Neil Jubaili is a CFP® with 17 years of industry experience, currently serving as an advisor at Cedar Wealth Management in La Jolla, CA. He is also the owner of CWM Accountancy LLP, a certified public accounting firm. Jubaili has worked at both firms since 2014. Cedar Wealth Management primarily serves individual clients, including high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $417 million across 64 client relationships. The firm focuses on long-term, globally diversified asset allocation implemented through various investment vehicles and offers customized portfolio management and financial planning services.

Michael Griffin is a CFA® charterholder with 16 years of experience in the financial industry. He has been with Stack Asset Management since 2009 and also operates an accounting firm, Michael Griffin CPA PC, where he spends a significant portion of his time on tax returns and consulting. Stack Asset Management serves individual and high-net-worth clients, as well as families, trusts, estates, and business entities, providing customized discretionary investment management. The firm employs a long-term, asset-allocation-driven approach informed by macroeconomic analysis and fundamental research, tailoring portfolios primarily with stocks, ETFs, and bonds.

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.

William Holland is a financial advisor with The Holland Group, Inc. in San Diego, CA, holding a Series 63 designation and over 57 years of industry experience. His prior roles include positions at Western International Securities, Inc. and LPL Financial. The Holland Group provides discretionary investment management services primarily to individual and high-net-worth clients, focusing on personalized portfolios that emphasize listed equities. The firm employs a combination of fundamental, technical, and economic analysis alongside asset-allocation software and active monitoring, using diversification and periodic rebalancing as key risk-management strategies.

Caidyn Taylor is a financial advisor at Copia Wealth Management Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and is also president and owner of Taylor Made Solutions, Inc. Outside of advisory work, he is involved with La Jolla Junior Knights Volleyball. Copia Wealth Management Advisors, Inc. serves individual households with discretionary portfolio management using third-party asset managers, comprehensive financial planning, and monitoring of privately issued securities for accredited investors. The firm employs a research process combining fundamental, technical, and cyclical analysis and offers insurance and annuity products through an affiliated entity.

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.

Kirk Sheldon is a CFP® with 13 years of industry experience, currently serving at Capital Financial Management in San Diego, CA. He has been with The Capital Group since 1987. In addition to his financial advisory role, he is involved in real estate brokerage and property management through businesses he owns. Capital Financial Management primarily serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering portfolio management, financial planning, consulting, and investment reporting. The firm’s investment approach focuses on fundamental analysis and asset allocation across a diverse range of securities, with a notable emphasis on client-directed, non-discretionary management.

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.

Robert Patterson is a financial advisor with RJ Patterson Group in San Diego, CA, holding a Series 66 designation and 27 years of industry experience. He has been with RJ Patterson Capital Investment Group, Inc. since 2016 and Purshe Kaplan Sterling since 2014. RJ Patterson Group provides discretionary investment management, financial planning, and participant-account services to individuals, retirement plan participants, and corporations. The firm uses a value-oriented equity approach combined with diversified ETFs, mutual funds, individual equities, and fixed-income securities, and it offers specialized programs for early-career clients.

Nathan Jarman is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked with LPL Financial and Financial Planning Consultants since 2014. Outside of his advisory role, he is involved with Jarman Wealth Management, a business entity focused on tax and investment purposes. Financial Planning Consultants provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers comprehensive financial plans and life-stage planning, focusing on investment advice without managing client assets, typically using a long-term, value-oriented approach.

Olivian Pitis is a CFP®, CFA®, and Series 66-licensed financial advisor at CSJ Wealth Management, LLC with 17 years of industry experience. He previously worked at American Century Investment Services, Dimensional Fund Advisors, and Dowling & Yahnke. He has been involved with the UCLA Anderson San Diego Alumni Chapter since 2020. CSJ Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, charitable organizations, ERISA plans, and corporations. The firm employs a long-term, asset-allocation investment approach using low-cost institutional funds and also manages a sponsored pooled investment vehicle with more active strategies.

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.

Athanasios Preovolos is a financial advisor at Alpha & Omega with four years of industry experience. He holds a Series 65 designation and has worked at Alpha & Omega Financial Management Consultants since 2022. In addition to his advisory role, he is an attorney with Preovolos Lewin, ALC, a law practice he has been affiliated with since 1993. Alpha & Omega Financial provides advisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers portfolio management, financial planning, pension consulting, and administrative services, using methods such as cyclical and fundamental analysis and modern portfolio theory, with a focus on non-discretionary asset management.

William Ward Jr. is a financial advisor at Ward & Associates with 22 years of industry experience. He holds the Series 65 designation and has been with Ward & Associates since 1997. Ward & Associates provides wealth management and investment advisory services to individuals, families, and related entities such as trusts and charitable foundations. The firm emphasizes long-term strategic asset allocation using Modern Portfolio Theory and offers portfolios that may include non-traditional investments alongside mutual funds and external managers.

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.

Amar Shah is a CFP®, CFA®, and Series 66-licensed financial advisor with 20 years of industry experience. He has been with Client First Capital, LLC since 2019 and previously worked at USAA in various financial planning and advisory roles from 2011 to 2019. Client First Capital serves individuals, high-net-worth clients, trusts, and estates by providing asset management, comprehensive portfolio management, and standalone financial planning and consulting. The firm employs a fiduciary, client-specific process that incorporates multiple methods of analysis and offers distinct portfolio strategies to align risk profiles with client objectives.

Darren Bloom is a CFP® with 28 years of industry experience, currently serving as the sole advisor at WEalthetic LLC since 2025. He previously spent 15 years at LPL Financial, llc. Outside of his advisory role, he organizes the Baja Rally, a racing event based in San Diego. WEalthetic LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $13.2 million across 24 clients. The firm offers tailored portfolio management integrating various investment strategies and also serves institutional-type clients with consulting services in corporate structure, tax planning, and real estate analysis.

Bobbi Koala is a financial advisor with Koala Financial in Bonita, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has held roles at Cetera Wealth Services and Avantax Advisory Services and serves as CEO of Koala Financial, where she also provides accounting and tax preparation services as a Certified Public Accountant. Additionally, she is a licensed real estate agent involved in real estate sales and financing activities. Koala Financial provides investment advisory services to individuals and high-net-worth clients, offering pension consulting and financial planning. The firm integrates accounting, tax, legal, insurance, and real estate services and uses a diversified investment approach including discretionary portfolio management with a preference for Dimensional funds.

Kai Kramer is a Series 65-licensed financial advisor at Platt Wealth Management with four years of industry experience. He has worked at Platt Wealth Management since 2021 and previously held positions at Ameriprise Financial Services, UCLA, and Yasukochi Family Farms. Platt Wealth Management serves individuals, including high-net-worth clients, as well as corporate and retirement plan clients, providing discretionary investment management and financial planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing strategic asset allocation, diversified mutual fund exposure, and ongoing portfolio supervision aligned with client goals and risk tolerance.

Jason Shaya is a Series 65-licensed financial advisor at Mission Hills Financial Advisory LLC with two years of industry experience. He has been associated with Mission Hills Financial since 2005 in various capacities. Mission Hills Financial Advisory provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm tailors portfolios to client goals and risk tolerance using a combination of fundamental and technical analysis, mutual funds, ETFs, alternatives, and options, and also offers access to third-party managers and ongoing consulting services.