Ryan Gorski is a financial advisor at Pacific Point Wealth Management with seven years of industry experience. He holds a Series 66 certification and has previously worked at firms including X Advisors, LLC, Independent Financial Group, Inc., Edward Jones, and Morgan Stanley. Gorski also provides consulting services on valuation and M&A deals as well as business optimization for financial firms. Pacific Point Wealth Management is an owner-managed team of five advisors that offers discretionary asset management and comprehensive portfolio management services for individuals, trusts, estates, and business clients. The firm uses both fundamental and technical analysis and employs a range of strategies tailored to client objectives, managing approximately $6.41 million in assets across around 35 client relationships.

Brian Peterson is a financial advisor at Intelligence Driven Advisers, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Mutual of America and Tri Ad. Intelligence Driven Advisers, LLC is a multi-team SEC-registered firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm uses a model-based investment approach focused on low-cost institutional funds and ETFs, with risk management and fundamental analysis central to portfolio construction.

Robert Paterson is a financial advisor at Intelligence Driven Advisers, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Labrum Wealth Management, LLC and Beta Wealth Group, Inc. Outside of advising, he is also involved as an insurance agent with LWM Insurance Solutions. Intelligence Driven Advisers, LLC is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients. The firm offers financial planning and discretionary investment management through model portfolios and custom accounts, emphasizing risk management and fundamental analysis.

Barbara Williams is a CFP®-credentialed financial advisor with 44 years of industry experience. She is a partner at Financial Focus LLC and has held roles at OSAIC, Securities America, Inc., and National Planning Corp. Williams serves as a board member on the Coastline Legacy Committee, which oversees outreach projects for a local church. Financial Focus LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages accounts on a discretionary basis using model portfolios and sponsors a wrap fee program that combines management and transaction coverage into a single advisory arrangement.

Ben Mccollum is a financial advisor at Pacific Point Wealth Management with eight years of industry experience. He holds a Series 66 designation and has previously worked at Independent Financial Group, LLC, X Advisors, LLC, and Xton Financial, LLC. Outside of his advisory role, he conducts consulting on valuation and M&A deals, as well as business optimization, through independent contractor positions. Pacific Point Wealth Management is a five-advisor team offering discretionary asset management and comprehensive portfolio management services to individuals, trusts, estates, and business clients. The firm manages tailored portfolios using a combination of fundamental and technical analysis, employing long-term, short-term, and trading strategies, and discloses use of derivatives and margin in its managed accounts.

Larry Rogers II is a CFA® charterholder and holds a Series 65 license, with four years of experience in the financial advisory industry. He has previously worked at Pinnacle Private Ventures, Intelligence Driven Advisers, LLC, Silicon Hills Wealth Management, Aspireon Wealth Advisors, LLC, and United Services Automobile Association (USAA). He is currently with Naviter Wealth, LLC. Naviter Wealth, LLC is a multi-advisor team serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm manages approximately $1.87 billion across about 332 client relationships and offers distinctive features such as borrowing within separately managed accounts and performance-based fee arrangements for certain clients.

Rosario Scappaticci is a Series 65-licensed financial advisor at Red SEVEN with two years of industry experience. Prior to joining Red SEVEN, Rosario was a student for ten years. Red SEVEN provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on individual goals, risk tolerance, and time horizon, employing a combination of fundamental and technical analysis with regular account reviews.

Kelly Carter is an advisor at Adviser Alliance, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Summit Wealth Partners, LLC and Beacon Retirement Planning Group, Inc., where she also serves as CEO. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities, focusing on managed portfolios that include equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts. The firm serves a non-high-net-worth client base and operates multiple offices while leveraging third-party platforms and managers for portfolio implementation.

Kade Kretzschmar is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, CA, holding a Series 65 designation. He has one year of industry experience and previously worked for the St. Louis Cardinals for two years. 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’s investment approach emphasizes passive, diversified portfolios using ETFs, mutual funds, individual securities, and fixed income, guided by third-party research and disciplined rebalancing.

William Katzelis is a Series 65-credentialed advisor with four years of industry experience. He is currently with Vision Investment Advisors, LLC and has previously worked at Divergent Capital Asset Management and Clarity Capital Partners. Katzelis is also a branch manager at High Ridge Futures LLC. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional clients. The firm utilizes a growth-oriented large-cap equity strategy combined with option-based programs and allocates to third-party managers for managed futures, serving a broad range of portfolios.

