Chester Holliday is a CFP® and holds a Series 66 designation with nine years of industry experience. He currently serves as the sole advisor at Elite Wealth Management, LLC, a firm he joined in 2021 following prior work with Andina Capital Management, LLC. Elite Wealth Management provides continuous investment management and comprehensive financial planning to individuals and high-net-worth clients, along with employee benefit plan advisory services for employer plan sponsors. The firm employs a combination of passive and active strategies and offers individualized account management, pension consulting, and educational seminars.

Mark Barker is a Series 65-licensed financial advisor with 18 years of industry experience. He is the sole principal of Legion Capital Management, LLC, an independent investment advisory firm based in San Diego, California. Barker has been self-employed in the financial sector since 1997. Legion Capital Management serves individual investors and family trusts, focusing on retirement-plan participants in 401(k) plans, IRAs, and self-directed retirement accounts. The firm uses a combination of technical research and fundamental analysis within an adaptive asset-allocation model to manage market cycles and downside risk, prioritizing principal preservation alongside growth.

Sean Bradford is the sole advisor at Speiro Investments, LLC, an independent firm based in Lakeside, CA. He holds a Series 66 designation and has 19 years of industry experience. Bradford has led Speiro Investments since 2014. Speiro Investments provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, charitable organizations, and plan sponsors. The firm uses a combination of fundamental and technical analysis, managing diversified portfolios that include mutual funds, equities, bonds, ETFs, REITs, and government securities.

James Bowler is a financial advisor at Colsara National Wealth Management LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Clearing Services, LLC. Bowler has been with Colsara National Wealth Management since 2019. Colsara National Wealth Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, customized investment approach using fundamental and technical analysis to construct portfolios that include ETFs, mutual funds, individual stocks, bonds, and derivatives, and it also offers written financial plans and ongoing portfolio supervision.

Ian Maxwell is a financial advisor at Reviresco Wealth Advisory LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Virtue Capital Management and Retirement Wealth Advisors. In addition to his advisory role, Maxwell operates a college planning service offering guidance on college preparation and financial aid, and he owns a tax planning and preparation business. Reviresco Wealth Advisory is an independent registered investment adviser serving individuals, couples, executives, entrepreneurs, and business entities with comprehensive financial planning and discretionary investment management. The firm customizes recommendations based on clients’ circumstances, risk tolerance, and time horizon, and implements portfolios using third-party model portfolios while retaining discretionary authority over those selections.

James Holland is the founder and sole advisor at Holland Strategic Wealth Advisors LLC in La Jolla, CA. He holds the CFP® designation and Series 66 license, with four years of industry experience. His background includes roles in mortgage lending and real estate brokerage, alongside operating Aethon Consulting LLC, a financial and operational consulting firm. Holland is also licensed as an insurance agent and mortgage associate. Holland Strategic Wealth Advisors serves individuals, high-net-worth clients, corporations, charities, and pension and profit-sharing plans. The firm employs a passive investment approach grounded in modern portfolio theory, providing discretionary management and integrating financial planning with investment oversight. In addition to advisory services, the firm offers insurance, mortgage, and real estate services through its principal’s related licenses and provides non-ERISA fiduciary retirement plan consulting and educational seminars.

Kenneth Corlett is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Corlett Financial, Inc. in San Diego, CA. He previously worked at Worthpointe Wealth Management for two years before founding his firm in 2017. Corlett is also a partner and wealth advisor with another investment advisory firm and holds active securities licenses, though he has not been engaged in insurance activities for over two years. Corlett Financial, Inc. provides portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs an investment approach that combines cyclical analysis with modern portfolio theory, offering both discretionary and non-discretionary management with a focus on tailored investment strategies and regular account reviews.

Lawrence Lane is a CFP® with 14 years of industry experience and is the sole advisor at L Squared Wealth Management in San Diego, CA. He has led the firm since its founding in 2014. In addition to his advisory role, Lane works as an independent insurance agent. L Squared Wealth Management provides financial planning and portfolio supervision for individuals, high-net-worth clients, and small businesses. The firm employs a blended investment approach using fundamental, technical, and cyclical analysis, and offers modular planning services including retirement, tax, education, estate, and insurance planning.

Gil Hanoch is a financial advisor at Quality Asset Management, LLC in La Jolla, CA, holding a Series 65 license with 17 years of industry experience. He has been with Quality Asset Management since 2011. Quality Asset Management is a small, independent advisory firm managing approximately $63.7 million for 17 client households, primarily serving individual and high-net-worth clients. The firm employs a globally diversified, asset-allocation approach using no-load mutual funds, ETFs, and other pooled vehicles, offering discretionary portfolio management with quarterly rebalancing and detailed performance reporting.

Stuart Schiffman is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with nine years of industry experience. He is the sole advisor at Compound Wealth Advisors, an independent registered investment adviser based in San Diego, CA. His prior roles include positions at CWM, LLC DBA Gold Family Wealth and Virtual Connect, LLC. Compound Wealth Advisors provides discretionary asset management, retirement income and tax-aware planning, limited estate planning, and standalone financial planning services primarily to high-net-worth individuals. The firm employs Modern Portfolio Theory and Monte Carlo simulation to develop customized asset allocations and usually operates with discretionary trading authority.

