Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.

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.

Kyle Tweet is a financial advisor with Tweet Management Services, Inc. in La Mesa, CA. He holds the ChFC® designation and Series 66 license, and has 24 years of industry experience. He has been with Tweet Management Services since 2011. Tweet Management Services is a small registered investment adviser serving individuals, families—including some high-net-worth clients—as well as businesses, charities, and small pension plans. The firm provides comprehensive financial planning and portfolio management using a non-discretionary approach that combines fundamental and technical analysis.

John Malaney is the principal advisor at Engineering Financial Independence, Inc., holding a Series 65 designation with three years of industry experience. He also works as a Program Manager at General Atomics, a role he has held since 2012. Engineering Financial Independence, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, combining fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers written Investment Policy Statements and free educational content such as newsletters and blog posts, with an investment approach that includes equity recommendations and options strategies.

Brian Chew is a financial advisor at Cliveden Capital Management, LLC, with 12 years of industry experience. He holds the Series 66 designation and has a longstanding career at Sempra Energy since 1990. Cliveden Capital Management provides discretionary investment management and outsourced chief investment officer services to small and mid-sized foundations, endowments, pension plans, and select high-net-worth individuals. The firm employs an asset-allocation driven approach, constructing diversified portfolios tailored to client objectives and risk profiles, and is notable for offering institutional outsourced CIO services to smaller organizations.

Sean Bradford is the sole advisor at Speiro Investments, LLC, an independent firm based in Lakeside, CA. He holds a Series 66 designation and has 19 years of industry experience. Bradford has led Speiro Investments since 2014. Speiro Investments provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, charitable organizations, and plan sponsors. The firm uses a combination of fundamental and technical analysis, managing diversified portfolios that include mutual funds, equities, bonds, ETFs, REITs, and government securities.

Adam Bileckyj is the principal of Brightway Wealth Planning, an independent registered investment adviser based in Poway, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including prior roles at Principal Securities and Principal Life Insurance Company. In addition to his advisory work, he operates as an independent insurance agent. Brightway Wealth Planning serves individuals, small businesses, and corporations by providing customized financial planning, investment consultation, and portfolio management. The firm emphasizes a blend of Modern Portfolio Theory and Core-and-Satellite strategies, focusing on broad diversification, tax awareness, and a long-term buy-and-hold approach, with primarily nondiscretionary advisory relationships.

Amanda Austin is a financial advisor at Austin Consulting with two years of industry experience. She holds a Series 65 designation and previously worked at Engel Consulting for 20 years. Austin Consulting provides portfolio management and investment services to individuals, trusts, estates, and charitable institutions. The firm primarily uses mutual funds and exchange-traded funds, employs fundamental analysis with a conservative approach, and operates on a non-discretionary basis, requiring client approval before trades.

James Sias is a CFP® professional and principal of Count Your Beans Financial Planning LLC in Bonita, CA. He has worked in the Pipeline Training & Servicing Department since 2014 and is also an independent insurance agent specializing in property and casualty insurance. His insurance activities have been ongoing since 2014, with additional experience in life and health insurance since 2018. Count Your Beans Financial Planning is a fee-based Registered Investment Adviser that serves individuals, high-net-worth clients, and businesses. The firm focuses on passive, low-cost asset allocation and portfolio construction, providing financial planning, investment analysis, and insurance services without discretionary management or asset custody.

Jose Armenta is a financial advisor at Create Your Path LLC in Bonita, CA, holding CFP® and ChFC® designations as well as a Series 65 license, with five years of industry experience. He has previously worked at several firms including Capital Financial Consultants Group and Andrew McCuen CPA & Associates. Outside of his advisory role, he manages rental property. Create Your Path LLC offers comprehensive financial planning and portfolio management services primarily to individual clients, with a focus on federal retirement and employee benefits. The firm employs a modern portfolio theory-based investment approach using passive strategies and provides educational resources such as an online Federal Retirement Academy and a subscription community.

Steven Farrington is a CFP® professional with 17 years of industry experience, operating as the sole advisor at ESI Financial Services, Inc. in La Mesa, CA. In addition to his advisory role, he owns a CPA practice, integrating tax preparation and planning services into his financial planning engagements. ESI Financial Services, Inc. provides comprehensive financial planning, tax, and investment advisory services to individuals, families, small businesses, and related entities. The firm employs a functional asset-allocation approach with a generally passive investment philosophy, focusing on no-load index funds, ETFs, and fixed-income securities, and maintains a small client roster with non-discretionary, fee-only services.

