Frank Scott is a financial advisor at Kelley Investments with 25 years of industry experience. He holds Series 66 and Series 65 designations and has been with Kelley Investments since 2006. Scott is also the owner of Scott & Cronin LLP, a CPA firm, and serves as an officer of the Baker Foundation, a charitable organization. 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 about 216 client relationships, employing a growth-at-a-reasonable-price (GARP) investment approach with focused, concentrated portfolios and a buy-and-hold strategy.

Allison Wooton is a financial advisor at Salient Wealth Planning with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. Her current roles include providing financial planning and investment management, as well as offering fixed insurance advice. Salient Wealth Planning is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $239 million across 193 client relationships, employing a long-term, fundamental-analysis investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and independent managers.

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 ChFC® affiliated with Wismar Financial in Escondido, CA. He has been with Wismar Financial since 2023 and has prior experience at World Financial Group and Scenthound. Outside of financial advising, he has a long-term role with Rubios Restaurants. Wismar Financial provides investment management and personalized financial planning primarily for individuals, families, trusts, and small businesses. The firm uses a combination of technical charting and fundamental analysis, employing both long-term investing and short-term trading strategies tailored to each client’s specific financial situation.

Stephen Solomon is a CFP® with 32 years of industry experience and currently practices at Chokshi & Queen Wealth Advisors. His career includes roles at VOYA Financial Advisors and operating under Steve Solomon Financial. He also works as an independent insurance agent selling fixed insurance products. Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans, and other institutions with asset management, financial planning, and retirement consulting. The firm employs a combination of fundamental, technical, quantitative, and sector analysis, offering discretionary portfolio management and standalone financial plans.

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. Prior to joining SCSC Advisors, he worked at LPL Financial and Raymond James Financial. Ursick serves on the board of a health solutions nonprofit based in Pueblo, Colorado. SCSC Advisors, LLC is an SEC-registered investment adviser providing asset management, financial planning, and retirement plan consulting to individual and institutional clients. The firm constructs customized portfolios using fundamental and technical analysis and offers retirement plan fiduciary services, including ERISA Section 3(21) and 3(38) plan 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® with 27 years of industry experience, currently serving as an advisor at Seawise Financial, Inc. since 2018. His prior experience includes roles at USAA Financial Planning Services and USAA Investment Management Company. Seawise Financial manages approximately $55 million for individuals, high-net-worth clients, and employer plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, supplemented by fundamental and cyclical analysis and selective outside managers.

Sean Ohara is a financial advisor at Kelley Investments with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Kelley Investments since 2000. Outside of his financial advisory work, he is a flight instructor. Kelley Investments provides 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 about 216 client relationships, using proprietary portfolio strategies focused on growth at a reasonable price with a buy-and-hold approach.

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 six years of industry experience. She holds a Series 65 credential and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she has experience in hospitality at Carlsbad By The Sea Resort. Del Mar Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs 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 structured notes.

Michael Licosati is a financial advisor at Alder Capital with nine years of industry experience. He holds Series 66 and Series 65 credentials and has worked at Pacific Point Advisors and Alder Capital since 2020 and 2002, respectively. Alder Capital is an independent SEC-registered investment adviser serving high-net-worth individuals, family offices, trusts, estates, and institutions. The firm offers discretionary wealth management, comprehensive financial planning, and investment management, focusing on broadly diversified, long-term portfolios using a mix of ETFs, stocks, bonds, mutual funds, options, and alternative investments.

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 worked at firms including BKM Capital Partners L.P. and RedHill Realty Investors. Outside of advisory activities, he is a licensed real estate broker and involved in real estate development through His Glory Development LLC. Jensen Capital Asset Management is a state-registered investment manager providing discretionary portfolio management for individuals, trusts, and estates. The firm combines fundamental and technical analysis to construct portfolios primarily from individual bonds and equities, supplemented by low-cost ETFs, with a focus on tax efficiency and tailored asset allocation.

Brenton Devore is a financial advisor at DeVore Financial Advisors LLC in Escondido, CA, with 20 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 66 licenses. In addition to his advisory role since 2019, he has been employed full-time as a police officer and sergeant with the City of San Diego since 2009. DeVore Financial Advisors serves individuals, high-net-worth clients, trusts, and estates, providing discretionary investment management and financial planning. The firm uses an evidence-based investment approach rooted in Modern Portfolio Theory and factor-driven strategies from Dimensional Fund Advisors, combining institutional models with proprietary algorithms for portfolio management and trade execution.

Jennifer Wilson is a CFP® and ChFC® professional with nine years of experience in financial advising. She has worked at McNaughton Wealth Management, LLC since 2019 and previously was with Ameriprise Financial Inc. from 2016 to 2019. McNaughton Wealth Management serves individuals, including high-net-worth clients, as well as trusts, pension plans, and business entities. The firm manages approximately $291.6 million for about 240 clients, providing discretionary asset management, portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers.