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.

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.

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.

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 Series 66 licensed advisor with 19 years of industry experience. She has worked at Syrios Wealth Management Group since 2024 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Syrios Wealth Management Group serves individuals, including high-net-worth clients, pension and profit-sharing plans, non-profit organizations, and businesses. The firm combines active and passive investment strategies across various asset classes and offers both discretionary and non-discretionary portfolio management, utilizing third-party asset managers and platforms.

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.

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.

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 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.

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.

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.