Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.

Frederick Pearson is a Series 65-licensed financial advisor with 15 years of industry experience. He operates as a self-employed advisor through his independent firm, Pearson, Frederick, Norman Jr., based in Poway, CA. His firm provides discretionary portfolio management primarily for individual investors, focusing on IRA accounts. The investment strategy centers on income through dividend-paying stocks and ETFs, with a smaller allocation to growth equities managed under a strict money-management framework.

Kyle Tweet is a financial advisor with Tweet Management Services, Inc. in La Mesa, CA. He holds the ChFC® designation and Series 66 license, and has 24 years of industry experience. He has been with Tweet Management Services since 2011. Tweet Management Services is a small registered investment adviser serving individuals, families—including some high-net-worth clients—as well as businesses, charities, and small pension plans. The firm provides comprehensive financial planning and portfolio management using a non-discretionary approach that combines fundamental and technical analysis.

Arden Chan is a financial advisor at Chan, Arden with six years of industry experience. He holds a Series 65 designation and concurrently serves in the United States Navy, a role he has maintained since 1993. His background also includes a medical degree. Chan, Arden is an independent firm that provides investment advisory services primarily to institutional clients such as banking and thrift institutions, sovereign wealth funds, government entities, and charitable organizations. The firm focuses on serving institutional and governmental accounts and employs fee arrangements that do not rely on assets under management.

John Malaney is a financial advisor at Engineering Financial Independence, Inc. with four years of industry experience. He holds the Series 65 designation and has a background as a Program Manager at General Atomics, where he worked for fourteen years. Engineering Financial Independence, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $5.0 million across a small number of relationships. The firm offers a free subscription service featuring general investor commentary, and employs an investment approach that includes fundamental analysis, modern portfolio theory, quantitative methods, long-term equity strategies, options trading, mutual funds, ETFs, and fixed income.

Earl Wong is a financial advisor at Spirit Global Investment Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Spirit Global since 2013. Outside of his advisory role, he manages One Road Media Ventures, focusing on developing and distributing global media projects with an emphasis on partnerships in Asia. Spirit Global Investment Advisors serves family offices, ultra-high-net-worth individuals, and institutional investors with integrated wealth management, combining public-market portfolio management, alternative fund access, and institutional-grade digital asset services. The firm employs a manager-of-managers approach with significant allocations to alternatives and digital assets, primarily targeting sophisticated and institutional mandates.

Brian Chew is a financial advisor at Cliveden Capital Management, LLC, with 12 years of industry experience. He holds the Series 66 designation and has a longstanding career at Sempra Energy since 1990. Cliveden Capital Management provides discretionary investment management and outsourced chief investment officer services to small and mid-sized foundations, endowments, pension plans, and select high-net-worth individuals. The firm employs an asset-allocation driven approach, constructing diversified portfolios tailored to client objectives and risk profiles, and is notable for offering institutional outsourced CIO services to smaller organizations.

Chester Holliday is a CFP® and holds a Series 66 designation with nine years of industry experience. He currently serves as the sole advisor at Elite Wealth Management, LLC, a firm he joined in 2021 following prior work with Andina Capital Management, LLC. Elite Wealth Management provides continuous investment management and comprehensive financial planning to individuals and high-net-worth clients, along with employee benefit plan advisory services for employer plan sponsors. The firm employs a combination of passive and active strategies and offers individualized account management, pension consulting, and educational seminars.

Sean Bradford is the sole advisor at Speiro Investments, LLC, an independent firm based in Lakeside, CA. He holds a Series 66 designation and has 19 years of industry experience. Bradford has led Speiro Investments since 2014. Speiro Investments provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, charitable organizations, and plan sponsors. The firm uses a combination of fundamental and technical analysis, managing diversified portfolios that include mutual funds, equities, bonds, ETFs, REITs, and government securities.

Kenneth Corlett is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Corlett Financial, Inc. in San Diego, CA. He previously worked at Worthpointe Wealth Management for two years before founding his firm in 2017. Corlett is also a partner and wealth advisor with another investment advisory firm and holds active securities licenses, though he has not been engaged in insurance activities for over two years. Corlett Financial, Inc. provides portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs an investment approach that combines cyclical analysis with modern portfolio theory, offering both discretionary and non-discretionary management with a focus on tailored investment strategies and regular account reviews.

Darin Delozier is a financial advisor at Frassati Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Foundation Wealth Planning LLC for two years. Outside of advising, he has worked at Catholic Answers since 2005. Frassati Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with asset-allocation driven portfolios combining passive and active strategies. The firm integrates Catholic social-teaching screens in its investment approach and offers tailored financial planning and discretionary portfolio management.

