Corrine Fields is a financial advisor at Willow Creek Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Orin Green Financial, LLC and Ameriprise Financial Services Inc. Willow Creek Financial serves individuals, high-net-worth clients, trusts, estates, pension plans, and corporate entities, offering discretionary portfolio management primarily through its sponsored wrap fee programs. The firm focuses on individualized portfolios with an emphasis on asset allocation, fixed-income management, and long-term holdings, and is notable for sponsoring its own wrap program and disclosing the use of derivatives and margin in separately managed accounts.

Janice Thompson is a CFP® professional with 28 years of experience in the financial services industry. She currently serves at One Degree Advisors, Inc., where she has worked since 2014, following a 16-year tenure at Securities America, Inc. Thompson is also a director and secretary on the board of Kingdom Advisors. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with personalized financial planning and discretionary investment management. The firm employs a strategic asset-allocation framework and utilizes institutional-style funds, ETFs, and options-based liquidity strategies for eligible clients.

Michael George is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Superior Planning Wealth Management & Family Office and has prior experience with Goldstone Wealth Advisors and Compass Group North America. He also serves as president of Goldstone Wealth Advisors, Inc. 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 employs a combination of proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors, while offering services that include tax mitigation, estate planning, and succession planning.

Scott Nabb is a Certified Financial Planner® with 11 years of industry experience, currently serving at Blue Sky Capital Consultants Group, Inc. He previously worked at Capital Financial Consultants Group, Inc. and Independent Financial Group, LLC. At Blue Sky, he holds the position of Lead Planner and Client Services Manager. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $306 million in discretionary assets, employing a multi-disciplinary investment process that incorporates derivatives and borrowing strategies uncommon among peers.

James Thomason is a CFP® with 42 years of experience in the financial services industry. He is currently with One Degree Advisors, Inc., where he has worked since 2018. His prior experience includes long tenures at Securities America Advisors, Inc. and Securities America, Inc., as well as at J.J. Thomason, Inc. He serves on the board of the nonprofit World Help. One Degree Advisors serves high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management, utilizing institutional-style and no-load mutual funds and ETFs within a strategic asset-allocation framework informed by Modern Portfolio Theory.

Ashley Gagne is a CFP®-certified financial advisor with 15 years of industry experience. She is currently with Superior Planning Wealth Management & Family Office and has previously worked with Unionbanc Investment Services and PlanMember Securities Corporation. 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 uses a combination of proprietary allocation models and third-party strategists to manage portfolios, offering both discretionary management and coordination with external tax and legal advisors.

Dean Kernus is a financial advisor with Willow Creek Financial in San Diego, CA, holding the CFP® and PFS™ designations and the Series 65 and Series 63 licenses. He has 18 years of industry experience, including roles at Orin Green Financial, LLC and Ameriprise Financial Services Inc. Kernus contributes to the American Institute of CPAs by developing questions for the Uniform CPA Exam and the Personal Financial Specialist exam, and he supports updates to adviser guides related to personal financial planning. Willow Creek Financial serves individuals, high-net-worth clients, trusts, retirement plans, and business entities by providing asset management through wrapped accounts, standalone financial planning, and retirement plan consulting. The firm manages approximately $529 million in assets across about 238 client relationships and employs portfolio strategies including derivatives and borrowing within a five-advisor team structure.

Stephanie Poche is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Foresters Equity Services, Inc. for 14 years and Elite Investment Team, LLC for two years before joining Onyx Bridge Wealth Group. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and provides tailored portfolio management with ongoing reviews.

Alexander Okugawa is a CFP® certificant with eight years of industry experience. He is affiliated with One Degree Advisors, Inc., where he has worked since 2015, and previously spent a year at Securities America, Inc. One Degree Advisors serves primarily high-net-worth individuals, business owners, and corporate clients with financial planning and discretionary investment management. The firm employs a strategic, asset-allocation framework based on Modern Portfolio Theory and uses institutional-style no-load mutual funds, ETFs, municipal notes, and bonds, alongside specialized strategies such as options-based box spread strategies and third-party sub-advisers.

Heather Ring is a CFP® and holds a Series 66 license with 13 years of experience in financial advising. She is currently with Superior Planning Wealth Management & Family Office, where she has worked since 2024. Her prior experience includes roles at CalPRO Network Financial Services, PlanMember Securities Corporation, Bruce Smith & Associates, and Axa Advisors. 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 a combination of proprietary strategic allocation models and customized portfolios managed through third-party strategists and sub-advisors, offering a range of wealth-planning services including tax mitigation and succession planning.

Michael Wynns is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently with Cavu Wealth Management, where he has worked since 2019, and has prior experience at Capital Financial Consultants Group and Independent Financial Group. Wynns also serves as an officer and director of Cavu Insurance Services, Inc., which offers insurance products outside of his investment advisory role. Cavu Wealth Management provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, retirement plans, charitable organizations, and corporate clients. The firm manages portfolios using a combination of asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies, with a notable multi-office presence and the use of derivatives in separately managed accounts.

Chelsea Mieczkowski is a CFP® professional with four years of experience in financial advising. She currently works at Bamboo Wealth Strategies and previously spent five years at Dyer Wealth Management. Outside of finance, Chelsea is involved with the San Diego Port Tenants Association, where she handles bookkeeping and event planning. 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 adopts a long-term, client-specific approach, focusing on diversified portfolios with low-cost ETFs and individual bonds, and offers both fixed-scope and ongoing planning services.

Cory Den Herder is a CFP® with eight years of industry experience, currently serving at CAVU Wealth Management since 2019. He previously worked at Capital Financial Consultants Group and eMoney Advisor. Outside of his advisory role, he assists with financial analysis and payroll processing for an estate planning attorney firm. CAVU Wealth Management provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a mix of asset allocation, fundamental and technical analysis, and option strategies, maintaining a multi-office footprint and offering held-away participant-account management with a focus on tax-efficient and risk-managed implementations.

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 at Superior Planning Wealth Management & Family Office in San Diego, CA, holding a Series 65 license with two years of industry experience. He has worked in education as an English teacher for high school students and serves as an instructor for the nonprofit Society for Financial Awareness, which focuses on financial literacy. Bowers also co-owns Bowers Financial Group LLC, which provides health insurance services and related tax and banking activities. 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 employs proprietary strategic allocation models and customized portfolios, coordinating with sub-advisors and custodians to provide discretionary portfolio management alongside comprehensive wealth-planning services.

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.

Christopher Calvert is a financial advisor at J.M. Arbour, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including Pando Alts, Cuatro Capital Securities LLC, and Sharenett Securities LLC. Outside of advisory roles, he is involved with CCAST Holdings, LLC. J.M. Arbour serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm provides financial planning, discretionary portfolio management, retirement plan consulting, sub-advisory services, and investment management for private funds, using model portfolios and a variety of strategies such as direct indexing and derivatives.

Shauna Price is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Paradigm Shift Financial, Park Avenue Securities, and Guardian Life Insurance Company. Price is also an independent licensed insurance agent. Colomb Investment Management Company, LLC provides personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm’s investment approach focuses on long-term, diversified portfolios guided by Modern Portfolio Theory and employs both discretionary and nondiscretionary mandates, often working with third-party managers under its oversight.

Jeffrey Lovegren is a financial advisor at Superior Planning Wealth Management & Family Office in San Diego, CA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has spent the majority of his career 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 uses a combination of proprietary strategic allocation models and customized portfolios, working with third-party strategists and sub-advisors while offering ongoing portfolio management and comprehensive wealth-planning services.