Allison Wooton is a financial advisor at Salient Wealth Planning with 15 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Savvy. Additionally, she provides insurance advice as a licensed fixed insurance agent. Salient Wealth Planning serves individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary and non-discretionary investment management, retirement advice, and financial planning. The firm employs a long-term, fundamental analysis approach to build diversified portfolios that often include low-cost mutual funds and ETFs, and it oversees unaffiliated independent managers for portions of client accounts.

Tony Hsu is the sole advisor at Alethea Capital Management, LLC, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with Alethea Capital Management since 2011. Alethea Capital Management provides discretionary investment management, financial planning, and consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis across multiple strategies and manages approximately $196 million in discretionary assets.

Aaron Baker is a financial advisor at Wismar Financial with one year of industry experience. He holds the ChFC® designation and has worked with several firms, including World Financial Group and Baker and Baker Financial LLC dba Wismar Financial. Outside of finance, he has been involved with Rubios Restaurants since 2010. Wismar Financial provides ongoing portfolio management and individualized financial planning to individuals, families, trusts, estates, and small businesses. The firm constructs tailored portfolios using both technical and fundamental analysis and offers a range of strategies including long-term investing, short-term trading, and selective cryptocurrency exposure.

Christopher Tate is a CFP® professional with 26 years of experience in financial advising. He has been with ACAS LLC, operating as Tate Asset Management and DCO Wealth Management, since 2009. In addition to his advisory role, he is a licensed independent life insurance agent in California. ACAS LLC serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and corporate entities. The firm provides investment supervisory services, discretionary advisory, and financial planning, with a focus on ERISA retirement plan services and a portfolio construction approach that includes a range of asset classes and trading strategies.

Wesley Ursick is a financial advisor at SCSC Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial and LPL Financial. He serves on the board of a health solutions nonprofit in Pueblo, Colorado. SCSC Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and business entities. The firm employs a variety of strategies including fundamental and technical analysis, option writing, and the use of artificial intelligence tools within discretionary portfolio management.

Jennifer To is a financial advisor at Counterpoint Asset Management LLC with nine years of industry experience. She holds a Series 65 designation and has been with Counterpoint since 2016. In addition to her advisory role, she serves as an investment analyst for an affiliated mutual fund complex. Counterpoint Asset Management provides discretionary portfolio management to individual and high-net-worth clients, trusts, estates, and other entities, using a combination of mutual funds and ETFs guided by quantitative and tactical investment strategies.

Timothy Kenney is a CFP® professional with 27 years of experience in the financial industry. He has worked at firms including USAA Financial Planning Services, UBS Financial Services, and Wells Fargo Investments before joining Seawise Financial, Inc. in 2018. Seawise Financial serves individuals, high-net-worth clients, and employer plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a primarily passive investment approach with diversified allocations and incorporates fundamental and cyclical analysis, managing roughly $75 million in discretionary assets.

Eric Schmid is a CFP® professional with nine years of industry experience, currently serving as an advisor at Ted Buchan & Company since 2016. He is based in San Diego, CA, and works within a small team of two advisors at the firm. Ted Buchan & Company provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $413 million in assets. The firm uses firm-developed model portfolios combined with fundamental and technical analysis, offering both discretionary and non-discretionary management along with annual account reviews.

Michael Sellman is a CFP® professional with 18 years of experience, currently serving as an advisor at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA. He has worked at Cornerstone Wealth Advisors since 2010 and has also been an independent insurance agent since 2015. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to a range of clients, including individuals, trusts, estates, charitable organizations, and governmental entities. The firm manages approximately $143 million and offers both proprietary and custom portfolios, emphasizing fundamental investment analysis and client-specific asset allocation.

Sapphira Santibanez is a financial advisor at Del Mar Wealth Management Inc with one year of industry experience. She holds a Series 65 designation and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, she worked at Carlsbad By The Sea Resort for five years. Del Mar Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $170 million in assets. The firm uses a tailored investment approach that combines fundamental analysis and Modern Portfolio Theory, incorporating a range of investment types including less common assets such as deed trust funds and promissory notes.

Michael Licosati is a financial advisor at Alder Capital with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Alder Capital, LLC and Pacific Point Advisors, LLC. Alder Capital is an SEC-registered advisory firm serving high-net-worth individuals, family offices, trusts, estates, institutions, and privately offered pooled funds. The firm employs a primarily long-term, fundamentally driven investment approach and manages portfolios using a range of securities including ETFs, options, and alternative investments, tailoring strategies to client objectives and tax considerations.

