Chase Tushaus is a financial advisor at Tushaus Wealth Management in San Diego, CA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked at RBC Capital Markets and City National Bank before joining Tushaus Wealth Management in 2020. Outside of his advisory role, he manages an insurance agency through Tushaus Partners LLC. Tushaus Wealth Management advises individuals, high-net-worth clients, and charitable organizations with services including wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach focused on ETFs for diversification, supplemented by other asset classes, and offers educational seminars and client cash management programs.

Kevin Stickle is a financial advisor at Bourne Lent Asset Management, Inc. in San Diego, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at The Millennium Alliance, Charles Schwab, and New York Life. Bourne Lent Asset Management offers discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while also utilizing mutual funds and ETFs as needed.

Peter Thoms is a CFA® charterholder with 23 years of industry experience. He has been with Orion Capital Management LLC since 2002 and also serves at Africa Capital Group LLC. Orion Capital Management LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, retirement plans, and other entities. The firm employs an active investment process grounded in fundamental analysis and offers customized portfolios that may include equities, ETFs, fixed income, convertibles, REITs, currency instruments, and, for accredited clients, derivatives strategies such as options and shorting.

Kevin Ward is a financial advisor at Ward & Associates in San Diego, CA, holding a Series 65 designation with 22 years of industry experience. He has been with Ward & Associates since 2000. Ward & Associates provides wealth management and investment advisory services to individuals, families, and related entities, including trusts and charitable foundations. The firm manages approximately $191 million in client assets and emphasizes a long-term strategic asset allocation approach guided by Modern Portfolio Theory, incorporating both traditional and non-traditional investments.

Ali Alsari is a financial advisor with AWM Global Advisors and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has been involved with AWM Global Advisors since 2011. He is also a principal of Alhambra Wealth Management and Alhambra Bank and Trust, Cayman Islands entities providing investment advisory, banking, and trust services to non-U.S. persons, dedicating part of his time to marketing and related activities for these firms. AWM Global Advisors serves individuals, including high-net-worth and non-U.S. clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and portfolio management using customized portfolios built on a manager-of-managers approach, emphasizing a top-down profit-cycle framework combined with fundamental and technical analysis.

Susan Olt is a financial advisor at Margo Park Financial in San Diego, CA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Flourish and Prosper Company, Inc., Transamerica Financial Advisors, and Wfg. Margo Park Financial provides portfolio management and advisory services to individuals, trusts, and businesses, managing approximately $36.3 million across about 75 client relationships. The firm uses model portfolios and both long- and short-term trading strategies, incorporating a range of investment vehicles to align with client risk tolerance and investment objectives.

Michael Heyman is the sole advisor at Heyman Investment Counseling LLC in San Diego, CA. He holds the CFA® designation and Series 63 license, with 13 years of industry experience. He is also a partner in Landover Partners LLC, a real estate management company. Heyman Investment Counseling provides discretionary and non-discretionary portfolio management and investment advice primarily for individual clients, focusing on balanced portfolios that blend value and growth equities with high-quality fixed-income instruments. The firm offers a distinctive advisory relationship with another registered investment adviser and emphasizes research-driven investment decisions without the use of soft dollars or third-party sales compensation.

William Holland is a financial advisor with The Holland Group, Inc. in San Diego, CA, holding a Series 63 designation and over 57 years of industry experience. His prior roles include positions at Western International Securities, Inc. and LPL Financial. The Holland Group provides discretionary investment management services primarily to individual and high-net-worth clients, focusing on personalized portfolios that emphasize listed equities. The firm employs a combination of fundamental, technical, and economic analysis alongside asset-allocation software and active monitoring, using diversification and periodic rebalancing as key risk-management strategies.

Robert Patterson is a financial advisor with RJ Patterson Group in San Diego, CA, holding a Series 66 credential and 27 years of industry experience. His prior roles include positions at Merrill, Citigroup Global Markets, Morgan Stanley, and Daniel Wealth Advisors. Patterson also serves as CEO of RJ Patterson Capital Investment Group, Inc., where he manages financial planning and investment management services. RJ Patterson Group serves individual and high-net-worth clients, retirement accounts, and some corporate clients with discretionary investment management and financial planning. The firm applies a fundamental, value-oriented research process across multiple asset classes and utilizes institutional custody and trading platforms combined with third-party managers and tools to tailor portfolios to client objectives.

Olivian Pitis is a CFP®, CFA®, and Series 66-licensed financial advisor at CSJ Wealth Management, LLC with 17 years of industry experience. He previously worked at American Century Investment Services, Dimensional Fund Advisors, and Dowling & Yahnke. He has been involved with the UCLA Anderson San Diego Alumni Chapter since 2020. CSJ Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, charitable organizations, ERISA plans, and corporations. The firm employs a long-term, asset-allocation investment approach using low-cost institutional funds and also manages a sponsored pooled investment vehicle with more active strategies.

