Jamie Fleming is a CFP® professional with 23 years of industry experience and the principal of Fleming & Associates, LLC in San Diego, CA. He has been with Fleming & Associates since its founding in 2003 and is also a licensed insurance agent offering products such as life insurance, long-term care, and annuities as part of the financial planning process. Fleming & Associates provides portfolio management and comprehensive financial planning services to individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm emphasizes fundamental analysis and uses written Investment Policy Statements to guide portfolio management, offering direct management, third-party adviser referrals, and access to wrap fee programs.

Mark Jackson is a CFP® and ChFC® with 19 years of industry experience. He founded and has operated Jackson Asset Management, Inc. since 1995 in San Diego, CA. Jackson Asset Management is an independent registered investment adviser that offers discretionary portfolio management, financial consulting, and ERISA-fiduciary services to individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to guide strategic and limited tactical asset allocation, managing accounts on a discretionary basis with a focus on minimizing transaction costs and periodic rebalancing.

Robert Duncan is a CFP® professional based in San Diego, CA, currently serving as the sole advisor at Elevate Wealth LLC. He has no prior industry experience before founding Duncan Funding Partners in 2016, where he has been involved for eight years. Elevate Wealth serves individual and high-net-worth clients with discretionary asset management and comprehensive financial planning. The firm employs a combination of fundamental analysis, Modern Portfolio Theory, and passive strategies, offering both fixed-fee and hourly planning options alongside portfolio management.

Clifford Schmidt is the sole advisor at Foundation Associates Asset Management Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 46 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2018. Schmidt serves as treasurer of the advisory board for the San Diego High School Foundation’s Academy of Finance. Foundation Associates Asset Management provides portfolio management and investment research to individual investors and small businesses, operating both discretionary and non-discretionary accounts. The firm employs a primarily technical approach using chart studies and option-based strategies, with client accounts reviewed weekly and trades aggregated across clients.

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.

Erik Smith is a CFP® professional with four years of industry experience. He currently works at 401 Financial, where he has been since 2022. His prior experience includes roles at Onramp, Roell Capital Management (Mass Mutual), US Bank, and Principal. 401 Financial is a small advisory practice serving individual and high-net-worth clients with financial planning, investment planning, and specialized cryptoasset strategy services. The firm emphasizes passive core allocations supplemented by tactical elements and offers proprietary crypto research and coaching as part of its tailored client approach.

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.

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.

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.

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.

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.

David White is a financial advisor at Zermatt Wealth Advisors in San Diego, CA, with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wheelerfrost Associates, Inc. and WFA San Diego, LLC. Zermatt Wealth Advisors is a fee-only, SEC-registered firm that offers personalized wealth planning and investment management to a range of clients including individuals, trusts, and small businesses. The firm employs an asset-allocation framework supported by third-party research and provides services such as discretionary portfolio management, ETF-only model portfolios, and 401(k) consulting.

Alexander Heyman is a financial advisor at Heyman Investment Counseling LLC with a Series 65 designation and two years of industry experience. Prior to joining Heyman Investment Counseling, he worked at Mariner Wealth Advisors and Aggancio. Heyman Investment Counseling LLC is a small, state-registered advisory firm serving individuals, trusts, private foundations, and retirement accounts. The firm manages balanced portfolios primarily focused on large-cap equities with complementary exposure to international, small- and mid-cap equities, and fixed income, using a mix of fundamental, valuation, and technical 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.

Juan Gomez is a financial advisor with Prime Capital Equities LLC in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Prime Capital Equities since 2011. Prime Capital Equities LLC provides portfolio management services to individuals, charitable organizations, and retirement plan sponsors, combining fundamental and technical analysis with both long- and short-term trading strategies. The firm emphasizes plan-sponsor services and maintains formal referral relationships with ERISA 3(38) managers.