Cade Edward Erautt

Scott Smith is the sole advisor at Conscious Investment Services, LLC in San Diego, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at LPL Financial from 2011 to 2018 before founding his current independent advisory firm in 2018. Smith is also a licensed insurance agent. Conscious Investment Services, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and other advisers. The firm provides non-discretionary portfolio management, financial planning, pension consulting, and participant account management using a third-party platform, applying a combination of fundamental analysis, modern portfolio theory, and technical strategies across various time horizons.

Steven Friedman is a CFA® charterholder and holds a Series 63 license with 14 years of industry experience. He has been with Kalo Capital Management, LLC since 2011, where he also serves as Portfolio Manager for affiliated hedge funds. Additionally, he has a minority ownership interest in ABF Enterprises, Inc., and serves as Portfolio Manager for Potomac Partners, LP, a family fund of funds hedge fund. Kalo Capital Management provides discretionary investment management and advisory services to individuals, high-net-worth clients, family offices, hedge funds, and institutional clients. The firm focuses on an emerging-growth equity strategy centered on North American companies and employs fundamental and technical analysis, including derivatives and leverage when appropriate.

Gabriel Kadmiri is an independent financial advisor at Green Harvest Capital Management with three years of industry experience. He holds a Series 65 designation and has operated a screen printing business and a dog walking service alongside his advisory work. Green Harvest provides portfolio management and fee-based financial planning primarily to individual investors, with occasional services for small businesses and non-profits. The firm combines fundamental and technical analysis, utilizing both passive fixed-income and index strategies as well as active investment approaches tailored to client objectives.

Lee Tobey is a financial advisor at Hedgewise in San Diego, CA, holding a Series 65 license with 12 years of industry experience. He has been with Hedgewise since 2014. Hedgewise provides discretionary portfolio management to individuals, trusts, pension plans, and investment companies through separately managed accounts and product-level options. The firm employs systematic, research-based quantitative and fundamental methods with a managed-account framework that utilizes ETFs, ETNs, options, and futures, and it incorporates automated monitoring and rebalancing with features such as tax optimization and risk customization.

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.

Rajiv Rebello is the president and chief actuary of Colva Capital LLC in San Diego, CA, holding Series 65 and Series 63 licenses with six years of industry experience. He has held leadership roles at Colva Insurance Services and Colva Actuarial Services, where he provides actuarial consulting and insurance services. Rebello also serves as an independent insurance agent and leads financial planning activities. Colva Capital serves high-net-worth individuals and entities by offering discretionary portfolio management along with financial, tax-efficient, and estate-planning advice. The firm uses a tailored investment approach based on client risk profiles and manages portfolios that may include traditional securities, private placements, hedge funds, and affiliated funds.