Scott Kyle is a financial advisor at Coastwise Capital Group, LLC in La Jolla, CA, holding a Series 65 designation with 19 years of industry experience. He has been with Coastwise Capital Group since 2006. Coastwise Capital Group provides discretionary portfolio management, financial planning, and consulting services to individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $184 million in assets and employs both fundamental and technical analysis across a broad range of investment instruments.

Riley Kelly is a financial advisor at Wealth Legacy Group, Inc. in San Diego, CA, with 42 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. He has worked at Wealth Legacy Group since 2006 and previously spent time at Osaic FA, Inc. and Sentra Securities Corporation. In addition to his advisory role, he owns and operates R. J. Kelly Financial & Insurance Services, where he is licensed to sell life and health insurance. Wealth Legacy Group serves high-net-worth families, business owners, and select individual, nonprofit, and institutional clients by providing wealth planning, business succession, philanthropic planning, insurance guidance, and tax-deferred real estate investment assistance. The firm uses institutional third-party managers and model platforms for investment implementation and employs a proprietary planning process called the Critical Actions Roadmap to coordinate multi-topic planning.

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.

Gregory Syrios is a CFP® professional with 33 years of industry experience. He is currently with Syrios Wealth Management Group, where he has worked since 2024. His prior experience includes eight years at Wells Fargo Clearing and eleven years at A. G. Edwards & Sons, Inc. Syrios Wealth Management Group offers wealth and investment management, financial planning, and third-party asset manager selection for individuals, pension plans, non-profits, and businesses. The firm employs a combination of active and passive investment strategies and provides both discretionary and non-discretionary portfolio management alongside fiduciary and non-fiduciary retirement plan services.

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.

Kelly Dunston is a financial advisor with Raskin Global Inc. who holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Raskin Global in 2021, Dunston worked at Guardian Life Insurance Company from 2002 to 2021. Dunston is also licensed as an insurance agent, selling life, disability, long-term care, and health insurance. Raskin Global Inc. provides discretionary asset management and financial consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes individualized investment programs using fundamental analysis and ongoing portfolio monitoring, and it engages third-party managers and sub-advisors, including unique offerings such as private real estate investments and leverage strategies.

Jeremy Kovacevich is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently serves as an advisor at Kaiyo Wealth LLC, where he has worked since 2024, following a 12-year tenure at HoyleCohen, LLC. Kaiyo Wealth LLC serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based investment approach with an emphasis on ESG funds and uses mutual funds, ETFs, margin, and options trading to implement tailored client strategies.

Brandon Silvia is a CFP® with 13 years of industry experience, currently serving as an advisor at Silvia McColl Wealth Management, LLC. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Silvia McColl Wealth Management in 2018. Outside of his advisory role, he is a managing member of Moonshot Ventures, LLC, a private investment firm. Silvia McColl Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, retirement plans, foundations, charities, and businesses. The firm employs diversified model-based portfolio management combined with individualized customization and serves approximately 110 client relationships with around $283 million in assets under management.

Mary Naber is a financial advisor at Sage Stone Wealth Management LLC with 24 years of industry experience. She holds the Series 66 designation and has been with Sage Stone since 2010. Sage Stone Wealth Management advises individuals, charitable organizations, foundations, pension and profit-sharing plans, and businesses, offering services including portfolio management, financial planning, and investment policy statement creation. The firm’s investment approach combines fundamental analysis with both passive and active strategies, incorporating ETFs, mutual funds, individual equities and bonds, and client-directed ethical screens.

Andrew Jensen is a financial advisor with WFA of San Diego, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Crystal Capital Partners from 2014 to 2020 and has been with WFA of San Diego and Zermatt Wealth Partners since 2021. WFA of San Diego is a fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation, third-party research, and individualized investment policy statements, with a focus on fiduciary considerations and a unique shared governance structure with related advisory entities.

Cortland Gray is a CFP® with seven years of industry experience, currently serving as an advisor at Financial Planning Consultants in San Diego, CA. He previously worked at LPL Financial and held roles at Dansr Inc and Bge Financial Corporation over a ten-year period. Gray is also involved with Financial Planning Consultants as an independent registered investment advisor. Financial Planning Consultants provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers comprehensive financial plans and periodic reviews, focusing on advising clients about various investments through a planning-only model without managing client assets.

Michael Holland is a financial advisor with The Holland Group, Inc. in San Diego, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial and Western International Securities, Inc., and has been involved with The Holland Group, Inc. since 2005. Outside of advisory services, he is a business owner of Holland Group Promotions LLC and MY RACE SHOP LLC. The Holland Group, Inc. provides discretionary investment management primarily to individual and high-net-worth clients, with portfolios focused on listed equities and other securities. The firm uses fundamental, technical, and economic analysis supported by asset-allocation software and offers active rebalancing through its Strategic Wealth Management program.

Scott Williams is a CFP® and CFA® with 28 years of industry experience. He has been with Clutinger Williams & Verhoye Inc in San Diego, CA for over three decades. Clutinger Williams & Verhoye is a fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an active, tactical asset allocation approach using individual stocks, bonds, ETFs, and some closed-end funds, with portfolios managed primarily on a discretionary basis.