William Ward Jr. is a financial advisor at Ward & Associates with 22 years of industry experience. He holds the Series 65 designation and has been with Ward & Associates since 1997. Ward & Associates provides wealth management and investment advisory services to individuals, families, and related entities such as trusts and charitable foundations. The firm emphasizes long-term strategic asset allocation using Modern Portfolio Theory and offers portfolios that may include non-traditional investments alongside mutual funds and external managers.

Amar Shah is a CFP®, CFA®, and Series 66-licensed financial advisor with 20 years of industry experience. He has been with Client First Capital, LLC since 2019 and previously worked at USAA in various financial planning and advisory roles from 2011 to 2019. Client First Capital serves individuals, high-net-worth clients, trusts, and estates by providing asset management, comprehensive portfolio management, and standalone financial planning and consulting. The firm employs a fiduciary, client-specific process that incorporates multiple methods of analysis and offers distinct portfolio strategies to align risk profiles with client objectives.

Bobbi Koala is a financial advisor with Koala Financial in Bonita, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has held roles at Cetera Wealth Services and Avantax Advisory Services and serves as CEO of Koala Financial, where she also provides accounting and tax preparation services as a Certified Public Accountant. Additionally, she is a licensed real estate agent involved in real estate sales and financing activities. Koala Financial provides investment advisory services to individuals and high-net-worth clients, offering pension consulting and financial planning. The firm integrates accounting, tax, legal, insurance, and real estate services and uses a diversified investment approach including discretionary portfolio management with a preference for Dimensional funds.

Tyrone Ross is a financial advisor at 401 Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, Bank of America, and NobleBridge Wealth Management. Outside of his advisory role, he is the founder of 401 STC, LLC, providing financial consulting and speaking engagements, and also works as a contractor with Coindesk producing podcasts and hosting events. 401 Financial is a small advisory practice serving individual and high-net-worth clients with financial planning, investment planning, and specialized cryptoasset strategies. The firm emphasizes tailored investment recommendations with passive core allocations and offers proprietary crypto research and education as part of its service.

Alexander Wymore is a financial advisor with Koala Financial in Bonita, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Koala Financial since 2014 and previously was with Avantax from 2022 to 2025. Outside of advisory services, Wymore is involved with Koala Financial’s accounting and tax preparation business, including bookkeeping and tax planning. Koala Financial provides investment advisory services to individuals and high-net-worth clients, offering pension consulting and written financial planning. The firm integrates accounting, tax, legal, insurance, and real estate services, and employs a multi-method investment process with discretionary portfolio management across various securities.

Joshua Khokhar is a CFP® professional with 18 years of experience in the financial industry. He currently serves at Santara Wealth Management LLC and previously worked at Axxcess Wealth Management, LLC and J.P. Morgan Securities. Outside of his advisory role, he owns Providence Wealth Management, a holding company for an investment advisory business. Santara Wealth Management provides tailored advisory services to individuals, trusts, retirement plans, and business entities, employing a combination of fundamental, technical, and quantitative analysis. The firm manages diversified portfolios that include individual stocks, bonds, ETFs, mutual funds, options, and alternative investments, and it offers additional services such as tax preparation and estate-planning facilitation through third-party providers.

Jesse Sikorski is a financial advisor at Sikorski Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining his current firm in 2021. Outside of his advisory role, he is a licensed insurance agent. Sikorski Wealth Management offers portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and macroeconomic analysis alongside various asset-allocation strategies, and it uses borrowing and derivatives in managed accounts.

Stephen Mulholland is a CFP® and CFA® with eight years of industry experience. He is a managing member and Chief Investment Officer at Mulholland & Kuperstock Asset Management, LLC, where he has worked since 2019, and also serves as Principal and Chief Investment Officer at MKAM ETF LLC. Prior to these roles, he worked at GSG Capital Advisors and Livian & Co. Mulholland & Kuperstock Asset Management, LLC provides individualized asset management and retirement-plan consulting to individuals, high-net-worth clients, trusts, ERISA plan sponsors, and small business entities. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, technical, and sector analysis, managing portfolios on a discretionary basis with ongoing monitoring and periodic rebalancing.

Jefferson Rotherham is a CFP® and Series 66 credentialed financial advisor at Orion Capital Management LLC with 10 years of industry experience. He has worked at Orion since 2019 and previously held roles at LPL Financial LLC and The Gensler Group. Orion Capital Management LLC provides customized portfolio management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and institutions, managing approximately $370 million for about 160 clients. The firm uses an active, fundamental-analysis approach and integrates automated analytics and AI-supported tools alongside human oversight in its planning and reporting processes.

Jerry Palmer Jr. is a financial advisor with Dynamic Wealth Strategies, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Dynamic Wealth Strategies since 2017 and was previously with Independent Financial Group, LLC from 2007 to 2016. Dynamic Wealth Strategies advises individuals, trusts, corporations, and retirement plans, offering discretionary asset management, model-based programs, financial planning, and retirement consulting. The firm employs tailored model portfolios with factor-based strategies, derivatives, option overlays, and sub-adviser arrangements, and it also serves clients through a private pooled fund.