Jesse Sikorski is a financial advisor at Sikorski Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining his current firm in 2021. Outside of his advisory role, he is a licensed insurance agent. Sikorski Wealth Management offers portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and macroeconomic analysis alongside various asset-allocation strategies, and it uses borrowing and derivatives in managed accounts.

Stephen Mulholland is a CFP® and CFA® with eight years of industry experience. He is a managing member and Chief Investment Officer at Mulholland & Kuperstock Asset Management, LLC, where he has worked since 2019, and also serves as Principal and Chief Investment Officer at MKAM ETF LLC. Prior to these roles, he worked at GSG Capital Advisors and Livian & Co. Mulholland & Kuperstock Asset Management, LLC provides individualized asset management and retirement-plan consulting to individuals, high-net-worth clients, trusts, ERISA plan sponsors, and small business entities. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, technical, and sector analysis, managing portfolios on a discretionary basis with ongoing monitoring and periodic rebalancing.

Jefferson Rotherham is a CFP® and Series 66 credentialed financial advisor at Orion Capital Management LLC with 10 years of industry experience. He has worked at Orion since 2019 and previously held roles at LPL Financial LLC and The Gensler Group. Orion Capital Management LLC provides customized portfolio management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and institutions, managing approximately $370 million for about 160 clients. The firm uses an active, fundamental-analysis approach and integrates automated analytics and AI-supported tools alongside human oversight in its planning and reporting processes.

Jerry Palmer Jr. is a financial advisor with Dynamic Wealth Strategies, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Dynamic Wealth Strategies since 2017 and was previously with Independent Financial Group, LLC from 2007 to 2016. Dynamic Wealth Strategies advises individuals, trusts, corporations, and retirement plans, offering discretionary asset management, model-based programs, financial planning, and retirement consulting. The firm employs tailored model portfolios with factor-based strategies, derivatives, option overlays, and sub-adviser arrangements, and it also serves clients through a private pooled fund.

Ryan Kennedy is a financial advisor at Kevin Kennedy, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Northwestern Mutual and Danielle Stanton Inc, among other firms. Ryan’s background also includes roles outside finance, such as positions at San Diego State University and Alameda Theater and Cineplex. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI-managed account programs and focuses on non-discretionary services, advising clients on asset allocation and model portfolio selection without taking custody of client assets.

Daniel Meyers is a financial advisor with TruFinancial Registered Investment Advisory Services, Inc. He holds Series 65 and Series 63 designations and has five years of industry experience. Meyers has been with TruFinancial and its related insurance services since 2016. TruFinancial Registered Investment Advisory Services, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a combination of analytical methods and generally pursues long-term trading strategies across various asset classes, tailoring portfolios based on documented client objectives and risk tolerances.

William Mccoll is a CFP® with 36 years of industry experience, currently serving at Silvia McColl Wealth Management, LLC since 2018. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves as chairman of the board for Community Eldercare San Diego, a health maintenance organization for seniors, and is vice president of the Patrick Henry High School Alumni Association, where he is involved in fundraising and scholarship efforts. Silvia McColl Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, retirement plans, foundations, charities, and businesses. The firm employs a model-based portfolio approach combined with individual customization and serves approximately 110 client relationships with about $283 million in assets under management.

Trystan Cleaver is a financial advisor at Seek First Inc. with a Series 65 credential and three years of industry experience. His work history includes roles at Coastwise Capital Group and The Duck Dive, where he has maintained a position for seven years. Seek First Inc. serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management alongside a comprehensive consulting program that integrates financial, tax, estate, and insurance planning. The firm’s investment approach combines fundamental analysis with modern portfolio theory to develop strategic, buy-and-hold asset allocations tailored to client goals and risk profiles.

Alex Zubak is a financial advisor at Sikorski Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining Sikorski Wealth Management in 2024. Sikorski Wealth Management provides comprehensive portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment approach that includes fundamental, technical, macroeconomic, and sector analysis combined with various asset-allocation strategies and periodic rebalancing.

Nela Erceg Bogavac is a financial advisor at Dynamique Capital Advisors with five years of industry experience. She holds a Series 65 designation and previously worked at Vojvodjanska Banka AD Novi Sad for 19 years. Dynamique Capital Advisors serves primarily high-net-worth individuals and institutional clients, offering discretionary portfolio management, qualified retirement plan consulting, and tailored financial planning. The firm employs a tactical allocation strategy incorporating fundamental, technical, cyclical, and event-driven analysis across a broad range of instruments.

