James Milne Provencher

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.

Clair Leedom is the principal of Leedom Asset Management, Inc., an independent firm based in Rancho Santa Fe, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to founding Leedom Asset Management in 2007, he has been involved with California Equity Research since 2003, where he also serves as chairman of the board. Leedom Asset Management provides discretionary portfolio management for individual investors, charitable organizations, and pension/profit-sharing plans. The firm manages equity and fixed-income portfolios, operates a private pooled investment vehicle, and employs a growth-oriented strategy focused on small- to mid-cap emerging-growth stocks using a proprietary strength indicator and a combination of fundamental and technical analysis.

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.

Ahmet Turken is a financial advisor at Turken Investments LLC with six years of industry experience. He holds a Series 65 designation and has held roles at Thermo Fisher Scientific and Becton Dickinson, where he currently serves as Senior Finance Manager responsible for financial planning and budgeting in the Biosciences division. Turken Investments provides investment management and financial planning to individuals, including executives and retirees, as well as to legal entities such as trusts and business entities. The firm serves U.S.-based clients with domestic and international interests, offering diversified portfolios constructed around written investment policies and risk questionnaires, and operates on a non-discretionary basis with client approval required for trades.

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.