Ryan Preiss is a financial advisor at Financial Sense Advisors, Inc. with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at ThePARTNERS Wealth Management and Puplava Securities, Inc. In addition to his advisory role, he provides small business financial and operational consulting through Mission Consulting. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis to implement client-directed investment strategies.

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, currently serving at Weatherly Asset Management in Del Mar, CA. He has been with Weatherly since 2012, aside from a brief period at Apax English and LPL Financial. Ryan is part of a multi-advisor team at the firm. Weatherly Asset Management provides discretionary portfolio management and comprehensive financial planning to individual and institutional clients, including trusts, retirement plans, and charitable organizations. The firm employs a combined top-down and bottom-up investment approach, focusing on mid- to large-cap core equities and high-quality fixed income, with portfolios managed by an investment committee and team workflow.

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 Series 65 licensed advisor with seven years of industry experience. He is currently with Drive Wealth Advisers and has previously worked at Beacon Pointe Insurance Services, Beacon Pointe Advisors, Ailsa Capital inc, Mountain West Advisors, and Stryker. Outside of advisory roles, he is also an insurance agent specializing in life, health, and accident products. Drive Wealth Advisers serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and offers a broad range of investment strategies alongside comprehensive financial planning and family office services.

Thomas Freismuth is a financial advisor with Accelerate Retirement, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has previously worked at firms including NFP Retirement, Cambridge Investment Research Advisors, HUB International, LPL Financial, and Mutual Service Corporation. Outside of his advisory role, he is involved with Touch of Green LLC, a cultivation enterprise. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm focuses on customized portfolio construction and retirement plan services, managing assets across multiple custodial platforms while offering co-fiduciary roles and conducting formal investment due diligence for plan sponsors.

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.

Dana Morgera is an advisor at Bull Oak Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Bull Oak, Morgera held positions at The Upper Deck Company, San Diego Seals, Dutchess Day School, Battery Park City Authority, and Soccer Stars. Bull Oak Capital serves individual and high-net-worth clients, providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes broad diversification using primarily exchange-traded funds and tailors portfolios to clients’ goals, risk tolerance, and time horizon.

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.

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.

Matthew Goldberg is a CFP® and Series 65 licensed financial advisor at Blue Sky Capital Consultants Group, Inc. in Poway, CA, with four years of industry experience. Prior to joining Blue Sky in 2023, he worked at D.M. Brenner, Inc. and has a background that includes roles at San Diego State and Grossmont Community College. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, and advisory consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process incorporating fundamental and technical analysis, modern portfolio theory, and both long- and short-term trading, with a notable use of derivatives and borrowing strategies within separately managed accounts.

Juan Aguilar is a financial advisor at Pathview Wealth Advisors in San Diego, CA, holding CFP® and Series 63 credentials. He has been in the industry since 2013, with prior experience at Rowling & Associates. Pathview Wealth Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, providing investment supervisory services along with financial planning and consulting. The firm emphasizes client-specific investment policies implemented through asset allocation and fundamental analysis, primarily using mutual funds and ETFs.

Trevor Shaw is a CFP® professional with four years of industry experience, currently serving at Gradient Capital Advisors, LLC. He has been with Gradient Capital Advisors since 2015, working continuously in various capacities within the firm. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and corporate plan sponsors. The firm employs a combined fundamental and technical investment approach, utilizing a range of strategies including options, short sales, and margin transactions, and provides comprehensive portfolio management, financial planning, and retirement plan consulting.

John Gorlow is the sole advisor at Cardiff Park Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has led Cardiff Park Advisors since 2003. Outside of his advisory role, he is involved in a technology services business focused on business development. Cardiff Park Advisors offers integrated wealth management services for high-net-worth individuals, families, trusts, and foundations. The firm employs an evidence-based, globally diversified investment approach using low-cost mutual funds and ETFs, emphasizing tax-aware rebalancing and coordination with outside professionals to align legal and tax strategies with portfolio management.

Brenton Armstrong is a CFP® professional with 18 years of industry experience, currently serving at Weatherly Asset Management since 2015. He holds the Series 65 designation and is based in Del Mar, CA. Weatherly Asset Management serves individual and institutional clients, including trusts and retirement plans, through discretionary portfolio management and comprehensive financial planning. The firm employs a team-based investment approach combining macroeconomic analysis with fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income.

James Freeman is a CFP® professional with over 21 years of industry experience. He has been with Financial Alternatives, Inc. since 1989. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and wealth advisory services. Financial Alternatives, Inc. employs diversified portfolios across various asset classes and provides ongoing supervision and consolidated reporting through third-party platforms.

Todd Seger is a financial advisor at Guide Advisors, Inc. in San Diego, CA, holding a Series 65 credential with eight years of industry experience. Prior to his current role, he served 11 years in the United States Air Force and has held engineering and aviation consulting positions, including as president of Seger Aviation, LLC. In his aviation consulting business, he focuses on software design requirements for F-16 adversarial air flying missions. Guide Advisors, Inc. provides fee-based financial planning and consulting to individuals, high-net-worth clients, and charitable organizations, offering co-advisory management through third-party platforms. The firm emphasizes public education via seminars and workshops and supports clients with insurance and annuity products through licensed agents.

Kelli Burger is a CFP® and Series 65-registered advisor with Weatherly Asset Management, where she has worked since 2016, accumulating 13 years of industry experience. She is based in Del Mar, CA, and operates within an 11-advisor team at the firm. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets. The firm combines a top-down macroeconomic perspective with bottom-up fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income, and employs a team-based approach supported by an investment committee.

Colin Summers is a CFP® affiliated with Bull Oak Capital, LLC and has one year of experience in financial advising. Before joining Bull Oak Capital, he worked at the City of San Diego for six years and at Starbucks Corporation for six years. Bull Oak Capital serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm manages approximately $261.6 million in discretionary assets across about 125 client relationships, using a broadly diversified approach centered on exchange-traded funds tailored to clients' goals and risk tolerance.

William Frankenstein is a CFP® with 42 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He is also involved with the Foundation for Senior Services, where he discusses financial planning with seniors. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and diversified investment strategies.