Artemio Garza

Justin Klein is a financial advisor with Klein Pavlis & Peasley Financial, Inc. in Irvine, CA, holding a Series 65 designation and 21 years of industry experience. He has been with Klein Pavlis & Peasley since 2003. Klein Pavlis & Peasley provides discretionary portfolio management primarily to individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. The firm also offers fee-based publications and public educational programming alongside its investment services.

Amr El Moselhy is the sole advisor at AM Wealth Solutions, LLC in Irvine, CA, holding a Series 65 designation with experience beginning in 2025. His prior roles include positions at Liberty Mutual Investments and the Boston Consulting Group. He is also the founder and CEO of AM Advisory, LLC, a strategy consulting firm serving both for-profit and nonprofit organizations, which he currently operates on a limited basis outside regular hours. AM Wealth Solutions, LLC is a fee-only investment advisory firm serving individuals, high-net-worth clients, and nonprofit institutions. The firm provides discretionary portfolio management with a focus on equities, ETFs, and fixed income, utilizing tactical asset allocation and risk management techniques, and also offers separate financial planning and consulting services.

Ian Kasoff is a CERTIFIED FINANCIAL PLANNER™ professional and licensed investment advisor with three years of experience. He is the principal of Ikigai Planning, an independent firm, and also operates a solo law practice providing general counsel services to small businesses. His prior roles include positions at Heyman Wealth Management and Kasoff Financial Planning. Ikigai Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities, with a focus on business owners and clients receiving equity compensation. The firm employs an evidence-based investment approach emphasizing strategic asset allocation and diversification through low-cost passive funds, alongside ongoing, client-specific financial planning.

Allen Drake is the sole advisor at Royale Investment Advisor LLC, an independent firm based in Lake Mathews, CA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to founding Royale in 2006, he has worked at UPS since 1988. In addition to advisory services, he sells life, health, and disability insurance to support clients' financial plans. Royale Investment Advisor LLC provides asset management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold investment approach while maintaining flexibility for shorter-term trades and manages most assets on a non-discretionary basis, requiring client approval for transactions.

Michael Dekovner is a CFP® with 22 years of industry experience and has served as the sole advisor at Mrd, Inc. since 2001. The firm provides discretionary investment management and retirement-plan advice to individuals, high-net-worth clients, trusts and estates, charitable organizations, businesses, and single-participant retirement plans. MRD, Inc. manages approximately $181.7 million across 73 client relationships, typically working with clients who meet a $1 million account threshold. The firm employs a combination of passive and active strategies using mutual funds and ETFs, alongside select alternative investments and fee-only annuities, and custodies client assets through Schwab.

Richard Seapy is a financial advisor at Glacier Point Advisors, LLC, holding Series 63 and Series 65 designations with 17 years of industry experience. He has been with Glacier Point Advisors since 2015. Glacier Point Advisors provides discretionary portfolio management through separately managed accounts to individuals, families, and various institutional and nonprofit clients. The firm employs fundamental, technical, and cyclical analysis to deliver client-specific strategies ranging from conservative income to speculative growth, including the use of long and short equity positions, options, margin, and ETFs.