Services LLC, and Linsco Private Ledger. Breakaway Independent Advisors is a state-registered independent firm that offers discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages portfolios across various asset classes using a combination of fundamental, technical, quantitative, and asset-allocation strategies, and also assists clients with legacy annuity and insurance contracts through Broker of Record transitions and related services.

Carr Cavender is the sole advisor at Cavender Financial Planning, LLC in San Diego, CA. He holds the CFP® and ChFC® designations and has 12 years of experience with Aravaipa Productions LLC. Cavender Financial Planning provides investment management and integrated financial planning services to individuals, high-net-worth clients, trusts, and qualified retirement plans. The firm employs a long-term, asset-allocation approach with internally managed portfolios emphasizing diversification and cost-efficient investment vehicles.

Money is not complicated - our relationship with money is. As an industry, financial services has traditionally put the spotlight on money, failing to center the human in the story. Money is a human construct - it is an extension, a reflection, and a record of us and how we live. Money is important, but not as important as you. As a financial planner, my role is to support, guide, inform, and empower my clients to integrate money and finance into their lives in a way that is deeply personal and affirming. If you want to connect to money and finance in a new and positive way, we should talk! My journey in finance began in 1992, and since then I have worked with thousands of professionals and clients in the industry. Working with companies large and small and people from all walks of life, I have amassed deep expertise and empathy available to anyone who wants to create better outcomes and a healthier relationship with money. Family, curiosity, and trust are my highest values. There is nothing I love more than hiking the Northern California mountains with my husband Martin and son Sebastian or laughing wildly with my sisters and mom over something silly. I am a proud graduate of Mount Holyoke College, receiving a Bachelors of Arts in International Relations. I have held the Certified Financial Planner designation since 2003 and in 2018 I received a Juris Doctor from St. Francis School of Law.

Tan Khoa Ngo is the sole advisor at Mentor Financial Advisory Group, Ltd. in San Diego, CA, holding a Series 63 designation with 28 years of industry experience. He has been with Mentor Financial Advisory Group since 1992. Mentor Financial Advisory Group, Ltd. is a fee-only financial planning and investment advisory firm serving primarily high-net-worth individuals and occasionally corporations. The firm employs a fundamental analysis investment approach within a broad asset-allocation framework, combining passive, low-expense index strategies for long-term allocations with shorter-term trading as appropriate, and manages portfolios on a non-discretionary basis requiring client authorization for trades.

I am not your typical financial advisor. You probably won’t find me in a suit; I don’t use many fancy words, and I’m not a slick salesperson. I enjoy surfing, being outdoors, running around the house with my two kids, and I also happen to be a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in finance and tax planning. I’m a bit of a geek when it comes to all things money and can nerd out about everything from credit card points to macroeconomics, but I also love grabbing a drink and hearing about what’s happening in your life or chatting about common hobbies—I have a lot of them. Discussing money is very personal, and I want to be the guy you can trust to get an honest answer or perhaps explain the “how-to” without fear of judgment. I don’t believe there’s such a thing as an embarrassing question when it comes to personal finance because, let’s face it, the world of money is complicated, exhausting, and confusing. I take my fiduciary duty very seriously and believe that transparency is key. If you can commit to honesty, trust, and patience, I can help you navigate a path toward freedom and success, however you define them. Services I Provide: • Financial Planning • Investment Management • Tax Planning Specialties: • Growing families • California residents • Employees in tech • Physicians • Employees in energy/oil & gas • Socially Responsible Investing (Broad ESG)

John Bracken is the sole advisor at 4LB Investments, LLC in San Diego, CA, holding a Series 66 designation with 17 years of industry experience. He has managed 4LB Investments since its founding in 2002. 4LB Investments provides investment advice and discretionary portfolio management primarily to individuals, trusts, and estates, focusing on U.S.-listed equity securities. The firm employs a value-investing approach based on fundamental analysis and tailors portfolios to client preferences, occasionally utilizing option strategies for approved accounts.

