Shaun Cornell is a CFA® charterholder and Series 65 licensed advisor with six years of industry experience. He is the principal at Cornell Capital Group LLC, where he has worked since 2019. Prior to this, he held roles at Compass Inc and SMBP. Outside of finance, Shaun is a self-employed musician and composer. Cornell Capital Group provides portfolio management services to a select group of high-net-worth individuals, focusing on customized Investment Policy Statements and discretionary oversight. The firm employs a blend of fundamental analysis, quantitative models, and modern portfolio theory, with an emphasis on equities and the use of derivatives and options within separately managed accounts.

Nick Bartolo is a CFA® charterholder with five years of industry experience. He is currently an advisor at Essential Partners LLC and has prior experience with HKK Capital, Rational Capital, and International Value Advisers. Bartolo is also a managing member of Rational Capital, an early-stage investment business. Essential Partners LLC provides discretionary asset management and financial planning services to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a bespoke investment process focused on global diversification and an economic-environment framework, combining active and passive strategies with fundamental analysis.

Austin Mangold is a financial advisor at Seaside Wealth Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, Mangold worked at Purshe Kaplan Sterling Investments and 49 Wealth Management. 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 emphasizes a passive, academically grounded investment approach that includes broad asset allocation and disciplined rebalancing.

Marc Roland is a Certified Financial Planner™ and Personal Financial Specialist™ with 21 years of experience. He has been with Dean Roland Russell, LLC since 2012, where he is part of a five-advisor team based in San Diego, CA. Dean Roland Russell, LLC serves individual and high-net-worth families, often working across multiple generations and related entities such as trusts and estates. The firm provides fee-only wealth management and financial planning, emphasizing customized portfolios that integrate tax, cash-flow, and estate planning considerations alongside security-level analysis.

Carolina Ortiz is a CFP® with 22 years of experience in financial advisory roles. She is currently with Shared Vision Wealth Group and has previously worked at firms including Northwest Asset Management and USAA Financial Planning Services. Shared Vision Wealth Group serves a diverse client base including high-net-worth individuals and institutional clients, offering customized investment management, financial planning, and retirement-plan advisory services. The firm combines fundamental analysis, modern portfolio theory, and cyclical analysis, with the capability to manage retirement plans under ERISA 3(38) and employ options and derivatives strategies.

Bradley Sayre is a CFP® and Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Shared Vision Wealth Group and has previously worked at Northwest Asset Management and USAA-affiliated firms. Shared Vision Wealth Group provides investment management, financial planning, and retirement-plan advisory services to individuals, family offices, and institutional clients. The firm employs a diversified investment approach incorporating fundamental analysis, modern portfolio theory, and cyclical analysis, and it offers specialized services including ERISA 3(38) discretionary management and the use of derivatives in managed accounts.

Jeffrey Vistica is a CFP®, ChFC®, and holds a Series 66 license with 24 years of industry experience. He has been with Vistica Wealth Advisors, LLC since 2008 and previously worked at Cetera for nine years. He is also a licensed insurance agent who assists clients with insurance as part of comprehensive wealth management planning. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, and businesses. The firm manages approximately $290 million in assets, employs a long-term, allocation-driven investment approach focused on passive index funds, and offers specialized options including ESG portfolios and access to third-party sub-advisors.

Thomas Stout is a Certified Financial Planner (CFP®) with 13 years of experience and is the principal of Stout Capital Management LLC, where he has worked since 2013. The firm is a fee-only, state-registered investment adviser serving individuals, trusts, estates, company retirement plans, and charitable organizations. Stout Capital Management constructs customized portfolios using modern portfolio theory, strategic asset allocation, and low-cost mutual funds and ETFs, providing both investment management and financial planning services.

David Wilson is a CFP® professional with 39 years of industry experience, currently serving as president of Vector Financial Solutions, Inc. He previously worked at Sagepoint Financial, Inc. and National Planning Corporation. Outside of his advisory role, he writes educational articles and blog posts on financial planning topics and serves on the Rancho Bernardo Community Planning Board as well as the Palomar Health Foundation Board, where he is Treasurer. Vector Financial Solutions serves individual and high-net-worth clients, corporations, charities, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management using model portfolios based on Modern Portfolio Theory, and retirement plan consulting, offering both discretionary and non-discretionary management services.

Romy Brown is a financial advisor at Beta Wealth Group, Inc. with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Girard Securities, Inc. and Pacific Wealth Management, LLC. Outside of her advisory role, she is also a Notary Public in San Diego. Beta Wealth Group serves individuals, high-net-worth clients, and institutional clients, including employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and consulting services, employing a personalized investment approach that includes the use of ETFs, mutual funds, individual securities, option strategies, and delegated money management.

