Walter Lange is a financial advisor at Leyenda Capital in Del Mar, CA, holding a Series 65 designation with four years of industry experience. He is also the president of Lange Capital Management, LLC, a consulting business based in Del Mar. Leyenda Capital is an independent advisory firm serving high-net-worth individuals through discretionary asset management. The firm focuses on tailored portfolios based on client goals, employing fundamental analysis and a combination of long- and short-term strategies.

Julia Bussie is the sole advisor at JSB Capital Management, LLC, an independent firm based in Del Mar, CA. She holds a Series 65 credential and has 13 years of industry experience, having led JSB Capital Management since 2012. Bussie also holds the Chartered Market Technician (CMT) designation and participates in professional technical-analysis organizations. JSB Capital Management provides discretionary portfolio management to individuals and various institutional clients, including pension plans, foundations, and endowments. The firm employs a top-down, macroeconomic investment approach with sector rotation and technical analysis, and it uses derivatives in separately managed accounts as part of its timing and risk-management strategy.

Robert Shabkie is a financial advisor at Pathlight Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks, and VOYA Financial Advisors. In addition to his advisory role, he maintains a legal practice focused on estate planning and serves as a licensed independent insurance agent. Pathlight Wealth Management is a single-advisor independent firm managing approximately $20.7 million for around 61 clients, including individuals and institutional pension plans. The firm provides discretionary portfolio management, financial planning, and consulting services, employing various analytical methods to tailor investment strategies that may include mutual funds, ETFs, equities, and more active trading approaches.

Gifford Tompkins Jr. is a financial advisor at The Tides Group with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Tides Group since 2018. Prior to this, he spent seven years with World Vision International. The Tides Group is a discretionary investment manager serving accredited investors, high-net-worth individuals, family offices, institutions, and trusts. The firm uses a data-driven, systematic investment approach with proprietary models to manage risk and identify opportunities, focusing on accounts generally ranging from six figures to $1 million and above.

Barret Frost is a financial advisor at Breakaway Independent Advisors, LLC in San Diego, CA, holding Series 65 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fusion Financial Partners LLC, Fidelity Brokerage Services LLC, and Linsco Private Ledger. Breakaway Independent Advisors is a state-registered independent firm that offers discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages portfolios across various asset classes using a combination of fundamental, technical, quantitative, and asset-allocation strategies, and also assists clients with legacy annuity and insurance contracts through Broker of Record transitions and related services.

Carr Cavender is the sole advisor at Cavender Financial Planning, LLC in San Diego, CA. He holds the CFP® and ChFC® designations and has 12 years of experience with Aravaipa Productions LLC. Cavender Financial Planning provides investment management and integrated financial planning services to individuals, high-net-worth clients, trusts, and qualified retirement plans. The firm employs a long-term, asset-allocation approach with internally managed portfolios emphasizing diversification and cost-efficient investment vehicles.

Steven Allen is a financial advisor at SOP Advisors LLC in Rancho Santa Fe, CA, holding a Series 65 designation with two years of industry experience. He has been with SOP Advisors LLC since 2022 and also has a long tenure at Greenbriar Partners L.P. dating back to 1994. SOP Advisors LLC provides discretionary investment management services primarily to individual clients and small businesses, employing a tailored portfolio management approach that includes a range of trading strategies across U.S.-based commodity, cyclical, and real asset sectors. The firm uses a combination of charting, fundamental, technical, and cyclical analysis along with proprietary models to implement both short-term and long-term investment positions within client-directed guidelines.

Money is not complicated - our relationship with money is. As an industry, financial services has traditionally put the spotlight on money, failing to center the human in the story. Money is a human construct - it is an extension, a reflection, and a record of us and how we live. Money is important, but not as important as you. As a financial planner, my role is to support, guide, inform, and empower my clients to integrate money and finance into their lives in a way that is deeply personal and affirming. If you want to connect to money and finance in a new and positive way, we should talk! My journey in finance began in 1992, and since then I have worked with thousands of professionals and clients in the industry. Working with companies large and small and people from all walks of life, I have amassed deep expertise and empathy available to anyone who wants to create better outcomes and a healthier relationship with money. Family, curiosity, and trust are my highest values. There is nothing I love more than hiking the Northern California mountains with my husband Martin and son Sebastian or laughing wildly with my sisters and mom over something silly. I am a proud graduate of Mount Holyoke College, receiving a Bachelors of Arts in International Relations. I have held the Certified Financial Planner designation since 2003 and in 2018 I received a Juris Doctor from St. Francis School of Law.

James Paulsen is a CFP® with 22 years of industry experience. He is the principal advisor at Taxable Wealth in San Diego, CA, where he has worked since 2026. Prior to that, he spent 10 years with Guggenheim Funds Distributors LLC. Outside of his advisory work, Paulsen holds a passive ownership stake in a clothing company through TAVIK Holdings, LLC. Taxable Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, with additional services for corporate and business clients. The firm emphasizes passive portfolio construction using low-cost index funds combined with fundamental analysis, and it manages about $91 million in discretionary assets for roughly 40 clients.

Tan Khoa Ngo is the sole advisor at Mentor Financial Advisory Group, Ltd. in San Diego, CA, holding a Series 63 designation with 28 years of industry experience. He has been with Mentor Financial Advisory Group since 1992. Mentor Financial Advisory Group, Ltd. is a fee-only financial planning and investment advisory firm serving primarily high-net-worth individuals and occasionally corporations. The firm employs a fundamental analysis investment approach within a broad asset-allocation framework, combining passive, low-expense index strategies for long-term allocations with shorter-term trading as appropriate, and manages portfolios on a non-discretionary basis requiring client authorization for trades.

