Annelizabeth Rogers is a financial advisor at Azimuth Wealth Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at Azimuth since 2017, following two years at DW Advisors. Outside of her advisory role, she is a member of Glacierfish Ski Resort, LLC. Azimuth Wealth Advisors serves individuals, trusts, estates, and various business entities with comprehensive portfolio management and financial planning. The firm employs a discretionary, tailored investment approach, offering services that include M&A advisory and selective use of alternative instruments such as commodities and digital assets.

Nimai Chokshi is a financial advisor with Chokshi & Queen Wealth Advisors in San Diego, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Advisor Networks LLC. Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans, and other institutions, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm manages portfolios using a combination of fundamental, technical, quantitative, and sector analysis, incorporating a range of investment vehicles including derivatives and sub-advisors.

Jagdish (Jay) Sitlani is a CFA® charterholder with one year of experience at Pacific Point Advisors, LLC. He previously worked at Relational Investors LLC for 19 years and at Pacific Point Capital, LLC for two years. He serves as Chief Financial Officer and General Partner of a real estate fund affiliated with Pacific Point Advisors. Pacific Point Advisors provides discretionary portfolio management, financial planning, and sub-advisory services primarily to affluent families, entrepreneurs, executives, individual investors, and institutions. The firm employs diversified, risk-aware asset allocation and proprietary model portfolios, integrating third-party managers and artificial intelligence tools under human oversight.

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 within the Mission Hills Financial group since 2010. Outside of her advisory role, she spends part of her time as a real estate broker in San Diego. Mission Hills Financial Advisory specializes in discretionary asset management and financial planning for individual and high-net-worth clients. The firm tailors portfolios based on client goals and risk tolerance using a mix of investment strategies and offers additional services including ongoing consulting and access to third-party managers.

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 licenses and has five years of industry experience. He has worked with TruFinancial and its related entities 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 multi-faceted investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, and manages diverse portfolios aligned with documented client objectives and risk tolerances.

Wesley Melbrod is a financial advisor at M Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at M Wealth Management since 2015, following earlier experience at Melbrod Financial Services. He also provides tax preparation services for existing advisory clients through Melbrod Financial Services. M Wealth Management offers discretionary asset management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs an evidence-based, long-term investment approach that emphasizes diversification across asset classes and return streams, tax-aware implementation, and behavioral coaching, supported by its affiliation with an accounting and tax preparation practice.

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 a Series 65 credential and three years of industry experience. His work history includes roles at Coastwise Capital Group and The Duck Dive, where he has maintained a position for seven years. Seek First Inc. serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management alongside a comprehensive consulting program that integrates financial, tax, estate, and insurance planning. The firm’s investment approach combines fundamental analysis with modern portfolio theory to develop strategic, buy-and-hold asset allocations tailored to client goals and risk profiles.

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.

Charles Rogers is a financial advisor at Azimuth Wealth Advisors with 24 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Azimuth Wealth Advisors since 2017, following two years at DW Advisors. Outside of financial advising, he is a member of Glacierfish Ski Resort, LLC, a holding company for real property. Azimuth Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and various business entities. The firm offers comprehensive portfolio management and financial planning with a discretionary investment approach tailored to client objectives, employing a range of strategies including ETFs, individual securities, and selective use of alternative instruments.

Mark Hull is a CFP® affiliated with Mission Hills Financial Advisory LLC in San Diego, CA, with over 42 years of industry experience. He has held roles at multiple firms, including United Planners Financial Services of America and LPL Financial. Outside of advisory work, he is also 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 a variety of instruments and strategies including mutual funds, ETFs, alternatives, and third-party managers.

Kyle Spiewak is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Pacific Point Advisors, LLC and has previously worked at Del Mar Wealth Advisors, Avantax Advisory Services, 1st Global Advisors Inc, Torrey Pines Advisors & Accountants LLP, and Aldrich Group LLP. Outside of his advisory role, he is a partner at Torrey Pines Advisors & Accountants LLP, where he provides tax and accounting services. Pacific Point Advisors serves affluent families, entrepreneurs, executives, individual investors, and institutions by offering discretionary portfolio management, financial planning, consulting, sub-advisory services, and strategy-signal services to other registered investment advisers. The firm focuses on diversified, risk-aware asset allocation through proprietary model portfolios and utilizes third-party managers and artificial intelligence tools for research and portfolio monitoring.

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.