Arthur Johnson is a CFA® charterholder with five years of industry experience and is based in La Jolla, CA. He is the founder and Chief Investment Officer of the Mundoval Fund and has been with Mundoval Capital Management, Inc. since 2002. Outside of finance, he serves as president of Henebery Spirits, Inc., a craft distillery in Vista, CA. Mundoval Capital Management, Inc. is a discretionary investment adviser managing approximately $73 million for individuals, trusts, charitable organizations, and other entities. The firm employs a fundamental, long-term global investment approach tailored to each client’s objectives and risk tolerance.

Krysta Kelly is a CFP® with 14 years of industry experience, currently serving at D’Arcy Capital Management, LLC since 2011. She is based in San Diego, CA, and is part of a four-advisor team. D’Arcy Capital Management provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, retirement plans, and institutions. The firm uses a core-and-satellite approach blending active and passive investments, offering diversified and non-diversified strategies with a focus on long-term fundamental analysis and customized solutions for high-net-worth clients.

Jan Gleisner is a financial advisor at Hafnia Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including California Wealth Management and Hermes Econometrics. Jan is also licensed as an Independent Insurance Agent and sells insurance products. Hafnia Financial provides discretionary investment management and incidental financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite strategy with passive indices and ETFs for core exposure, supplemented by selective active managers for satellite positions, emphasizing global diversification and limited trading.

Elisabeth Dawson Scherbaum is a financial advisor at Copia Wealth Management Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked at Copia Wealth Management since 2017 and previously spent time with Regal Investment Advisors, LLC. Outside of her advisory role, she serves as president and CEO of Dawson Insurance and Financial Services, Inc., where she provides consulting and coaching services. Copia Wealth Management Advisors, Inc. serves primarily individual households, managing approximately $19.7 million on a discretionary basis for about 86 clients. The firm offers discretionary portfolio management through third-party asset managers, comprehensive financial planning, and ongoing due diligence on certain private securities, using a mosaic research approach that combines fundamental, technical, and cyclical analysis.

Patrick McNaughton is a financial advisor at McNaughton Wealth Management, LLC in San Diego, CA, with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. In addition to his advisory role, he is licensed as an insurance agent and engages in insurance planning. McNaughton Wealth Management provides investment advisory and planning services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers tailored portfolio management and financial planning, utilizing fundamental analysis and asset-allocation strategies, and maintains an affiliation with DPL Financial Partners to provide access to commission-free insurance products.

Shimon Blumenfeld is a financial advisor at Integrity Investment Portfolios LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Integrity Brokerage Services, Inc. since 2009. Integrity Investment Portfolios serves individual clients, families, trusts, and retirement accounts, providing ongoing portfolio management with a focus on long-term trading strategies. The firm uses a combination of analytical approaches to tailor investment plans across a range of securities, managing accounts on a non-discretionary basis with regular client reviews.

Jonathan Hoffman is a Series 65 licensed advisor with six years of industry experience. He has been with Zenith Investment Management, LLC since 2019 and also works with Independent Capital Management. Outside of advising, he is a licensed independent insurance agent specializing in long-term care, life, and disability insurance. Zenith Investment Management is a boutique wealth management firm serving individual and institutional clients, including high-net-worth investors. The firm offers comprehensive financial planning, discretionary portfolio management, and specializes in customized, goals-based strategies using fundamental and technical analysis, along with alternative investments and quantitative approaches in its private fund management.

Robert Leuffen is a financial advisor at Torrey Wealth, LLC with 21 years of industry experience. He has previously worked at Fidelity and TIAA-CREF before joining Torrey Wealth in 2020. His professional credentials include Series 63 and Series 66 licenses. Torrey Wealth serves individuals, trusts, estates, corporations, and pension or profit-sharing plans, offering wrap asset management and comprehensive portfolio management through a sponsored wrap fee program. The firm emphasizes diversified portfolios with low-cost equity index ETFs and fixed-income instruments, applying a combination of quantitative, fundamental, and technical analysis that can be customized for socially responsible preferences.

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.