Aaron Baker is a financial advisor at Wismar Financial with one year of industry experience. He holds the ChFC® designation and has worked with several firms, including World Financial Group and Baker and Baker Financial LLC dba Wismar Financial. Outside of finance, he has been involved with Rubios Restaurants since 2010. Wismar Financial provides ongoing portfolio management and individualized financial planning to individuals, families, trusts, estates, and small businesses. The firm constructs tailored portfolios using both technical and fundamental analysis and offers a range of strategies including long-term investing, short-term trading, and selective cryptocurrency exposure.

Christopher Tate is a CFP® professional with 26 years of experience in financial advising. He has been with ACAS LLC, operating as Tate Asset Management and DCO Wealth Management, since 2009. In addition to his advisory role, he is a licensed independent life insurance agent in California. ACAS LLC serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and corporate entities. The firm provides investment supervisory services, discretionary advisory, and financial planning, with a focus on ERISA retirement plan services and a portfolio construction approach that includes a range of asset classes and trading strategies.

Wesley Ursick is a financial advisor at SCSC Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial and LPL Financial. He serves on the board of a health solutions nonprofit in Pueblo, Colorado. SCSC Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and business entities. The firm employs a variety of strategies including fundamental and technical analysis, option writing, and the use of artificial intelligence tools within discretionary portfolio management.

Timothy Kenney is a CFP® professional with 27 years of experience in the financial industry. He has worked at firms including USAA Financial Planning Services, UBS Financial Services, and Wells Fargo Investments before joining Seawise Financial, Inc. in 2018. Seawise Financial serves individuals, high-net-worth clients, and employer plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a primarily passive investment approach with diversified allocations and incorporates fundamental and cyclical analysis, managing roughly $75 million in discretionary assets.

Eric Schmid is a CFP® professional with nine years of industry experience, currently serving as an advisor at Ted Buchan & Company since 2016. He is based in San Diego, CA, and works within a small team of two advisors at the firm. Ted Buchan & Company provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $413 million in assets. The firm uses firm-developed model portfolios combined with fundamental and technical analysis, offering both discretionary and non-discretionary management along with annual account reviews.

Michael Sellman is a CFP® professional with 18 years of experience, currently serving as an advisor at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA. He has worked at Cornerstone Wealth Advisors since 2010 and has also been an independent insurance agent since 2015. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to a range of clients, including individuals, trusts, estates, charitable organizations, and governmental entities. The firm manages approximately $143 million and offers both proprietary and custom portfolios, emphasizing fundamental investment analysis and client-specific asset allocation.

Michael Licosati is a financial advisor at Alder Capital with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Alder Capital, LLC and Pacific Point Advisors, LLC. Alder Capital is an SEC-registered advisory firm serving high-net-worth individuals, family offices, trusts, estates, institutions, and privately offered pooled funds. The firm employs a primarily long-term, fundamentally driven investment approach and manages portfolios using a range of securities including ETFs, options, and alternative investments, tailoring strategies to client objectives and tax considerations.

Raymond Morgosh is a financial advisor at 10 Star Asset Management in Carlsbad, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with 10 Star Asset Management since 2008. 10 Star Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and select pension accounts. The firm uses licensed S&P research and model portfolios combined with equity and income strategies, including covered call writing and options, primarily managing accounts through Fidelity Institutional Wealth Services.

Heather Sontag is a CFP® professional at Carlsbad Wealth Advisory Group, Inc. with six years of industry experience. She has worked at Carlsbad Wealth Advisory Group since 2019 and concurrently holds a senior staff accountant position at Solar Turbines Incorporated. Carlsbad Wealth Advisory Group provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth households, trusts, foundations, pensions, and charitable organizations. The firm emphasizes asset allocation primarily through exchange-traded funds (ETFs) and manages all client assets in-house, focusing on low expense ratios and internal diversification.

James Walters is a financial advisor at 77 Financial Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Securities America, Verus Capital Partners, and Lincoln Financial Advisors. Walters is also active as an insurance producer through a separate agency. 77 Financial Group serves individual investors, retirement plans, trusts, and various organizational clients with fee-based advisory and financial planning services, alongside pension consulting and related tax and accounting services. The firm employs a tactical allocation investment approach utilizing a range of securities and strategies, and offers additional resources such as a subscription newsletter and educational seminars.

