Rhonda Farrar is the sole advisor at Farrar Financials, an independent firm based in Escondido, CA. She holds a Series 65 designation and has 16 years of industry experience, having founded Farrar Financials in 2009. Farrar Financials provides comprehensive financial planning, wealth management consulting, and fiduciary services primarily to high-net-worth individuals and trusts. The firm emphasizes client-led, non-discretionary implementation and delivers quantitative reporting and tax-aware financial plans tailored to tech-savvy clients.

Robert Duncan is a CFP® currently affiliated with Elevate Wealth LLC in San Diego, CA. He has over eight years of professional experience, including his work with Duncan Funding Partners since 2016. Duncan also maintains an affiliated insurance business that occupies a significant portion of his time. Elevate Wealth LLC, founded in 2025, serves individual and high-net-worth clients as well as various entities, offering discretionary asset management alongside comprehensive financial planning and consulting. The firm employs a combination of fundamental analysis, Modern Portfolio Theory, and passive/index strategies to construct and monitor portfolios, with a focus on coordination with outside professionals for trust, tax, and estate matters.

Marvin Mills is the sole advisor at Strategic Income Advisors in Escondido, CA, holding a Series 63 designation and bringing 25 years of industry experience. He has managed Strategic Income Advisors since 2011 and has been involved with Benefits Advisory since 1990, alongside consulting work dating back to 1985. Mills also engages in insurance-related activities, dedicating a small portion of his time to insurance commissions. Strategic Income Advisors is an independent firm providing discretionary portfolio management primarily to individuals and financial professionals. The firm employs a proprietary market-timing model focused on Nasdaq 100 exposure, using leveraged and inverse mutual fund share classes, with an average of about a dozen trades annually.

Gary Antone is the principal of Antone Asset Management, Inc., an independent advisory firm based in Carlsbad, California. He holds a Series 63 designation and has 29 years of industry experience. Prior to founding Antone Asset Management in 2006, he was involved with The Antone Financial Group since 1999 and H.D. Vest Investment Securities since 1989. Outside of advisory services, he owns Gary Antone Insurance Services, where he provides life insurance and annuity sales and servicing. Antone Asset Management manages approximately $17.4 million across 43 client relationships, serving individuals, trusts, estates, pension and profit-sharing plans, foundations, and corporations. The firm employs a three-step service model involving client discovery, implementation, and continuous monitoring, utilizing fundamental and technical analysis to build diversified portfolios with a focus on longer-term holdings and periodic rebalancing.

Andrew Fowler is a CFA® charterholder and holds a Series 63 license, with two years of experience in the financial industry. He is currently the sole advisor at Torrey Pines Investment Management, an independent firm based in Del Mar, CA. His prior experience includes roles at Liquid Investments, Inc, Bridge33 Capital, Dodge & Cox, and the Stanford Graduate School of Business. Torrey Pines Investment Management offers investment advisory services, active portfolio management, and financial planning to high-net-worth individuals and certain charitable organizations. The firm’s approach centers on proprietary fundamental research of equities and municipal bonds, emphasizing cost-conscious, tax-efficient strategies with low portfolio turnover.

Halle Carter is a financial advisor at McNaughton Wealth Management, LLC in San Diego, CA, holding a Series 65 designation with one year of industry experience. Prior to joining McNaughton Wealth Management in 2026, she worked at MacLean Capital Advisors, LLC and has a background in education at UC Davis C-STEM. McNaughton Wealth Management serves individuals, trusts, pension plans, and business entities, managing approximately $291.6 million for around 240 clients. The firm offers discretionary asset management and comprehensive financial planning, using fundamental analysis and a range of strategies tailored to client goals and risk tolerances.

Stephen Jensen is a managing partner at Jensen Capital Asset Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Pickwick Capital Partners and Juniper Square Inc, where he serves as SVP of Sales. Jensen is also CEO and equity owner of Jensen Capital Group, a family office holding company. Jensen Capital Asset Management is a state-registered investment manager providing discretionary portfolio management for individuals, trusts, and estates. The firm combines fundamental and technical analysis to construct tax-efficient portfolios primarily using individual bonds, equities, and low-cost ETFs, and does not employ options, margin, short sales, or managed futures.

Arthur Johnson is a CFA® charterholder with five years of industry experience and is based in La Jolla, CA. He is the founder and Chief Investment Officer of the Mundoval Fund and has been with Mundoval Capital Management, Inc. since 2002. Outside of finance, he serves as president of Henebery Spirits, Inc., a craft distillery in Vista, CA. Mundoval Capital Management, Inc. is a discretionary investment adviser managing approximately $73 million for individuals, trusts, charitable organizations, and other entities. The firm employs a fundamental, long-term global investment approach tailored to each client’s objectives and risk tolerance.

Matthew Higbie is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Birchwood Capital. His prior roles include positions at Balyasny Asset Management L.P., Citadel Enterprise Americas LLC, and Carlson Capital, L.P. Birchwood Capital serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary investment management. The firm employs a passive, asset-allocation-driven approach focused on tax-aware implementation and primarily utilizes mutual funds and ETFs.

Krysta Kelly is a CFP® with 14 years of industry experience, currently serving at D’Arcy Capital Management, LLC since 2011. She is based in San Diego, CA, and is part of a four-advisor team. D’Arcy Capital Management provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, retirement plans, and institutions. The firm uses a core-and-satellite approach blending active and passive investments, offering diversified and non-diversified strategies with a focus on long-term fundamental analysis and customized solutions for high-net-worth clients.

