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 21 years of industry experience, currently operating Goldman Wealth Management in San Diego, CA. He previously worked at Hoylecohen, LLC for 10 years and has been with Goldman Wealth Management and Steel Peak Wealth Management since 2016. In addition to his advisory work, he is licensed as an independent insurance agent specializing in accident, health, and life insurance. Goldman Wealth Management is an independent, single-advisor firm providing investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan clients. The firm offers ongoing portfolio management and plan-level consulting with a focus on personalized client relationships.

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.

Rainier Trinidad is a CFA® charterholder and the sole advisor at Parabolic Asset Management LLC in Coronado, CA, with 14 years of industry experience. He has led Parabolic Asset Management since 2014. Parabolic Asset Management provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and estate-planning support through a third-party service. The firm employs a combination of technical, fundamental, cyclical, and quantitative analysis, along with modern portfolio theory, to create tailored investment strategies that may include the use of derivatives, leverage, and both long- and short-term positions.

David Marchesani is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has been the sole advisor at Iapetus Capital, Inc. since 2015, based in San Diego, CA. Iapetus Capital provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, foundations, and endowments, primarily through separately managed accounts. The firm employs a fundamental, long-term growth investment approach focusing on free cash flow and intrinsic value, and it is notable for its explicit use of derivatives and options strategies within client portfolios.

Donald Haskell is a financial advisor with Santa Fe' Wealth Management in San Diego, CA, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 48 years of industry experience and has served in roles including Managing Director at Xnergy Financial, LLC. Outside of his advisory work, Mr. Haskell is a licensed insurance agent and real estate broker in California. Santa Fe' Wealth Management provides comprehensive financial planning, investment supervisory services, and pension consulting to individual clients and pension or profit-sharing plans. The firm focuses on written financial plans and primarily non-discretionary portfolio management, using mutual funds, equities, ETFs, bonds, and other instruments while maintaining regular account reviews and ERISA-compliant pension services.

I’m a Chartered Financial Analyst® Charterholder, CERTIFIED FINANCIAL PLANNER®, and IRS Enrolled Agent (EA) with more than a decade of experience helping clients build, preserve, and transfer wealth with confidence. At Oak Summit Wealth Management, I specialize in advanced tax planning, investment management, and comprehensive financial strategies for retirees, widowers, inheritors, and business owners. With a deep background in taxation as an Enrolled Agent, I’m able to design personalized plans that not only help grow your assets, but also aim to significantly reduce taxes over your lifetime — helping you keep more of what you’ve earned or inherited. Before Oak Summit, I gained valuable experience at a $100B+ registered investment advisory firm and a $4B+ wealth management firm, where I worked with high-net-worth individuals and families facing complex financial transitions. I now bring those institutional-level strategies to a more personal, boutique planning experience. I earned my undergraduate degree in Economics from the University of California, Berkeley, where I continue to stay involved as an alumni ambassador. I’m also a contracted by NerdWallet as an expert content reviewer, helping ensure financial education is accessible and accurate nationwide. In 2025, I was honored to be named a 5-Star Financial Planner by InvestmentNews.com. Outside of work, I live in San Diego with my wife, Susannah. ‍My mission is simple: To help you make wise financial decisions — whether you're retiring, navigating a loss, managing a new inheritance, or growing your business — with strategies built around tax-efficiency, personal values, and long-term security.

Steven Farrington is a CFP® professional with 17 years of industry experience, operating as the sole advisor at ESI Financial Services, Inc. in La Mesa, CA. In addition to his advisory role, he owns a CPA practice, integrating tax preparation and planning services into his financial planning engagements. ESI Financial Services, Inc. provides comprehensive financial planning, tax, and investment advisory services to individuals, families, small businesses, and related entities. The firm employs a functional asset-allocation approach with a generally passive investment philosophy, focusing on no-load index funds, ETFs, and fixed-income securities, and maintains a small client roster with non-discretionary, fee-only services.

Daniel Downey is a financial advisor at Determined Advisors LLC in San Diego, CA, holding a Series 65 license with three years of industry experience. He previously worked at Aristotle Credit Partners, LLC and Charles Schwab Investment Management, Inc. before founding his current firm. Determined Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on retirement, estate, tax-aware planning, and other specialized areas. The firm uses a Core + Satellite investment approach combining passive and active strategies, emphasizing fundamental analysis and tax efficiency.

Kevin Clewley is a financial advisor at K. D. Clewley Capital Management in San Diego, CA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 2006. K. D. Clewley Capital Management provides discretionary portfolio management to individuals, trusts, profit-sharing plans, businesses, and other institutions. The firm employs a macro-timing investment approach based on forward-looking economic indicators to adjust equity and government bond exposure, primarily using ETFs, and manages $85 million in assets across 63 client accounts.

