Thomas Ohanesian is a financial advisor at Intelligence Driven Advisers, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Intelligence Driven Advisers since 2018, previously practicing at Labrum Wealth Management from 2015 to 2019. Outside of advisory work, he is active as an insurance agent through an affiliated insurance agency. Intelligence Driven Advisers is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients, including 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 services including financial planning, discretionary investment management, and retirement plan solutions.

Olivia Gliege is a CFP® and Series 66-licensed financial advisor with four years of industry experience. She currently serves at FINANCIAL FOCUS LLC and OSAIC Wealth, Inc. Prior to this, she held positions at Eiger Wealth Management, LLC and Charles Schwab. 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 discretionary asset management through model portfolios and offers retirement-plan consulting and fiduciary services, including a wrap fee program that integrates management and transaction coverage.

Emily Brillo is a financial advisor with Potentia Wealth in Escondido, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Mariner Independent. She is involved in operational, compliance, and business transition duties related to LPL Financial. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, technical, and top-down analysis, and offers both wrap and non-wrap account options primarily custodied at LPL.

Jerri Hammons is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, California, with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Integrated Advisors Network, Axxcess Wealth Management, and Best Practices of America. Seaside Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes modern portfolio theory, using passive/indexed investments, broad asset allocation, and disciplined rebalancing.

Cory Large is a financial advisor at Anchor Bay Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked with the NAU Investment Club, Coastal Media Management, and Coast VBC. Anchor Bay Capital, Inc. provides investment management, financial planning, and retirement-plan services to individuals, business entities, and pension/profit-sharing plans. The firm manages approximately $216.2 million in discretionary assets and constructs diversified portfolios using fundamental analysis and independent research, tailored to client risk profiles and investment policy statements.

John Lacey is a CFP® with 40 years of experience in financial advisory roles. He is currently with Pacific Point Wealth Management and has previously worked at firms including Edward Jones and John Hancock. Pacific Point Wealth Management provides discretionary asset and portfolio management services to individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis and utilizes a mix of long-term and active trading strategies, including the use of leverage and derivatives, to tailor portfolios to client objectives.

Scott Preece is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Packerland in 2018, he worked at Foresters Equity Advisory and Foresters Equity Services, Inc. He is also involved in insurance sales and works as a substitute teacher and wrestling referee in his local community. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory services. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory capabilities with an emphasis on due diligence and client customization.

Kevin Bendix is a financial advisor at Diversify Advisory Services, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Kirkland & Ellis LLP for twelve years. Bendix is also affiliated with DFPG Investments, LLC and has been involved with the University of California since 2022. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a range of internal models and third-party solutions across multiple platforms.

Michael Deluca is a financial advisor at Wedbush Securities Inc. in Carlsbad, CA, holding a Series 63 designation with 31 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed account and commission-based arrangements.

Ronald Ophetveld is a financial advisor at Perigon Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Seaside Advisory Services, Inc. for nine years. Outside of advisory work, he provides part-time Chief Financial Officer services to various companies. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Aida Laird is a financial advisor at Sprott Asset Management USA Inc. with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Sprott Global Resource Investments, Ltd. and Acosta & Layon. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, focusing on precious metals and natural resources through a combination of bottom-up fundamental analysis and cyclical/value investment approaches.

Ronald Packard is a financial advisor at Wealth Watch Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Vanderbilt Securities, Capital Asset Advisory Service, and Consolidated Portfolio Review Corp. Outside of his advisory role, he is a partner in Packard Senior Services, assisting with Medi-Cal applications. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical investment strategies, and offers discretionary and non-discretionary portfolio management primarily through third-party model managers.

Michael Woods is a financial advisor at Calton & Associates, Inc. in Escondido, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Calton & Associates since 2013 and also serves as Vice President of Faulkner Media Group, a company that creates marketing materials for financial services professionals. Additionally, he is a partner at Woods Consulting, LLC, providing consulting services to the pharmaceutical and financial services industries. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines advisory services with commissionable brokerage and insurance products.

Timothy Rickey is a CFP® with seven years of industry experience, currently serving at Axxcess Wealth Management, LLC. His prior roles include positions at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors. He is also licensed to sell various types of insurance. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party manager capabilities through its Third-Party Asset Management Platform.

Richard Leu is a financial advisor with Axxcess Wealth Management, LLC in Carlsbad, CA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bridge Advisory, LLC dba Penniall & Associates, Inc. from 2016 to 2023. Outside of his advisory role, Leu serves as a volunteer board member and indoor cycling instructor for the YMCA of the Foothills. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and public entities. The firm offers customized, multi-asset portfolios managed through both internal and third-party managers, alongside a formal TAMP platform that supports other registered investment advisers.

Matthew Wiegele is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 13 years of industry experience, all with entities within the Navy Federal Financial Group. Outside of his advisory work, he serves as co-trustee of the Wiegele Family Trust, managing rental property issues in San Marcos, CA. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing third-party portfolio managers and a model-driven investment platform to provide a range of advisory and brokerage solutions.

John Forbes is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Lasalle St. Securities, L.L.C. since 2014. Outside of his advisory role, he serves as the Parliamentarian and Photography Editor for the Dalmatian Club of Northern California. Lasalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management, with a notable focus on a predominantly non-discretionary asset mix.

Randy Helfond is a CPA affiliated with Concurrent Investment Advisors, LLC, with 30 years of professional experience through his own practice, Randy G. Helfond, CPA. He joined Concurrent Investment Advisors in 2025. Concurrent Investment Advisors is an enterprise-scale firm with 161 advisors serving over 10,000 clients and managing approximately $9.9 billion in assets. The firm offers wealth management, investment management, financial planning, and retirement advisory services, utilizing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Steven Vasquez is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes third-party portfolio managers on platforms like Envestnet and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Carl Lamb is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC. He previously worked at Allworth Financial, LPL Financial, and Loring Ward Securities. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient rebalancing and held-away account management.