Imran Lakhany

Kevin Riggs Apolinar is a financial advisor at Behavior Shift with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and currently serves as a Personal Financial Counselor for Magellan Federal. Outside of his advisory work, he is a part-owner of Good Finds Company, a retail business that sells curated merchandise at local market events. Behavior Shift provides investment management and financial planning services to individual clients, including high-net-worth individuals, using a fee-only structure. The firm combines Modern Portfolio Theory with behavioral finance concepts and offers faith-based investment options, serving a client base that includes non-U.S. residents.

Austin Todd is the sole advisor at Capital United Investments LLC in Yucaipa, CA, holding a Series 65 designation with five years of industry experience. He has operated as Austin Todd DBA Capital United since 2016, combining investment advisory services with mortgage brokerage and real estate investing activities. Capital United Investments LLC is an independent advisory firm serving individuals, trusts, corporations, and plan sponsors with fee-based portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tactical asset-allocation approach that incorporates fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services.

Dan Hassey is the sole advisor at Dan Hassey Investment Advisory in Banning, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at McIntosh Capital Advisors, Inc. from 2015 to 2023 before founding his independent advisory firm. Dan Hassey Investment Advisory provides discretionary investment management services exclusively to individual clients, focusing on retirees and those nearing retirement. The firm emphasizes safety and income through portfolios primarily composed of dividend-paying stocks, ETFs, and mutual funds, and employs a combination of top-down economic analysis, bottom-up valuation, detailed dividend assessment, and option strategies to manage income and risk.

Andrew Kotyuk is a financial advisor at Alpha Wealth Management, LLC in Hemet, CA, with 21 years of industry experience. He holds the Series 66 designation and has been with Alpha Wealth Management since 2011. Outside of his advisory work, Mr. Kotyuk is the owner of SoCal Propane, LLC, a propane retail company, and serves as CEO of several land development and consulting businesses. Alpha Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to construct and monitor portfolios that include stocks, bonds, ETFs, mutual funds, and other securities, and it uses margin borrowing and options strategies in separately managed accounts.

Sterling Hirsch is a financial advisor with Open Water Advisory Partners in Yucaipa, CA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at multiple firms, including Infinity Financial Services and First Allied Advisory Services. Hirsch also serves as the Advanced Planning Lead at Collective VFO, where he assists clients with professional service coordination and strategic alliances with tax professionals. Open Water Advisory Partners is a two-advisor firm providing comprehensive financial planning and integrated wealth strategies to individuals, families, and business owners. The firm utilizes a combination of fundamental, technical, and top-down analysis to build customized investment plans and offers portfolio management alongside project-based and hourly financial planning engagements.

Ian Weeks is a financial advisor at Stirling Financial Group in Hemet, CA, with 17 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 63 license. His prior experience includes roles at LPL Financial, Prudential Insurance Company of America, and Northwestern Mutual. Stirling Financial Group serves individuals, pension and profit-sharing plans, trusts, and estates by offering wealth management and financial consulting. The firm manages client accounts primarily on a discretionary basis using a range of analytical methods and operates its own wrap fee program alongside LPL Financial’s managed options.