Justin Mayo is a CFP®-certified financial advisor with two years of industry experience, currently practicing at Orion Capital Management LLC. Prior to joining Orion, he served in the United States Navy for 25 years and is also involved as a real estate agent and founder of JPM Financial Planning. Orion Capital Management provides customized portfolio management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, and institutions. The firm uses an active, fundamental-analysis approach with a broad range of investment instruments and incorporates automated analytics and AI tools alongside human oversight.

Amanda Finehout is a financial advisor at Margo Park Financial with three years of industry experience. She holds a Series 65 designation and has worked in both financial services and mortgage sectors, including roles at Team USA Credit Repair and Houz Mortgage. Additionally, she serves as HR Director at Houz Mortgage, focusing on hiring and personnel management. Margo Park Financial provides portfolio management and advisory services to individuals, trusts, and businesses, managing approximately $36.3 million across 75 client relationships. The firm uses model portfolios and quantitative analysis to tailor investment programs based on client risk tolerance, offering both discretionary and non-discretionary management along with a range of holdings including equities, fixed income, ETFs, and insurance products.

Christian Unrath Mac Gregor is an investment advisor representative at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Finec Servicios S.A. de C.V. and Curtoil de Mexico S.A. de C.V. He also serves as an analyst for Finec Servicios S.A. de C.V., where he dedicates part of his time to market analysis and forecasting. Finec Asset Management is an SEC-registered firm providing discretionary and non-discretionary portfolio management, research, and financial advisory services to individuals, high-net-worth clients, trusts, corporations, and other entities. The firm integrates fundamental, technical, and cyclical analysis with macroeconomic research to create customized portfolios tailored to clients’ objectives and risk profiles, serving a diverse client base across the Americas.

Ryan Kolden is a financial advisor with RPG Family Wealth Advisory, LLC, holding a Series 65 license and three years of industry experience. Prior to joining RPg Family Wealth Advisory, he worked at HK Financial and served in the U.S. Navy for 13 years. He is involved with Mortgage Free Life, assisting clients with mortgage payoff strategies using home equity lines of credit, and also engages in tax credit sales. RPG Family Wealth Advisory offers tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional investors. The firm employs a policy-based approach driven by proprietary quantitative and qualitative research, utilizing momentum and volatility algorithms with explicit risk controls and a tactical global asset-allocation methodology.

Rene Toussaint Lopez is a financial advisor with Finec Asset Management in San Diego, CA, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Finec Asset Management entities since 2016 and is also associated with Tauris Derivatives Solutions SA. Outside of advising, he is a partner in a property management company based in Mexico, though without active duties. Finec Asset Management is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, corporations, and other entities. The firm manages approximately $157 million and offers customized discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis combined with third-party macro research.

Rodney Simms is a CFP® and ChFC® with 28 years of industry experience. He is currently with Gradient Capital Advisors, LLC, where he has worked since 2014. The firm is a team advisory practice managing institutional-scale assets for individuals, high-net-worth clients, trusts, pension and corporate plan sponsors. Gradient Capital Advisors employs a combined fundamental and technical investment approach, offering services that include comprehensive portfolio management, financial planning, and retirement plan consulting.

Eric Yeager is a CFP® professional with 25 years of industry experience, currently serving at Gradient Capital Advisors, LLC since 2015. He holds the Series 66 designation and is based in San Diego, CA. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and pension and corporate plan sponsors. The firm employs a blend of fundamental and technical investment strategies, including option strategies, short sales, and margin transactions, offering comprehensive portfolio management, financial planning, and retirement plan consulting.

Jack Cohen Nieto is a financial advisor at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has worked previously at Deloitte Touche Tohmatsu Limited and Seguros Monterrey New York Life. In addition to his advisory role, he serves as an Asset Management Analyst for Finec Asset Management SA de CV Asesores en Inversiones Independientes, a regulated firm based in Mexico City. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations primarily in the U.S., Canada, and Latin America. The firm combines fundamental, technical, and cyclical analysis with macroeconomic research to build customized portfolios that may include equities, fixed income, options, and alternative instruments tailored to client objectives and risk profiles.

Dusan Zachystal is a CFP®, CFA®, and Series 65-licensed advisor with 23 years of industry experience. He has been with Individual Asset Management, Inc. since 2002. His other business activities include providing UK pension consulting services to U.S. resident clients and referring them to UK pension transfer and management firms. International Asset Management serves individual and high-net-worth clients, focusing on U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, financial planning, and wealth management, employing a global investment approach that includes currency hedging and attention to cross-border tax considerations.

Francisco Malfavon is a financial advisor at Monex Asset Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Monex Asset Management since 2017. His prior experience includes roles at Snowden Lane Partners, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad set of products and supports both domestic and international client relationships.