Robert Seid is a financial advisor at Blue Summit Wealth Management in San Diego, CA, with nine years of industry experience. He holds a Series 66 designation and has worked at Blue Summit Wealth Management since 2015, with prior experience at Cetera Advisors LLC. Outside of advising, he works as a commercial fisherman. Blue Summit Wealth Management serves individual clients, including high-net-worth households, as well as qualified retirement plans and private trusts. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing sustainable and socially responsible investing through a structured planning process and regular portfolio reviews.

Jason Brustkern is a Series 65 licensed advisor with Kelley Investments in Del Mar, CA, where he has worked since 2026. He has over 25 years of experience, including a long-standing role with Scott & Cronin, LLP since 2001. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million across roughly 216 client relationships, employing proprietary portfolio strategies focused on growth at a reasonable price with a buy-and-hold approach and moderate turnover.

Brad Saenz is a financial advisor at Coastwise Capital Group, LLC, holding Series 65 and Series 63 designations with five years of industry experience. He has worked at Coastwise Capital Group since 2019 and was previously with Coastedge Partners LLC from 2016 to 2018. Coastwise Capital Group is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and institutional clients. The firm manages separate accounts across a wide range of asset types and serves both non-high-net-worth and high-net-worth households, employing investment strategies that include equities, fixed income, options, futures, private placements, and digital assets.

Kevin Stone is a CFP® professional with 28 years of experience in financial advising. He has been with Pacific Capital Associates in San Diego, CA, since 1991. Pacific Capital Associates serves individual clients, trusts, retirement plans, and business entities, providing portfolio management, financial planning, retirement plan consulting, and account monitoring. The firm employs a valuation-driven, value investing strategy with global diversification and emphasizes cost control through low-cost index ETFs alongside selective use of actively managed funds.

Jonpaul Ursick is a financial advisor at SCSC Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Deloitte. Ursick has also been self-employed and worked at USHW earlier in his career. SCSC Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and business entities. The firm uses a range of strategies including fundamental and technical analysis, option writing, and AI tools, managing over $158 million in discretionary assets across more than 120 client relationships.

Andrew Sontag is a CFP® with 20 years of industry experience, currently serving as an advisor at Carlsbad Wealth Advisory Group, Inc. since 2008. He holds a Series 66 designation and works out of Carlsbad, CA. Carlsbad Wealth Advisory Group offers discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, high-net-worth households, trusts, foundations, and charitable organizations. The firm’s investment approach centers on asset allocation using primarily exchange-traded funds (ETFs), focusing on low expense ratios, internal diversification, and liquidity, while managing all client assets in-house.

Daniel Osgood is a financial advisor with 24 years of industry experience, currently serving as President and CEO of DCO Wealth Management. He holds Series 63 and Series 66 licenses and has been with Tate Asset Management since 2012 and DCO Wealth Management since 2009. Tate Asset Management and DCO Wealth Management provide investment supervisory services, discretionary advisory, and financial planning to individuals, pension plans, trusts, estates, and corporate entities. The firm offers portfolio management and consulting tailored to client goals, employing a variety of asset types and trading strategies, and is noted for its ERISA-focused retirement plan services and institutional fiduciary work.

Daniel Krause is a financial advisor with Counterpoint Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Counterpoint and its affiliated entities since 2011. Krause is also a partner in Romulus Group, LLC, an investment-related activity involving personal private investments. Counterpoint Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts and estates, utilizing mutual funds and ETFs. The firm employs a combination of mean-variance optimization, passive and tactical fund allocations, and systematic quantitative strategies, and maintains an affiliated mutual fund complex that anchors a significant portion of client portfolios.

Gregory Jackey is a financial advisor at Axion Wealth Advisors in San Diego, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise, Citigroup Global Markets, and Laurel Wealth Advisors. Jackey also operates as an independent licensed insurance agent. Axion Wealth Advisors provides portfolio management and investment planning services to individuals, high-net-worth clients, and charitable organizations, employing a mix of fundamental, technical, and cyclical analysis along with long-term trading and options strategies.

