John J Ellis

Aloha! I'm Skyler Stokes, CEPA®, AIF®, and founder of Aloha Wealth Partners, based right here on the coast in Cardiff, CA. With over a decade in the industry, I built my practice around a simple idea: financial advice should feel like a conversation with someone who actually has your back, not a sales pitch. I work closely with real estate professionals, high income business owners, and accredited investors, helping them think through 1031 exchanges, Delaware Statutory Trust (DST) investments, pre-IPO access, and private credit opportunities. Much of my work is planning and consulting focused, built around your goals rather than a product. Outside the office, you'll find me experimenting with wood-fired pizza, chasing down a good Calabrian wine, or just enjoying the surf, which makes this part of San Diego home. If you're looking for a partner who brings clarity, honesty, and a little bit of aloha to your financial life, I'd love to talk story.

Kevin Meyer is a financial advisor at Stirlingshire Investments with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, Morgan Stanley, and Ameriprise Financial Services. Outside of his advisory role, he occasionally sells annuities as a sole proprietor. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies combining quantitative, fundamental, technical, and modern portfolio theory, offering access to diverse investment types and model strategies through its Advyzon marketplace.

Frederick Pearson is a Series 65-licensed financial advisor with 15 years of industry experience. He operates as a self-employed advisor through his independent firm, Pearson, Frederick, Norman Jr., based in Poway, CA. His firm provides discretionary portfolio management primarily for individual investors, focusing on IRA accounts. The investment strategy centers on income through dividend-paying stocks and ETFs, with a smaller allocation to growth equities managed under a strict money-management framework.

Hi, I'm Gerardo but most people call me Jerry. I am a Marine Corps veteran, a first-generation Latino, a CFP® Professional, and the co-founder of Confianza Wealth Management. Everything I've built to this point started from a moment I will never forget. The day I left the Marines, everything changed. In uniform I had structure, purpose, camaraderie, and a consistent paycheck. The day I left, all of it vanished. What followed was a cascade of emotions I was not prepared for: depression, anxiety, and fear. I had grown up facing financial hardships, relying on food stamps and public aid, and suddenly I was on my own with no roadmap and no one who understood what that transition actually costs. That moment changed the direction of my life. I decided to become the guide I wished I had. I obtained my licenses, earned my CFP® certification and my MBA, and joined a firm to learn how to help people build real wealth. For years I helped high-net-worth clients grow their assets but kept seeing the same gap. First-gen families who earn well, save consistently, own property but have no one looking at the full picture. No one building the plan around their actual life. No one who understands that their financial reality includes family obligations that never show up on a spreadsheet and cultural expectations that no textbook ever taught. Growing up in a Latino household, the elders have the final say. I watched financial decisions get made around me that I knew were not right. But questioning them meant disrespecting the people who sacrificed everything for me. So I absorbed it. And I carried that weight into my own financial life without realizing it. I felt the firm I worked at was never built for families like mine. So in 2024, my wife Bianca and I launched Confianza - a name that means trust and confidence built specifically for the first-gen professional who has figured out how to earn well and needs a roadmap for what comes next. We work with first-gen professionals and entrepreneurs, 33 and older, who are already saving and investing but have never had a coordinated financial plan built around their real life: income, assets, family, and the future they are working toward. When I am not working with clients, you will find me outside hiking or camping with Bianca and our German Shepherd, Obi. If you are a first-gen professional or entrepreneur who earns well but has never had a plan built around your actual life, we built this for you.

John O'Reilly is the sole advisor at O'Reilly Wealth Advisors in Carlsbad, CA, holding a Series 65 designation with 19 years of industry experience. He has been the principal of O'Reilly Financial Services, LLC since 2006. In addition to his advisory role, Mr. O'Reilly is a licensed insurance agent affiliated with various companies. O'Reilly Wealth Advisors serves individuals, corporations, and pension/profit-sharing plans, offering investment management, financial planning, retirement advisory, and insurance services. The firm employs a risk-tolerance questionnaire to construct diversified model portfolios primarily using low-expense mutual funds and reviews accounts quarterly.

Clair Leedom is the principal of Leedom Asset Management, Inc., an independent firm based in Rancho Santa Fe, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to founding Leedom Asset Management in 2007, he has been involved with California Equity Research since 2003, where he also serves as chairman of the board. Leedom Asset Management provides discretionary portfolio management for individual investors, charitable organizations, and pension/profit-sharing plans. The firm manages equity and fixed-income portfolios, operates a private pooled investment vehicle, and employs a growth-oriented strategy focused on small- to mid-cap emerging-growth stocks using a proprietary strength indicator and a combination of fundamental and technical analysis.