Jerry Palmer Jr. is a financial advisor with Dynamic Wealth Strategies, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Dynamic Wealth Strategies since 2017 and was previously with Independent Financial Group, LLC from 2007 to 2016. Dynamic Wealth Strategies advises individuals, trusts, corporations, and retirement plans, offering discretionary asset management, model-based programs, financial planning, and retirement consulting. The firm employs tailored model portfolios with factor-based strategies, derivatives, option overlays, and sub-adviser arrangements, and it also serves clients through a private pooled fund.

Fiel Barrow is a financial advisor at Alpha & Omega with 10 years of industry experience. He holds the Series 65 designation and has worked at Alpha & Omega Financial Management Consultants, Inc. since 2017, following a year at RJ Patterson Capital Investment Group, Inc. 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 retirement plan administrative services, using methods such as cyclical and fundamental analysis and modern portfolio theory, with a primarily non-discretionary approach.

Aiden Johnson is a financial advisor at La Jolla Institute for Wealth Management with a Series 65 credential and two years of industry experience. He is also involved with Adventures in CRE and has been associated with La Jolla High School for over a decade. La Jolla Institute for Wealth Management provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, managing approximately $41.9 million using a core-and-satellite, strategic asset allocation approach with an emphasis on globally diversified portfolios.

Robert Cenko is a financial advisor at Reliance Investing, Inc. with 21 years of industry experience. He has worked at Reliance Investing since 2018 and previously spent time at Sterling Global Strategies and Northwestern Wealth Management. Mr. Cenko is also an insurance agent involved in insurance activities approximately 20% of the time. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, trusts, and similar clients. The firm emphasizes diversified, systematic portfolios with ongoing monitoring and serves primarily non-high-net-worth individuals without a firm minimum account size.

Jaime Boyer is a financial advisor at Kachkovsky & Fisher, Inc. with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisory, Inc. and G. Michaelis, Inc. Kachkovsky & Fisher, Inc. manages approximately $244 million for around 394 clients, primarily serving individual investors, high-net-worth households, businesses, trusts, and retirement plans. The firm employs an asset-allocation approach with diversified portfolios using low-cost mutual funds and ETFs, offering both discretionary and non-discretionary investment management along with financial planning and retirement plan consulting.

Nimai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors and Cetera Advisor Networks. Chokshi & Queen Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm offers tailored portfolio management, retirement plan consulting, and access to institutional platforms, using a combination of in-house analysis, third-party sub-advisors, and tactical and strategic asset allocation.

Minka Hull is a CFP® professional with seven years of industry experience, currently with Mission Hills Financial Advisory LLC. She has been associated with various entities under the Mission Hills Financial umbrella since 2010. In addition to her advisory role, she spends part of her time as an enrolled agent and real estate broker. Mission Hills Financial Advisory provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored portfolios using fundamental and technical analysis, access to third-party managers, and conducts ongoing reviews to align with client goals.

Ryan Kennedy is a financial advisor at Kevin Kennedy, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Northwestern Mutual and Danielle Stanton Inc, among other firms. Ryan’s background also includes roles outside finance, such as positions at San Diego State University and Alameda Theater and Cineplex. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI-managed account programs and focuses on non-discretionary services, advising clients on asset allocation and model portfolio selection without taking custody of client assets.

Rafael Melendez is a CFP® professional with six years of industry experience. He has worked at Next Gen Financial Planning since 2020, following roles at The Wealth Consulting Group, Capital Financial Consultants Group, and Wells Fargo. His background also includes a position at San Diego State University. Next Gen Financial Planning serves individual clients across a range of wealth levels, offering investment advisory and comprehensive financial planning services. The firm employs a passive, evidence-based investment approach and provides flexible engagement options, including discretionary portfolio management and hourly planning.

Daniel Meyers is a financial advisor with TruFinancial Registered Investment Advisory Services, Inc. He holds Series 65 and Series 63 designations and has five years of industry experience. Meyers has been with TruFinancial and its related insurance services since 2016. TruFinancial Registered Investment Advisory Services, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a combination of analytical methods and generally pursues long-term trading strategies across various asset classes, tailoring portfolios based on documented client objectives and risk tolerances.

