Daniel Cotamagana is a financial advisor at JRS Investments and Wealth Preservation, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, Banner Bank, and LPL Financial. JRS Investments and Wealth Preservation provides discretionary portfolio management to individuals, trusts, and small business entities, focusing on custom portfolios built through a fundamental investment approach that includes macro-economic review. The firm serves a range of clients from non-high-net-worth to high-net-worth and manages approximately $15 million in assets across five offices.

Paul Lipcius is a financial advisor with PracticeCFO Investments in San Diego, CA, holding a Series 65 designation and 10 years of industry experience. He has been with PracticeCFO and PracticeCFO Investments since 2016. Outside of advisory services, he provides accounting and CFO advisory work through PracticeCFO. PracticeCFO Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans by offering investment management, financial planning, retirement plan advisory, insurance placement, and tax and accounting services. The firm employs a hybrid investment approach based on Modern Portfolio Theory, combining low-cost passive ETFs with tactical asset allocation and formal Investment Policy Statements.

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.

Mark Myers is a financial advisor with American Money Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at American Money Management since 2019 and previously held roles at Credit Union Financial Solutions and Horter Investment Management. Outside of his advisory role, he owns Myers Financial Services, where he acts as a life insurance agent specializing in fixed and fixed-indexed annuities. American Money Management, LLC is a multi-office team firm managing several hundred million dollars for individuals, pension plans, trusts, and corporations. The firm offers discretionary portfolio management with tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, as well as alternative investments, into its investment process.

Crystal Colbert is a CFP® and holds a Series 66 license with eight years of industry experience. She has been associated with Financial Sense Securities, Inc. in various roles since 2016. Financial Sense Advisors, Inc. manages approximately $836 million for around 588 clients, offering discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and advice on fee-based annuities. The firm uses a combination of fundamental and technical analysis to tailor investment strategies ranging from conservative fixed income to aggressive equity portfolios and provides retirement plan participant account management through a third-party platform.

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.

Ryan Preiss is a financial advisor with Financial Sense Advisors, Inc. holding Series 63, 65, and 66 credentials and five years of industry experience. His prior roles include positions at ThePARTNERS Wealth Management and Puplava Financial Services. Outside of advisory work, he operates Mission Consulting, a small business financial and operational consulting service. Financial Sense Advisors, Inc. manages approximately $836 million for about 588 clients, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis to execute client-directed investment strategies across a spectrum of risk profiles.

Dane Jensen is a financial advisor at Drive Wealth Advisers with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Pointe Advisors, Beacon Pointe Insurance Services, Ailsa Capital Inc., Mountain West Advisors, and Stryker. In addition to his advisory role, he serves as an insurance agent at Beacon Pointe Insurance Services. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation and offers a broad range of investment strategies including equity, options, and structured products, along with family office services and formal account reviews.

Drew Phillips is a financial advisor at PracticeCFO Investments in San Diego, CA, holding a Series 65 designation with eight years of industry experience. He has been with PracticeCFO Investments since 2018 and previously worked at Medimpact Healthcare Systems, Inc. from 2016 to 2018. PracticeCFO Investments offers a range of services including investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $401.6 million across about 211 clients. Their investment approach blends Modern Portfolio Theory with low-cost passive ETFs and tactical asset allocation, supported by formal Investment Policy Statements and coordinated tax professional involvement.

Dana Morgera is a financial advisor at Bull Oak Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Bull Oak, Morgera worked at The Upper Deck Company and the San Diego Seals, as well as other organizations outside of finance. Bull Oak Capital offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients. The firm emphasizes broad diversification using exchange-traded funds and tailors portfolios according to client risk tolerance and time horizon, incorporating equities, fixed income, and occasionally cryptocurrencies.

Colin Summers is a CFP® professional with one year of experience at Bull Oak Capital, LLC. Prior to joining Bull Oak, he worked for the City of San Diego and Starbucks Corporation. Bull Oak Capital serves individual and high-net-worth clients through a four-advisor team, offering customized financial planning and discretionary portfolio management. The firm emphasizes broad diversification using primarily ETF-based portfolios tailored to clients’ risk tolerance and time horizon, and incorporates a range of investment vehicles including equities, mutual funds, fixed income, TIPS, and cryptocurrencies.

Christine Diruscio is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has served at Madison Avenue Securities since 2016 and has been a registered sales assistant with Empress Investment Group since 2024. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options that include discretionary and non-discretionary strategies using various asset classes. The firm also serves pension plans, charitable institutions, and trusts, managing approximately $2.0 billion for about 14,000 clients through multiple advisory platforms.

Kelsey Anderson is a CFP® with eight years of industry experience and is currently a wealth manager at The AmeriFlex Group. Prior to joining AmeriFlex and Cambridge Investment Research in 2025, Anderson worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2017 to 2025. Outside of advisory work, Anderson serves as a committee member at the Country Club of Rancho Bernardo and is president of Faye Financial Corp. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model allocations and manager relationships.

Gregory Stephens is a financial advisor at Kingswood Wealth Advisors, LLC with 29 years of industry experience. He holds a Series 66 designation and has worked at firms including MS Howells & Co, Eudaimonia Partners, and Harmony Grove Wealth Management. Stephens also serves as Managing Director of Stephens Investments & Wealth Management Solutions. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, and is known for its integration with affiliated financial entities and specialized management of insurance-linked accounts.

Logan Lowrey is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 credential and 15 years of industry experience. He has worked with several firms, including Kingswood Capital Partners, Benchmark Investments, and Cape Securities. Outside of his advisory roles, he owns Lowrey Wealth Management, an entity focused on providing financial advice, investments, and life insurance. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment advice and is notable for integrating affiliated financial entities and managing insurance-linked accounts.

Kyle Rodgers is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has held roles at multiple firms including Benchmark Investments, DST Wealth Management, and Kingswood Capital Partners. Outside of his advisory work, Rodgers serves as Vice President of Dannah Investment Group, LLC, a property casualty insurance agency and business consulting firm, and is a board member of Brotherhood for the Fallen, a nonprofit supporting families of fallen police officers. Kingswood Wealth Advisors serves a diverse clientele including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm features an open-architecture investment platform that utilizes third-party managers and integrates insurance-linked account management alongside its advisory offerings.

Danielle Mariano is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her background includes roles at Cadaret, Grant & Co., Inc., and Benchmark Investments, LLC. She is also active in helping clients aged 65 and older understand Medicare insurance options through her role as an insurance agent at Mariano Agency LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with a focus on integrating insurance-linked accounts and frequently works with affiliated and unaffiliated third-party managers.

Robert Seawright is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Madison Avenue Securities since 2010 and is also Chief Compliance Officer at Asset Marketing Systems Insurance Services, LLC. Outside of his advisory roles, he serves as an elder and president of the committee at Rancho Bernardo Community Presbyterian Church. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets, offering portfolio management, financial planning, pension consulting, and college-savings services through various account platforms and investment approaches.

Michael Sztrom is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Integrated Advisors Network since 2018 and previously operated Sztrom Capital Management LLC and Sztrom Wealth Management, Inc. since 2015. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a variety of investment approaches and frequently utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Annette Sullivan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with Madison Avenue Securities since 2009. Outside of her advisory role, she is a joint owner of a rental property. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.