Mark Myers is a financial advisor with American Money Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at American Money Management since 2019 and previously held roles at Credit Union Financial Solutions and Horter Investment Management. Outside of his advisory role, he owns Myers Financial Services, where he acts as a life insurance agent specializing in fixed and fixed-indexed annuities. American Money Management, LLC is a multi-office team firm managing several hundred million dollars for individuals, pension plans, trusts, and corporations. The firm offers discretionary portfolio management with tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, as well as alternative investments, into its investment process.

Giovanna Leyva is a CFP® with one year of experience in the financial advisory industry. She is currently with Tidemark, LLC and previously worked at LPL Financial LLC. Outside of advisory services, Leyva is employed by Brigantine, Inc. Tidemark, LLC serves individuals, small businesses, pension plans, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm manages $462.5 million in assets, offering tailored portfolios that include equities, ETFs, mutual funds, fixed income, alternative investments, structured products, and selected cryptocurrencies.

Glenn Goodstein is a financial advisor at The Investment House LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at MG Capital Partners since 2016, The Investment House LLC since 2012, and GSG Capital Advisors, which he owns and presides over, since 1997. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm employs client-specific investment policies implemented across multiple strategies, utilizing a mix of fundamental analysis and sector selection, and manages over $2 billion in assets with a compact advisory team.

Connor Mac Kenzie is a financial advisor at Financial Alternatives, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he spent 15 years in private and public education and four years at UCSD. Financial Alternatives, Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and offers project-based consulting, including late-stage college funding.

Kristina Tabuena is a financial advisor at Christopher Weil & Company, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at firms including Mariner Wealth Advisors and Wells Fargo. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting to a diverse client base that includes high-net-worth individuals, pension and profit-sharing plans, charities, and corporate entities. The firm employs a variety of portfolio strategies and uses fundamental, quantitative, and qualitative analysis to guide investment selection.

Carmel Exum is a financial advisor with Nelson Securities, Inc. in San Diego, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Nelson Securities, she worked in various roles at Transition Staffing Group, Marriott Hotels, Hilton Hotels, PETSMART, and the University of California San Diego. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through discretionary investment management and consulting services. The firm employs a combination of fundamental and technical analysis and uses diverse strategies, including stocks, ETFs, and short-selling funds, tailoring asset allocations based on investor profiles and Investment Policy Statements.

Anthony Ferreira is a CFP® professional with 22 years of experience in the financial advisory industry. He has been with WorthPointe, LLC since 2013. Ferreira holds Series 63 and Series 65 licenses and is based in Ramona, CA. WorthPointe provides discretionary portfolio management and a range of financial planning and consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach uses Modern Portfolio Theory with diversified model portfolios primarily composed of mutual funds and ETFs, supported by an internal suitability process and an Investment Committee.

Alfonso Ruiz Ortiz is a financial advisor at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has worked at Finec Asset Management since 2021. Ortiz also serves as a fund manager for Administración y Asesoría Dinámica SC, a financial advisory firm based in Guadalajara, Mexico, where he dedicates part of his time managing investment funds. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations primarily in the United States, Canada, Mexico, and other Latin American countries. The firm employs a combination of fundamental, technical, and cyclical analysis alongside macroeconomic research to create customized portfolios tailored to client objectives and risk profiles.

Timothy Sagawa is a CFP®, CFA®, and Series 66 credentialed advisor with 22 years of industry experience. He is currently with Gradient Capital Advisors, LLC, where he has worked 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 and short sales, and offers comprehensive portfolio management, financial planning, and retirement plan consulting.

Maryam Anaya is a financial advisor at Pacific Wealth Management with one year of industry experience. She holds a Series 65 license and previously worked at LPL Financial, Credit Suisse, Peloton Capital, VIVE Active, and The University of Sydney. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities with discretionary asset management, comprehensive financial planning, and other consulting services. The firm uses an asset-allocation driven approach featuring mutual funds, ETFs, equities, fixed income, options strategies, and structured products, managing approximately $365 million on a discretionary basis through a seven-advisor team.

