Stone Churby is a CFP® and holds a Series 65 license, currently serving as an advisor at Presidio Capital Management, LLC with three years of industry experience. Prior to joining Presidio Capital Management in 2026, he worked at Weatherly Asset Management, LP for three years and has experience in academic roles at the University of Oregon and California State University. Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to a range of clients including individuals, high-net-worth clients, business owners, and charitable organizations. The firm employs a fundamental analysis-driven investment approach, favoring long-term strategies with low-cost mutual funds and ETFs, while maintaining flexibility to use various investment vehicles and risk management tools.

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 with Carmel Capital Partners, LLC in San Diego, CA, where he has worked since 2002. He holds 25 years of industry experience and also operates Silberstein Capital Management, LLC. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, offering services including financial planning, sub-advisory, and private investment vehicle management. The firm emphasizes fundamental valuation with a focus on free cash flow and capital preservation and plays an active role as sponsor and manager of multiple private funds and special purpose vehicles.

Christopher Calvert is a financial advisor at J.M. Arbour, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Pando Alts, Cuatro Capital Securities LLC, and Catch Capital, LLC. Calvert is also involved with CCAST Holdings, LLC outside of his advisory role. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm offers comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and private fund management, utilizing model portfolios and strategies such as direct indexing and the use of derivatives.

Shauna Price is a financial advisor at Colomb Investment Management Company, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Paradigm Shift Financial, Park Avenue Securities, and Guardian Life Insurance Company. Price is also an independent licensed insurance agent. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, strategic approach based on Modern Portfolio Theory and typically uses third-party managers in co-advisory arrangements.

Jeffrey Lovegren is a financial advisor at Superior Planning Wealth Management & Family Office with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has spent his career primarily 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 employs proprietary strategic allocation models and customized portfolios, often managing accounts with discretionary authority while coordinating with independent managers and external advisors.

Paul Lipcius is a financial advisor with PracticeCFO Investments in San Diego, CA, holding a Series 65 designation and 10 years of industry experience. He has been with PracticeCFO and PracticeCFO Investments since 2016. Outside of advisory services, he provides accounting and CFO advisory work through PracticeCFO. PracticeCFO Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans by offering investment management, financial planning, retirement plan advisory, insurance placement, and tax and accounting services. The firm employs a hybrid investment approach based on Modern Portfolio Theory, combining low-cost passive ETFs with tactical asset allocation and formal Investment Policy Statements.

Ari Crandall is a CFP® professional with 27 years of experience in financial advising. He is currently with Premier Wealth Advisors, LLC and has previously worked at Independent Financial Group, LLC and Hornor, Townsend & Kent, LLC. In addition to his advisory work, he is also a licensed real estate agent and prepares income taxes. Premier Wealth Advisors, LLC serves individuals, trusts, estates, business entities, and retirement plans, offering wealth management and comprehensive financial planning with an emphasis on risk-based allocation to passively managed funds and client-approved portfolio implementation.

Zoe Rubendall is a financial advisor at Centura Wealth Advisory with six years of industry experience. She holds a Series 65 credential and has worked at CCG Wealth Management and Nordstroms prior to joining Centura. Outside of her advisory role, she is involved in the sale of commission-based insurance products. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets and employs a customized investment approach combining mutual funds, ETFs, alternative investments, structured products, and independent managers.

Scott Clements is a Series 66-licensed advisor at Cavu Wealth Management with 15 years of industry experience. Prior to joining Cavu in 2020, he worked at Hayes Investment Management for over a decade. Outside of financial advising, he owns and operates a video production business that films high school sports. Cavu Wealth Management serves individuals, retirement plans, charitable organizations, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm manages portfolios on a discretionary basis using asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies, with regular account reviews and client meetings.

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® certificant affiliated with Tidemark, LLC, with two years of industry experience. She has worked at LPL Financial LLC and Tidemark Financial Partners, LLC. Outside of her advisory role, she holds a non-investment position at Brigantine, Inc. in San Diego. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm creates tailored portfolios utilizing a range of investment vehicles and analytical techniques, and manages $462.5 million in assets.

Glenn Goodstein is a financial advisor with The Investment House LLC in Del Mar, CA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at The Investment House LLC since 2012 and has been involved with MG Capital Partners and GSG Capital Advisors for over two decades. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as to institutional and pooled investment vehicles. The firm develops client-specific investment policies and implements them across various strategies using fundamental analysis and sector selection, managing registered investment companies, an ETF, and private funds with over $2 billion in assets under advisement.

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 six 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 services to a diverse client base, including individuals, pension plans, charities, and corporations. The firm employs a variety of portfolio strategies, including the use of derivatives and cryptocurrency-related investments, and offers personalized investment policies and ongoing advisory support.

William Tatis Flanagan is a financial advisor at Financial Alternatives, Inc. based in La Jolla, CA. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Financial Alternatives, he worked at Cetera, Cetera Wealth Services, NORTH STAR RESOURCE GROUP, PwC, and has additional experience in various roles dating back to 2015. Financial Alternatives, Inc. serves individuals, retirement plans, business entities, trusts, estates, and charitable organizations, managing approximately $615 million in client assets. The firm offers discretionary portfolio management, wealth advisory, and financial planning services through a six-person advisory team, implementing diversified investment strategies across multiple asset classes.

Carmel Exum is an advisor at Nelson Securities, Inc. in San Diego, CA, holding Series 65 and Series 63 registrations with five years of industry experience. Prior to joining Nelson Securities in 2020, Carmel worked at several firms including 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 a team of nine advisors, offering discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis across various investment strategies, with continuous account monitoring and client approval for trades.

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.