David Jensen is a financial advisor at Jensen Capital Asset Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including BKM Capital Partners, RedHill Realty Investors, and Pickwick Capital Partners. Outside of advisory work, he manages real estate development activities through His Glory Development LLC and serves as a managing member of his family office, DF3 Holdings LLC. Jensen Capital Asset Management provides state-registered discretionary portfolio management services primarily for individual clients, trusts, and estates. The firm combines fundamental and technical analysis through an investment committee and focuses on tax-efficient portfolios constructed from individual bonds, equities, and low-cost ETFs. The firm is also notable for its principals’ active involvement in real estate brokerage and private real estate investment activities.

Brenton Devore is a financial advisor with DeVore Financial Advisors LLC, holding the ChFC® designation along with Series 66 and Series 65 licenses. He has 20 years of industry experience, including prior roles at Index Fund Advisors, Inc., Check Capital Management Inc., and Charles Schwab. In addition to his financial advisory work, Devore serves as a full-time police sergeant with the City of San Diego. DeVore Financial Advisors LLC provides financial planning, consulting, and discretionary investment management services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes an evidence-based investment approach grounded in Modern Portfolio Theory and Fama-French research, incorporating Dimensional Fund Advisors’ models and proprietary quantitative algorithms to construct globally diversified, tax-efficient portfolios.

Rachel Ivanovich is a financial advisor at WWM Financial with six years of industry experience. She holds Series 65 and Series 66 designations. Outside of her advisory role, she is the president and owner of Easy Life Management, a tax and accounting firm where she provides tax planning and consulting. WWM Financial manages assets for individuals, trusts, pension plans, and business clients, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes individualized portfolio supervision and employs a variety of analytical methods, while also providing educational seminars and workshops.

Grant Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in San Diego, CA, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he spent four years at Oregon State University and four years at Poway High School. Van Nostrand Wealth Management LLC serves individual and retirement-plan clients, focusing on customized investment management and financial planning. The firm employs a blend of passive and active strategies using mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerance.

Patricia Patterson is a CFP® certificant with 28 years of industry experience, currently serving as an advisor at Premier Financial Planning, Inc. in San Diego, CA. She has been with Premier Financial Planning since 2004, including its predecessor LLP structure. Premier Financial Planning, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, offering customized investment policy statements and ongoing portfolio monitoring tailored to client objectives.

Bradley Lineberger is a CFP® and ChFC® with 18 years of industry experience. He is a founding owner of Seaside Wealth Management, Inc. and has been with the firm since 2011. Prior to that, he was affiliated with Purshe Kaplan Sterling Investments for 10 years. He also teaches financial classes at Mira Costa Junior College and serves as Athletic Chair for the La Costa Canyon High School Foundation. Seaside Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors with discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes passive/indexed strategies, broad asset allocation, and disciplined rebalancing, supported by academic research and tools such as Pontera for tax-efficient asset management.

Cullen Roche is a financial advisor at Orcam Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Orcam since 2012, following previous roles at Orsus Investments, Merrill, and Mass Mutual Investors Services. Orcam Financial Group serves high-net-worth and institutional clients, providing investment advisory, asset management, financial consulting, and research services. The firm employs a top-down macro analysis approach that incorporates cognitive science and chaos theory alongside fundamental and quantitative risk-management techniques.

Cameron Ziegler is a financial advisor at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA, holding a Series 65 credential with seven years of industry experience. He co-founded Outback Bones, an online pet retailer, and owns CJZ LLC, a supply chain consulting business. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to individuals, trusts, estates, charitable organizations, and government clients. The firm manages approximately $143 million for about 150 clients, using both proprietary model portfolios and custom investment solutions with a focus on fundamental analysis and client-specific asset allocation.

Laura Devore is a financial advisor at DeVore Financial Advisors LLC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Apriem Advisors and Fidelity Brokerage Services, LLC. She is also an independent insurance agent for Apriem Insurance Services. DeVore Financial Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines discretionary portfolio management and written financial plans with algorithm-driven strategies and an automated platform to deliver personalized investment solutions.

Aram Janoyan is a financial advisor with Archstone Capital Advisors in Encinitas, CA, holding an active license as an attorney in California since 1996 and with one year of industry experience. Prior to joining Archstone, he has been involved with Flashpoint Consulting, a real estate investment and property management business, which he owns. Janoyan's background also includes roles at Coursera and Citrix. Archstone Capital Advisors is a newly registered investment adviser serving primarily individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs option-based income strategies and complex derivatives trading, alongside other investment instruments, and offers legal and real estate-related affiliated services.