William Mccoll is a CFP® with 36 years of industry experience, currently serving at Silvia McColl Wealth Management, LLC since 2018. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves as chairman of the board for Community Eldercare San Diego, a health maintenance organization for seniors, and is vice president of the Patrick Henry High School Alumni Association, where he is involved in fundraising and scholarship efforts. Silvia McColl Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, retirement plans, foundations, charities, and businesses. The firm employs a model-based portfolio approach combined with individual customization and serves approximately 110 client relationships with about $283 million in assets under management.

Robert Stack is a financial advisor at Stack Asset Management in San Diego, CA, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stack And Associates since 1988. Outside of investment advising, he owns an accounting and tax services firm, which he has managed since 1998. Stack Asset Management serves individual and high-net-worth clients, families, trusts, estates, and business entities by providing customized discretionary investment management. The firm’s approach is long-term and asset-allocation driven, combining macroeconomic analysis with fundamental company research to tailor portfolios primarily composed of stocks, ETFs, and bonds.

Trystan Cleaver is a financial advisor at Seek First Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Coastwise Capital Group and The Duck Dive, among other roles. Seek First Inc. serves individuals and high-net-worth households by providing comprehensive financial, tax, estate, and insurance planning alongside discretionary portfolio management. The firm uses fundamental analysis and strategic asset allocation to build portfolios and offers a bundled consulting program that coordinates outside accounting, legal, and insurance professionals.

Richard Toscano is a financial advisor at Pacific Capital Associates with 19 years of industry experience. He holds a Series 66 designation and has worked at Girard Securities, Inc. and Cetera Advisor Networks before joining Pacific Capital Associates in 2011. Pacific Capital Associates serves individual clients, trusts, retirement plans, and business entities, managing approximately $221 million in assets. The firm employs a valuation-driven, value investing approach with global diversification and emphasizes low-cost index ETFs alongside selective active management.

Mark Hull is a CFP® professional with 42 years of industry experience. He is currently president and CEO of Mission Hills Financial Advisory LLC, where he has worked since 2024. His prior experience includes roles at United Planners Financial Services of America, LPL Financial, and National Planning Corporation. Outside of his advisory work, Hull has involvement as an independent insurance agent. Mission Hills Financial Advisory provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm customizes portfolios based on client goals and risk tolerance, utilizing fundamental and technical analysis and a diverse range of investment vehicles, including mutual funds, ETFs, alternatives, and options.

Phylip Simmons is a financial advisor at ATS Wealth Management in San Diego, CA, with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Bank of America, and Avantax Advisory Services. Simmons is also involved with ATS Financial, a related financial and insurance business. ATS Wealth Management provides financial planning and discretionary asset management to individuals, high-net-worth clients, charitable organizations, trusts, and businesses. The firm manages approximately $383.6 million in assets across nearly 500 client relationships and uses model portfolios that range from aggressive growth to conservative allocation.

Andrew Williams is a CFP® professional with 13 years of industry experience. He has worked with Petix & Botte Financial since 2014 and has also been associated with LPL Financial and TAX & Financial Services Co., Inc. since 2012 and 2010, respectively. In addition to his advisory role, he dedicates a portion of his time to tax preparation and accounting services. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, and integrates LPL Financial–sponsored advisory programs alongside its in-house solutions.

Alex Zubak is a financial advisor at Sikorski Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining Sikorski Wealth Management in 2024. Sikorski Wealth Management provides comprehensive portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment approach that includes fundamental, technical, macroeconomic, and sector analysis combined with various asset-allocation strategies and periodic rebalancing.

James West is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Platt Wealth Management since 2021 and was previously with Reilly Financial Advisors for seven years. Based in San Diego, CA, West focuses on comprehensive financial planning and investment management. Platt Wealth Management serves individual, high-net-worth, corporate, and retirement plan clients, offering discretionary investment management and written financial planning using an approach grounded in Modern Portfolio Theory. The firm emphasizes strategic asset allocation, diversified mutual fund exposure, and ongoing portfolio supervision tied to client goals and risk tolerance.

Nela Erceg Bogavac is a financial advisor at Dynamique Capital Advisors with five years of industry experience. She holds a Series 65 designation and previously worked at Vojvodjanska Banka AD Novi Sad for 19 years. Dynamique Capital Advisors serves primarily high-net-worth individuals and institutional clients, offering discretionary portfolio management, qualified retirement plan consulting, and tailored financial planning. The firm employs a tactical allocation strategy incorporating fundamental, technical, cyclical, and event-driven analysis across a broad range of instruments.