Brady Boyd is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Coronado Investment Advisors, LLC since 2016. Outside of his advisory role, he manages a Kidokinetics franchise in San Diego that offers youth sports and recreation programs. Coronado Investment Advisors provides discretionary portfolio management and advisory services to individuals, families, trusts, corporations, endowments, and government entities. The firm uses an adaptive, active investment approach combining fundamental, technical, and statistical methods, implementing portfolios mainly through individual stocks, bonds, and ETFs.

Tony Hsu is the sole advisor at Alethea Capital Management, LLC, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with Alethea Capital Management since 2011. Alethea Capital Management provides discretionary investment management, financial planning, and consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis across multiple strategies and manages approximately $196 million in discretionary assets.

Aaron Baker is a financial advisor at Wismar Financial with one year of industry experience. He holds the ChFC® designation and has worked with several firms, including World Financial Group and Baker and Baker Financial LLC dba Wismar Financial. Outside of finance, he has been involved with Rubios Restaurants since 2010. Wismar Financial provides ongoing portfolio management and individualized financial planning to individuals, families, trusts, estates, and small businesses. The firm constructs tailored portfolios using both technical and fundamental analysis and offers a range of strategies including long-term investing, short-term trading, and selective cryptocurrency exposure.

Christopher Tate is a CFP® professional with 26 years of experience in financial advising. He has been with ACAS LLC, operating as Tate Asset Management and DCO Wealth Management, since 2009. In addition to his advisory role, he is a licensed independent life insurance agent in California. ACAS LLC serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and corporate entities. The firm provides investment supervisory services, discretionary advisory, and financial planning, with a focus on ERISA retirement plan services and a portfolio construction approach that includes a range of asset classes and trading strategies.

Wesley Ursick is a financial advisor at SCSC Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial and LPL Financial. He serves on the board of a health solutions nonprofit in Pueblo, Colorado. SCSC Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and business entities. The firm employs a variety of strategies including fundamental and technical analysis, option writing, and the use of artificial intelligence tools within discretionary portfolio management.

Eric Schmid is a CFP® professional with nine years of industry experience, currently serving as an advisor at Ted Buchan & Company since 2016. He is based in San Diego, CA, and works within a small team of two advisors at the firm. Ted Buchan & Company provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $413 million in assets. The firm uses firm-developed model portfolios combined with fundamental and technical analysis, offering both discretionary and non-discretionary management along with annual account reviews.

David Jensen is a financial advisor at Jensen Capital Asset Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including BKM Capital Partners, RedHill Realty Investors, and Pickwick Capital Partners. Outside of advisory work, he manages real estate development activities through His Glory Development LLC and serves as a managing member of his family office, DF3 Holdings LLC. Jensen Capital Asset Management provides state-registered discretionary portfolio management services primarily for individual clients, trusts, and estates. The firm combines fundamental and technical analysis through an investment committee and focuses on tax-efficient portfolios constructed from individual bonds, equities, and low-cost ETFs. The firm is also notable for its principals’ active involvement in real estate brokerage and private real estate investment activities.

Brenton Devore is a financial advisor with DeVore Financial Advisors LLC, holding the ChFC® designation along with Series 66 and Series 65 licenses. He has 20 years of industry experience, including prior roles at Index Fund Advisors, Inc., Check Capital Management Inc., and Charles Schwab. In addition to his financial advisory work, Devore serves as a full-time police sergeant with the City of San Diego. DeVore Financial Advisors LLC provides financial planning, consulting, and discretionary investment management services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes an evidence-based investment approach grounded in Modern Portfolio Theory and Fama-French research, incorporating Dimensional Fund Advisors’ models and proprietary quantitative algorithms to construct globally diversified, tax-efficient portfolios.

Grant Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in San Diego, CA, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he spent four years at Oregon State University and four years at Poway High School. Van Nostrand Wealth Management LLC serves individual and retirement-plan clients, focusing on customized investment management and financial planning. The firm employs a blend of passive and active strategies using mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerance.

Patricia Patterson is a CFP® certificant with 28 years of industry experience, currently serving as an advisor at Premier Financial Planning, Inc. in San Diego, CA. She has been with Premier Financial Planning since 2004, including its predecessor LLP structure. Premier Financial Planning, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, offering customized investment policy statements and ongoing portfolio monitoring tailored to client objectives.

