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.

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.

Earl Wong is a financial advisor at Spirit Global Investment Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Spirit Global since 2013. Outside of his advisory role, he manages One Road Media Ventures, focusing on developing and distributing global media projects with an emphasis on partnerships in Asia. Spirit Global Investment Advisors serves family offices, ultra-high-net-worth individuals, and institutional investors with integrated wealth management, combining public-market portfolio management, alternative fund access, and institutional-grade digital asset services. The firm employs a manager-of-managers approach with significant allocations to alternatives and digital assets, primarily targeting sophisticated and institutional mandates.

John Goodrich is a CFP® and ChFC® with 25 years of experience in financial advising. He has been the principal of Goodrich Financial Group, LLC in Escondido, CA since 2006. Outside of advising, he owns a single-family townhouse rental property in San Diego. Goodrich Financial Group provides discretionary investment supervisory services to individuals, high-net-worth individuals, and select corporate clients. The firm employs a blend of asset allocation and multiple analytical methods, using both long- and short-term strategies and active instruments such as options and margin transactions.

Christopher Ward is the sole advisor at Ward Capital Management LLC in Escondido, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led Ward Capital Management since 2014. Ward Capital Management provides discretionary and non-discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, and institutional clients such as pension plans, charities, and small businesses. The firm employs a concentrated stock model combined with corporate and municipal bonds, and offers specialized retirement plan services including ERISA Section 3(21) fiduciary advice and benchmarking through third-party administrators.

Born and raised in Saigon, I moved to the U.S. alone at 16. Shortly after, my family’s business collapsed, and I became financially independent when I was still a teenager. That experience lit a fire in me—a desire to understand how money works, and how to use it to protect and empower the people we love. As I went deeper into the world of finance, spent over a decade working with leading private wealth management firms in California, I realized wealth isn't just about income or investments. It's about peace. It's about having choices. And it's about living a life that reflects who you are—not just what you’ve earned. Too often, we’re taught to chase someone else’s version of success. I’ve seen people climb hard, high, and fast—only to realize they were on the wrong mountain. That’s why I started Anora Wealth: to help people like you pause, get clear on your “why,” and build a financial life rooted in intention, not pressure. Today, I work with first-generation wealth builders, content creators, and women in transition to align their money with what matters most—so they can stop surviving, and start designing a life of clarity, calm, and confidence. Outside of work, I love learning new things, listening to podcasts, crafting, and spending time in nature. I stay active through boxing, cycling, hiking, tennis, and yoga. I’m fluent in Vietnamese, currently learning Mandarin, and know a bit of French.

Jane Edmondson is the principal of JLE Wealth Management, LLC, an independent advisory firm based in San Diego, CA. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. Ms. Edmondson is the majority owner of EQM Indexes, LLC, a company that licenses indices used as benchmarks for exchange-traded products. JLE Wealth Management serves a small roster of individuals, high-net-worth, and occasional institutional clients with discretionary investment management and integrated financial planning. The firm employs a quantitative, bottom-up model for stock selection, incorporating proprietary factors, risk controls, and the use of options and leverage.

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.

Glenda Moehlenpah is a CFP® and Series 65-licensed financial advisor with 24 years of experience at Financial Bridges, a sole-proprietor firm based in Poway, CA. She also provides tax preparation services as a CPA, dedicating part of her year to preparing individual tax returns. Financial Bridges offers financial planning, investment consultation, and tax preparation services primarily to individual investors and families, focusing on project-based or as-needed engagements without managing client assets directly. The firm emphasizes globally diversified asset allocation and provides implementation education without discretionary portfolio management or custody.

Shane Kochon is a financial advisor at Harvestwise Wealth Planning with 17 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2013 to 2024. Outside of advisory work, he serves as Treasurer on a nonprofit board and holds a real estate license. Harvestwise Wealth Planning provides investment advisory and financial planning services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and business clients. The firm manages approximately $38.3 million in discretionary assets and employs a tailored investment approach using fundamental, technical, quantitative, and values-based analysis.

Robert Shabkie is a financial advisor at Pathlight Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks, and VOYA Financial Advisors. In addition to his advisory role, he maintains a legal practice focused on estate planning and serves as a licensed independent insurance agent. Pathlight Wealth Management is a single-advisor independent firm managing approximately $20.7 million for around 61 clients, including individuals and institutional pension plans. The firm provides discretionary portfolio management, financial planning, and consulting services, employing various analytical methods to tailor investment strategies that may include mutual funds, ETFs, equities, and more active trading approaches.

James Paulsen is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Taxable Wealth. His prior roles include ten years at Guggenheim Funds Distributors LLC and two years at John Hancock Funds LLC. Outside of his advisory work, he holds a passive ownership stake in a clothing company. Taxable Wealth provides investment advisory and portfolio management services alongside comprehensive financial planning for individual clients, high-net-worth households, corporations, and charitable organizations. The firm employs a fundamentally driven, largely passive investment approach using index funds, ETFs, and third-party managers, while also offering private investment opportunities and digital asset consultation.

