William J Hunter II

Binjie Li is a CFA charterholder and holds a Series 63 license, with six years of industry experience. He is currently with XFO Capital and GT Securities, Inc., having previously worked at Northwestern Mutual and MSQ Ventures among other firms. XFO Capital provides investment management, financial planning, and consulting services to a diverse client base including high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a broad mix of investment types using both active and passive strategies, offering discretionary management with a long-term orientation as well as specialized services such as direct indexing and laddered bond strategies.

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.

Yao Jin is a financial advisor at Aurevia Capital Inc. with a Series 65 designation and one year of industry experience. Prior to joining Aurevia Capital in 2026, Yao's background includes work at Dynasty International Foods and periods as a student. Aurevia Capital Inc. is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm employs a combination of fundamental and technical analysis alongside long-term strategies and portfolio monitoring.

Percy Kandukira is a financial advisor with FTIB Asset Management LLC in Irvine, CA, holding Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Ornate Investment Managers LLC and Finalis Securities LLC. Kandukira also serves as a managing member of Ornate, focusing on investment banking deal origination and execution. FTIB Asset Management LLC is a state-registered investment adviser offering tailored portfolio management and pension consulting to individual, business, and institutional clients. The firm employs an IPS-driven process emphasizing planning, monitoring, and rebalancing, and provides services exclusively on a non-discretionary basis to a broad institutional client base.

Zhe Feng Zhang is a financial advisor at OZ Wealth Management LLC in Irvine, CA, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Prosperity Wealth Management Inc. Zhang also dedicates time to insurance-related activities. OZ Wealth Management LLC provides discretionary asset management primarily to individual investors, high-net-worth individuals, and small business owners. The firm constructs portfolios using ETFs, mutual funds, individual bonds and equities, and traded REITs, applying Modern Portfolio Theory alongside fundamental and technical analysis in a long-term, customized investment approach.

Erik Halvorsen is a Series 65-licensed financial advisor with 12 years of industry experience. He has been the CEO of My Advisors, LLC since 2012, where he also provides non-investment-related management and education advising outside of trading hours. My Advisors, LLC is a state-registered investment adviser serving individuals, families, trusts, and institutional clients with non-discretionary investment management. The firm specializes in globally diversified, low-cost index portfolios using a Multi-Factor framework and primarily invests in passively managed mutual funds and ETFs.