Laura Devore is a financial advisor at DeVore Financial Advisors LLC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Apriem Advisors and Fidelity Brokerage Services, LLC. She is also an independent insurance agent for Apriem Insurance Services. DeVore Financial Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines discretionary portfolio management and written financial plans with algorithm-driven strategies and an automated platform to deliver personalized investment solutions.

Raphael Biderman is a financial advisor at Fairbanks Capital Management, Inc. with eight years of industry experience. He holds a Series 65 designation and has been with Fairbanks Capital Management since 2015. The firm provides discretionary investment management and limited financial-planning advice to individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, foundations, and pooled investment vehicles. Fairbanks Capital Management employs a concentrated, long-term equity strategy combined with an investment-grade fixed-income sleeve, managing portfolios on a discretionary basis with documented risk controls and quarterly client reporting.

Jiang Jing is a Series 65 licensed financial advisor at Xinde Asset Management Limited with three years of industry experience. He also operates Sean Jiang Law Office, a boutique California law firm where he is the sole owner and practicing attorney. His prior work includes roles at Shenzhen HongFang Private Securities Fund Management Limited and Northeast Securities Corporation Limited. Xinde Asset Management Limited provides investment management services to a variety of clients, including business entities, families, trusts, and charitable organizations. The firm offers portfolio monitoring, discretionary and non-discretionary account management, and investment analysis utilizing both fundamental and technical approaches, supported by a network of cross-border legal and trust service affiliations.

Luka Erceg is a financial advisor at Dynamique Capital Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has a background in consulting on turnaround and restructuring matters through his firm, Erceg Partners, LLC. Erceg is also a licensed attorney who occasionally provides pro bono legal services for non-profit organizations. Dynamique Capital Advisors serves primarily high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a tactical asset allocation strategy using fundamental, technical, cyclical, and event-driven analysis across a wide range of investment instruments.

Shawn Orser is a financial advisor with Seaside Financial & Insurance Services, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked at Fortune Financial Services, Inc. since 2014 and was previously with Northwestern Mutual Investment Management. Orser serves as a trustee on the Board of Directors for Collaborative Investment Series Trust, overseeing mutual funds and fund managers. Seaside Financial & Insurance Services provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, businesses, charitable organizations, and trusts and estates. The firm emphasizes fundamental analysis and a long-term investment approach, utilizing third-party research and financial planning tools, and offers portfolio management, pension consulting, and access to a broad range of securities and insurance products.

Damien Lanyon is a CFP® and ChFC® with 27 years of industry experience. He is affiliated with Lanyon Advisory Services (Viewpoint Financial Partners, LLC), where he has worked since 2015. Lanyon is also an independent licensed insurance agent. Lanyon Advisory Services provides portfolio management, financial planning, and access to third-party managers for individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages approximately $109 million across about 70 clients, employing multiple analytical approaches and offering both discretionary and non-discretionary management.

Michael Hart is a CFA® charterholder with 16 years of industry experience. He has been with Hemispheres Investment Management since 2014 and previously worked at Hemisphere Asset Management, Inc. from 2004 to 2008. He is based in San Marcos, CA. Hemispheres Investment Management provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs a value-oriented, fundamentally driven investment process that incorporates derivatives strategies to reduce risk and generate income, managing a concentrated client base with frequent account reviews.

Sandie Turley is a financial advisor with Western Financial Corporation in San Diego, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked at Western Financial Corporation since 2016 and was previously involved with Rivulet Media, Inc. and her own firm, S. Turley & Co. LLC. Western Financial Corporation is an SEC-registered investment adviser serving individual investors, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a systematic screening process combined with discretionary judgment to manage equity and fixed-income portfolios and offers both discretionary and non-discretionary management along with financial planning services.

Andrew Russell is a CFP® with 18 years of industry experience and has been with Dean Roland Russell, LLC since 2012. He is based in San Diego, CA, and holds a Series 63 license. Dean Roland Russell, LLC serves individual and high-net-worth families, including related entities such as trusts and estates, offering fee-only wealth management and financial planning. The firm creates customized portfolios across global asset classes, incorporating tax, cash-flow, and estate planning considerations alongside security analysis.

N Alexander Alard is a financial advisor at Eiger Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. outside of his advisory role, he has been employed by JPMorgan Bank, where he offers banking products and services. Eiger Wealth Management primarily serves accredited individual investors as well as qualified retirement plans, trusts, and other entities. The firm provides wealth management and financial planning with discretionary portfolio management across public and private markets, emphasizing multi-asset diversification and coordination with outside professionals.