Kunal Gupta is a CFA® charterholder and financial advisor at Gold Path Investment Group with three years of industry experience. His prior roles include positions at LPL Financial, Robert Half International, Aon Corporation, and IBM. Gold Path Investment Group is a newly registered advisory firm that provides asset management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm serves a range of institutional clients and employs a combination of fundamental analysis, charting, and modern portfolio theory to construct portfolios across various asset classes.

Robert Bernstein is a financial advisor with Rgb Capital Group in San Diego, CA, holding a Series 65 credential and 17 years of industry experience. He has been with Rgb Capital Group since 2009. Bernstein serves as President of the San Diego Chapter of the American Association of Individual Investors, a nonprofit that organizes investment education events. Rgb Capital Group is a state-registered investment adviser providing discretionary portfolio management to individuals, charitable organizations, and business entities. The firm focuses on capital preservation and active risk management, employing mutual funds and ETFs across multiple strategies, and offers both managed and client-directed trading services.

Timothy Schneider is a CFP® with 21 years of industry experience currently working at Tate Asset Management and DCO Wealth Management in San Diego, CA. His prior experience includes roles at Acas, LLC, Advanced Practice Advisors, LLC, Morgan Stanley, and UBS Financial Services. Tate Asset Management and DCO Wealth Management provide investment management, consulting, and financial planning services to individual and institutional clients, including pension and profit-sharing plans and trusts. The firm offers discretionary and non-discretionary portfolio management with an emphasis on ERISA fiduciary services and employs a blend of fundamental, technical, and charting analysis alongside advanced trading strategies.

Jason Park is a financial advisor at Margo Park Financial in San Diego, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Margo Park Financial since 2014. In addition to advisory services, Jason is a licensed insurance agent who donates all profits from insurance sales to avoid conflicts of interest. Margo Park Financial manages approximately $36.3 million across about 75 clients, providing portfolio management and advisory services to individuals, trusts, and businesses. The firm uses model portfolios and applies modern portfolio theory and quantitative analysis to tailor investment programs according to client risk tolerance.

Alan Grismore is a CFP® with 11 years of industry experience, currently serving as an advisor at Santara Wealth Management LLC since 2024. His prior experience includes roles at Axxcess Wealth Management and JP Morgan Chase Bank and JPMorgan Securities between 2016 and 2024. Grismore also works as an insurance agent, focusing on life, health, and variable annuity products. Santara Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, employer plan sponsors, and institutional clients. The firm offers tailored, actively monitored portfolios and employs multiple analytical methods alongside AI-enabled support tools, while facilitating coordinated estate planning and tax preparation through third-party providers.

Malek Hage Hassan is an advisor at RJ Patterson Group with a Series 65 credential and no prior industry experience. His diverse work history includes roles at Sprouts, Axos Invest, and educational institutions such as the University of San Diego and Mira Mar Community College. RJ Patterson Group serves individual and high-net-worth clients, retirement accounts, and some corporate clients with discretionary investment management and financial planning. The firm manages approximately $142 million across about 189 client relationships and employs a fundamental, value-oriented research process tailored to varying client objectives.

Thomas Dudley is a financial advisor with Stirling Financial Group in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has previously worked at Northwestern Mutual and LPL Financial and is currently a managing member and Chief Compliance Officer at Stirling Financial Group. He also provides investment advisory services through Leeds Capital Group, LLC. Stirling Financial Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, and other entities, offering wealth management and financial consulting. The firm manages client accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, alongside asset-allocation models, and sponsors its own wrap fee program with custodial services provided through LPL.

Katherine Steck is a financial advisor at Copia Wealth Management Advisors, Inc. in San Diego, CA, holding a Series 65 designation with six years of industry experience. She has been with Copia Wealth Management Advisors since 2020 and is also involved in case management and support services for an affiliated insurance company, Copia Wealth Management and Insurance Services. Copia Wealth Management Advisors, Inc. serves primarily individual households, managing approximately $19.7 million on a discretionary basis for around 86 clients. The firm provides discretionary portfolio management through third-party asset managers and TAMPs, financial planning, and ongoing due diligence on privately issued securities, using a mosaic research approach that incorporates fundamental, technical, and cyclical analysis.

Mark Kuperstock is a financial advisor with Mulholland & Kuperstock Asset Management, LLC, holding Series 63, 65, and 66 licenses and 20 years of industry experience. His prior roles include positions at GSG Capital Advisors and UBS Financial Services. He is also Principal and Chief Compliance Officer of MKAM ETF LLC, a sub-adviser to an ETF. Mulholland & Kuperstock Asset Management provides discretionary asset management and advisory services to individuals, trusts, ERISA plan sponsors, and business entities. The firm offers tailored portfolios using a combination of fundamental, technical, quantitative, and sector analysis, incorporating various asset allocation strategies and employing individual securities, mutual funds, ETFs, and more active techniques when appropriate.

