Alexander Wymore is a financial advisor with Koala Financial in Bonita, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Koala Financial since 2014 and previously was with Avantax from 2022 to 2025. Outside of advisory services, Wymore is involved with Koala Financial’s accounting and tax preparation business, including bookkeeping and tax planning. Koala Financial provides investment advisory services to individuals and high-net-worth clients, offering pension consulting and written financial planning. The firm integrates accounting, tax, legal, insurance, and real estate services, and employs a multi-method investment process with discretionary portfolio management across various securities.

William Larson is a Series 65-licensed advisor at Wealth Legacy Group, Inc. with one year of experience in the financial industry. Prior to joining Wealth Legacy Group, he worked at Action Sport Rentals and held various positions while pursuing his education at Arizona State University and Baylor University. Wealth Legacy Group, Inc. serves high-net-worth families, business owners, nonprofit clients, and institutional entities by providing integrated wealth planning, business succession, philanthropic planning, and guidance on tax-deferred real estate investments. The firm utilizes a proprietary planning process and works primarily through institutional third-party managers and model platforms, focusing on coordinated discretionary management rather than in-house security selection.

Connor Buckley is a CFP® professional with two years of industry experience currently with Petix & Botte Financial. He has previously worked at LPL Financial and has experience in tax preparation through Petix & Botte Tax. Petix & Botte Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities, managing approximately $412 million in client assets. The firm utilizes customized portfolios and a variety of investment strategies, including tax-aware trading, and integrates tax preparation services alongside its advisory offerings.

Paul Botte is a CFP®-certified financial advisor with over 41 years of industry experience. He is a founding principal of Petix & Botte Financial and has held roles with LPL Financial and Tax & Financial Services Co., Inc. Since 2013, he has authored a book titled *Instant Retirement*. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $364 million across 743 clients, offering discretionary asset management and tailored portfolios that incorporate fundamental, technical, and cyclical analysis alongside various LPL Financial–sponsored advisory programs.

Todd Lunsford is a financial advisor with International Private Wealth Advisors LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at MGO Private Wealth, LLC for seven years. In addition to his advisory role, he is licensed as an insurance agent, spending a portion of his time selling various types of insurance including life and annuity products. International Private Wealth Advisors LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified portfolios with mutual funds, ETFs, individual securities, and alternative investments, managing approximately $255 million for around 384 clients.

Brandon Thorsten is a CFP® with 13 years of industry experience, currently serving as an advisor at Merrithew & Thorsten, Inc. He has been with the firm since its founding in 2001. Merrithew & Thorsten serves individual and high-net-worth clients, focusing on professionals nearing retirement or undergoing major life changes. The firm provides comprehensive financial planning, portfolio management, and tax services, using a holistic approach that emphasizes after-tax returns and lower-volatility portfolios.

Fiel Barrow is a financial advisor at Alpha & Omega with 10 years of industry experience. He holds the Series 65 designation and has worked at Alpha & Omega Financial Management Consultants, Inc. since 2017, following a year at RJ Patterson Capital Investment Group, Inc. Alpha & Omega Financial provides advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm offers portfolio management, financial planning, pension consulting, and retirement plan administrative services, using methods such as cyclical and fundamental analysis and modern portfolio theory, with a primarily non-discretionary approach.

Robert Cenko is a financial advisor at Reliance Investing, Inc. with 21 years of industry experience. He has worked at Reliance Investing since 2018 and previously spent time at Sterling Global Strategies and Northwestern Wealth Management. Mr. Cenko is also an insurance agent involved in insurance activities approximately 20% of the time. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, trusts, and similar clients. The firm emphasizes diversified, systematic portfolios with ongoing monitoring and serves primarily non-high-net-worth individuals without a firm minimum account size.

Robert Stack is a financial advisor at Stack Asset Management in San Diego, CA, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stack And Associates since 1988. Outside of investment advising, he owns an accounting and tax services firm, which he has managed since 1998. Stack Asset Management serves individual and high-net-worth clients, families, trusts, estates, and business entities by providing customized discretionary investment management. The firm’s approach is long-term and asset-allocation driven, combining macroeconomic analysis with fundamental company research to tailor portfolios primarily composed of stocks, ETFs, and bonds.

Richard Toscano is a financial advisor at Pacific Capital Associates with 19 years of industry experience. He holds a Series 66 designation and has worked at Girard Securities, Inc. and Cetera Advisor Networks before joining Pacific Capital Associates in 2011. Pacific Capital Associates serves individual clients, trusts, retirement plans, and business entities, managing approximately $221 million in assets. The firm employs a valuation-driven, value investing approach with global diversification and emphasizes low-cost index ETFs alongside selective active management.

