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.

Carl Wiese is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at GROW Funds LLC. He also works as an adjunct professor at the University of San Diego, teaching courses on Ethics and Financial Markets and Institutions, Financial Management, and Introduction to Hedge Funds. GROW Funds LLC is a state-registered investment adviser providing discretionary portfolio management and pension consulting to individual, retirement plan, business, and institutional clients. The firm offers separately managed accounts guided by fundamental research as well as concentrated, opportunistic strategies through privately offered pooled vehicles.

Allen Trim is a CFP® with 15 years of industry experience and has been with Blue Summit Wealth Management since 2018. Prior to joining Blue Summit, he worked at Cetera Advisors and held a strategy management role at ResMed, a medical device manufacturer. Outside of his advisory work, Trim has experience managing a vacation rental business. Blue Summit Wealth Management serves individual clients, including high-net-worth households, qualified retirement plans, and private trusts. The firm provides comprehensive financial planning and discretionary portfolio management with an emphasis on sustainable investing and pension consulting.

Denisse Arebalo is a financial advisor at Pacific Canyon Investments with eight years of industry experience. She holds a Series 66 designation and has worked previously at Bay Street Capital Holdings and TD Ameritrade. Pacific Canyon Investments serves individual, family, and institutional clients, offering financial planning, portfolio management, and discretionary advisory services. The firm employs a tech-forward, innovation-focused investment approach combined with value-based fundamental analysis and provides customized portfolio solutions and educational seminars.

Laurie Itkin is a financial advisor at Coastwise Capital Group, LLC with 13 years of industry experience. She holds a Series 65 designation and is the founder of two non-investment-related ventures, The Options Lady, focused on education, and Rouge Government and Public Affairs, specializing in public affairs, both based in San Diego. Coastwise Capital Group advises individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management alongside financial planning and consulting, utilizing a range of investment instruments guided by clients’ objectives and risk profiles.

Daniel Mauser is a financial advisor with Cosmos Wealth, LLC, holding Series 66 and Series 63 licenses and 11 years of industry experience. His previous roles include positions at Rely Wealth Partners, TRU Independence Asset Management 2, and Investment Placement Group. Cosmos Wealth is an SEC-registered investment adviser offering discretionary investment management and comprehensive financial planning, serving primarily larger or non-typical retail clients. The firm employs a blend of active and passive investment strategies and provides hourly consulting for project-based engagements.

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.

Heather Quintero is a CERTIFIED FINANCIAL PLANNER™ at Carter Financial, LLC with 10 years of industry experience. She has worked at Wells Fargo Clearing, Clarity Wealth Advisors, and LPL Financial prior to joining Carter Financial in 2019. Carter Financial provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis and multi-style asset allocation with a focus on ETFs and mutual funds while maintaining flexibility to use individual securities and options as appropriate.

Brady Bishop is a financial advisor at Waits Investments, LLC in San Diego, CA, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he was involved with the San Diego Futures Foundation for 15 years. Waits Investments, LLC provides personalized, fee-only financial planning and investment management primarily for individual investors, as well as trusts, estates, and charitable organizations. The firm emphasizes a long-term, asset-allocation focused investment approach using low-cost index funds and ETFs, complemented by selective active management to seek incremental value.

Natalie Mcintosh is a CFP® with over 21 years of industry experience and has been with Mundoval Capital Management, Inc. and the affiliated Mundoval Fund since 2006. She holds a Series 66 license and works out of La Jolla, CA. In addition to her advisory role, she is an independent contractor insurance agent for Blue Shield of California. Mundoval Capital Management provides discretionary asset management services to a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm emphasizes fundamental, long-term equity analysis with a global orientation and offers ERISA plan services alongside managing an affiliated, no-load mutual fund.

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.

Robert Robinson is a Series 66–licensed financial advisor with 11 years of industry experience. He currently works at Cosmos Wealth, LLC, having joined the firm in 2026 after roles at tru Independence Asset Management 2, LLC, Rely Wealth, Checchi Capital Advisers, LLC, Boston Private Wealth LLC, and Oppenheimer. Cosmos Wealth is an SEC-registered investment adviser managing approximately $191 million in discretionary assets. The firm serves primarily larger or non-typical retail clients and uses a combination of active and passive investment approaches, including fundamental, technical, and trend-following analysis, with a focus on individualized client profiles and continuous portfolio monitoring.

Roy Lopez II is a financial advisor at Sage Stone Wealth Management LLC in La Jolla, CA, with 16 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Sage Stone Wealth Management since 2010. Sage Stone Wealth Management provides portfolio management, financial planning, and related services to individuals, including high-net-worth clients, charitable organizations, foundations, pension and profit-sharing plans, and businesses. The firm combines fundamental analysis with both passive and active investment strategies and offers client-directed ethical screens along with specific approaches such as Inflation-Hedged and Dividend strategies.

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.