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.

Victor Colley is a financial advisor at Prime Capital Equities LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes nearly two decades at Coldwell Banker Residential Realty. Outside of advisory work, he has been involved with AmWay and SELF since 1995 and maintains a longstanding affiliation with Charles Schwab & Co., Inc. Prime Capital Equities LLC provides portfolio management services to individuals, charitable organizations, and retirement plan sponsors. The firm combines fundamental and technical analysis in its investment approach and offers both discretionary and non-discretionary management, with a particular focus on ERISA-related services for plan sponsors.

Mari Fries is a CFP® professional affiliated with ProsperiTea Planning in San Diego, CA, with one year of experience in financial advising. Her background includes tax preparation and advisory roles, notably at H&R Block for 14 years and as owner of Lead Turn Consulting. ProsperiTea Planning serves individuals and families with holistic financial planning, discretionary portfolio management, and integrated tax services. The firm combines investment advice with tax preparation under separate engagements, using a structured investment process and a fixed annual retainer model.

Benjamin Koala is a CFP® and PFS™ credentialed advisor with 11 years of industry experience, currently serving as CFO and co-owner at Koala Financial. He has held positions at Cetera Wealth Services and Avantax, and concurrently serves as a Finance Officer in the Air National Guard. Koala is the President of the Chula Vista Rotary Foundation and will serve as President-Elect of the Chula Vista Rotary Club in 2025. He is also the owner-operator of Koala Law PC, a law firm offering client representation and legal services. Koala Financial provides investment advisory services to individuals and high-net-worth clients, with offerings that include pension consulting and written financial planning. The firm integrates accounting, tax, legal, insurance, and real estate services into its investment process, which employs multiple methods of analysis and includes discretionary portfolio management focused on mutual funds, ETFs, and other securities.

Matthew Cobas is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Kaiyo Wealth LLC, where he has worked since 2021, and previously held roles at Origin Investment Advisory LLC, Mariner Wealth Advisors, and Wells Fargo Advisors. Kaiyo Wealth LLC provides discretionary portfolio management and tailored financial planning for individuals, high-net-worth clients, and charitable organizations. The firm employs a modern portfolio theory-based investment approach, utilizing margin and options strategies and outside managers, and manages approximately $240 million in discretionary assets.

Denisse Arebalo is a financial advisor at Pacific Canyon Investments with seven years of industry experience. She holds the Series 66 designation and has worked at Bay Street Capital Holdings and TD Ameritrade prior to joining Pacific Canyon Investments. Pacific Canyon Investments serves individuals, families, institutional clients, and plan sponsors, offering financial planning, asset management, and institutional advisory services. The firm’s investment approach blends a focus on disruptive innovation with value-based fundamental analysis and employs strategies including equity holdings and option tactics, alongside customized educational seminars for clients.

David Sprenger is a financial advisor at Qualified Planning with 10 years of industry experience. He holds the ChFC® and Series 63 designations. Sprenger has held roles at The Leaders Group DBA Simplicity Investments, Alkeme Insurance, IRA Solutions, Inc., and Dunhill Marketing & Insurance Services, Inc., where he serves as Vice President. Qualified Planning provides investment advisory services primarily to individual clients, as well as pension/profit-sharing plans and corporations. The firm offers passive, asset-allocation-driven portfolios mainly composed of ETFs and mutual funds, alongside model portfolio management and third-party manager monitoring.

Brady Bishop is a financial advisor at Waits Investments, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for the San Diego Futures Foundation for 15 years. Waits Investments primarily serves individual investors, trusts, estates, and charitable organizations, offering personalized financial planning, hourly consulting, and ongoing portfolio management. The firm employs a long-term, asset-allocation focused investment approach that combines low-cost index funds and ETFs with selective active management.

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.

Riley Kelly is a Chartered Financial Consultant (ChFC®) with over 40 years of experience in the financial services industry. He has been with Wealth Legacy Group, Inc. since 2006 and also owns R. J. Kelly Financial & Insurance Services, where he sells life and health insurance. He is based in San Diego, California. Wealth Legacy Group, Inc. serves high-net-worth families, business owners, nonprofits, and institutional clients by providing integrated wealth planning, business succession, philanthropic planning, and insurance guidance. The firm employs a proprietary planning process and utilizes third-party managers for investment implementation, focusing on coordinated, multi-topic planning and discretionary management through institutional platforms.

David Tsow is a financial advisor at Pandora Wealth, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior work includes ten years at Charles Schwab and five years at Spotlight Asset Group. Pandora Wealth provides discretionary portfolio management and financial planning services to individual, high-net-worth, business, and institutional clients. The firm constructs customized, diversified portfolios and employs fundamental and cyclical analysis, offering tailored strategies for special situations alongside estate-planning document services through a partnership with Helios Integrated Planning.

Jason Barney is a financial advisor at Wealth Alliance, LLC in El Cajon, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Wealth Alliance since 2011. In addition to his advisory role, he owns Wealth Alliance Tax and Financial Services LLC, which provides tax preparation, bookkeeping, and payroll processing. Wealth Alliance serves individuals, families, trusts, estates, retirement-plan participants, and small businesses, focusing on business owners, executives transitioning to retirement, and emerging-wealth professionals. The firm manages approximately $64.5 million across 266 clients using proprietary model portfolios and combines quantitative and fundamental analysis with discretionary portfolio 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.

Kameron Barzegar is a Series 65 credentialed advisor with RJ Patterson Group in San Diego, CA, and has four years of industry experience. He has worked at RJ Patterson Capital Investment Group since 2020 and has held various roles at the University of Arizona and other organizations. 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 employs a fundamental, value-oriented research approach and offers tailored model allocations across equities, fixed income, mutual funds, and ETFs.