Michael Donahue is a financial advisor with Donahue Financial Group in San Diego, CA, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. Prior to founding Donahue Financial Group in 2018, he worked at Probabilities Fund Management, LLC and Ausdal Financial Partners. Donahue Financial Group manages approximately $81 million in discretionary assets for individual and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. The firm provides tailored Investment Policy Statements, monthly portfolio reviews, and requires clients to custody assets at Schwab Institutional.

Carter Watson is a CFP® and CFA® affiliated with Felspar Financial in San Diego, CA. He has one year of experience at Felspar Financial and previously worked at LPL Financial, Expion, Collins Aerospace, and San Diego State University. Felspar Financial is an independent advisory firm offering discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm employs a long-term, strategic investment approach based on modern portfolio theory, focusing on diversified portfolios constructed with mutual funds and ETFs.

Having always loved math and problem‑solving, I looked for a world where puzzles were real, human, and meaningful. That curiosity grew into a career built on helping people feel confident about their money and their future. I founded Traction Wealth Management in 2018 with one clear goal: turn financial complexity into clarity. My clients often tell me I make things feel simple and easy to understand. I think that’s because I lead with education, not jargon. I want clients to know the why behind each recommendation, but never to feel buried in details. It’s about finding that balance between understanding the plan and trusting the process. Much of my practice centers on two groups I care deeply about. I grew up around court reporters. My mom owned a court‑reporting agency, and I saw how underserved their profession can be. Helping them build stability and independence has become a personal mission. Here in San Diego, I also work closely with retirees navigating what’s often the most financially significant chapter of their lives. My role is to relieve the anxiety that can come with big decisions and give them peace of mind that they’re on solid footing. When I’m not advising, you’ll probably find me outdoors surfing, riding motocross, walking our long‑haired dachshund, or relaxing with my wife on the beach. Ultimately, what drives me is helping people feel that first deep exhale. That moment they realize they no longer have to carry the stress alone. Financial planning can be clear, steady, and even freeing when you have the right guide beside you.

Darin Delozier is a financial advisor at Frassati Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Foundation Wealth Planning LLC for two years. Outside of advising, he has worked at Catholic Answers since 2005. Frassati Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with asset-allocation driven portfolios combining passive and active strategies. The firm integrates Catholic social-teaching screens in its investment approach and offers tailored financial planning and discretionary portfolio management.

Hal Schweiger is a CFP® with 23 years of industry experience based in San Diego, CA. He founded BlueWater Wealth Management, LLC in 2021 and previously worked at Blue Water Capital Management, LLC from 2008 to 2021. BlueWater Wealth Management, LLC provides tailored investment management and project-based financial planning services to individuals, high-net-worth clients, and employer plan sponsors, including pension and profit-sharing plans. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily uses passive index mutual funds and ETFs to build diversified portfolios, integrating fundamental analysis and individualized investment policies. The firm combines pension consulting and employee benefit plan services with individual wealth management, drawing on Schweiger’s prior experience in pension plan oversight.

Brian Basinger is a CFP® professional with 19 years of industry experience. He has been the sole advisor at Sapient Road Wealth Management, LLC since 2013. The firm is a state-registered independent investment adviser based in San Diego, CA. Sapient Road Wealth Management serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing discretionary portfolio management alongside financial planning and consulting. The firm focuses on customized, long-term portfolios primarily invested in low-cost passive index mutual funds, with active rebalancing and trading used as needed to manage risk and meet client objectives.

Mark Huffman is the sole advisor at Mark C. Huffman, CPA/RIA in San Diego, CA, with 29 years of experience as an RIA and CPA. He also provides tax preparation services alongside his advisory work. The firm offers retirement and investment planning for individuals, corporations, trusts, and nonprofit organizations, managing $95.1 million on a discretionary basis. Portfolios are constructed using individual securities, ETFs, and mutual funds selected through multi-year performance screening, with allocations tailored to client risk tolerances and reviewed regularly.

Kurt Swanson is the principal advisor at The Swanson Financial Group in San Diego, CA, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has led his independent firm since 2012. Outside of his advisory work, Swanson is a licensed independent life and health insurance agent and serves as vice president of a local homeowners association. The Swanson Financial Group provides financial planning and investment management services to individual and high-net-worth clients. The firm uses a non-discretionary approach to portfolio management, constructing individualized portfolios based on asset allocation and modern portfolio theory while conducting regular client reviews and monitoring.

Shane Fernandez is a financial advisor at Abundance Pathways LLC in San Diego, CA, holding a Series 66 license. He began his advisory career in 2025 and has prior experience working at Equitable Advisors and Axos. Outside of finance, Fernandez works as a bartender and yoga instructor in local San Diego establishments. Abundance Pathways LLC is a fee-only, state-registered investment adviser established in 2025 that provides investment management, financial planning, wealth management, and retirement plan consulting to individuals, plan sponsors, nonprofits, and businesses. The firm combines traditional and modern portfolio construction techniques, uses both passive and active investment vehicles, and emphasizes retirement plan consulting and fiduciary services for plan sponsors.

Edward Devine III is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Roth Builder Investments, where he has worked since 2020. Prior to that, he held positions at Epstein & White LLC, Zeiders, and Creative Planning. Devine is also the Founder and CEO of Rothbuilder Holdings Inc., a role that occupies roughly half of his time. Roth Builder Investments is a state-registered advisory firm that provides an automated, discretionary online investment service for individual and high-net-worth clients. The firm integrates fundamental and technical analysis with Modern Portfolio Theory and uses passive index funds or ETFs to pursue long-term, risk-adjusted, after-tax returns.