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.

Sandeep Varma is a financial advisor at ATS Wealth Management with 36 years of industry experience. He holds the Series 63 designation and has worked with firms including Simplicity Wealth, Cetera, and Avantax, among others. In addition to his advisory work, Varma has been involved in public speaking for over 26 years. ATS Wealth Management provides financial planning and discretionary asset management to individuals, high-net-worth clients, charitable organizations, trusts, and businesses. The firm manages approximately $383.6 million in assets across nearly 500 client relationships and offers model portfolios ranging from aggressive growth to conservative strategies, incorporating various investment vehicles and third-party sub-advisers.

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.

Andrew Drennan is a CFP® professional with experience at D'Arcy Capital Management, LLC since 2026. He previously worked at CCG Wealth Management LLC, Aldrich Wealth, and Accuvisors Inc. Prior to entering financial advisory roles, he spent nine years at Keller Williams Realty. D’Arcy Capital Management LLC provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, retirement plans, and institutions. The firm uses a core-and-satellite approach blending active and passive investments with a generally long-term orientation and offers customized solutions, including separately managed accounts for high-net-worth clients.

Carolina Ortiz is a CFP® professional with 21 years of industry experience, currently serving at Shared Vision Wealth Group since 2023. Her prior roles include positions at Northwest Asset Management and USAA, where she worked in various financial planning and investment management capacities. Shared Vision Wealth Group advises both individual and institutional clients, offering customized investment management, financial planning, and retirement-plan advisory services. The firm combines fundamental and cyclical analysis with modern portfolio theory and is noted for its retirement-plan capabilities and use of derivatives and options 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 Series 66-registered advisor with 23 years of industry experience. He has been with Vistica Wealth Advisors, LLC since 2008. In addition to his advisory role, he is a licensed insurance agent, assisting clients with insurance reviews and new policies as part of comprehensive wealth management planning. Vistica Wealth Advisors serves individual and high-net-worth clients as well as participant-directed employee retirement plans, focusing on long-term, asset-allocation strategies that primarily use passively managed and index-based mutual funds. The firm offers customized portfolios and investment policy statements, incorporates portfolio modeling and routine rebalancing, and manages accounts on a discretionary basis.

Michael Krause is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Counterpoint Asset Management LLC since 2012 and also serves as a managing member of Counterpoint Mutual Funds, LLC. Outside of his advisory roles, he is a managing member and co-investor in ROMULUS Group LLC, which makes passive equity investments in private oil and gas partnerships. Counterpoint Asset Management LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts and estates, using mutual funds and ETFs. The firm employs a combination of mean-variance portfolio optimization, passive and tactical fund allocations, and systematic quantitative strategies, with a notable affiliation to its own mutual fund complex that anchors a significant portion of client portfolios.

Thomas Stout is a CFP® and Series 65 registered financial advisor with 12 years of industry experience. He has been with Stout Capital Management LLC since 2013, where he is one of two advisers at the firm. Stout Capital Management LLC provides investment management, comprehensive wealth management, and financial planning services to individuals, trusts, and company retirement plans. The firm serves both middle and high-net-worth clients, using a portfolio approach based on modern portfolio theory, asset allocation, and global diversification with low-cost mutual funds and ETFs.

Anastasia Melbrod is a CFP® with 19 years of industry experience and has been with M Wealth Management, LLC since 2015. She previously worked at National Planning Corporation and operated Melbrod Financial Services, where she was involved in fixed insurance sales and tax preparation. M Wealth Management provides discretionary asset management and financial planning to individuals and business clients, emphasizing a long-term, evidence-based investment approach with a focus on strategic asset allocation, diversification, tax-aware implementation, and behavioral coaching. The firm integrates in-house tax planning and preparation services alongside its advisory offerings.

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.

Jeffrey Houghtby is a financial advisor at D. M. Brenner, Inc. with three years of industry experience. He holds the Series 65 designation and previously worked at Cerity Partners LLC, West Coast Financial, LLC, and has experience outside finance with the San Francisco Giants and the University of San Diego. D. M. Brenner, Inc. is a SEC-registered advisory firm serving individual clients, including high-net-worth households, with customized financial planning, discretionary asset management, and consulting for qualified plan sponsors. The firm uses asset-allocation strategies based on Modern Portfolio Theory and combines financial planning with asset management for a single fee.

Justin Reckers is a CFP®-certified financial advisor with 19 years of industry experience. He is the owner and lead advisor at Fonte Financial Advisors, where he has worked since 2015, and he also manages Reckers Group, LLC, providing divorce financial planning and litigation support. Reckers serves as a trustee for the National Multiple Sclerosis Society, engaging in fundraising and public education efforts. Fonte Financial Advisors provides investment advisory and planning services to individuals, trusts, estates, and retirement plan sponsors. The firm employs a range of analytical methods and offers tailored portfolio management, including discretionary asset management and third-party manager engagement, serving a concentrated client base through a small, supported advisory model.

John Reis is a financial advisor at Ervin Investment Management with 17 years of industry experience. He is also the CEO and owner of Reis Investment Management, a firm he founded in 1994 and operated concurrently until client accounts transitioned to Ervin Investment Management in 2019. Ervin Investment Management is a small, supported advisory firm managing approximately $243 million for individuals, families, trusts, charitable foundations, and small pension funds. The firm employs a long-term, value-oriented investment approach emphasizing fundamental analysis, low turnover, and broad diversification through low-cost index ETFs.

Leslie Merrithew is a CFP® with 13 years of industry experience, currently serving as an advisor at Merrithew & Thorsten, Inc. in San Diego, CA. She has been with the firm since 1998. Merrithew & Thorsten serves individual and high-net-worth clients, focusing on professionals near retirement or undergoing major life changes. The firm provides comprehensive financial planning, portfolio management, and tax services, emphasizing tax-aware strategies and lower-volatility portfolios.

Joseph Stella is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently affiliated with Harvesting Gains Corporation and has held prior roles at Cetera, Presidio Capital Management, First Allied Advisory Services, First Allied Securities, and Gould Asset Management. Harvesting Gains Corporation provides investment and planning services primarily to individuals, high-net-worth clients, business owners, and trusts and estates. The firm’s approach integrates discretionary portfolio management, 1031 like-kind exchange advisory, private placement advice, and comprehensive financial planning, combining fundamental analysis and tax-efficient strategies with a long-term buy-and-hold orientation.

Michael Taylor is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Counterpoint Asset Management LLC since 2021. Prior to this, he worked at Tablature, LLC and Seeking Alpha, LLC. Counterpoint Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients, trusts, estates, and other entities. The firm employs a mix of passive and tactical fund allocations driven by mean-variance optimization and systematic quantitative strategies, and is notable for its affiliation with an owned mutual fund complex where it serves as both manager and sub-adviser.