Jane Edmondson is the founder and managing member of JLE Wealth Management, LLC, an independent advisory firm based in San Diego, CA. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to her current role, Ms. Edmondson worked at TMX VettaFi and founded EQM Indexes, LLC, where she remains majority owner and partners in licensing indices used as benchmarks for exchange-traded products. JLE Wealth Management is a woman-owned firm that provides discretionary investment management and bundled financial planning to individuals, high-net-worth, and institutional clients. The firm employs a quantitative, model-driven stock selection process that integrates fundamental and market-sentiment data, with ongoing portfolio rebalancing and risk controls.

Adam Bileckyj is a financial advisor with Brightway Wealth Planning in Poway, CA. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to founding Brightway Wealth Planning in 2020, he held roles at Principal Securities INC, PRINCIPAL Life Insurance Company, and Princor Financial Services Corp. In addition to his advisory work, he is an independent insurance agent offering insurance products through unaffiliated issuers. Brightway Wealth Planning serves individuals, including high-net-worth clients, as well as small businesses and corporations, providing customized financial planning, investment consultation, nondiscretionary portfolio management, and educational workshops. The firm’s investment approach utilizes Modern Portfolio Theory combined with a Core + Satellite framework to build globally diversified, tax-efficient portfolios managed on a long-term, nondiscretionary basis.

Donald Dalesandro is a financial advisor at Liberty Solutions Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Liberty Solutions Advisors in 2019, he worked at Tate Asset Management and DCO Wealth Management from 2015 to 2019. Liberty Solutions Advisors provides portfolio management and investment advice to individual clients, pension and profit-sharing plans, and business entities. The firm uses a combination of charting, fundamental and technical analysis, and employs a range of strategies from long-term investing to short-term trading, including options, margin, short sales, and access to private placements and alternative investments. Unlike many peers, Liberty Solutions manages accounts directly and offers performance-based compensation alongside traditional fee models.

Amanda Austin is the sole advisor at Austin Consulting, holding a Series 65 designation with three years of industry experience. She previously spent 20 years at Engel Consulting. Austin Consulting provides portfolio management and investment services to individuals, trusts, estates, and charitable institutions. The firm employs a conservative, fundamental analysis approach using mutual funds and ETFs, operates on a non-discretionary basis, and customizes advice according to each client’s financial situation.

Glenda Moehlenpah is a CFP® and Series 65-licensed financial advisor with 24 years of experience at Financial Bridges, a sole-proprietor firm based in Poway, CA. She also provides tax preparation services as a CPA, dedicating part of her year to preparing individual tax returns. Financial Bridges offers financial planning, investment consultation, and tax preparation services primarily to individual investors and families, focusing on project-based or as-needed engagements without managing client assets directly. The firm emphasizes globally diversified asset allocation and provides implementation education without discretionary portfolio management or custody.

James Sias is a CFP® professional and principal of Count Your Beans Financial Planning LLC in Bonita, CA. He has worked in the Pipeline Training & Servicing Department since 2014 and is also an independent insurance agent specializing in property and casualty insurance. His insurance activities have been ongoing since 2014, with additional experience in life and health insurance since 2018. Count Your Beans Financial Planning is a fee-based Registered Investment Adviser that serves individuals, high-net-worth clients, and businesses. The firm focuses on passive, low-cost asset allocation and portfolio construction, providing financial planning, investment analysis, and insurance services without discretionary management or asset custody.

Jose Armenta is a financial advisor at Create Your Path LLC in Bonita, CA, holding CFP® and ChFC® designations as well as a Series 65 license, with five years of industry experience. He has previously worked at several firms including Capital Financial Consultants Group and Andrew McCuen CPA & Associates. Outside of his advisory role, he manages rental property. Create Your Path LLC offers comprehensive financial planning and portfolio management services primarily to individual clients, with a focus on federal retirement and employee benefits. The firm employs a modern portfolio theory-based investment approach using passive strategies and provides educational resources such as an online Federal Retirement Academy and a subscription community.

Steven Farrington is a CFP® professional with 17 years of industry experience, operating as the sole advisor at ESI Financial Services, Inc. in La Mesa, CA. In addition to his advisory role, he owns a CPA practice, integrating tax preparation and planning services into his financial planning engagements. ESI Financial Services, Inc. provides comprehensive financial planning, tax, and investment advisory services to individuals, families, small businesses, and related entities. The firm employs a functional asset-allocation approach with a generally passive investment philosophy, focusing on no-load index funds, ETFs, and fixed-income securities, and maintains a small client roster with non-discretionary, fee-only services.

Ryan Gonzales is a CFP® with 17 years of industry experience, currently serving as the sole advisor at True Fiduciary Capital, LLC since 2019. He previously worked at USAA Financial Advisors and USAA Investment Management Company. Outside of his advisory role, he designs and sells shirts through his business Dad Fiction and provides color commentary for local high school sports with the NFHS Network. True Fiduciary Capital offers discretionary and non-discretionary investment supervisory services and financial planning to individual and high-net-worth clients. The firm employs a concentrated, fundamental equity approach focused on companies with strong free cash flow and intrinsic value, managing approximately $90 million across about 60 accounts.