Jordie Czapinski is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Intelligence Driven Advisers, LLC since 2018 and concurrently at International Assets Advisory, LLC since 2016, in addition to previous experience at Labrum Wealth Management, LLC. Intelligence Driven Advisers, LLC is a multi-team SEC-registered advisory firm managing approximately $882 million for individual and institutional clients. The firm employs a risk-managed investment process overseen by an Investment Committee and offers comprehensive financial planning, discretionary management, retirement plan solutions, and consulting services.

Jason Labrum is a CFP® professional with 28 years of experience in the financial services industry. He is a founding CEO of an insurance agency focused on life insurance and fixed annuities, and he also holds leadership roles in real estate investment and management firms. Labrum has been with Intelligence Driven Advisers, LLC since 2018 and has prior experience running his own wealth management company. Intelligence Driven Advisers, LLC is a multi-team SEC-registered advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, and Native American sovereign entities. The firm provides financial planning, discretionary investment management using low-cost institutional funds and ETFs, retirement plan solutions, and consulting, with a coordinated approach involving tax and legal professionals as needed.

John Richardson Jr. is a CFP® and Series 66 credentialed advisor at Red SEVEN with 23 years of industry experience. He has been with Red SEVEN since 2013. Red SEVEN is an SEC-registered investment adviser managing approximately $104.4 million for around 254 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, comprehensive financial planning, and support for multi-employer retirement plans, employing both fundamental and technical analysis tailored to client goals and risk tolerances.

Bradley Lineberger is a CFP® and ChFC® with 18 years of industry experience. He is a founding owner of Seaside Wealth Management, Inc. and has been with the firm since 2011. Prior to that, he was affiliated with Purshe Kaplan Sterling Investments for 10 years. He also teaches financial classes at Mira Costa Junior College and serves as Athletic Chair for the La Costa Canyon High School Foundation. Seaside Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors with discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes passive/indexed strategies, broad asset allocation, and disciplined rebalancing, supported by academic research and tools such as Pontera for tax-efficient asset management.

Matthew Callahan is a CFP® and ChFC® with 14 years of industry experience. He is currently with Seaside Wealth Management, Inc., where he has worked since 2020. Prior to that, he held roles at Northwestern Mutual and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as Treasurer of the San Diego Chapter of the University of New Mexico Alumni Association. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $362 million in client assets and employs a disciplined, modern portfolio theory-based investment approach that emphasizes diversified, passive strategies using ETFs, mutual funds, individual securities, and fixed income.

Jerod Fenton is a CFP® with 20 years of industry experience and has been with Red SEVEN since 2013. He holds a Series 63 license and is independently licensed to sell insurance and annuity products. Red SEVEN is an SEC-registered investment adviser managing over $100 million for individuals, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, comprehensive financial planning, and tailors portfolios using fundamental and technical analysis.

Derek Finch is a financial advisor at Seaside Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at firms including Evolve Private Wealth, LLC and Commonwealth Financial Network. Outside of finance, he has experience in the brewing industry through Gravcap Brewing. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $362 million in client assets. The firm employs a modern portfolio theory approach with a focus on passive, diversified exposure and offers asset management, financial planning, and retirement plan consulting services.

Daniel Cotamagana is a financial advisor at JRS Investments and Wealth Preservation, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, Banner Bank, and LPL Financial. JRS Investments and Wealth Preservation provides discretionary portfolio management to individuals, trusts, and small business entities, focusing on custom portfolios built through a fundamental investment approach that includes macro-economic review. The firm serves a range of clients from non-high-net-worth to high-net-worth and manages approximately $15 million in assets across five offices.

Brandon Garva is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Principal Securities Inc, Principal Life Insurance Company, and Mass Mutual. Outside of his advisory role, he is involved in promoting live electronic music events through United By Bass LLC and provides mobile notary services via his ownership of Garva LLC. JRS Investments and Wealth Preservation, LLC provides discretionary portfolio management to individuals, trusts, and small business entities, employing a fundamental investment approach with macro-economic review to build customized portfolios based on client goals and risk tolerance.

Thomas Ohanesian is a financial advisor at Intelligence Driven Advisers, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Intelligence Driven Advisers since 2018, previously practicing at Labrum Wealth Management from 2015 to 2019. Outside of advisory work, he is active as an insurance agent through an affiliated insurance agency. Intelligence Driven Advisers is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm employs a model-driven investment approach focused on low-cost institutional funds, risk management, and fundamental analysis, and offers services including financial planning, discretionary investment management, and retirement plan solutions.

Emily Brillo is a financial advisor with Potentia Wealth in Escondido, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Mariner Independent. She is involved in operational, compliance, and business transition duties related to LPL Financial. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, technical, and top-down analysis, and offers both wrap and non-wrap account options primarily custodied at LPL.

Jerri Hammons is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, California, with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Integrated Advisors Network, Axxcess Wealth Management, and Best Practices of America. Seaside Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes modern portfolio theory, using passive/indexed investments, broad asset allocation, and disciplined rebalancing.

Justin Peek is a CFP® professional with 21 years of industry experience. He has worked at Edward Jones for 18 years before joining Golden State Wealth Management and LPL Financial in 2022. Peek is also licensed to sell life, long-term care, and health insurance products. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, financial planning, and retirement consulting. The firm offers discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers while billing primarily on a percentage-of-assets basis.

Conrad Travassos is an advisor with Golden State Wealth Management, LLC, holding a Series 66 credential and beginning his industry career in 2024. His prior experience includes roles at LPL Financial, PEEK Wealth, and several positions outside of finance, such as work at the University of San Diego and ownership of East Coast Pizza Cardiff. He also provides administrative support to Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses with asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytic approaches for tailored portfolio construction and offers discretionary management alongside standalone planning and consulting engagements.

Ronald Packard is a financial advisor at Wealth Watch Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Vanderbilt Securities, Capital Asset Advisory Service, and Consolidated Portfolio Review Corp. Outside of his advisory role, he is a partner in Packard Senior Services, assisting with Medi-Cal applications. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical investment strategies, and offers discretionary and non-discretionary portfolio management primarily through third-party model managers.

Michael Woods is a financial advisor at Calton & Associates, Inc. in Escondido, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Calton & Associates since 2013 and also serves as Vice President of Faulkner Media Group, a company that creates marketing materials for financial services professionals. Additionally, he is a partner at Woods Consulting, LLC, providing consulting services to the pharmaceutical and financial services industries. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines advisory services with commissionable brokerage and insurance products.

Matthew Wiegele is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 13 years of industry experience, all with entities within the Navy Federal Financial Group. Outside of his advisory work, he serves as co-trustee of the Wiegele Family Trust, managing rental property issues in San Marcos, CA. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing third-party portfolio managers and a model-driven investment platform to provide a range of advisory and brokerage solutions.

John Forbes is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Lasalle St. Securities, L.L.C. since 2014. Outside of his advisory role, he serves as the Parliamentarian and Photography Editor for the Dalmatian Club of Northern California. Lasalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management, with a notable focus on a predominantly non-discretionary asset mix.

Randy Helfond is a CPA affiliated with Concurrent Investment Advisors, LLC, with 30 years of professional experience through his own practice, Randy G. Helfond, CPA. He joined Concurrent Investment Advisors in 2025. Concurrent Investment Advisors is an enterprise-scale firm with 161 advisors serving over 10,000 clients and managing approximately $9.9 billion in assets. The firm offers wealth management, investment management, financial planning, and retirement advisory services, utilizing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Steven Vasquez is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes third-party portfolio managers on platforms like Envestnet and provides account monitoring, rebalancing, and optional tax and impact overlay services.