Russel J Upton

Skyler Stokes is a financial advisor with Aloha Wealth Partners in Encinitas, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms, including Retirement Wealth Advisors and Independent Financial Group. Outside of financial advising, he is the CEO of Pair It!, a food and wine pairing app for restaurants. Aloha Wealth Partners provides financial planning, consulting, and retirement plan services to high-net-worth individuals, businesses, and pension/profit-sharing plans. The firm typically recommends third-party advisers to manage client portfolios while overseeing goals, risk tolerance, and adviser selection.

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.

Terrence Gustafson is a CFP® with over 22 years at Gustafson Financial Solutions and five years of industry experience. He holds the Series 63 designation and operates his independent firm in Oceanside, CA. Gustafson also prepares client tax returns as an Enrolled Agent. Gustafson Financial Solutions provides fee-only financial planning and tax services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes quantitative screening of mutual funds and ETFs, asset allocation, diversification, and low-expense investments while focusing significantly on tax preparation and broader financial planning.

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.