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 with Superior Planning Wealth Management & Family Office in San Diego, holding a Series 65 credential and two years of industry experience. Prior to joining Superior Planning, he worked at PlanMember Securities Corporation and CALPRO Network Financial Services. Outside of advising, he teaches English at Grossmont Union High School District and provides financial literacy education through the Society for Financial Awareness. 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 utilizes proprietary strategic allocation models alongside customized portfolios, coordinating with independent managers and outside tax or legal advisors.

Marcelle Kako is a CFP® and holds a Series 66 license. She currently works at Financial Alternatives, Inc. and has experience across several roles, including positions at Independent Investment Bankers, San Diego State University, and with Senator Joel Anderson. Financial Alternatives, Inc. serves a diverse client base including individuals, retirement plans, business entities, trusts, estates, and charitable organizations. The six-person team manages approximately $615 million in assets, offering discretionary portfolio management, wealth advisory, and financial planning services with diversified investment strategies.

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.

John Barber is a CFA® charterholder with 22 years of industry experience. He has been with Trivant Custom Portfolio Group LLC since 2003, where he is part of a four-advisor team based in San Diego, CA. TriVant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach with an emphasis on asset allocation, utilizing quantitative models and research to construct diversified portfolios within defined risk constraints.

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.

Michael Blackman is a ChFC® credentialed advisor with Elevated Capital Advisors, LLC and has two years of industry experience. He has a background that includes service as a full-time officer in the U.S. Navy and ownership of businesses involved in insurance sales and personal investment trading. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis with both strategic and tactical asset allocation, providing a range of portfolio management and consulting services through a network of independent advisors.

Brett Lathrup is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Blankinship & Foster, LLC since 2024. His prior roles include positions at Creative Money LLC, White Raven Financial Services, and LPL Financial. Outside of finance, he has experience working with Dixon Golf. Blankinship & Foster is a nine-advisor SEC-registered firm managing approximately $940 million for individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm follows an asset-allocation-driven investment approach supported by a documented process that includes goal-setting, portfolio construction, and ongoing monitoring, utilizing a diverse range of securities and emphasizing cost-effective mutual fund share 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.

Alin Wadhwa is a Series 65 licensed financial advisor with Bamboo Wealth Strategies, based in San Diego, CA, with one year of industry experience. He is dually registered as an Investment Advisor Representative with both Bamboo Wealth Strategies and Sovran Advisors. Outside of advisory work, he is involved with Spectrum Consulting Group, a consulting firm primarily serving medical clients with accounting and operational support services, and contributes to SummaCor, Inc., a medical startup focused on circulatory assist device development. Bamboo Wealth Strategies provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, client-specific approach to portfolio construction, typically focusing on diversified, low-cost ETFs and individual bonds, and offers both fixed-scope and ongoing planning services with discretionary trading and rebalancing.

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 17 years of industry experience. He holds Series 63 and Series 65 licenses and has led Illumination Family Office since 2021. He also operates Rinkey Investments, which he founded in 2008. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers integrated Financial Life Management, pension consulting, and business-owner exit planning through a team-based approach that combines strategic and tactical asset allocation across multiple offices.

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, 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.

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.