Jan Gleisner is a financial advisor at Hafnia Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including California Wealth Management and Hermes Econometrics. Jan is also licensed as an Independent Insurance Agent and sells insurance products. Hafnia Financial provides discretionary investment management and incidental financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite strategy with passive indices and ETFs for core exposure, supplemented by selective active managers for satellite positions, emphasizing global diversification and limited trading.

Elisabeth Dawson Scherbaum is a financial advisor at Copia Wealth Management Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked at Copia Wealth Management since 2017 and previously spent time with Regal Investment Advisors, LLC. Outside of her advisory role, she serves as president and CEO of Dawson Insurance and Financial Services, Inc., where she provides consulting and coaching services. Copia Wealth Management Advisors, Inc. serves primarily individual households, managing approximately $19.7 million on a discretionary basis for about 86 clients. The firm offers discretionary portfolio management through third-party asset managers, comprehensive financial planning, and ongoing due diligence on certain private securities, using a mosaic research approach that combines fundamental, technical, and cyclical analysis.

Patrick McNaughton is a financial advisor at McNaughton Wealth Management, LLC in San Diego, CA, with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. In addition to his advisory role, he is licensed as an insurance agent and engages in insurance planning. McNaughton Wealth Management provides investment advisory and planning services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers tailored portfolio management and financial planning, utilizing fundamental analysis and asset-allocation strategies, and maintains an affiliation with DPL Financial Partners to provide access to commission-free insurance products.

Brian Caine is the principal advisor at CSJ Wealth Management, LLC, an independent firm based in Solana Beach, CA. He holds a Series 65 designation and has 29 years of industry experience, including prior roles at Caine Capital Management and CSJ Capital Advisors Inc. Outside of his advisory work, he is president of The Caine Group, Inc., and is involved in private real estate development and legal services. CSJ Wealth Management serves individuals, trusts, estates, charitable organizations, ERISA plans, and certain corporate and institutional clients. The firm offers discretionary portfolio management, outsourced financial planning, and advice on private funds, employing a long-term, asset-class diversification strategy for individual accounts and a more active security-selection approach for pooled and institutional mandates.

Shimon Blumenfeld is a financial advisor at Integrity Investment Portfolios LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Integrity Brokerage Services, Inc. since 2009. Integrity Investment Portfolios serves individual clients, families, trusts, and retirement accounts, providing ongoing portfolio management with a focus on long-term trading strategies. The firm uses a combination of analytical approaches to tailor investment plans across a range of securities, managing accounts on a non-discretionary basis with regular client reviews.

Jonathan Hoffman is a Series 65 licensed advisor with six years of industry experience. He has been with Zenith Investment Management, LLC since 2019 and also works with Independent Capital Management. Outside of advising, he is a licensed independent insurance agent specializing in long-term care, life, and disability insurance. Zenith Investment Management is a boutique wealth management firm serving individual and institutional clients, including high-net-worth investors. The firm offers comprehensive financial planning, discretionary portfolio management, and specializes in customized, goals-based strategies using fundamental and technical analysis, along with alternative investments and quantitative approaches in its private fund management.

Robert Leuffen is a financial advisor at Torrey Wealth, LLC with 21 years of industry experience. He has previously worked at Fidelity and TIAA-CREF before joining Torrey Wealth in 2020. His professional credentials include Series 63 and Series 66 licenses. Torrey Wealth serves individuals, trusts, estates, corporations, and pension or profit-sharing plans, offering wrap asset management and comprehensive portfolio management through a sponsored wrap fee program. The firm emphasizes diversified portfolios with low-cost equity index ETFs and fixed-income instruments, applying a combination of quantitative, fundamental, and technical analysis that can be customized for socially responsible preferences.

Autumn Vaughn is a CFP® professional with three years of industry experience, currently serving as an advisor at Satori Wealth Management, Inc. Prior to joining Satori in 2026, she worked at Mercer Global Advisors Inc. and Day & Ennis, LLC. Satori Wealth Management serves individuals and families, including high-net-worth clients, and employer-sponsored retirement plan sponsors. The firm focuses on discretionary portfolio management and financial planning, employing a long-term investment approach based on modern portfolio theory with personalized portfolio construction and ongoing monitoring.

Parker Hann is a Series 65-licensed advisor with Simplifi, Inc. based in San Diego, CA. He has one year of industry experience, including prior roles at Ospi Montecito and The Nugget Bar and Grill. Simplifi, Inc. provides customized investment management and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management, periodic rebalancing, and standalone financial planning. The firm manages various custodial accounts and inherited-IRA transitions, utilizing a diversified asset allocation strategy supported by third-party research and artificial intelligence for administrative and compliance functions.

Lawrence Palme is a financial advisor with Tate Asset Management and DCO Wealth Management, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Tate Asset Management and DCO Wealth Management serve individuals, pension and profit-sharing plans, trusts, estates, and corporate entities with investment supervisory services, discretionary advisory, and financial planning. The firm offers portfolio construction using a variety of securities and alternative vehicles, with both discretionary and non-discretionary arrangements, and provides specialized ERISA-focused retirement plan services for plan sponsors.