Andrew Williams is a CFP® professional with 13 years of industry experience. He has worked with Petix & Botte Financial since 2014 and has also been associated with LPL Financial and TAX & Financial Services Co., Inc. since 2012 and 2010, respectively. In addition to his advisory role, he dedicates a portion of his time to tax preparation and accounting services. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, and integrates LPL Financial–sponsored advisory programs alongside its in-house solutions.

James West is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Platt Wealth Management since 2021 and was previously with Reilly Financial Advisors for seven years. Based in San Diego, CA, West focuses on comprehensive financial planning and investment management. Platt Wealth Management serves individual, high-net-worth, corporate, and retirement plan clients, offering discretionary investment management and written financial planning using an approach grounded in Modern Portfolio Theory. The firm emphasizes strategic asset allocation, diversified mutual fund exposure, and ongoing portfolio supervision tied to client goals and risk tolerance.

Lowell Bruhn is a financial advisor at Legion Private Wealth Management in El Cajon, CA, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he has served in the United States Navy since 2016. Legion Private Wealth Management provides discretionary and non-discretionary investment management, co-advisory services, and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental, valuation-based approach to build tailored investment strategies and offers access to third-party managers, private real estate investments, and insurance products.

Karl Kohne is a CFP® professional with experience at One Degree Advisors, Inc. since 2024. Prior to joining One Degree Advisors, he worked at California Baptist University and was involved with The Conservatory for Coffee, Tea, and Cocoa as well as Southern California Christian Academy. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management, employing a strategic asset allocation framework informed by Modern Portfolio Theory and a mix of fundamental and quantitative analysis.

Leilani Harwood is a CFP® professional with 15 years of industry experience, currently serving at Blue Sky Capital Consultants Group, Inc. She has held roles at multiple firms, including Independent Financial Group, LLC and Fortune Financial Services, Inc. Outside of her advisory work, Harwood volunteers as an executive board member for the American Youth Soccer Organization in Aliso Viejo. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, and pension consulting services to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process that incorporates fundamental and technical analysis, modern portfolio theory, and both long- and short-term trading, including the use of derivatives and margin strategies.

Brett Nussen is a CFP® professional with 10 years of experience in financial advising. He currently works at Willow Creek Financial and has previously held roles at Northwestern Mutual Wealth Management Company and other firms. Outside of advising, he was involved with FTS Promotions from 2015 to 2017. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm is noted for sponsoring its own wrap fee program and its use of advanced investment techniques such as derivatives and margin in separately managed accounts.

Tyler Goglia is a CFP® professional with three years of industry experience. He is currently with Blue Sky Capital Consultants Group, Inc., where he has worked since 2019, and previously worked at Capital Financial Consultants Group, Inc. from 2019 to 2024. Prior to his financial advising career, he spent three years at Gateway Physical Therapy & Spinal Center. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, pension consulting, and advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process and offers tailored advice through individualized accounts or model portfolios, with a noted use of derivatives and borrowing strategies uncommon among peer firms.

Alondra Zepeda Ochoa is a CFP® with four years of industry experience, currently serving as a financial advisor at Blue Sky Capital Consultants Group, Inc. She previously worked at D.M. Brenner, Inc. for four years and has a background that includes six years at San Diego State University. Blue Sky Capital Consultants Group, Inc. manages roughly $306 million in discretionary assets and serves several hundred client accounts. The firm offers a range of services including portfolio management and financial planning for individuals, retirement plans, and organizations, employing a multi-disciplinary investment approach that incorporates derivatives and leverage in separately managed accounts.

Richard Green is a financial advisor with Caitlin John, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Bastion Wealth Management and Alpha Global Investments and is CEO and co-owner of WMA Enterprises, an accounting firm specializing in tax preparation. Richard also operates as an independent insurance agent focusing on annuities and life insurance strategies. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party managers, and a variety of instruments, operating both wrap and non-wrap arrangements along with consulting for held-away assets.

Danielle Luster is a CFP® with 16 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. She has been with Spectrum Planning & Advisory Services Inc. (d/b/a Bamboo Wealth Strategies) since 2014. Outside of advising, she is an owner and corporate officer of Bamboo Insurance Services, focusing on fixed insurance sales. 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 emphasizes a long-term, client-specific approach using diversified portfolios centered on low-cost ETFs and individual bonds, along with ongoing portfolio supervision and planning services.