Emily Brillo is a financial advisor with Potentia Wealth in Escondido, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Mariner Independent. She is involved in operational, compliance, and business transition duties related to LPL Financial. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, technical, and top-down analysis, and offers both wrap and non-wrap account options primarily custodied at LPL.

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.

Jerri Hammons is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, California, with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Integrated Advisors Network, Axxcess Wealth Management, and Best Practices of America. Seaside Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes modern portfolio theory, using passive/indexed investments, broad asset allocation, and disciplined rebalancing.

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.

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.

Ryan Preiss is a financial advisor with Financial Sense Advisors, Inc. holding Series 63, 65, and 66 credentials and five years of industry experience. His prior roles include positions at ThePARTNERS Wealth Management and Puplava Financial Services. Outside of advisory work, he operates Mission Consulting, a small business financial and operational consulting service. Financial Sense Advisors, Inc. manages approximately $836 million for about 588 clients, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis to execute client-directed investment strategies across a spectrum of risk profiles.

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.

Dane Jensen is a financial advisor at Drive Wealth Advisers with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Pointe Advisors, Beacon Pointe Insurance Services, Ailsa Capital Inc., Mountain West Advisors, and Stryker. In addition to his advisory role, he serves as an insurance agent at Beacon Pointe Insurance Services. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation and offers a broad range of investment strategies including equity, options, and structured products, along with family office services and formal account reviews.

Drew Phillips is a financial advisor at PracticeCFO Investments in San Diego, CA, holding a Series 65 designation with eight years of industry experience. He has been with PracticeCFO Investments since 2018 and previously worked at Medimpact Healthcare Systems, Inc. from 2016 to 2018. PracticeCFO Investments offers a range of services including investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $401.6 million across about 211 clients. Their investment approach blends Modern Portfolio Theory with low-cost passive ETFs and tactical asset allocation, supported by formal Investment Policy Statements and coordinated tax professional involvement.

Cory Large is a financial advisor at Anchor Bay Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked with the NAU Investment Club, Coastal Media Management, and Coast VBC. Anchor Bay Capital, Inc. provides investment management, financial planning, and retirement-plan services to individuals, business entities, and pension/profit-sharing plans. The firm manages approximately $216.2 million in discretionary assets and constructs diversified portfolios using fundamental analysis and independent research, tailored to client risk profiles and investment policy statements.

Kyle Spiewak is a financial advisor with Pacific Point Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at several firms including Del Mar Wealth Advisors and Avantax Advisory Services. In addition to his advisory role, he is a partner at Torrey Pines Advisors & Accountants LLP, where he provides tax and accounting services. Pacific Point Advisors serves affluent and high-net-worth families, entrepreneurs, executives, and select institutions, offering financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm employs customized, diversified portfolios and manager selection, utilizing in-house model suites and third-party research, with a distinctive approach that includes licensed strategies and sponsored private funds.

Kimberly Benson is a CFP® professional with eight years of experience in financial advisory services. She has been with Creative Capital Management since 2015, including its current iteration, Creative Capital Management Investments LLC, where she works as part of a six-advisor team based in San Diego, CA. Creative Capital Management Investments LLC provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, offering customized portfolios and specialized consulting in areas such as estate and tax planning, divorce settlement, inheritance, and business succession.

Andrew Hoffarth is a CFP® with 13 years of industry experience, currently serving at Financial Alternatives, Inc. since 2021. He previously worked at Securities America Advisors, Inc. and Essential Planning Services, LLC. Financial Alternatives, Inc. provides advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations, offering discretionary portfolio management, wealth advisory, and financial planning. The firm constructs diversified portfolios using a range of asset classes and employs a disciplined approach that includes the use of third-party asset managers and consolidated reporting platforms.

Kent Hulse is a ChFC® credentialed financial advisor with four years of experience at Copley Financial Group, Inc. He has prior experience with Emerson Equity LLC and has also worked in loan arrangement and tax planning roles at Senior American Funding, Inc. and Heritage Tax & Insurance. Copley Financial Group is a team-based registered investment adviser that provides portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans through direct management, third-party money manager referrals, and model-based programs. The firm combines multiple investment approaches including model portfolios and alternative investments, offering discretionary or client-approved trading and educational seminars.