Robert Caito Nugent

Richard Sirott is the sole advisor at Richard N. Sirott Accountancy Corporation, an independent firm based in Northridge, CA. He holds 29 years of industry experience and has operated his combined accounting and investment advisory practice since 1979. The firm offers customized investment management alongside accounting and tax compliance services, serving individuals, high-net-worth clients, corporations, and other business entities. Richard N. Sirott Accountancy Corporation manages discretionary portfolios using a range of model allocations and employs both fundamental and technical analysis, maintaining accounts with independent custodians.

John Mears is the sole advisor at Mears Money Management in Valencia, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has operated Mears Money Management since 2015, alongside a separate accounting and tax preparation business under Mears And Associates since 1991. He is also a licensed independent insurance agent. Mears Money Management provides investment advisory services focused on individual clients, utilizing model portfolios and index-based strategies on the AssetMark platform with custody through Charles Schwab. The firm offers portfolio analyses, educational workshops, and conducts regular reviews without discretionary trading authority.

Christian Carreon is a Series 66 licensed advisor with nine years of industry experience. He is the owner and CEO of Paradigm Shift Trading, Inc., an educational program offering mentorship in systematic trading. Carreon has held advisory roles at Create Wealth Management, LLC since 2021 and previously worked at All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., and RBC Advisors. Create Wealth Management, LLC provides discretionary investment advisory services to individuals, trusts, retirement plans, and business entities. The firm offers tailored portfolio management using a diverse set of analytic methods and implements strategies including strategic and tactical asset allocation as well as active instruments such as options and futures.

Lindahl Lucas II is the owner and principal advisor at Avinci Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 11 years of industry experience. Prior to founding Avinci Wealth Management, he worked at Financial & Tax Architects for six years. He also owns and oversees Lucas Insurance Services, an insurance agency he started in 1989. Avinci Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and corporations. The firm employs a range of investment strategies including ETFs, individual equities, fixed-income models, and third-party sub-advisers, and offers additional services such as estate-planning support and tiered tax-planning in coordination with an unaffiliated provider.

Paul Fritch is the principal and sole advisor at Paul Edward Fritch CPA, an independent firm. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 12 years at WBB Securities, LLC. He is also a licensed Certified Public Accountant in California, providing accounting, tax advisory, and management services alongside his advisory work. The firm offers portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of cyclical analysis and modern portfolio theory. It focuses on mutual funds, equities, fixed income, ETFs, and annuities, with advice tailored through Investment Policy Statements and ongoing quarterly reviews.

Manu Walia is the sole advisor at Continuum Global Asset Management, LLC, an independent firm based in Santa Clarita, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with Continuum Global Asset Management since 2005. Continuum Global Asset Management provides fee-based investment supervisory and portfolio management services primarily to high-net-worth individuals, family trust accounts, and retirement accounts. The firm combines fundamental and technical research with asset-allocation techniques and employs a mix of equities, bonds, mutual funds, ETFs, closed-end funds, REITs, and options, using active strategies such as stop losses and option hedging to manage volatility.