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® with 32 years of industry experience. He is currently with Syrios Wealth Management Group, where he has worked since 2024. Prior to that, he spent 15 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Syrios Wealth Management Group provides wealth and investment management, financial planning, and selection of third-party asset managers to individuals, pension and profit-sharing plans, non-profit organizations, and businesses. The firm employs a combination of active and passive investment strategies and offers both discretionary and non-discretionary portfolio management services.

John Hart is a financial advisor at Hayes Hart CPA's Wealth Management, Inc. in Coronado, CA, with seven years of industry experience. He holds a Series 65 designation and has served as president of the firm since 2014. Hart is also a board member and secretary of the Levine Foundation, a nonprofit organization, where he participates in annual meetings. Hayes Hart CPA's Wealth Management, Inc. serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities, managing approximately $45.7 million. The firm offers portfolio management, financial planning, and integrated tax and accounting services, emphasizing individualized, long-term asset allocation primarily through actively managed mutual funds and ETFs. Its CPA/accounting firm structure combines tax, accounting, and audit representation services with investment advice, distinguishing it from most supported advisory firms.

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 12 years of industry experience. He holds the Series 65 designation and has worked at several firms, including MGO Private Wealth, Forta Financial Group, Axxcess Wealth Management, and Sentry Pacific Financial Group. Outside of his advisory role, Guillen is involved as a managing member and insurance agent at Private Wealth Insurance Solutions, LLC, serves as 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 investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily long-term, customized strategies using diversified mutual funds and ETFs, along with individual equities and alternative investments, managing most client assets on a discretionary basis.

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 financial advisor at RJ Patterson Group with four years of industry experience. He holds a Series 65 designation and has worked at RJ Patterson Capital Investment Group since 2020. His prior experience includes roles at the University of Arizona and Euro Sport Auto. RJ Patterson Group provides discretionary investment management, financial planning, and participant-account services to individuals, retirement plan participants, and corporations. The firm employs a value-oriented equity approach with diversified investments and offers a subscription-based Emerging Professional Program for early-career clients.

Kelly Dunston is a financial advisor at Raskin Global Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Guardian Life Insurance Company for nearly two decades. In addition to his advisory role, he is also licensed to sell life, disability, long-term care, and health insurance. Raskin Global Inc. provides discretionary investment management and financial planning for individuals, including high-net-worth clients, trusts, estates, and business entities. The firm combines traditional asset management with consulting and litigation-support services, managing accounts on a discretionary basis and utilizing SEI asset allocation models and third-party manager oversight.

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 25 years of industry experience. He has previously worked at Western International Securities, Inc. and LPL Financial LLC. Outside of advisory services, he owns and manages MY RACE SHOP LLC, a non-investment-related business. The Holland Group provides discretionary investment management primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and economic analysis alongside asset-allocation software. The firm emphasizes personalized portfolios with listed equities and employs diversification and periodic rebalancing as key risk-management strategies.

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.

Jack Heilbron is a financial advisor at Centurion Counsel Inc in San Diego, CA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been associated with Centurion Counsel Inc since 1984 and is also President of Puppy Toes, Inc., a holding company unrelated to investment activities. Centurion Counsel Inc offers a discretionary Strategic Asset Allocation wrap-fee program serving individual and institutional clients, managing approximately $58.5 million across 143 accounts. The firm employs Modern Portfolio Theory and optimization software to construct diversified portfolios tailored to client risk and reward objectives and manages accounts on a discretionary basis.

Arley Gonzalez is a CFP® with three years of industry experience, currently serving as a financial advisor at Koa Wealth Management, LLC. Prior to joining Koa Wealth Management, he worked at Blankinship & Foster LLC and Premier Wealth Advisors. 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 integrates fundamental and technical analysis to build portfolios customized to clients' risk tolerance and investment objectives, managing approximately $255 million with a two-advisor team.