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.

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.

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.

John Malaney is a financial advisor at Engineering Financial Independence, Inc. with four years of industry experience. He holds the Series 65 designation and has a background as a Program Manager at General Atomics, where he worked for fourteen years. Engineering Financial Independence, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $5.0 million across a small number of relationships. The firm offers a free subscription service featuring general investor commentary, and employs an investment approach that includes fundamental analysis, modern portfolio theory, quantitative methods, long-term equity strategies, options trading, mutual funds, ETFs, and fixed income.

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.

Avelino Cortina III is the sole advisor at AC3 Capital, an independent firm based in La Jolla, CA. He holds Series 63 and Series 65 designations and has 30 years of industry experience. Cortina has led AC3 Capital since 2011. AC3 Capital provides wrap asset management and standalone financial planning primarily to high-net-worth individuals, as well as trusts, estates, and charitable organizations. The firm operates mainly on a non-discretionary basis, using a combination of technical, cyclical, and fundamental analysis to tailor portfolios according to client objectives.

Curt Di Giacomo is a CFP® professional with 24 years of experience in the financial advisory industry. He is the principal and sole advisor at Goal Line Wealth Management, Inc., an independent firm based in Solana Beach, CA. Prior to founding Goal Line Wealth Management, he worked at Sowell Management and Wells Fargo Advisors. Outside of advisory work, he is a licensed insurance agent and a notary public. Goal Line Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, providing tailored portfolio management through discretionary and non-discretionary accounts. The firm uses a combination of asset allocation, dollar-cost averaging, and technical analysis, focusing on managing market risk and limiting uncompensated risks.

Bradley Gilbert is a financial advisor with Thrive Portfolios in San Diego, CA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at multiple firms including Impact Investors and Cresta Advisors, and currently owns Delta Companies, LLC, where he provides consulting services related to property management. Thrive Portfolios serves individual investors and other registered investment advisers with discretionary asset management, financial planning, and consulting services. The firm combines boutique scale with institutional-style work, acting as a sub-advisor to other RIAs while offering educational content and public seminars.

Andrew Arroyo is the principal of Andrew Arroyo Investments, LLC and holds a Series 65 designation with 15 years of industry experience. He has operated Andrew Arroyo Real Estate Inc. since 1999, focusing on residential real estate sales and investment. Arroyo is also involved in managing real estate and securities investment funds through related entities. Andrew Arroyo Investments, LLC provides investment supervisory services to pooled investment vehicles and a variety of individual, corporate, and retirement clients. The firm employs a combination of fundamental, technical, and cyclical analyses across equity, options, and real estate-related investments, offering both discretionary and consultative advisory services.

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.

Ian Maxwell is a financial advisor at Reviresco Wealth Advisory LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Virtue Capital Management and Retirement Wealth Advisors. In addition to his advisory role, Maxwell operates a college planning service offering guidance on college preparation and financial aid, and he owns a tax planning and preparation business. Reviresco Wealth Advisory is an independent registered investment adviser serving individuals, couples, executives, entrepreneurs, and business entities with comprehensive financial planning and discretionary investment management. The firm customizes recommendations based on clients’ circumstances, risk tolerance, and time horizon, and implements portfolios using third-party model portfolios while retaining discretionary authority over those selections.

James Holland is the founder and sole advisor at Holland Strategic Wealth Advisors LLC in La Jolla, CA. He holds the CFP® designation and Series 66 license, with four years of industry experience. His background includes roles in mortgage lending and real estate brokerage, alongside operating Aethon Consulting LLC, a financial and operational consulting firm. Holland is also licensed as an insurance agent and mortgage associate. Holland Strategic Wealth Advisors serves individuals, high-net-worth clients, corporations, charities, and pension and profit-sharing plans. The firm employs a passive investment approach grounded in modern portfolio theory, providing discretionary management and integrating financial planning with investment oversight. In addition to advisory services, the firm offers insurance, mortgage, and real estate services through its principal’s related licenses and provides non-ERISA fiduciary retirement plan consulting and educational seminars.

Kenneth Corlett is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Corlett Financial, Inc. in San Diego, CA. He previously worked at Worthpointe Wealth Management for two years before founding his firm in 2017. Corlett is also a partner and wealth advisor with another investment advisory firm and holds active securities licenses, though he has not been engaged in insurance activities for over two years. Corlett Financial, Inc. provides portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs an investment approach that combines cyclical analysis with modern portfolio theory, offering both discretionary and non-discretionary management with a focus on tailored investment strategies and regular account reviews.

Robert Shopes is a CFP® with 15 years of industry experience and operates as the sole advisor at Favrile Financial in Del Mar, CA. His prior experience includes seven years at Waddell & Reed, Inc. and over two decades with Exotica Biologics. Outside of his advisory work, he owns and manages an eBay store, TeraBio, which buys and resells used goods online. Favrile Financial offers discretionary wealth management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm’s investment approach emphasizes fundamental analysis and long-term orientation, utilizing low-cost mutual funds and ETFs alongside other securities, while employing fixed and hourly fee arrangements rather than asset-based fees.

Cady North is a CFP®-certified financial advisor with 10 years of industry experience, operating North Financial Advisors in San Diego, CA. She has been with the firm since 2015 and also engages in teaching, speaking, and coaching activities, in addition to authoring books. North Financial Advisors is an independent firm managing approximately $41.7 million for about 30 clients, including individuals, charitable organizations, and businesses. The firm employs a primarily passive investment approach with diversified, low-cost index portfolios and offers comprehensive, ongoing financial and business planning services alongside public education through seminars and workshops.

Gil Hanoch is a financial advisor at Quality Asset Management, LLC in La Jolla, CA, holding a Series 65 license with 17 years of industry experience. He has been with Quality Asset Management since 2011. Quality Asset Management is a small, independent advisory firm managing approximately $63.7 million for 17 client households, primarily serving individual and high-net-worth clients. The firm employs a globally diversified, asset-allocation approach using no-load mutual funds, ETFs, and other pooled vehicles, offering discretionary portfolio management with quarterly rebalancing and detailed performance reporting.

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.

David Banks is a financial advisor at Phase Two Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Phase Two Capital since 2015. Phase Two Capital, LLC provides discretionary portfolio management to individual and high-net-worth clients, offering tailored investment programs supported by written Investment Policy Statements. The firm employs fundamental analysis and modern portfolio theory with a long-term trading orientation, managing approximately $25.5 million in assets across nine client accounts.

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.