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.

Maxwell Wittenberg is a financial advisor at Independent Wealth Solutions with six years of industry experience. He holds a Series 65 designation and has worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company since 2019. Outside of advisory work, he has prior experience as a property manager for Wittenberg Rentals. Independent Wealth Solutions provides advisory services to individuals, corporations, and tax-qualified 401(k) plans primarily by selecting and referring third-party investment advisers and acting as a solicitor. The firm is affiliated with an insurance entity and offers pension consulting and 401(k) plan services using the Betterment at Work platform.

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 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.

Beverly Patton is a financial advisor at Syrios Wealth Management Group with 19 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors from 2009 to 2024. Patton is based in La Jolla, CA. Syrios Wealth Management Group provides wealth and investment management, financial planning, and third-party asset manager selection for individuals, pension and profit-sharing plans, non-profits, and businesses. The firm uses a combination of active and passive strategies across various asset classes and offers discretionary and non-discretionary portfolio management.

Zoran Selakovic is a financial advisor at Lifetime Financial Advisors Inc with 18 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, LLC since 2008 and at Lifetime Financial Advisors since 2021. Outside of his advisory role, he serves as the Treasurer and a board member of the nonprofit organization YACHTAID GLOBAL. Lifetime Financial Advisors provides personalized financial planning and written investment recommendations for individuals, trusts, estates, charitable organizations, corporations, and participants in employer-sponsored retirement plans. The firm focuses on non-discretionary planning without custody of client assets, commonly favoring mutual funds chosen for manager tenure, risk management, and transparency, and often charges fees based on hourly, flat, or retainer arrangements rather than a percentage of 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.

Keith Hamilton is a CFP® professional with 39 years of industry experience. He has been with Hamilton Manor & Associates since 2009 and has worked with LPL Financial, LLC since 1995. His background includes tax preparation services in addition to his financial advisory work. Hamilton Manor & Associates serves individual and high-net-worth clients, providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of research providers and third-party managers to construct asset allocation models and offers both discretionary and non-discretionary management.

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.

Erik Johnson is a financial advisor with La Jolla Institute for Wealth Management, holding a Series 65 designation and 14 years of industry experience. He has been with La Jolla Institute since 2011 and has operated his own advisory practice since 1999. Outside of financial advising, he is involved in product sales and marketing. La Jolla Institute for Wealth Management provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite strategic asset allocation approach with globally diversified portfolios and operates on a non-discretionary basis.