Halle Carter is a Series 65 credentialed advisor at McNaughton Wealth Management, LLC with one year of industry experience. Prior to joining McNaughton Wealth Management, she spent two years with MacLean Capital Advisors, LLC and four years at UC Davis C-STEM. Before entering the financial industry, she worked in education for five years. McNaughton Wealth Management serves individuals, including high-net-worth clients, as well as trusts, pension plans, and business entities. The firm provides discretionary asset management and comprehensive portfolio management, tailoring portfolios through fundamental analysis and ongoing monitoring across a range of asset classes and strategies.

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 California Wealth Management and Hermes Econometrics. Jan is also licensed as an Independent Insurance Agent and sells insurance products on a commission basis. 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 strategic asset allocation framework with a core-and-satellite approach, combining passive indices and ETFs with selective active managers, and utilizes independent subadvisors to manage portions of client portfolios.

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.

Linda Halleran is a financial advisor at Frank Financial Advisors with 10 years of industry experience. She holds a Series 65 designation and previously worked at United Capital Financial Advisers, LLC for seven years before joining her current firm. Outside of her advisory role, she is licensed as a health and life insurance agent and manages a small insurance business. Frank Financial Advisors provides discretionary asset management, financial planning, and consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental and technical analysis, using primarily no-load or low-load mutual funds and ETFs, and offers retirement-plan advisory services under ERISA and the Pension Protection Act.

Jonathan Hoffman is a financial advisor with Zenith Investment Management, LLC, holding a Series 65 license and six years of industry experience. He has worked at Zenith since 2019 and has prior experience with Sagepoint Financial and Independent Capital Management. Outside of financial advising, he is also a licensed independent insurance agent focusing on long-term care, life, and disability insurance. Zenith Investment Management provides comprehensive financial planning and discretionary portfolio management to individual and institutional clients, including high-net-worth households. The firm manages client accounts through goal-based plans that combine fundamental and technical analysis with strategic and tactical asset allocation, and also serves as investment manager to a private pooled fund employing a quantitative algorithmic strategy.

Robert Leuffen is a financial advisor at Torrey Wealth, LLC in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF Individual & Institutional Services and TIAA prior to joining Torrey Wealth in 2020. Torrey Wealth is an independent registered investment adviser serving individuals, trusts and estates, corporations, and pension or profit-sharing plan sponsors. The firm manages portfolios using diversified allocations of low-cost ETFs, fixed income, and alternative investments, employing a range of analytical methods and offering wrap asset management alongside comprehensive financial planning and consulting services.

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.

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.

J Everhart is a financial advisor at Vector Financial Solutions, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory role, he is a partner in Everhart Hospitality. Vector Financial Solutions serves individuals, high-net-worth clients, corporations, charities, and pension and profit-sharing plans with comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm uses modern portfolio theory and model portfolios tailored to client needs, providing ongoing monitoring, rebalancing, and written financial plans.

Nathan Manor is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Hamilton Manor & Associates in La Jolla, CA. He has been with Hamilton & Associates since 2014 and has concurrent experience with LPL Financial since 2014. Outside of his advisory duties, he is also a commissioned notary public. Hamilton Manor & Associates primarily serves individual and high-net-worth clients, offering retirement plan consulting, business planning, portfolio management, and financial planning services. The firm utilizes a range of third-party research and model portfolios, providing both discretionary and non-discretionary management, and is notable for sponsoring a wrap fee program and offering access to multiple LPL-sponsored model platforms.

Nicholas Gardner is a CFP® with 14 years of industry experience and is currently with The Financial Team, Inc. He has previously worked at Great Point Capital, LLC and Jrl Capital Corporation. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales since 2011. The Financial Team, Inc. provides financial planning, consulting, and referral services to a range of clients including individuals, trusts, and retirement plans. The firm does not manage assets directly but connects clients with independent third-party managers who implement discretionary portfolio strategies, often using diversified ETFs and institutional mutual funds.

Brian Field is a financial advisor with Lifetime Financial Advisors Inc in Encinitas, CA, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been with Lifetime Financial Advisors since 2014 and also maintains an affiliation with LPL Financial since 2012. Outside of his advisory role, he is involved with Policy Genius and North American Company in non-variable insurance activities. Lifetime Financial Advisors provides personalized financial planning and written investment recommendations for individuals, trusts, estates, charitable organizations, corporations, and participants in employer-sponsored retirement plans. The firm delivers non-discretionary plans without managing client assets and typically favors mutual funds selected for manager tenure, risk management, and transparency.

Michael Behner is a CFP® professional with 25 years of industry experience, currently serving at Nautilus Advisors LLC since 2010. He holds Series 63 and Series 65 licenses and is involved in individual and group health insurance activities. Nautilus Advisors, operating as NTLS Wealth Management, provides portfolio management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis, employing strategies such as trading and option writing, while allowing clients to impose reasonable investment restrictions on managed portfolios.

John Weinstein is a financial advisor at Decision Investments, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Decision Investments since 2012 and has a long tenure with Citigroup Global Markets Inc. dating back to 1998. Decision Investments serves individuals—including high-net-worth and non-HNW clients—as well as non-profit organizations and corporate plan sponsors. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, employing an active, tactical asset-allocation strategy and offering specialized services such as ERISA 3(21)/3(38) retirement-plan support and structured investment product oversight.

Darlene Maza is a financial advisor at DBA Seaside Financial & Insurance Services in Carlsbad, CA, holding a Series 65 credential with four years of industry experience. She has been with Seaside Advisory Services, Inc. since 2021 and with Seaside Advisory since 2016. Seaside Financial & Insurance Services primarily serves individual clients, including high-net-worth individuals, as well as pension plans, businesses, charities, and trusts. The firm offers portfolio management, financial planning, pension consulting, and insurance placement, using investment strategies based on fundamental, technical, cyclical, and quantitative analysis.