Vadim Lyulkin is an investment advisor at The Dean’s List with a Series 65 designation and no prior industry experience. He has been co-CEO and a principal owner of Cardiff, Inc., a small business lender in San Diego, since 2007, where he oversees underwriting and management of loan products. The Dean’s List provides educational content and non-discretionary investment consulting to individual investors, small business owners, and high-net-worth clients. The firm combines top-down macroeconomic and bottom-up fundamental research to inform its portfolio reviews and advisory services, and it offers access to a private investment community along with newsletters and one-on-one consultations.

Mark Andrews is a CFP® professional with 23 years of experience in financial advising. He has been the sole advisor at Andrews Capital Management, Inc. since its founding in 1995. The firm provides fee-only investment supervisory services and financial planning to individuals, trusts, charitable organizations, and pension and profit-sharing plans. Andrews Capital Management employs a long-term, diversified asset-allocation strategy focused on managing after-tax outcomes and offers discretionary portfolio management alongside periodic performance reporting.

William Beamer is a CFP®, CFA®, and Series 65-registered financial advisor with 22 years of industry experience. He is the principal of Back Nine Financial Coaching LLC in San Diego, CA, where he has worked since 2025. Prior to founding his firm, he held roles at Corient Private Wealth, LLC and Dowling & Yahnke, LLC. Between these positions, he spent a year as a community volunteer following retirement. Back Nine Financial Coaching provides financial coaching, tailored planning, and investment consulting primarily to individuals, high-net-worth families, and related closely held companies. The firm operates on a fee-only basis without custody of client assets, emphasizing evidence-based, globally diversified asset allocation and a business model that uses hourly and fixed annual engagements rather than percentage-of-assets fees.

John Peelle is a CFP® professional with 23 years of industry experience, currently operating Peelle Wealth Management, LLC in San Diego, CA. He has managed his independent advisory firm since 2012 and has been active with Peelle Financial & Insurance Services since 1997, where he also holds an insurance agent role offering various insurance products. Peelle Wealth Management provides investment management and advisory services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm focuses on primarily non-discretionary asset management with quarterly reviews and integrates insurance offerings through its affiliated insurance practice.

Michael Busico is a CFP® with 17 years of industry experience, currently serving as the sole advisor at 1st Financial Planning Group, Inc. in San Diego, CA. He has been with the firm since 2007 and has additional experience in fixed insurance sales, estate planning, and trust work dating back to 1980. 1st Financial Planning Group serves individuals and high-net-worth clients by providing financial planning and qualified plan consulting alongside insurance and annuity products, including partial life settlements. The firm refers clients to third-party money managers for investment management and operates primarily on consulting and referral fees without discretionary trading authority.

Michael Lewis is the sole advisor at Lewis Advisory Group in San Diego, CA, holding the Series 63 and Series 65 designations with 28 years of industry experience. He has led Lewis Advisory Group since 2010. Lewis Advisory Group is a fee-only independent investment adviser serving individuals, trusts, estates, corporations, and retirement accounts, including pension and profit-sharing plans. The firm manages approximately $73 million for about 50 clients, offering tailored planning services and an investment approach focused on exchange-traded funds and model-based portfolios aligned with clients’ objectives and risk tolerances.

I'm the founder of Puente Wealth Advisors, a fee-only fiduciary firm based in San Diego. Before starting my own practice, I spent years in retail banking at firms like Wells Fargo, Bank of America, and U.S. Bank, which gave me a front row seat to how everyday financial decisions add up over a lifetime. I hold the CFP designation and an MBA, and I built Puente to be the kind of advisor I wished more people had access to: someone who explains things plainly and puts the client's interest first, always. My practice serves families and business owners who want a real plan, not just investment management. I work with clients on retirement planning, tax-smart investing, and building wealth that lasts across generations. I'm also bilingual and bring a unique perspective to cross-border planning for families with ties to both the U.S. and Mexico, something I understand personally through my own family's business in Tijuana. Outside of work, I'm a husband and father, and I spend my free time on the golf course, the pickleball court, or enjoying a good glass of wine. I built Puente on the idea that good financial advice should feel like a conversation with someone who genuinely has your back, not a sales pitch. That's the relationship I aim to build with every client.

Thomas Kee Jr. is the sole advisor at Equity Logic in Rancho Santa Fe, CA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has managed Equity Logic since 2010 and has run an investment newsletter, Stock Traders Daily, as CEO since 2000, dedicating time daily to writing its content. Equity Logic manages approximately $12 million, providing discretionary, rules-based portfolio management focused on ETF strategies for individuals, institutions, and third-party advisors. The firm employs systematic, multi-horizon models for US-listed equities and ETFs and offers unique services such as a non-discretionary Strategy Execution Service and performance-based fee arrangements.