Brian Britt is a financial advisor with The Institute in San Diego, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He is the founder of CLEARWEALTH Asset Management, where he has been active for 16 years, and has held advisory roles at multiple firms including the Institute for Wealth Management since 2019. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion across about 803 clients with a team of 17 advisors. The firm employs an internally led Investment Committee to develop model portfolios using fundamental and technical analysis, offering a range of strategies from ESG-focused core portfolios to tactical sector-rotation and specialized equity and income approaches.

Derek Finch is a financial advisor at Seaside Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at firms including Evolve Private Wealth, LLC and Commonwealth Financial Network. Outside of finance, he has experience in the brewing industry through Gravcap Brewing. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $362 million in client assets. The firm employs a modern portfolio theory approach with a focus on passive, diversified exposure and offers asset management, financial planning, and retirement plan consulting services.

Paul Yeh is a financial advisor with Axos Invest, Inc, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors Networks LLC, and Advyzon. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily composed of mutual funds and ETFs. The firm emphasizes asset allocation and diversification, with options for thematic exposures and tax-loss harvesting, and operates within the Axos Financial group alongside affiliated brokerage and custody services.

Brad Duerks is a financial advisor at Tidemark, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial for 18 years. He conducts fixed life insurance business through Millennium Brokerage Group. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and other institutional clients. The firm designs tailored portfolios using a range of investment vehicles and employs fundamental, technical, charting, and cyclical analysis in its process.

Jonathan Strauss is a CFP® and Series 65-registered advisor with Christopher Weil & Company, Inc., where he has worked for 10 years. He has nine years of industry experience. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting to a range of clients including individuals, pension plans, charities, and corporate entities. The firm employs diversified portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, guided by fundamental, quantitative, and qualitative analysis.

Kyle Smith is a financial advisor with Superior Planning Wealth Management & Family Office in San Diego, CA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He previously worked at CalPro Financial Network for 12 years and has been involved in music as a self-employed musician since 2014. Superior Planning Wealth Management & Family Office provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm uses a mix of proprietary strategic allocation models and customized portfolios, often managing accounts with discretionary authority while coordinating with independent managers and outside advisors.

Patrick Bowers is a financial advisor at Superior Planning Wealth Management & Family Office in San Diego, CA, holding a Series 65 license with two years of industry experience. He has worked in education as an English teacher for high school students and serves as an instructor for the nonprofit Society for Financial Awareness, which focuses on financial literacy. Bowers also co-owns Bowers Financial Group LLC, which provides health insurance services and related tax and banking activities. Superior Planning Wealth Management & Family Office offers investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs proprietary strategic allocation models and customized portfolios, coordinating with sub-advisors and custodians to provide discretionary portfolio management alongside comprehensive wealth-planning services.

Caroline Mason is a financial advisor at Cascade Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has worked at several firms including Guide My Finances and Captrust. Outside of finance, she has experience working with Main Street Swim School and has been involved with the City of Roseville Parks and Recreation. Cascade Financial Partners is an SEC-registered investment adviser serving individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning. The firm manages roughly $1.16 billion for about 271 clients using tailored portfolios based on clients’ objectives, time horizons, and risk tolerances.

Brendan Mc Murtrie is a Certified Financial Planner™ with 23 years of experience in the financial services industry. He is currently with Financial Sense Advisors, Inc. and Financial Sense Securities, Inc. and previously worked at Northwestern Mutual Investment Services and AXA Advisors. Financial Sense Advisors, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis across a range of investment strategies.

Curtis Custard is a CFA® charterholder currently with Centura Wealth Advisory in San Diego, CA. He has five years of prior experience at Newton Investment Management and one year at CCG Wealth Management 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 employs a diversified investment approach and serves clients typically with portfolios of $2 million or more.

Brett Lathrup is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Blankinship & Foster, LLC. His prior roles include positions at Creative Money LLC and White Raven Financial Services, Inc. He also has experience working at LPL Financial and Washington State Employees Credit Union. Blankinship & Foster is an SEC-registered advisory firm managing approximately $940 million for individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm follows an asset-allocation driven approach, employing a documented process that includes investment policy statements, goal-setting, and ongoing portfolio monitoring across a range of traditional and alternative asset classes.

Ike Ekeh is a financial advisor with Kingstone Capital Partners Texas, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Kingstone Capital Partners since 2017 and previously worked at NDC Data for one year. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a combined bottom-up fundamental and top-down investment approach, managing separately managed accounts primarily through direct equity holdings or ETFs, and sometimes uses derivatives with quantitative risk controls.

Larry Steckler is a CFP® with 31 years of experience in the financial industry. He is associated with Blue Sky Capital Consultants Group, Inc., where he has been working since 2017. In addition to his advisory role, Steckler volunteers with the Financial Planning Association, providing pro bono financial planning services to wounded veterans. Blue Sky Capital Consultants Group, Inc. offers discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process that includes the use of derivatives and margin transactions, serving several hundred client accounts with approximately $306 million in discretionary assets under management.

Matthew Rinkey is a financial advisor at Illumination Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Illumination Family Office since 2021. He is also the president and owner of Illumination Family Office, which provides family office services to individuals and businesses. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans by offering comprehensive Financial Life Management that integrates financial planning with ongoing investment management. The firm uses client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and regular portfolio monitoring.

Tina Vieregg is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Capital Management Investments LLC since 2021. Her prior experience includes roles at Seaside Wealth Management, Inc., eMoney Advisor, LLC, and Gries Financial LLC. Creative Capital Management Investments LLC is a fee-only advisory firm serving individuals, high-net-worth clients, professionals, business owners, retirement plans, and families in business. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and offers customized portfolio management, financial planning, and specialized consulting services.

Stone Churby is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Presidio Capital Management, LLC, where he has worked for one year, following three years at Weatherly Asset Management, LP. 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 retirement plans. The firm employs a long-term, fundamentally driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, with additional flexibility for individual securities and alternative investments.

Christopher Jaccard is a CFP®, CFA®, and Series 65 professional with 21 years of industry experience. He has been with Financial Alternatives, Inc. in La Jolla, CA since 2002. Financial Alternatives, Inc. provides discretionary portfolio management and wealth advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm constructs diversified portfolios across various asset classes and offers project-based consulting, including late-stage college funding, while employing third-party managers and private funds when appropriate.

Russell Silberstein is a financial advisor at Carmel Capital Partners, LLC with 24 years of industry experience. He has been with Carmel Capital Partners since 2002 and also operates Silberstein Capital Management, LLC. Carmel Capital Partners provides investment management and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, corporations, and pooled-vehicle investors. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, utilizing customized portfolios, model portfolios, mutual funds, ETFs, sub-advisors, and derivative strategies. Carmel also acts as a private fund sponsor and manager, serving as general partner or manager for multiple private investment vehicles.

Jeffrey Lovegren is a financial advisor at Superior Planning Wealth Management & Family Office in San Diego, CA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has spent the majority of his career with PlanMember Securities Corporation before joining Superior Planning. 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 uses a combination of proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors while offering ongoing portfolio management and comprehensive wealth-planning services.

Scott McClatchey is a CFP® with 19 years of industry experience, currently serving as a Senior Wealth Advisor at Ballast Rock Private Wealth. He previously worked at WWM Financial and LPL Financial. Outside of his advisory role, he is the Treasurer of the Carlsbad Rotary Foundation, where he manages the investment account in accordance with the foundation’s Investment Policy Statement. Ballast Rock Private Wealth offers tailored portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios guided by documented client risk tolerance and objectives.