Kevin Stickle is a financial advisor at Bourne Lent Asset Management, Inc. in San Diego, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at The Millennium Alliance, Charles Schwab, and New York Life. Bourne Lent Asset Management offers discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while also utilizing mutual funds and ETFs as needed.

Kenneth Davey is a financial advisor with Carrington Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Regal Investment Advisors LLC for eight years before joining Carrington Advisors and Carrington Consulting in 2021. Outside of his advisory role, he manages a financial and insurance services firm that includes managing professional athletes and providing business and financial consulting. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management, selection of third-party managers, and financial planning services. The firm employs a personalized investment process that combines fundamental and technical analysis and utilizes third-party managers alongside an outsourced chief investment officer.

Wesley Schevers is a Series 65-registered financial advisor with Alpha & Omega Financial Management Consultants, Inc., based in La Mesa, CA. He has four years of industry experience, including prior roles at PenChecks Trust and Leafhouse Financial Advisors. Outside of finance, he is involved in a flooring and contracting business that he co-manages with his father. Alpha & Omega provides advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and related administrative services. The firm employs methods such as cyclical and fundamental analysis and generally maintains a long-term trading orientation, with most assets managed on a non-discretionary basis.

Peter Thoms is a CFA® charterholder with 23 years of industry experience. He has been with Orion Capital Management LLC since 2002 and also serves at Africa Capital Group LLC. Orion Capital Management LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, retirement plans, and other entities. The firm employs an active investment process grounded in fundamental analysis and offers customized portfolios that may include equities, ETFs, fixed income, convertibles, REITs, currency instruments, and, for accredited clients, derivatives strategies such as options and shorting.

Christine Skoczek is a CFP® and CPA with 22 years of industry experience. She is currently with Vistica Wealth Advisors, LLC and previously operated her own firm, Skoczek & Associates, LLC, for nearly two decades. In addition to her advisory work, she owns and operates a tax planning and compliance practice under the name Christine Skoczek CPA/CFP. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm manages approximately $290 million in assets and uses a long-term, allocation-driven investment approach with access to both passive index funds and alternative strategies through third-party sub-advisors.

Vickie Petix Reichert is a CFP® with 33 years of experience in the financial services industry. She is a principal at Petix & Botte Financial, where she has worked since 2014, and also operates Petix & Botte Tax and Business Services. In addition to her advisory work, she is involved in managing family investment LLCs and serves as an independent insurance agent. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management using a range of securities and employs fundamental, technical, and cyclical analysis to tailor portfolios, combining proprietary advisory services with LPL Financial–sponsored programs.

Kevin Ward is a financial advisor at Ward & Associates in San Diego, CA, holding a Series 65 designation with 22 years of industry experience. He has been with Ward & Associates since 2000. Ward & Associates provides wealth management and investment advisory services to individuals, families, and related entities, including trusts and charitable foundations. The firm manages approximately $191 million in client assets and emphasizes a long-term strategic asset allocation approach guided by Modern Portfolio Theory, incorporating both traditional and non-traditional investments.

Josue Luque De Julio is a CFP® and holds a Series 65 license, currently practicing at Next Gen Financial Planning with three years of industry experience. Prior to joining Next Gen Financial Planning in 2020, he worked at Mexpressions from 2011 to 2019. Next Gen Financial Planning is an independent firm based in San Diego, CA.

Ali Alsari is a financial advisor with AWM Global Advisors and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has been involved with AWM Global Advisors since 2011. He is also a principal of Alhambra Wealth Management and Alhambra Bank and Trust, Cayman Islands entities providing investment advisory, banking, and trust services to non-U.S. persons, dedicating part of his time to marketing and related activities for these firms. AWM Global Advisors serves individuals, including high-net-worth and non-U.S. clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and portfolio management using customized portfolios built on a manager-of-managers approach, emphasizing a top-down profit-cycle framework combined with fundamental and technical analysis.

Susan Olt is a financial advisor at Margo Park Financial in San Diego, CA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Flourish and Prosper Company, Inc., Transamerica Financial Advisors, and Wfg. Margo Park Financial provides portfolio management and advisory services to individuals, trusts, and businesses, managing approximately $36.3 million across about 75 client relationships. The firm uses model portfolios and both long- and short-term trading strategies, incorporating a range of investment vehicles to align with client risk tolerance and investment objectives.

Michael Heyman is the sole advisor at Heyman Investment Counseling LLC in San Diego, CA. He holds the CFA® designation and Series 63 license, with 13 years of industry experience. He is also a partner in Landover Partners LLC, a real estate management company. Heyman Investment Counseling provides discretionary and non-discretionary portfolio management and investment advice primarily for individual clients, focusing on balanced portfolios that blend value and growth equities with high-quality fixed-income instruments. The firm offers a distinctive advisory relationship with another registered investment adviser and emphasizes research-driven investment decisions without the use of soft dollars or third-party sales compensation.