Steven Musser is a financial advisor with ATS Wealth Management in San Diego, CA, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes roles at Avantax Advisory Services, Cetera Wealth Services, and Fsc Securities Corp, among others. Musser has been affiliated with ATS Wealth Management in various capacities since 2008. He is also an independent insurance agent. ATS Wealth Management serves individuals, high-net-worth clients, charitable organizations, trusts, and businesses by providing financial planning and discretionary asset management. The firm manages approximately $383.6 million in assets across 471 client relationships, using model portfolios and third-party sub-advisers, and offers public educational seminars along with a publishing entity producing newsletters and books.

Mark Lamb is a financial advisor at Vector Financial Solutions, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various firms including Royal Alliance Associates, INC. and Double Diamond Financial. Outside of his advisory role, he is involved in health insurance sales through Alta Vista Insurance. Vector Financial Solutions serves individuals, including high-net-worth clients, as well as corporations, charities, and pension and profit-sharing plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm uses modern portfolio theory and model portfolios tailored to client objectives, with services extending to ERISA plan support that is less common among similar-sized advisers.

Garrett Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. He has worked at Van Nostrand Wealth Management since 2019 and previously held positions at KUSI Television, Quantum Design, San Diego State University, and Poway High School. Van Nostrand Wealth Management serves individual clients, including high-net-worth households, retirement plans, and small businesses, offering integrated wealth management through financial planning and investment management. The firm emphasizes customized investment strategies based on client goals and risk tolerance, using a mix of passive and active approaches primarily with mutual funds and ETFs.

Michael Elizondo is a financial advisor at SRS Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior experience in the United States Navy Reserves from 2014 to 2022. Outside of his advisory role, he is active in insurance sales through Successful Solutions, LLC. SRS Wealth Management provides fee-based advisory services by referring clients to third-party money managers and delivering financial planning and retirement plan advisory work. The firm also offers educational services such as seminars, workshops, and newsletters as part of its client engagement.

Brady Boyd is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Coronado Investment Advisors, LLC since 2016. Outside of his advisory role, he manages a Kidokinetics franchise in San Diego that offers youth sports and recreation programs. Coronado Investment Advisors provides discretionary portfolio management and advisory services to individuals, families, trusts, corporations, endowments, and government entities. The firm uses an adaptive, active investment approach combining fundamental, technical, and statistical methods, implementing portfolios mainly through individual stocks, bonds, and ETFs.

Kenza Mc Kerrihan is a financial advisor at D. M. Brenner, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Sovran Advisors, and MassMutual Life Insurance Company. Outside of advisory work, she is an insurance agent involved in the sales of life and disability insurance. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individuals and business clients. The firm uses an asset allocation approach based on Modern Portfolio Theory and manages approximately $175 million in discretionary assets.

Frank Scott is a financial advisor with Kelley Investments and holds Series 65 and Series 66 licenses. He has 25 years of industry experience, including 20 years at Kelley Investments and over 26 years as owner of the CPA firm Scott & Cronin LLP. He also serves as an officer of the Baker Foundation, a charity organization. Kelley Investments offers discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million using proprietary “Kelley Portfolio Strategies,” which emphasize a growth-at-a-reasonable-price style with focused, buy-and-hold portfolios and moderate turnover.

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.

Neil Jubaili is a CFP® with 18 years of industry experience, currently practicing at Cedar Wealth Management in La Jolla, CA. He is also the owner of CWM Accountancy LLP, a certified public accounting firm. His prior work includes five years at Deloitte Investment Advisors LLC. Cedar Wealth Management serves primarily individual clients, including high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $417 million across about 64 client relationships. The firm emphasizes long-term, globally diversified asset allocation and offers portfolio management and financial planning services.

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.