Chelsea Pittman

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.

Jordan Miotto is the sole advisor at Miotto, Jordan Philip, an independent financial firm based in Anaheim, CA. He holds a Series 65 designation and has experience working with Accurate Circuit Engineering, Inc., Target Corporation, and Champion Power Equipment Inc. In addition to his advisory work, Miotto maintains a full-time position outside the financial industry. Miotto, Jordan Philip offers one-time financial planning and portfolio review services to individuals, trusts, and estates. The firm provides written reports with asset-allocation and investment recommendations using a top-down, fundamental approach focused on strategic asset allocation and broad-based, liquid instruments such as ETFs and mutual funds. Services are non-discretionary and billed via a one-time flat fee, with no ongoing account management or third-party compensation accepted.

Aleksandr Dyo is a financial advisor at Smart Portfolio with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Profectus Wealth Management and RGL Group Insurance and Financial Services, where he is a principal. Outside of advisory work, he is involved in managing and investing in qualified opportunity zone real estate assets and serves in leadership roles at several related business entities. Smart Portfolio primarily serves high-net-worth individuals and pension or profit-sharing plans, offering fee-based discretionary portfolio management and retirement plan investment services. The firm focuses on customized, rules-based, risk-adjusted strategies across various asset classes and integrates plan-level investment management with plan design through affiliated consulting and insurance services.

Kathleen Stapleton is a CFP® professional with 39 years of industry experience, currently serving as the sole advisor at CHOICE Financial & Insurance Services, Inc. She has worked at the firm since 2002, with prior experience at PlanMember Securities Corporation and GWN Securities, Inc. In addition to her advisory role, she provides tax preparation services. CHOICE Financial & Insurance Services, Inc. serves individuals and families, including some high-net-worth clients, offering discretionary asset management, financial planning, and consulting. The firm employs both fundamental and technical analysis and uses third-party platforms to implement tailored investment programs.

Nan Cheng is a financial advisor at ValueTech Private Advisors with five years of industry experience. He holds a Series 65 designation and concurrently works in senior semiconductor material management at Microsoft Corporation. His prior experience includes eight years at Semtech Corporation. ValueTech Private Advisors offers portfolio management, customized financial planning, and business consulting to individual and small business clients, including a significant non-U.S. clientele. The firm employs a technology-focused investment approach that integrates value investing, active management, and Modern Portfolio Theory with tax-aware, globally diversified portfolios.

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.