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.

Andreas Melzer is a financial advisor with Torrey Wealth, LLC and holds a Series 66 license. He has 11 years of industry experience, including prior roles at Charles Schwab & Co., Charles Schwab Bank, TD Ameritrade Institutional, AXA Advisors, Foresters Financial, IUPS, and Morgan Stanley. Outside of his advisory work, he serves as a lacrosse referee for the San Diego County Lacrosse Officials Association. Torrey Wealth serves individuals, trusts, estates, corporations, and pension or profit-sharing plans, providing wrap asset management and standalone financial planning. The firm emphasizes diversified portfolios using low-cost equity index ETFs and fixed-income instruments, employing a mix of quantitative, fundamental, technical, sector, and cyclical analysis tailored to client preferences.

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.

Rebecca Dodge is a CFP® and CFA® with seven years of industry experience. She has worked at Brian D. Lowder, Inc. since 2019 and previously spent four years at Brandes Investment Partners. Brian D. Lowder, Inc. provides fee-only financial planning and investment management services to individuals, families, trusts, corporations, and charitable organizations. The firm customizes investment portfolios based on client objectives and risk tolerance, employing a core-and-satellite approach with ongoing portfolio monitoring.

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.

William Delano is a financial advisor at DL Wealth Management Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at First Financial Equity Corporation and Daniel P. Laframboise, Inc. He is also owner of an administrative and IT services business. DL Wealth Management Group provides ongoing portfolio management to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative and technical methods, and employs both long-term and short-term trading strategies tailored to clients’ risk tolerances.

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.

Chandima Mendis is a financial advisor at Pacific Spirit Investments LP with one year of industry experience. He holds Series 65 and Series 63 credentials and previously spent ten years at Bridgewest Capital Management. Outside of advisory work, he serves as a board member and senior executive for family office organizations and is involved with a technology company as a board member and investor. Pacific Spirit Investments LP offers customized investment management primarily for individuals, families, trusts, and small institutions. The firm employs a bottom-up, quantitative stock-selection process and provides discretionary portfolio management with performance-based fee options available for qualified clients.

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.

As a fee-only fiduciary at Clearview Financial, I am dedicated to providing tax-smart financial planning and investment management that looks at the big picture. Since 2018, I have specialized in building comprehensive strategies where financial decisions are evaluated alongside their tax implications to help clients keep more of what they earn. My professional background is built on a foundation of rigorous education, including a CFP® certification following my time at Gonzaga University and a CPA designation earned after completing my Master’s in Accounting at Sacramento State University. This dual background allows me to offer a technical perspective that ensures tax strategy is a core part of every financial plan. My goal is to provide a clear, coordinated path for your wealth so you can feel confident that your financial decisions are working together for your long-term benefit. When I’m not in the office, you can usually find me in Encinitas, walking the beach with my wife and our dog.

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.