Brady Bishop is a financial advisor at Waits Investments, LLC in San Diego, CA, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he was involved with the San Diego Futures Foundation for 15 years. Waits Investments, LLC provides personalized, fee-only financial planning and investment management primarily for individual investors, as well as trusts, estates, and charitable organizations. The firm emphasizes a long-term, asset-allocation focused investment approach using low-cost index funds and ETFs, complemented by selective active management to seek incremental value.

Joel Everett is a CFP® and ChFC® with 11 years of experience in financial advising. He has been with Financial Planning Consultants and affiliated with LPL Financial since 2015. In addition to his advisory role, he serves as an insurance agent specializing in life, disability, and long-term care policies. Financial Planning Consultants offers financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides non-discretionary investment recommendations across a range of asset types, focusing on a long-term, value-oriented approach without managing client assets or charging fees based on assets under management.

Jeffrey Platt is a CFP® and CFA® with 18 years of experience in financial advising. He has been with Platt Wealth Management since 2018 and previously worked at Wealth Quest Partners from 2015 to 2018. Platt Wealth Management provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and retirement plan clients. The firm employs a Modern Portfolio Theory-based approach focused on strategic asset allocation and diversified mutual fund exposure, alongside services such as retirement planning, estate analysis, and consulting on Social Security and insurance.

John Hart is a financial advisor with Hayes Hart CPA’s Wealth Management, Inc. in Coronado, CA, holding a Series 65 designation and seven years of industry experience. He has served in various roles at Hayes Hart CPA’s Wealth Management since 2014 and is also a board member and secretary of the Levine Foundation since 2014. Hayes Hart CPA’s Wealth Management provides tax, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm integrates accounting and investment advisory services, focusing on long-term asset allocation through actively managed mutual funds and ETFs, with portfolios tailored to clients’ objectives and risk tolerance.

Kent Stone is a financial advisor with Clutinger Williams & Verhoye Inc in San Diego, CA, holding 24 years of industry experience. He has been with Clutinger Williams & Verhoye since 2008. Clutinger Williams & Verhoye Inc provides personalized, fee-only investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses an active, tactical asset allocation approach with a focus on individual stocks, bonds, ETFs, and closed-end funds, managing accounts primarily on a discretionary basis.

Arslan Bahler is a CFP® professional with eight years of industry experience, currently advising at Altura Wealth Advisors Inc. His prior work includes roles in ESG planning and qualified planning, along with a position at UCLA Extension. Altura Wealth Advisors Inc. manages approximately $250 million for individuals, high-net-worth clients, trusts, and defined-contribution plans through customized portfolio management and financial planning. The firm employs a primarily passive, long-term investment approach using ETFs and mutual funds, with discretionary account management and consideration of tax and liquidity in portfolio rebalancing.

Michael Rosendahl is a financial advisor at Torrey Pines Financial, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Frank E. Montes Financial Services, Inc. since 2018. In addition to his advisory role, he is a licensed insurance sales representative with Sun Life Financial, where he spends approximately half of his professional time. Torrey Pines Financial provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, and retirement accounts. The firm emphasizes selecting and monitoring third-party asset managers and uses fundamental analysis and Modern Portfolio Theory to develop diversified, long-term investment strategies tailored to clients’ financial and tax situations.

Daniel Guillen is a financial advisor at International Private Wealth Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at MGO Private Wealth, Forta Financial Group, Axxcess Wealth Management, and Sentry Pacific Financial Group. Outside of advisory roles, he serves as managing member and insurance agent at Private Wealth Insurance Solutions, LLC, president and insurance agent at North Wealth Insurance Agency, Inc., and is a board member of SMRT1 Technologies Ltd. International Private Wealth Advisors LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages roughly $255 million and employs a long-term investment approach combining fundamental and technical analysis to construct diversified portfolios using mutual funds, ETFs, individual securities, alternative investments, and third-party sub-advisers.

Takaya Weckle is a CFA® charterholder at Clutinger Williams & Verhoye Inc with experience in the financial industry since 2016. He has worked at John Hancock Investment Management, LPL Financial, and Ascent Private Capital of US Bank before joining his current firm. Clutinger Williams & Verhoye provides fee-only investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, employing an active, tactical asset allocation approach with a range of investment strategies.

Kelly Dunston is a financial advisor with Raskin Global Inc. who holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Raskin Global in 2021, Dunston worked at Guardian Life Insurance Company from 2002 to 2021. Dunston is also licensed as an insurance agent, selling life, disability, long-term care, and health insurance. Raskin Global Inc. provides discretionary asset management and financial consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes individualized investment programs using fundamental analysis and ongoing portfolio monitoring, and it engages third-party managers and sub-advisors, including unique offerings such as private real estate investments and leverage strategies.

