Vinh Tran is a financial advisor at KYUR, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with KYUR since 2016. In addition to his advisory role, he is involved in research consulting. KYUR provides discretionary portfolio management and acts as a subadvisor to other advisers, primarily serving individual investors. The firm employs a combination of fundamental analysis, behavioral finance, and quantitative methods, including proprietary algorithms, to tailor investment strategies that typically emphasize ETFs and U.S. equities alongside alternative instruments.

Sage Vincent is a CFP® with one year of industry experience, currently serving at PortSalus Wealth Management in Mission Viejo, CA. Prior to his current role, he worked at Snowflakes Embryo Adoption for three years and has a background that includes education and nonprofit involvement. PortSalus Wealth Management serves individual clients, including high-net-worth households, and select pension and profit-sharing plans, offering investment management and financial planning on a fee-only basis. The firm employs a portfolio construction approach based on modern portfolio theory, combining active and passive strategies with various analytical methods, and supports client “held-away” accounts through Pontera Solutions, Inc.

Maryann Harrison is a financial advisor at Nollenberger McCullough Investment Advisors LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2020, following 12 years at McCullugh & Associates LLC. Nollenberger McCullough Investment Advisors provides discretionary investment management and fee-only financial planning primarily for high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm focuses on equity-based strategies tailored to clients’ objectives and employs independent third-party performance measurement in its reporting.

Nicholas Gower is a financial advisor at HIP Investor, Inc. with one year of industry experience. He holds a Series 65 credential and serves as Senior Vice President of HIP Investor Inc. In addition, he is President of HIP Investor Ratings LLC, a firm that produces and licenses investment ratings and research for a variety of market participants. Outside of his advisory role, Gower is involved in these two businesses, splitting his time between them. HIP Investor Inc. provides investment advisory and portfolio management services to individuals, families, family offices, foundations, corporations, and registered investment advisers. The firm combines fundamental security analysis with a proprietary impact framework that integrates human, social, and environmental metrics alongside financial factors, implementing its approach through model portfolios, separately managed accounts, and consulting engagements.

Troy Brown is a CFP®-credentialed financial advisor at Tidecrest Wealth Management, LLC with nine years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of finance, he pursues a hobby creating screw art from painted screws and wooden boards. Tidecrest Wealth Management provides advisory services to individuals, trusts, estates, corporations, and other entities, offering portfolio management and comprehensive financial planning. The firm combines quantitative, fundamental, technical, and economic analysis in its investment approach and integrates private placements and alternative investments into client portfolios.

Richard Mcfadden is a financial advisor with Quiver Financial Holdings LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Quiver Financial Holdings since 2020 and previously worked at American Trust Investment Services, Inc. Mcfadden is also CEO of Quiver Financial Insurance Services and manages a non-investment related consulting role at North Beach Auto, LLC. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations, offering portfolio management, financial planning, consulting, and managed account services. The firm provides a subscription newsletter focused on macro commentary and emerging sectors, employing a variety of investment strategies tailored to client goals and risk tolerances.

Shaun Mutch is a financial advisor at Fairway Capital Advisors with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. and Purshe Kaplan Sterling Investments. Based in Newport Beach, CA, he has been with Fairway Capital Advisors since 2021. Fairway Capital Advisors provides investment advisory and planning services to individuals, trusts, and employer-sponsored retirement plans. The firm manages client accounts primarily on a non-discretionary basis, utilizing a range of investment strategies and third-party manager due diligence while combining retirement plan consulting with individualized portfolio management.

Eric Cedergreen is a financial advisor at The Clark Group Asset Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Clark Group since 2005. The Clark Group Asset Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and other business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and analyses. The firm employs a documented financial analysis to tailor portfolios across various asset classes, incorporating fundamental and technical research and strategies such as shorting and options, with ongoing monitoring and rebalancing to match client risk tolerances.

Lawrence Bassell is a financial advisor at KOHR Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at KOHR Investments since 2019, alongside roles at O'CONNOR Wealth Management and Kohr Financial & Insurance Services dating back to 2006. His other business activities include providing insurance services for various carriers covering life, health, and long-term care. KOHR Investments offers advisory services primarily to individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement rollover advice. The firm employs a value-oriented, long-only investment approach with strategic and tactical asset-allocation overlays and conducts educational seminars and workshops for clients and the public.