Raymond Morgosh is a financial advisor at 10 Star Asset Management in Carlsbad, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with 10 Star Asset Management since 2008. 10 Star Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and select pension accounts. The firm uses licensed S&P research and model portfolios combined with equity and income strategies, including covered call writing and options, primarily managing accounts through Fidelity Institutional Wealth Services.

Heather Sontag is a CFP® professional at Carlsbad Wealth Advisory Group, Inc. with six years of industry experience. She has worked at Carlsbad Wealth Advisory Group since 2019 and concurrently holds a senior staff accountant position at Solar Turbines Incorporated. Carlsbad Wealth Advisory Group provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth households, trusts, foundations, pensions, and charitable organizations. The firm emphasizes asset allocation primarily through exchange-traded funds (ETFs) and manages all client assets in-house, focusing on low expense ratios and internal diversification.

James Walters is a financial advisor at 77 Financial Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Securities America, Verus Capital Partners, and Lincoln Financial Advisors. Walters is also active as an insurance producer through a separate agency. 77 Financial Group serves individual investors, retirement plans, trusts, and various organizational clients with fee-based advisory and financial planning services, alongside pension consulting and related tax and accounting services. The firm employs a tactical allocation investment approach utilizing a range of securities and strategies, and offers additional resources such as a subscription newsletter and educational seminars.

David Jensen is a financial advisor at Jensen Capital Asset Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including BKM Capital Partners, RedHill Realty Investors, and Pickwick Capital Partners. Outside of advisory work, he manages real estate development activities through His Glory Development LLC and serves as a managing member of his family office, DF3 Holdings LLC. Jensen Capital Asset Management provides state-registered discretionary portfolio management services primarily for individual clients, trusts, and estates. The firm combines fundamental and technical analysis through an investment committee and focuses on tax-efficient portfolios constructed from individual bonds, equities, and low-cost ETFs. The firm is also notable for its principals’ active involvement in real estate brokerage and private real estate investment activities.

Brenton Devore is a financial advisor with DeVore Financial Advisors LLC, holding the ChFC® designation along with Series 66 and Series 65 licenses. He has 20 years of industry experience, including prior roles at Index Fund Advisors, Inc., Check Capital Management Inc., and Charles Schwab. In addition to his financial advisory work, Devore serves as a full-time police sergeant with the City of San Diego. DeVore Financial Advisors LLC provides financial planning, consulting, and discretionary investment management services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes an evidence-based investment approach grounded in Modern Portfolio Theory and Fama-French research, incorporating Dimensional Fund Advisors’ models and proprietary quantitative algorithms to construct globally diversified, tax-efficient portfolios.

Craig Kelley is a financial advisor at Kelley Investments with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kelley Investments since 1998, alongside a 15-year tenure at Ceros Financial Services. In addition to his advisory role, he is involved in insurance sales on a limited basis. Kelley Investments offers discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, families, trusts, and retirement plans. The firm manages approximately $238 million across 216 client relationships using proprietary portfolio strategies focused on growth at a reasonable price through diversified equity and fixed income investments.

Rachel Ivanovich is a financial advisor at WWM Financial with six years of industry experience. She holds Series 65 and Series 66 designations. Outside of her advisory role, she is the president and owner of Easy Life Management, a tax and accounting firm where she provides tax planning and consulting. WWM Financial manages assets for individuals, trusts, pension plans, and business clients, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes individualized portfolio supervision and employs a variety of analytical methods, while also providing educational seminars and workshops.

Grant Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in San Diego, CA, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he spent four years at Oregon State University and four years at Poway High School. Van Nostrand Wealth Management LLC serves individual and retirement-plan clients, focusing on customized investment management and financial planning. The firm employs a blend of passive and active strategies using mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerance.

Darren Bloom is a CFP® professional with 29 years of industry experience. He is currently with WEalthetic LLC and previously worked at LPL Financial, llc, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of his advisory role, he organizes the Baja Rally, a motorsport event based in San Diego. WEalthetic LLC serves individuals, trusts, estates, charitable organizations, and business entities, providing customized portfolio management and financial planning. The firm employs a range of analytical methods and active strategies tailored to client objectives and also offers services to institutional and corporate clients, including tax planning and corporate structure review.