Michael Lim is a financial advisor with Pacific Wealth Management in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Girard Securities, Inc. since 2005 and with Pacific Wealth Management since 1998. Pacific Wealth Management serves individuals, trusts, retirement plans, and business entities, offering discretionary and non-discretionary asset management, financial planning, consulting, and 529 plan management. The firm employs a client-specific, asset-allocation approach through its “Proactive Asset Management” framework and manages approximately $318 million in assets across about 210 client relationships with a six-advisor team.

Jagdish (Jay) Sitlani is a CFA® charterholder with experience at Pacific Point Advisors, LLC since 2026 and previously at Pacific Point Capital, LLC and Relational Investors LLC. He has professional experience spanning over two decades in investment management. Sitlani serves as Chief Financial Officer of Pacific Point Capital, a real estate fund affiliated with Pacific Point Advisors. Pacific Point Advisors primarily serves affluent and high-net-worth families, entrepreneurs, executives, and select institutions. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and private fund management, with an investment approach centered on customized, diversified portfolios and manager selection.

Michelle Lin is a CFP® with 17 years of industry experience, currently serving at Blue Sky Capital Consultants Group, Inc. She has held roles at Capital Financial Consultants Group, Inc. and Independent Financial Group throughout her career. Lin also works as a client service manager and registered representative. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio and model-portfolio management, financial planning, and pension consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process including fundamental and technical analysis, with notable use of derivatives and borrowing strategies in separately managed accounts.

Matthew Holman is a financial advisor at Modern Capital Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Modern Capital Advisors and Liberty Partners Financial Services since 2011. Outside of his advisory role, Holman is involved in lacrosse as a coach at San Diego State University and participates in regional college lacrosse tournaments through the Southwestern Lacrosse Conference, as well as supporting the EMW Foundation, a nonprofit organization. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with actively managed funds or third-party managers, and offers discretionary and non-discretionary asset management services.

Michael Harris is a CFP® and CFA® with 22 years of industry experience, currently serving at Trivant Custom Portfolio Group LLC since 2008. He is based in San Diego, CA, and holds a Series 65 license. Outside of financial advising, Mr. Harris is involved in managing several real estate and assisted living LLCs. Trivant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily to individual and high net worth clients, employing a top-down, style-rotation investment approach that emphasizes asset allocation and utilizes quantitative models alongside internal and third-party research.

Kurt Carroll is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Marshall McGowan, and Marriott. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, sub-advisors, and co-advisor arrangements with third-party money managers and offers account reviews, educational seminars, and both discretionary and client-approved trading.

Michael Munson is a CFA® charterholder with 12 years of industry experience. He has been with MYeCFO since 2013 and also maintains a role at Denali Advisors. MYeCFO is a team-based advisory firm serving individuals, including high-net-worth clients, as well as businesses and non-profits. The firm offers portfolio management, financial planning, and wealth-management coordination, with an investment approach that emphasizes passive vehicles alongside tactical adjustments. MYeCFO integrates accounting and tax-preparation services into its advisory offerings and provides educational workshops and bookkeeping services as part of client engagements.

Ryan Richardson is a CFP® and ChFC® with 13 years of industry experience. He has been with Weatherly Asset Management in various capacities since 2012. The firm serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, providing discretionary portfolio management and comprehensive financial planning. Weatherly Asset Management manages approximately $1.68 billion in client assets through a team-based approach that combines macroeconomic analysis with fundamental research focused on mid- to large-cap equities and high-quality fixed income.

Grace Hansen is a financial advisor at Pacific Point Advisors, LLC in San Diego, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Pacific Point Advisors, she worked at CommLoan, Inc. for one year. Pacific Point Advisors serves affluent and high-net-worth families, entrepreneurs, executives, and select institutions with financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm’s investment approach includes customized, diversified portfolios and manager selection, utilizing in-house model portfolios and third-party research tools.

Tyler Stearns is a CFP® and holds a Series 66 license with 11 years of experience in the financial industry. He has been with Castle Coast Wealth, LLC and its predecessor entities since 2014. In addition to his advisory role, he is an Independent Insurance Agent, dedicating less than 5% of his time to this activity. Castle Coast Wealth, LLC manages approximately $423.7 million and provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs both quantitative and qualitative analysis in its investment process and offers both limited-scope and full discretionary advisory services for retirement plans.