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.

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.

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.

Brad Reinard is the sole advisor at QTR Capital Management LLC, an independent firm based in Oceanside, CA. He holds a Series 65 designation and has six years of industry experience. Brad is also an adjunct professor of Management Science at Chapman University and serves as Chief Publisher of an investment newsletter through MCTO Capital Management LLC DBA Upside Options. QTR Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, offering a range of single-strategy portfolios that include equity, sector rotation, options-based income, and dividend-focused strategies. The firm employs a research-intensive process combining technical, fundamental, and quantitative analysis, utilizing both traditional and options-based positions within client guidelines.

Gabriel Katzner is a CFP® professional with five years of experience at Frame Wealth Management and over 17 years as a solo attorney at Katzner Law Group, P.C., specializing in estate planning, asset protection, and estate administration. He operates out of Carlsbad, CA, combining financial advisory with legal expertise in his practice. Frame Wealth Management offers a “Personal Chief Financial Officer” style wealth management program focused on discretionary investment management, advanced planning, and financial planning for individuals, trusts, and charitable organizations. The firm’s approach is based on Modern Portfolio Theory and a long-term, buy-and-hold strategy utilizing diversified asset-class exposure primarily through no-load mutual funds and ETFs, and includes affiliated legal services for estate and asset protection planning.

Curt Di Giacomo is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Goal Line Wealth Management, Inc. He has previously worked at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Advisors. Outside of his advisory role, he is a licensed insurance agent and a notary public. Goal Line Wealth Management serves individual and high-net-worth clients by providing both discretionary and non-discretionary investment advisory and financial planning services. The firm customizes portfolios based on clients’ objectives and risk tolerances, using various investment strategies and reviews accounts quarterly.

Francis Edsall III is a financial advisor with 25 years of industry experience, currently serving as the sole advisor at 10/28 Wealth Management LLC. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Presidio Capital Management, Virtus Investment Advisers, VP Distributors, Virtus Fund Advisers, and UBS Financial Services. 10/28 Wealth Management LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a mix of passive and active investment strategies, including Modern Portfolio Theory-based asset allocation, and offers socially responsible investing options through fee-only advisory services.

Amy Sharp is a CFP® professional with over 30 years of experience in financial advising. She is the founder of Amy T. Sharp, CFP, LLC, an independent firm based in Valley Center, CA. Her prior roles include positions at CS Planning Corp, Investacorp Advisory Services Inc, PRUCO Securities, USAA Financial Planning Services, and MSI Financial Services. Outside of advising, she co-owns a family chocolate business producing sugar-free confections. Her firm provides financial planning and portfolio management services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified, actively managed portfolios with a systematic approach and offers educational resources including a monthly newsletter and online articles.

Ahmet Turken is a financial advisor with Turken Investments LLC in San Marcos, CA. He holds a Series 65 designation and has six years of industry experience. Prior to founding Turken Investments, he worked at Thermo Fisher Scientific and is currently a Senior Finance Manager at Becton Dickinson, focusing on financial planning and budgeting for their Biosciences division. Turken Investments provides investment management and financial planning services to individuals and legal entities, including executives, retirees, and business owners. The firm emphasizes diversified portfolios based on written Investment Policies and client risk questionnaires, operating on a non-discretionary basis with client approval for trades.

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.

Chano Arellano is a financial advisor at Building Equities, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked independently since 1995, with prior roles at Calton & Associates, Inc. and Whitney Kuhn, LLC. Outside of advisory work, he operates as a licensed insurance agent and serves as an independent contractor for Redfin, assisting with home showings. Building Equities LLC provides portfolio management and investment advisory services primarily to individual clients, utilizing standard instruments such as mutual funds, equities, fixed income, and ETFs. The firm employs both charting and fundamental analysis, engaging in various trading strategies including long- and short-term trading, margin transactions, and options.

Jake Pezzi is a financial advisor at Pezzi Wealth Management LLC in San Marcos, CA, holding a Series 66 designation with two years of industry experience. He previously worked at LPL Enterprise, Prudential Financial Planning Services, and Pruco Securities, LLC. Outside of advisory services, he is a licensed insurance agent. Pezzi Wealth Management LLC provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, focusing on portfolios built with exchange-traded funds and low-cost mutual funds. The firm employs a fundamental analysis-based investment process with a long-term orientation, incorporates independent managers without receiving direct compensation, and offers retirement and other planning services.

Christopher Ward is a financial advisor with Ward Capital Management LLC in Escondido, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Prior to founding Ward Capital Management in 2014, he worked at Chronos Corporation, FFEC Wealth Partners LLC, Banc Of America Investment Services, Inc., Quick & Reilly, Inc., and A. G. Edwards & Sons, Inc. Ward Capital Management provides investment advisory and retirement plan services to individual investors, including high-net-worth clients, trusts and estates, institutional retirement plans, nonprofits, foundations, corporations, small businesses, and churches. The firm manages portfolios using a single stock model supplemented by bonds and employs both fundamental and technical analysis, while also offering fiduciary consulting and participant education for plan clients.

Christopher Lavine is a CFA® charterholder based in Solana Beach, CA, and has been with Marstone LLC since 2013. He holds a Series 63 license and has 13 years of industry experience. Marstone LLC provides online financial advisory and discretionary portfolio management services to individual investors, institutions, and other advisers through sub-advisory agreements. The firm uses an algorithmic process to assess client risk and manage diversified ETF portfolios, employing a buy-and-hold approach with periodic rebalancing and customized adjustments.

Francisco Maldonado is a CFP®-certified financial advisor with 20 years of industry experience. He is the sole advisor at Global Vantage Wealth Management in Encinitas, CA, and has previously worked at Wealth Analytics Partners, Advanced Wealth Planning, First Allied Securities, Osaic FA, and Ameriprise. Global Vantage Wealth Management serves a select group of individual and high-net-worth clients, managing approximately $75 million across 32 households. The firm offers tailored investment management and comprehensive financial planning, focusing on non-discretionary client relationships and addressing complex issues such as international financial ties and cross-border family concerns.

Nicholas Di Paolo is a CFP®-certified financial advisor with three years of industry experience, currently serving at Forum Private Wealth, LLC. He has previously worked at Evoke Wealth, Crescent Bay Advisors, BNY Mellon Wealth Management, U.S. Bancorp Advisors, and Merrill. Forum Private Wealth, LLC is an independent firm specializing in ultra-high-net-worth individuals and families, offering comprehensive financial planning, consulting, and family office services. The firm provides investment analysis and oversight of third-party managers, emphasizing bespoke, consultative work without managing portfolios directly or accepting sales commissions.

Merrit Strunk is a financial advisor at Momentum Financial and Insurance Services LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Momentum Financial and Insurance Services since 2017, including prior roles at Foundations Investment Advisors and Asset Marketing Systems. In addition to advisory services, she is active as an insurance agent, focusing on insurance sales and tax mitigation strategies. Momentum Financial and Insurance Services LLC provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, foundations, and business entities, and also offers insurance products. The firm uses an open-architecture platform with third-party model strategies and conducts seminars and webinars for client education.