Ryan Gonzales is a CFP® with 17 years of industry experience, currently serving as the sole advisor at True Fiduciary Capital, LLC since 2019. He previously worked at USAA Financial Advisors and USAA Investment Management Company. Outside of his advisory role, he designs and sells shirts through his business Dad Fiction and provides color commentary for local high school sports with the NFHS Network. True Fiduciary Capital offers discretionary and non-discretionary investment supervisory services and financial planning to individual and high-net-worth clients. The firm employs a concentrated, fundamental equity approach focused on companies with strong free cash flow and intrinsic value, managing approximately $90 million across about 60 accounts.

Matthew Gonzales is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at North Island Credit Union, San Diego State University, and Steele Canyon Golf Club. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Denisse Arebalo is a financial advisor at Pacific Canyon Investments with seven years of industry experience. She holds the Series 66 designation and has worked at Bay Street Capital Holdings and TD Ameritrade prior to joining Pacific Canyon Investments. Pacific Canyon Investments serves individuals, families, institutional clients, and plan sponsors, offering financial planning, asset management, and institutional advisory services. The firm’s investment approach blends a focus on disruptive innovation with value-based fundamental analysis and employs strategies including equity holdings and option tactics, alongside customized educational seminars for clients.

Darin Delozier is a financial advisor at Foundation Wealth Planning with a Series 65 credential and one year of industry experience. He has operated as a sole proprietor since 2020 and has been involved with Catholic Answers since 2005. Foundation Wealth Planning provides discretionary asset management and financial planning to individuals and high-net-worth clients, focusing on personalized portfolios that incorporate fundamental analysis, Modern Portfolio Theory, and values-based approaches such as Biblically Responsible Investing. The firm manages approximately $4.49 million in assets and serves a small client base with full financial plans and hourly consultations.

Jason Barney is a financial advisor at Wealth Alliance, LLC in El Cajon, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Wealth Alliance since 2011. In addition to his advisory role, he owns Wealth Alliance Tax and Financial Services LLC, which provides tax preparation, bookkeeping, and payroll processing. Wealth Alliance serves individuals, families, trusts, estates, retirement-plan participants, and small businesses, focusing on business owners, executives transitioning to retirement, and emerging-wealth professionals. The firm manages approximately $64.5 million across 266 clients using proprietary model portfolios and combines quantitative and fundamental analysis with discretionary portfolio management.

Wesley Schevers is a financial advisor at Alpha & Omega with a Series 65 credential and four years of industry experience. He previously worked at Leafhouse Financial Advisors and PenChecks Trust. Outside of finance, he is involved in the flooring and construction business through ownership and management roles in two related companies. Alpha & Omega Financial Management Consultants serves individual clients, including high-net-worth households, and sponsors of pension and profit-sharing plans. The firm provides portfolio management primarily through model portfolios and third-party managers, pension consulting, and financial planning, employing long-term trading strategies based on cyclical, fundamental, and quantitative analysis.

Vickie Petix Reichert is a CFP® with 33 years of experience in the financial services industry. She is a principal at Petix & Botte Financial, where she has worked since 2014, and also operates Petix & Botte Tax and Business Services. In addition to her advisory work, she is involved in managing family investment LLCs and serves as an independent insurance agent. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management using a range of securities and employs fundamental, technical, and cyclical analysis to tailor portfolios, combining proprietary advisory services with LPL Financial–sponsored programs.

Athanasios Preovolos is a financial advisor at Alpha & Omega with three years of industry experience. He holds a Series 65 credential and has been an attorney with Preovolos Lewin, ALC since 1993. His combined legal and financial background spans over three decades. Alpha & Omega Financial Management Consultants serves individual clients, including high-net-worth households, and sponsors of pension and profit-sharing plans. The firm provides portfolio management primarily through model portfolios and third-party managers, along with pension consulting and standalone financial planning.

Connor Buckley is a CFP® professional with one year of industry experience, currently serving at Petix & Botte Financial. His prior work includes roles at Petix & Botte Tax and USD Vista, as well as experience at Ace Parking and the University of San Diego. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers tailored portfolios using fundamental, technical, and cyclical analysis, combining discretionary asset management with consulting and access to LPL Financial–sponsored advisory programs.