Shelley Murasko is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Wealthrise Financial Planning, LLC since 2016. Outside of her advisory work, she has a minor involvement in real estate rental activities. Wealthrise Financial Planning serves individual and high-net-worth investors, with a focus on working with women regarding financial empowerment, longevity, and long-term care planning. The firm employs an evidence-based, tax-aware investment approach that emphasizes low-cost, low-turnover, long-term buy-and-hold portfolios primarily composed of passively managed funds with factor-aware tilts and integrates behavioral considerations alongside statistical financial planning.

Elizabeth Mc Gill is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Pilot Retirement Advisors since 2020, following brief periods at WWM Financial and as a stay-at-home parent. Prior to her financial career, she spent five years at Executive Physical Therapy. Pilot Retirement Advisors is a small registered investment adviser serving high-net-worth and individual clients, focusing on institutional investment manager selection, retirement plan and rollover advice, and oversight of accounts managed by third-party managers rather than offering comprehensive financial planning. The firm emphasizes due diligence and manager selection, recommending various strategies through external managers and maintaining a concentrated client base.

Jeran Van Alfen is a CFP® professional with 21 years of industry experience, currently serving at Centered Financial in Carlsbad, CA. His prior roles include positions at Purshe Kaplan Sterling Investments, Seaside Wealth Management, and Anchor Bay Securities. In addition to his advisory work, he is a licensed insurance agent providing fixed insurance products. Centered Financial serves individuals—including high-net-worth and non-HNW households—as well as pension plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting, utilizing a mix of fundamental and technical analysis with a focus on both long-term strategies and tactical asset allocation.

Bryan Theall is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Shared Vision Wealth Group and has previously worked at Northwest Asset Management, USAA Investment Management Company, and USAA Financial Planning Services. Shared Vision Wealth Group provides investment management, financial planning, and retirement-plan advisory services to individuals, family offices, and institutional clients. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis to construct diversified portfolios, and it offers specialized services including ERISA 3(38) discretionary management for plan sponsors.

Scott Frank is a CFP®, CFA®, and Series 65 credentialed financial advisor with 18 years of industry experience. He has been with Stone Steps Financial, LLC since 2015, a fee-only advisory firm based in Encinitas, CA. Stone Steps Financial provides comprehensive financial planning and investment management primarily to individuals and high-net-worth clients, employing a passive, asset-class-based investment approach using index mutual funds and ETFs. The firm manages over $105 million in discretionary assets and offers additional services including retirement plan consulting and small-business advisory.

Jonpaul Ursick is a financial advisor at SCSC Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Deloitte. Ursick has also been self-employed and worked at USHW earlier in his career. SCSC Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and business entities. The firm uses a range of strategies including fundamental and technical analysis, option writing, and AI tools, managing over $158 million in discretionary assets across more than 120 client relationships.

Andrew Sontag is a CFP® with 20 years of industry experience, currently serving as an advisor at Carlsbad Wealth Advisory Group, Inc. since 2008. He holds a Series 66 designation and works out of Carlsbad, CA. Carlsbad Wealth Advisory Group offers discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, high-net-worth households, trusts, foundations, and charitable organizations. The firm’s investment approach centers on asset allocation using primarily exchange-traded funds (ETFs), focusing on low expense ratios, internal diversification, and liquidity, while managing all client assets in-house.

Denise Barrett is a financial advisor with Cornerstone Wealth Advisors, Inc. in Carlsbad, CA, holding a Series 65 designation and bringing 12 years of industry experience. She is also the founder and president of Barrett Solutions Inc., a bookkeeping and payroll services business. Additionally, Barrett serves as owner and CEO of Cornerstone Family Office, Inc., a family business management firm. Cornerstone Wealth Advisors, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans, providing financial planning and discretionary investment management through a proprietary strategic asset-allocation framework. The firm also offers specialized ERISA plan services and employs fundamental and cyclical analysis with routine due diligence on third-party managers.

Mark Lamb is a financial advisor at Vector Financial Solutions, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various firms including Royal Alliance Associates, INC. and Double Diamond Financial. Outside of his advisory role, he is involved in health insurance sales through Alta Vista Insurance. Vector Financial Solutions serves individuals, including high-net-worth clients, as well as corporations, charities, and pension and profit-sharing plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm uses modern portfolio theory and model portfolios tailored to client objectives, with services extending to ERISA plan support that is less common among similar-sized advisers.

Garrett Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. He has worked at Van Nostrand Wealth Management since 2019 and previously held positions at KUSI Television, Quantum Design, San Diego State University, and Poway High School. Van Nostrand Wealth Management serves individual clients, including high-net-worth households, retirement plans, and small businesses, offering integrated wealth management through financial planning and investment management. The firm emphasizes customized investment strategies based on client goals and risk tolerance, using a mix of passive and active approaches primarily with mutual funds and ETFs.