Jonathan Grannick is the principal and sole advisor at Wonder Wealth LLC in San Diego, CA. He holds the CFP® designation and has four years of industry experience. In addition to his advisory role, he operates Virtual Para Planning, providing paraplanning support to financial planners. Wonder Wealth LLC serves individual clients, including higher net worth individuals, offering holistic financial planning, project-based engagements, and discretionary investment management. The firm primarily uses diversified portfolios composed of low-cost index funds and ETFs, applying fundamental analysis in portfolio selection and monitoring under limited discretionary authority.

Craig Castanos is a CFP® and CPA with 16 years of experience in financial advising. He operates an independent firm, Craig V. Castanos CPA, in San Diego, CA, and has a background with Manning Wealth Management, Inc. and Commonwealth Financial Network. In addition to financial planning, he provides tax and accounting services and is licensed to sell insurance. His firm offers financial planning services to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. It provides tailored written financial plans without managing client securities or exercising discretionary trading authority, with clients implementing recommendations through third-party providers.

Herman Monge is a Series 65 licensed financial advisor with nine years of industry experience. He is the principal of H H Financial Consultants in San Diego, CA. In addition to his advisory role, Monge has worked for over two decades as an appraiser and broker specializing in real estate, business entities, and machinery and equipment through his ownership of H H Appraisal and Brokerage Company. H H Financial Consultants provides investment supervisory services and general investment advice to individual clients without discretionary authority or custody of assets. The firm employs charting, fundamental, and technical analysis methods, conducting monthly account reviews, and its advisory services are complemented by Monge’s ongoing appraisal and brokerage activities.

John Mc Carthy is the sole advisor at Basis Point Investments in San Diego, CA, holding Series 63 and Series 65 credentials with four years of experience in the financial industry. He has managed McCarthy MRO, Inc., a sales and marketing business focused on manufacturer representation in the maintenance, repair, and operations sector, since 2007. Basis Point Investments provides investment management and consulting services primarily to retirement plans and institutional clients, as well as financial planning and investment services to individuals and high-net-worth clients. The firm employs a non-discretionary approach using a range of portfolios constructed through fundamental analysis and independent research, with customizable solutions for plan sponsors and participant education offerings.

Joshua Carr is a financial advisor at Vallon Capital LLC with five years of industry experience and a Series 65 designation. He has been with Vallon Capital Advisors since 2020 and also serves as CFO of Sierra Land Group, a hospitality and real estate company with assets across several states. Vallon Capital LLC provides discretionary portfolio management and investment advice to accredited and qualified investors, managing accounts with a range of securities including equities, options, and fixed-income instruments. The firm operates solely under Mr. Carr’s management and permits client-directed brokerage and written investment restrictions.

Sean Chung is a financial advisor at Savy Wealth Advisors, Inc with four years of industry experience. He holds the Series 65 designation and previously worked five years at TruFinancial Registered Investment Advisory Services, Inc. In addition to his advisory role, he is an independent property and casualty insurance agent. Savy Wealth Advisors provides individualized investment management to individuals, high-net-worth clients, and businesses. The firm employs a Modern Portfolio Theory-based approach with passive allocations alongside fundamental and technical analysis, managing accounts on a discretionary or non-discretionary basis.

Rainier Trinidad is a CFA® charterholder and the sole advisor at Parabolic Asset Management LLC in Coronado, CA, with 14 years of industry experience. He has led Parabolic Asset Management since 2014. Parabolic Asset Management provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and estate-planning support through a third-party service. The firm employs a combination of technical, fundamental, cyclical, and quantitative analysis, along with modern portfolio theory, to create tailored investment strategies that may include the use of derivatives, leverage, and both long- and short-term positions.

David Marchesani is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has been the sole advisor at Iapetus Capital, Inc. since 2015, based in San Diego, CA. Iapetus Capital provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, foundations, and endowments, primarily through separately managed accounts. The firm employs a fundamental, long-term growth investment approach focusing on free cash flow and intrinsic value, and it is notable for its explicit use of derivatives and options strategies within client portfolios.