Jamie Townsend is a Series 65 licensed financial advisor with three years of industry experience, operating through the Law Office of Jamie Townsend in Escondido, CA. Prior to founding this firm, Jamie worked at the Law Office of James E. Lund APC for three years. Outside of financial advising, Jamie teaches legal topics as an adjunct instructor for paralegal students at the University of San Diego and the University of California, San Diego, and occasionally performs as a professional musician. The Law Office of Jamie Townsend serves individuals planning or managing estates, retirees, fiduciaries, business owners, and corporate executives with services that integrate estate planning, wealth management, retirement-plan consulting, and business succession planning. The firm’s approach combines legal-structure and asset-class guidance with fundamental and technical analysis to inform portfolio design and tax-aware planning, operating primarily on a fee-only, non-discretionary basis without custody of client assets.

At Astra Wealth Management, we provide personalized financial planning and investment management for individuals and families navigating financial complexity. We serve high-net-worth families and high-income professionals, including retirees, sales professionals, business owners, and multi-generational families who value thoughtful guidance and a long-term partnership. AWM is located in San Diego, California and serves clients across the nation. Our clients often come to us during pivotal moments—retirement, equity compensation events, business transitions, job changes, inheritance, or major lifestyle shifts. We specialize in helping clients make confident, informed decisions during these life-defining transitions. Our services include: • Comprehensive financial planning • Portfolio management • Tax planning • Estate and legacy planning • Equity compensation and business transition planning • Insurance & Risk Management As an independent, fiduciary firm, we focus on helping clients align their wealth with what matters most—offering clarity, confidence, and a plan built for the long term.

Richard Bell is the sole advisor at Bell Strategic Investments, Inc. in Escondido, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Bell Strategic Investments since 2003. Outside of his advisory work, Bell serves as a volunteer reserve police officer. Bell Strategic Investments provides discretionary investment supervisory services to individual and high-net-worth clients, managing approximately $61 million in assets. The firm employs a client-specific investment process incorporating charting, fundamental, and technical analysis, using both long- and short-term trading techniques along with higher-complexity strategies when appropriate.

Matthew Ryan is a CFP® and CFA® with eight years of industry experience. He is the sole advisor at Focused Mission Financial, where he has worked since 2022. Prior to that, he spent seven years at Creative Capital Management, LLC. In addition to his advisory role, Matthew creates financial educational videos and hosts webinars for various clients. Focused Mission Financial is an independent firm that provides fee-only investment management and financial planning to individuals, including high-net-worth clients, as well as advisory services to employer plan sponsors. The firm employs asset-allocation strategies based on Modern Portfolio Theory, combining passive and active investments, and offers educational workshops and retirement plan consulting services.

Hugo Lopez is a financial advisor at Lighthouse Advisory Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fortune Financial Services, Inc. and Seaside Advisory Services, Inc. Lopez also operates as an independent insurance agent. Lighthouse Advisory Services provides portfolio management, financial planning, and pension consulting to individuals and pension and profit-sharing plans, including 401(k) sponsors. The firm emphasizes non-discretionary portfolio management and offers participant education programs and group seminars focused on enrollment, investment choices, and ERISA 404(c) compliance.

Rhonda Farrar is the sole advisor at Farrar Financials, an independent firm based in Escondido, CA. She holds a Series 65 designation and has 16 years of industry experience, having founded Farrar Financials in 2009. Farrar Financials provides comprehensive financial planning, wealth management consulting, and fiduciary services primarily to high-net-worth individuals and trusts. The firm emphasizes client-led, non-discretionary implementation and delivers quantitative reporting and tax-aware financial plans tailored to tech-savvy clients.

Marvin Mills is the sole advisor at Strategic Income Advisors and holds a Series 63 designation with 25 years of industry experience. He has been with Strategic Income Advisors since 2011 and has worked in benefits advisory and consulting roles since 1985. In addition to his advisory work, Mills conducts insurance agent activities as part of his business. Strategic Income Advisors provides discretionary investment management primarily to individual clients and financial professionals, focusing on portfolio management through mutual funds. The firm employs a proprietary daily market-timing strategy applied consistently across accounts, often using leveraged and inverse mutual funds with relatively frequent trading.

Ethan Choi is a financial advisor at Dean Roland Russell, LLC with a Series 65 designation and two years of industry experience. He joined the firm in 2024 after completing ten years as a full-time student. Dean Roland Russell, LLC serves individual and high-net-worth families, often across multiple generations, providing fee-only wealth management and financial planning services. The firm emphasizes customized portfolio construction, incorporating tax, cash-flow, and estate planning considerations alongside security-level analysis.