Patricia Vasquez is a CFP® with 14 years of industry experience. She has been with Advanced Financial Strategies Inc. since 2011. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, high net worth individuals, trusts, estates, and qualifying retirement plans. The firm provides comprehensive financial planning, estate and business planning, asset management, risk management, and qualified plan consulting through a small team of advisors managing a multi-hundred-million dollar asset base. Their investment approach combines strategic asset allocation with tactical adjustments, blending passive and active management while incorporating real assets and alternative investments.

Peter Crane is a financial advisor at Crane Investments Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Crane Investments since 1992. Outside of his advisory work, he serves as co-trustee of the James J. Patrick Trust. Crane Investments serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs tailored asset management strategies that incorporate fundamental, technical, cyclical, and charting analysis, and maintains conservative cash management practices.

Ivanna Berrio Paeva is a financial advisor at Ticino Wealth with a Series 66 designation and five years of industry experience. She worked at Wells Fargo Clearing for 13 years before joining Ticino Wealth in 2025. Ticino Wealth provides wealth and investment management and financial planning services to individual and high-net-worth clients, managing approximately $395 million across discretionary and non-discretionary accounts. The firm employs a blended active and passive investment approach with an emphasis on tax-aware asset allocation and third-party manager oversight.

Panos Grivakis is a financial advisor with Lakewood Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include a decade at JPMorgan Chase Bank and partnerships in fast food restaurant businesses where he contributes to business strategy and leadership. Lakewood Financial Group provides comprehensive wealth management to high-net-worth individuals and families, using a strategic-core with tactical-overlay investment approach and offering access to private funds and structured products.

Jaden Slusiewicz is a financial advisor at Pacific Financial Planners, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Northwestern Mutual, Winsupply - OC Winwater Works, and Flexible Insurance Plans, Inc. He has also worked in education at Northern Arizona University and Saddleback Community College. Pacific Financial Planners provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plan participants, trusts, estates, and charitable organizations. The firm employs a purpose-based investing process and combines registered investment advisory services with licensed insurance brokerage activities.

Andrew Ehrlich is a CFP®-designated financial advisor with 20 years of industry experience. He is a founding member of Ehrlich Financial Group and previously worked at Ameriprise Financial Services, Inc. for 16 years. Ehrlich also engages in insurance sales and servicing on a limited basis. Ehrlich Financial Group is a four-advisor team that provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized investment approach using low-cost mutual funds, ETFs, and other securities, supported by fundamental, cyclical, charting, and proprietary quantitative analyses.

Rola Hajeb is a financial advisor at Emerald Blue Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Emerald Blue Advisors since 2013. In addition to her advisory role, Hajeb is a licensed insurance agent with America's IRA Centers. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm manages discretionary accounts using a combination of model allocations, analysis techniques, and modern portfolio theory, and provides educational seminars on various financial topics.

Gregory Ramirez is a financial advisor with Advisors On Call in Laguna Hills, CA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior work includes roles at Cabin Securities, Inc. and Silber Bennett Financial, Inc., as well as a long tenure with Claraphi Advisory Network, LLC. He has been involved in direct work with insurance companies since 2008. Advisors On Call offers personalized investment advisory and financial planning services to individuals, high net worth clients, trusts, corporations, and employer-sponsored retirement and pension plans. The firm emphasizes tailored asset allocation, manager and security selection, and ongoing risk assessment, with services including discretionary portfolio management and pension consulting.

David Dardashti is a financial advisor at Spearhead Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Elevate Wealth Advisors, LLC and Mulholland Vista Capital Advisors, LLC. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, with services including retirement plan consulting and advisory work for held-away assets. The firm focuses on fundamentally driven, equity-focused portfolios tailored to each client and serves certain pension plan sponsors under ERISA arrangements.

Nicholas Walker is a CFP® and Series 65-registered financial advisor with four years of industry experience. He currently works at Walker Financial Advisors Inc and previously held roles at BSI Financial Services and Yardi Systems. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, many of whom are retired, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware, balanced asset allocation strategy and serves a client base that includes governmental 457(b) plan participants through its unique California 457 Benefits division.

Michael Hill is a financial advisor with Kohr Investments and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at O'Connor Wealth Management and ownership of Kohr Financial & Insurance Services, where he is involved in insurance products and payroll technology services. Kohr Investments provides advisory services primarily to individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement rollover advice. The firm emphasizes a value-oriented investment approach with strategic asset allocation and offers educational seminars alongside insurance services operated by its principals.