I am not your typical financial advisor. You probably won’t find me in a suit; I don’t use many fancy words, and I’m not a slick salesperson. I enjoy surfing, being outdoors, running around the house with my two kids, and I also happen to be a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in finance and tax planning. I’m a bit of a geek when it comes to all things money and can nerd out about everything from credit card points to macroeconomics, but I also love grabbing a drink and hearing about what’s happening in your life or chatting about common hobbies—I have a lot of them. Discussing money is very personal, and I want to be the guy you can trust to get an honest answer or perhaps explain the “how-to” without fear of judgment. I don’t believe there’s such a thing as an embarrassing question when it comes to personal finance because, let’s face it, the world of money is complicated, exhausting, and confusing. I take my fiduciary duty very seriously and believe that transparency is key. If you can commit to honesty, trust, and patience, I can help you navigate a path toward freedom and success, however you define them. Services I Provide: • Financial Planning • Investment Management • Tax Planning Specialties: • Growing families • California residents • Employees in tech • Physicians • Employees in energy/oil & gas • Socially Responsible Investing (Broad ESG)

John Bracken is the sole advisor at 4LB Investments, LLC in San Diego, CA, holding a Series 66 designation with 17 years of industry experience. He has managed 4LB Investments since its founding in 2002. 4LB Investments provides investment advice and discretionary portfolio management primarily to individuals, trusts, and estates, focusing on U.S.-listed equity securities. The firm employs a value-investing approach based on fundamental analysis and tailors portfolios to client preferences, occasionally utilizing option strategies for approved accounts.

Todd Wiersum is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Encompass Financial Services. His prior roles include positions at IDA Wealth and Cetera Investment Advisers, among others. In addition to financial advising, he is involved with Solstice Tax Solutions Inc., a CPA firm specializing in tax preparation and accounting. Encompass Financial Services provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm emphasizes risk management in its investment approach and offers customized portfolio management alongside support for retirement plan sponsors and participants.

Jonathan Grannick is the principal and sole advisor at Wonder Wealth LLC in San Diego, CA. He holds the CFP® designation and has four years of industry experience. In addition to his advisory role, he operates Virtual Para Planning, providing paraplanning support to financial planners. Wonder Wealth LLC serves individual clients, including higher net worth individuals, offering holistic financial planning, project-based engagements, and discretionary investment management. The firm primarily uses diversified portfolios composed of low-cost index funds and ETFs, applying fundamental analysis in portfolio selection and monitoring under limited discretionary authority.

Craig Castanos is a CFP® and CPA with 16 years of experience in financial advising. He operates an independent firm, Craig V. Castanos CPA, in San Diego, CA, and has a background with Manning Wealth Management, Inc. and Commonwealth Financial Network. In addition to financial planning, he provides tax and accounting services and is licensed to sell insurance. His firm offers financial planning services to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. It provides tailored written financial plans without managing client securities or exercising discretionary trading authority, with clients implementing recommendations through third-party providers.

Herman Monge is a Series 65 licensed financial advisor with nine years of industry experience. He is the principal of H H Financial Consultants in San Diego, CA. In addition to his advisory role, Monge has worked for over two decades as an appraiser and broker specializing in real estate, business entities, and machinery and equipment through his ownership of H H Appraisal and Brokerage Company. H H Financial Consultants provides investment supervisory services and general investment advice to individual clients without discretionary authority or custody of assets. The firm employs charting, fundamental, and technical analysis methods, conducting monthly account reviews, and its advisory services are complemented by Monge’s ongoing appraisal and brokerage activities.

Sheldon Goldman is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Goldman Wealth Management in San Diego, CA. His career includes a decade at HoyleCohen and roles at Mid Atlantic Financial Management. He is also an independent insurance agent specializing in accident, health, and life insurance. Goldman Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, private investment advising, and pension consulting, using a tailored approach based on client objectives and employing fundamental analysis, modern portfolio theory, and long-term strategies.

John Mc Carthy is the sole advisor at Basis Point Investments in San Diego, CA, holding Series 63 and Series 65 credentials with four years of experience in the financial industry. He has managed McCarthy MRO, Inc., a sales and marketing business focused on manufacturer representation in the maintenance, repair, and operations sector, since 2007. Basis Point Investments provides investment management and consulting services primarily to retirement plans and institutional clients, as well as financial planning and investment services to individuals and high-net-worth clients. The firm employs a non-discretionary approach using a range of portfolios constructed through fundamental analysis and independent research, with customizable solutions for plan sponsors and participant education offerings.

Joshua Carr is a financial advisor at Vallon Capital LLC with five years of industry experience and a Series 65 designation. He has been with Vallon Capital Advisors since 2020 and also serves as CFO of Sierra Land Group, a hospitality and real estate company with assets across several states. Vallon Capital LLC provides discretionary portfolio management and investment advice to accredited and qualified investors, managing accounts with a range of securities including equities, options, and fixed-income instruments. The firm operates solely under Mr. Carr’s management and permits client-directed brokerage and written investment restrictions.

Sean Chung is a financial advisor at Savy Wealth Advisors, Inc with four years of industry experience. He holds the Series 65 designation and previously worked five years at TruFinancial Registered Investment Advisory Services, Inc. In addition to his advisory role, he is an independent property and casualty insurance agent. Savy Wealth Advisors provides individualized investment management to individuals, high-net-worth clients, and businesses. The firm employs a Modern Portfolio Theory-based approach with passive allocations alongside fundamental and technical analysis, managing accounts on a discretionary or non-discretionary basis.