Jerrie Carli is a financial advisor with Financial Focus LLC in Carlsbad, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. Her prior roles include positions at OSAIC, Securities America, Inc., and National Planning Corp. She is also a fixed insurance agent specializing in disability, life, long-term care, and annuities. Financial Focus LLC offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages accounts on a discretionary basis using model portfolios and provides retirement-plan consulting and fiduciary services, including a distinctive wrap fee program that bundles management and transaction coverage.

Erick Schenkhuizen is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior firms include Merrill, LPL Financial, and Empirikal Partners LLC. He divides his time between advisory services and investment banking. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to construct asset allocation models using ETFs, stocks, bonds, mutual funds, and alternatives.

Samuel Wheeler is a financial advisor at Intelligence Driven Advisers, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Mutual of America Life Insurance Company, Mutual of America Securities LLC, Capstone Partners Financial and Insurance Services, and Newport Beach Country Club. Outside of his advisory role, he is also an insurance agent with Intelligence Driven Insurance Solutions. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm offers financial planning, discretionary investment management through model portfolios and custom accounts, retirement plan solutions, consulting, and held-away account management, with an investment approach emphasizing risk management and fundamental analysis.

Austin Mangold is a financial advisor at Seaside Wealth Management, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Purshe Kaplan Sterling Investments and 49 Wealth Management. Outside of his advisory roles, he has experience in the food service industry and education. Seaside Wealth Management is a team-based registered investment adviser managing approximately $362 million in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, employing a passive, diversified investment approach based on modern portfolio theory and third-party research, with additional services including financial planning and retirement plan consulting.

Andrew Christopher is a CFP®, CFA®, and Series 65 designated advisor with five years of industry experience. He has worked at Leading Edge Financial Planning LLC since 2023 and has prior experience with Dowling & Yahnke Wealth Advisors and PricewaterhouseCoopers. Outside of financial advising, he serves as a Lieutenant Commander in the United States Navy Reserves, works as an F-35 instructor pilot for Lockheed Martin, and has been a career coach and faculty advisor at Georgetown University. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation and diversification using low-cost mutual funds and ETFs, offers discretionary portfolio management, and operates as a team of nine advisors across multiple offices.

Paul Seto Jr. is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Tactive Advisors, LLC. He has worked at multiple firms including Cardiff Park Advisors and Symbequity Investment Advisory, LLC. He is also an Associated Person with Tricom Partners, LLC, where he is involved as a Series 3 Commodity Broker. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors using a combination of robo-advisor technology and advisor-led model portfolios. The firm employs a tactical asset allocation strategy based on the Black-Litterman framework and operates a hybrid service model with both discretionary and non-discretionary assets under management.

Keith Gunther is a financial advisor at RED Seven with Series 63 and Series 65 credentials and 40 years of industry experience. He has held prior roles at Legacy Investment Strategies, LLC, LPL Financial, LLC, and Crown Capital Securities, LP. Gunther is also involved in a tax preparation business connected to his financial services. RED Seven offers comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a mix of fundamental and technical analysis and manages accounts primarily on a discretionary basis with regular portfolio reviews.

Steven Dougan is a financial advisor at Intelligence Driven Advisers, LLC and holds a Series 65 credential. He has one year of industry experience, with prior roles in financial services and other fields including education, real estate, and travel. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients. The firm offers financial planning, discretionary investment management using primarily low-cost institutional funds and ETFs, and retirement plan solutions, with an investment process overseen by an Investment Committee.

Frank Stanley is a CFP® with 26 years of industry experience, currently serving with Tactive Advisors, LLC. His prior roles include positions at FactorOne Capital LLC, where he is President, Claraphi Advisory Network LLC, and Global Wealth Analytics Inc. He holds Series 63 and has experience receiving commissions as an agent for several insurance carriers. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor technology and advisor-led model portfolios. The firm employs a tactical asset allocation approach using the Black-Litterman framework and combines mutual funds, ETFs, and occasionally options to implement strategies.

Brittney Partow is a financial advisor with Intelligence Driven Advisers, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at LPL Financial and TD Ameritrade - Charles Schwab & Co., Inc. She is based in Carlsbad, CA. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a diverse client base, including individuals, institutions, 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 a range of services including financial planning, discretionary management, retirement plan consulting, and held-away account management.