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.

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 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.

J Everhart is a financial advisor at Vector Financial Solutions, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2007, with additional experience at LPL Enterprise and the California Health Benefit Exchange. Outside of advisory work, he is a partner in Everhart Hospitality. Vector Financial Solutions serves individuals, corporations, charities, and pension and profit-sharing plans by providing comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm uses modern portfolio theory with model portfolios and tailors strategies to individual client objectives, including services uncommon among peers such as ERISA plan support.

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 15 years of industry experience, currently serving at The Financial Team, Inc. He has previously worked at Great Point Capital, LLC and Jrl Capital Corporation. In addition to his advisory role, Gardner is a licensed insurance agent engaged in insurance sales. The Financial Team, Inc. provides financial planning, consulting, and third-party investment management referral services to individuals, trusts, estates, small businesses, and retirement plans. The firm focuses on non-discretionary guidance and relies on referrals to outside managers who implement globally diversified portfolios primarily using ETFs and no-load mutual funds.

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 with Decision Investments, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Decision Investments since 2012 and was previously with Citigroup Global Markets from 1998 to 2009. Decision Investments, Inc. provides discretionary investment management, financial planning, and retirement plan consulting to individual, high-net-worth, and employer plan sponsor clients. The firm employs an active, tactical asset-allocation approach that combines fundamental and technical analysis, offering services across equities, fixed income, ETFs, mutual funds, and alternative investment products.

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.

Michael Souza is a financial advisor at Koa Wealth Management, LLC in Encinitas, CA, with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley & Co., Incorporated for 10 years. He is also president of Tytan Wealth, Inc., a role he manages alongside his advisory duties. 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 combines fundamental and technical analysis to construct portfolios tailored to clients’ risk tolerance, time horizon, and liquidity needs, managing approximately $255 million with a two-advisor team.

Catherine Magana is a CFP® with 25 years of industry experience, currently serving at WWM Financial since 2011. She previously worked at Purshe Kaplan Sterling Investments for six years. Magana is chairman of the board for Partners in Education, an organization focused on educational and scholarship support, and has held leadership roles with the Financial Planning Association of California. WWM Financial provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach with tailored portfolio supervision and offers both discretionary and non-discretionary management.

Roxanne Desouza is a financial advisor at Seawise Financial, Inc. with a Series 65 credential and three years of industry experience. She previously worked at Satori Wealth Management and maintains a part-time role as an occupational therapist at Tricity Medical Center. Seawise Financial serves individuals, high-net-worth clients, and employer plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a primarily passive investment approach with diversified allocations, incorporating both fundamental and cyclical analysis.

Daniel Laframboise is a financial advisor with DL Wealth Management Group in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He is co-founder of Axion Wealth Advisors and has previously worked at First Financial Equity Corporation. DL Wealth Management Group provides portfolio management services to individuals, high-net-worth clients, and pension or profit-sharing plans, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies across a broad range of asset classes.

Martin Johnson is a financial advisor with La Jolla Institute for Wealth Management, holding a Series 63 designation and 14 years of industry experience. He has operated Martin S. Johnson Inc., a life and health insurance agency, since 1993, serving as its president and licensed agent. Johnson has been with La Jolla Institute for Wealth Management since 1992. La Jolla Institute for Wealth Management provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite, strategic asset allocation approach using passive index funds and ETFs combined with selective active managers, managing approximately $41.9 million across a small client base.

Mark Young believes that wealth management is about more than just numbers—it’s about sleeping better at night. As the founder of Clearview Financial, Mark utilizes his dual expertise as a CPA and CFP® to strip away the complexity of financial planning, providing his clients with a clear, tax-efficient roadmap toward their goals. With a career spanning over 40 years, Mark has navigated every type of market cycle. This depth of experience allows him to offer a seasoned perspective that is rare in today’s fast-paced world, ensuring that every strategy is stress-tested for long-term success. His philosophy is simple: put the client’s interest above all else and focus on the “peace of mind” that comes from careful planning and rigorous review. A lifelong San Diegan, Mark is an alumnus of San Diego State University (’83) and Torrey Pines High School (’78). He and his wife are the proud parents of three adult children. When he is not in the office helping clients achieve financial freedom, Mark stays active on the pickleball courts, hiking local trails, or traveling the world with his family.

Gary Stout is the founder of Stout Capital Management LLC and holds a Series 65 designation with 24 years of industry experience. He has led his firm since 2002, focusing on investment management and financial planning. Stout Capital Management LLC is a fee-only, state-registered investment adviser serving individuals, trusts and estates, company retirement plans, and charitable organizations. The firm emphasizes customized portfolios using modern portfolio theory, strategic asset allocation, global diversification, and low-cost mutual funds and ETFs, with services that include separate investment management for smaller accounts as well as hourly financial-planning and consulting engagements.