Virginia Leon is a financial advisor at Pathway Advisors, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including E.G. Sanchez & Associates and Independent Financial Group. Outside of her advisory role, she is also licensed as a real estate agent, spending limited time in that capacity. Pathway Advisors, LLC is a supported registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers portfolio management, financial planning, and pension consulting, managing approximately $58 million in assets across 107 clients as of December 31, 2024.

Blake Pinyan is a CFP® professional with six years of experience in financial advising. He is currently with Anchor Bay Capital, Inc., where he has worked since 2020. Prior to this, he held roles at Fidelity Investments, One Degree Advisors, and Weatherly Asset Management. Pinyan serves as president of the National Financial Planning Association NexGen chapter. Anchor Bay Capital, Inc. provides discretionary investment management, financial planning, and retirement-plan services to individuals, business entities, and pension plans. The firm constructs diversified portfolios based on fundamental analysis and independent due diligence, tailoring strategies to each client’s risk profile and financial situation.

Ashley Bleckner is a CFP® with 11 years of experience in financial advising, currently serving at Ellevest since 2019. She also has a concurrent role at Rs Crum Inc. since 2015. Ashley is based in Carlsbad, CA and is part of a team of 12 advisors at Ellevest. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers both Personal Wealth Management and Private Wealth Management, emphasizing strategic asset allocation, diversification, and tax-minimization techniques tailored to individual client goals and risk profiles.

Derek Long is a financial advisor at Intelligence Driven Advisers, LLC with three years of industry experience. He holds a Series 65 designation and previously worked in real estate, serving as President of Derek Long Realtor Corp since 2019 and with Signature Real Estate Group from 2015 to 2019. Outside of advising, he continues to be involved in residential real estate transactions through his role at Derek Long Realtor Corp. Intelligence Driven Advisers, LLC is a multi-team SEC-registered 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 using model and custom portfolios, and retirement plan consulting, with an investment approach centered on risk management and fundamental analysis.

Joseph Ganino III is a financial advisor at Balboa Wealth Partners, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Willow Cove Investment Group, Inc., Parcel Pending, and Zovio. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets and serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach, utilizing both discretionary and non-discretionary mandates, and emphasizes long-term, diversified portfolio construction with low-cost mutual funds, ETFs, and other securities.

David Reyes is a CFP® professional with four years of industry experience. He currently serves at Intelligence Driven Advisers, LLC and previously worked at Pure Financial Advisors, Inc. for six years. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a variety of clients, including individuals, institutions, retirement plans, trusts, estates, and Native American sovereign entities. The firm provides financial planning, discretionary investment management through model and custom portfolios, retirement plan solutions, consulting, and held-away account management, with an investment process centered on risk management and fundamental analysis.

Ryan Gorski is a financial advisor at Pacific Point Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Morgan Stanley, and Independent Financial Group. Outside of his advisory role, he consults on valuation and M&A deals as well as business optimization for financial firms. Pacific Point Wealth Management provides discretionary asset management and comprehensive portfolio management services for individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis with both long-term and active trading strategies, including the use of leverage and derivatives, to construct tailored portfolios aligned with client goals.

Cheryl Gruetzmacher is a financial advisor at Balboa Wealth Partners, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Balboa Wealth Partners since 2016. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1.07 billion in assets and employs a team structure that utilizes both discretionary and non-discretionary mandates, focusing on a long-term, diversified investment approach using low-cost mutual funds, ETFs, and other securities.

Brian Peterson is a financial advisor at Intelligence Driven Advisers, LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Intelligence Driven Advisers in 2023, he worked at Mutual of America and Tri Ad. 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 employs a risk-managed investment process using primarily low-cost institutional mutual funds and ETFs, and offers services including financial planning, discretionary investment management, retirement plan solutions, and consulting.

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® with 43 years of experience in the financial services industry. She is a partner at Financial Focus LLC and has held roles at Osaic Wealth, Inc. and Securities America, Inc. Williams serves on the board of the Coastline Legacy Committee, which oversees outreach projects for a local church. Financial Focus LLC is a five-advisor team providing investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes model portfolios and discretionary asset management through the AssetMark platform, offering comprehensive financial plans and retirement-plan consulting services.

Ben Mccollum is a financial advisor at Pacific Point Wealth Management in Carlsbad, CA, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at Independent Financial Group, LLC, X Advisors, LLC, and Xton Financial, LLC. Outside of his advisory work, he consults on business valuation and mergers and acquisitions, as well as on business optimization. Pacific Point Wealth Management offers discretionary asset management and comprehensive portfolio management services to individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis with both long-term holdings and active trading strategies, including the use of leverage and derivatives.

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 financial advisor at Red SEVEN with a Series 65 designation and two years of industry experience. Prior to joining Red SEVEN, Rosario was a student for ten years. Red SEVEN is an SEC-registered investment adviser managing approximately $104.4 million for about 254 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses both fundamental and technical analysis to tailor portfolios according to individual goals and risk tolerances.

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.

Christopher Van Slyke is a CFP® professional with 22 years of industry experience, currently serving at WorthPointe. He has worked at WorthPointe since 2013 and was previously with Constitution Wealth LLC from 2021 to 2025. WorthPointe provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and retirement accounts. The firm employs a Modern Portfolio Theory-based investment approach using diversified model portfolios primarily composed of mutual funds and ETFs, with portfolio management conducted on a discretionary basis and supported by an internal suitability process and Investment Committee.

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.

Blake Isaacson is a financial advisor at Pacifica Capital Investments with over 21 years of industry experience. He holds a Series 65 designation and has been with Pacifica since 2004. Prior to that, he has operated Blacke Isaacson & Associates since 1990. Pacifica Capital Investments provides discretionary investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated, industry-focused equity strategy using fundamental and cyclical analysis and manages both individual accounts and pooled vehicles.

William Katzelis is a financial advisor at Vision Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Divergent Capital Asset Management LLC and Clarity Capital Partners. Katzelis is also the Branch Office Manager at High Ridge Futures LLC, where he operates the branch office and services clients. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors, employing internally developed investment strategies focused on large-cap, growth-oriented equities and income enhancement techniques. The firm also offers option-based leveraged strategies and managed-futures allocations, serving clients with varying risk tolerances.

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.