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.

Parker Hann is a Series 65-licensed advisor with Simplifi, Inc. based in San Diego, CA. He has one year of industry experience, including prior roles at Ospi Montecito and The Nugget Bar and Grill. Simplifi, Inc. provides customized investment management and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management, periodic rebalancing, and standalone financial planning. The firm manages various custodial accounts and inherited-IRA transitions, utilizing a diversified asset allocation strategy supported by third-party research and artificial intelligence for administrative and compliance functions.

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 with Decision Investments, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Decision Investments since 2012 and was previously with Citigroup Global Markets from 1998 to 2009. Decision Investments, Inc. provides discretionary investment management, financial planning, and retirement plan consulting to individual, high-net-worth, and employer plan sponsor clients. The firm employs an active, tactical asset-allocation approach that combines fundamental and technical analysis, offering services across equities, fixed income, ETFs, mutual funds, and alternative investment products.

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.

Lindsay Downes is a Financial Advisor with Merrill Lynch Wealth Management. She brings her background as a former teacher to her role, focusing on providing clarity and building trusting connections to empower individuals and families through personalized financial planning. Her areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. Lindsay holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Bentley College and a Master's Degree from George Mason University. Lindsay is an East Coast native who relocated to San Diego with her husband and two children. She is involved in her community through events such as the McKinley Elementary School Spring Gala. Outside of her professional work, Lindsay enjoys cooking, spending time with her family, and playing tennis.

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.

Victor Colley is a financial advisor with Prime Capital Equities LLC, holding the Series 63 and Series 65 designations and five years of industry experience. His prior career includes 18 years at Coldwell Banker Residential Realty and ongoing involvement with AmWay since 1995. Prime Capital Equities LLC provides portfolio management services to individuals, charitable organizations, and retirement plan sponsors. The firm uses a combination of fundamental and technical analysis in managing portfolios that include mutual funds, equities, bonds, ETFs, REITs, and government securities, offering discretionary and non-discretionary services tailored to client needs.

Christina Hammann is a CFP® with 11 years of industry experience. She has worked at Carter Financial, LLC since 2019 and previously held roles at Charles Otto Gillespie dba Litton Financial and LPL Financial. She holds a Series 66 license and is based in La Jolla, CA. Carter Financial, LLC provides discretionary portfolio management and standalone financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis and multi-style asset allocation approach, focusing on ETFs and mutual funds while utilizing individual securities and options as appropriate.

Andrew Jackey is a financial advisor at Axion Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Tesorio and Carta, as well as a position at Sphere. Axion Wealth Advisors offers portfolio management and investment planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside long-term trading and options strategies, focusing on a diversified mix of investment vehicles such as mutual funds, equities, fixed income, real estate funds, ETFs, and TIPS.

Vincent Willyard is a CFA® charterholder with nine years of experience in the financial industry. He is a principal at Evolution Global Advisors, LLC, where he has worked since 2017. Outside of his advisory role, he serves on the board of Luna Grill, a restaurant in San Diego, providing strategic guidance. Evolution Global Advisors provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, businesses, and institutional clients. The firm focuses on foreign equity investments, including ADRs and emerging markets, using fundamental, technical, and quantitative analysis to target above-market, risk-adjusted capital appreciation.

Mari Fries is a CFP® professional with one year of experience, currently serving as an advisor at ProsperiTea Planning. Prior to joining ProsperiTea Planning, she worked extensively in tax preparation and advisory roles, including over a decade at HR Block and as the owner of Lead Turn Consulting, a tax preparation and advisory business. ProsperiTea Planning serves individuals and families with holistic financial planning, discretionary portfolio management, and integrated tax planning and preparation. The firm’s approach features a written Investment Policy Statement, strategic asset allocation, and tax-aware decisions, supported by a multi-credential team 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 has worked at Kaiyo Wealth LLC since 2021 and previously held positions at Origin Investment Advisory LLC, Mariner Wealth Advisors, Wells Fargo Clearing, and Msec, LLC. He is based in San Diego, CA. Kaiyo Wealth LLC provides discretionary portfolio management and customized financial planning for individuals, high-net-worth clients, and charitable organizations. The firm’s investment approach incorporates modern portfolio theory, long-term trading, margin, and options strategies, while also utilizing outside managers and maintaining regular portfolio monitoring.

Eric Sigdestad is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Simplifi, Inc. He has led the firm since 2010, including its previous iteration as Sigdestad Financial, Inc. Located in San Diego, CA, he holds Series 63 and Series 65 licenses. Simplifi, Inc. provides customized investment management and financial planning primarily to individuals and high-net-worth clients, managing approximately $251.5 million in discretionary assets across nearly 300 client relationships. The firm emphasizes asset allocation and diversification using mutual funds, ETFs, individual securities, and incorporates human oversight alongside artificial intelligence for operational efficiencies.