Jeremy Kovacevich is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently serves as an advisor at Kaiyo Wealth LLC, where he has worked since 2024, following a 12-year tenure at HoyleCohen, LLC. Kaiyo Wealth LLC serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based investment approach with an emphasis on ESG funds and uses mutual funds, ETFs, margin, and options trading to implement tailored client strategies.

Brandon Silvia is a CFP® with 13 years of industry experience, currently serving as an advisor at Silvia McColl Wealth Management, LLC. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Silvia McColl Wealth Management in 2018. Outside of his advisory role, he is a managing member of Moonshot Ventures, LLC, a private investment firm. 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 diversified model-based portfolio management combined with individualized customization and serves approximately 110 client relationships with around $283 million in assets under management.

Andrew Jensen is a financial advisor with WFA of San Diego, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Crystal Capital Partners from 2014 to 2020 and has been with WFA of San Diego and Zermatt Wealth Partners since 2021. WFA of San Diego is a fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation, third-party research, and individualized investment policy statements, with a focus on fiduciary considerations and a unique shared governance structure with related advisory entities.

Cortland Gray is a CFP® with seven years of industry experience, currently serving as an advisor at Financial Planning Consultants in San Diego, CA. He previously worked at LPL Financial and held roles at Dansr Inc and Bge Financial Corporation over a ten-year period. Gray is also involved with Financial Planning Consultants as an independent registered investment advisor. Financial Planning Consultants provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers comprehensive financial plans and periodic reviews, focusing on advising clients about various investments through a planning-only model without managing client assets.

Michael Holland is a financial advisor with The Holland Group, Inc. in San Diego, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial and Western International Securities, Inc., and has been involved with The Holland Group, Inc. since 2005. Outside of advisory services, he is a business owner of Holland Group Promotions LLC and MY RACE SHOP LLC. The Holland Group, Inc. provides discretionary investment management primarily to individual and high-net-worth clients, with portfolios focused on listed equities and other securities. The firm uses fundamental, technical, and economic analysis supported by asset-allocation software and offers active rebalancing through its Strategic Wealth Management program.

Scott Williams is a CFP® and CFA® with 28 years of industry experience. He has been with Clutinger Williams & Verhoye Inc in San Diego, CA for over three decades. Clutinger Williams & Verhoye is a fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an active, tactical asset allocation approach using individual stocks, bonds, ETFs, and some closed-end funds, with portfolios managed primarily on a discretionary basis.

Arley Gonzalez is a CFP® with three years of industry experience, currently serving as a financial advisor at Koa Wealth Management, LLC. Prior to joining Koa Wealth Management, he worked at Blankinship & Foster LLC and Premier Wealth Advisors. Koa Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charities, and business entities. The firm integrates fundamental and technical analysis to build portfolios customized to clients' risk tolerance and investment objectives, managing approximately $255 million with a two-advisor team.

Evan Compton is a financial advisor at TruFinancial Registered Investment Advisory Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with TruFinancial and its affiliated insurance services since 2016. In addition to his advisory role, Compton is a licensed insurance agent and serves as vice president of sales at TruFinancial & Insurance Services Inc. TruFinancial Registered Investment Advisory Services, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach, including fundamental and technical analysis, and manages approximately $44 million across about 267 accounts with tailored portfolios documented through Investment Policy Statements.

Kunal Gupta is a CFA® charterholder and financial advisor at Gold Path Investment Group with three years of industry experience. His prior roles include positions at LPL Financial, Robert Half International, Aon Corporation, and IBM. Gold Path Investment Group is a newly registered advisory firm that provides asset management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm serves a range of institutional clients and employs a combination of fundamental analysis, charting, and modern portfolio theory to construct portfolios across various asset classes.

Robert Bernstein is a financial advisor with Rgb Capital Group in San Diego, CA, holding a Series 65 credential and 17 years of industry experience. He has been with Rgb Capital Group since 2009. Bernstein serves as President of the San Diego Chapter of the American Association of Individual Investors, a nonprofit that organizes investment education events. Rgb Capital Group is a state-registered investment adviser providing discretionary portfolio management to individuals, charitable organizations, and business entities. The firm focuses on capital preservation and active risk management, employing mutual funds and ETFs across multiple strategies, and offers both managed and client-directed trading services.