Thuy Tran is a financial advisor at KYUR, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Pinehill Capital LLC and Neuberger Berman Management. KYUR provides discretionary portfolio management and subadvisory services primarily to individual investors. The firm employs a blend of fundamental analysis, modern portfolio theory, behavioral finance, and quantitative methods, using proprietary algorithms to assess risk tolerance and construct portfolios, typically recommending ETFs and U.S. equities while offering broader investment options.

William Kieran is a financial advisor at Kevin Kennedy, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sei from 2015 to 2023. Kevin Kennedy, LLC provides financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI Investment Management Corporation’s model portfolios and mutual fund managers for security selection and offers primarily non-discretionary services without taking custody of client assets.

Mario Zita is a financial advisor at Laguna Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Daniel Wealth Advisors and GameDay Wealth Group. Outside of finance, he is the sole owner of two companies in development stages: Mano's LLC, which is focused on researching and potentially bottling Italian pasta sauces, and Tremble Entertainment LLC, which is involved in creative projects such as books and films. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, trusts, and individuals nearing or in retirement. The firm offers comprehensive portfolio management, retirement plan consulting, SMA selection and oversight, and estate-planning services, using a combination of fundamental, technical, charting, and cyclical analysis tailored to client objectives and risk tolerances.

Michael Masciorini is a financial advisor at Ticino Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years before joining Ticino Wealth in 2025. Ticino Wealth provides wealth and investment management and financial planning to individual and high-net-worth clients, managing approximately $395 million across discretionary and non-discretionary accounts. The firm employs a blend of active and passive strategies with an emphasis on tax-aware asset allocation, ongoing monitoring, and the use of third-party managers when appropriate.

Jeffrey Brown is a financial advisor at Bell & Brown Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2015. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across around 500 client relationships. The firm focuses on fundamental analysis and long-term investment strategies, typically maintaining diversified portfolios of large-cap equities and investment-grade fixed income, and is notable for its wrap fee program sponsorship and high assets per advisor.

Michael Nahass is a financial advisor with Zor Capital, LLC, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His work history includes roles at Acer Capital, LLC and Terra Tech Corp. Outside of advising, he is a managing member of multiple businesses involved in real estate development and event management. Zor Capital, LLC provides investment advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management and customized asset allocation. The firm combines fundamental and technical analysis, typically favoring buy-and-hold strategies with periodic monitoring, while supporting a broad range of investment instruments and performance-based fee arrangements for qualified clients.

Richard Cervisi is a Series 65-licensed advisor at Global Investment Solutions, LLC with seven years of industry experience. He has worked at Global Investment Solutions since 2019, following a brief retirement period from 2016 to 2019. Global Investment Solutions primarily serves individual and high-net-worth clients, offering discretionary asset management, ongoing consulting, and direct management of variable annuity and variable life subaccounts. The firm utilizes proprietary, rules-based investment programs supported by fundamental, technical, and cyclical analyses, managing portfolios on a discretionary basis with asset allocations driven by trend, momentum, and sentiment indicators.

Karly Bokosky is a financial advisor at Sachi Financial Planning with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in education for several years, including positions at Capo Unified School District and Placentia Yorba Linda School District. Sachi Financial Planning serves individual, high-net-worth, and business clients by providing investment management alongside comprehensive financial planning services. The firm combines passive and active portfolio management, offers estate plan preparation using a third-party AI-assisted service, and conducts educational seminars for groups.

Shane Hiller is a financial advisor at Sonoma Private Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill Lynch, Bank of America, Wells Fargo Advisors, Parallel Advisors, and Ameriprise Financial Services. In addition to his advisory role at Sonoma, he serves as a Private Bank Advisor for Comerica Bank, working with their private bank clients. Sonoma Private Wealth LLC offers portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios, sub-advisers, and customized asset-allocation strategies that incorporate ESG considerations through HIP Investor’s sustainability ratings.

Kevin Weaver is a CFP® professional with eight years of industry experience, currently serving at Sidoxia Capital Management, LLC since 2014. Based in Newport Beach, CA, he works alongside one other advisor at the firm. Sidoxia Capital Management offers discretionary portfolio management, financial planning, and investment consulting primarily to individuals, including high-net-worth and accredited investors, as well as institutional clients. The firm employs a customized “Fusion” investment approach that integrates fundamental research, quantitative screening, and an internal cash-flow ranking system across various asset classes, managing both separate accounts and private pooled investment vehicles.

John Labriola is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Laguna Wealth Advisors, LLC since 2013 and at Sagent Wealth Management since 2010. He is also president and a partial owner of Fountain Valley Skating Center, a roller skating facility where he holds a board position and operates an on-site snack bar. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, and trusts, providing comprehensive portfolio management, retirement plan consulting, and estate-planning services. The firm employs a diversified investment approach including fundamental, technical, and cyclical analysis, and regularly utilizes third-party separately managed accounts tailored to client objectives and risk tolerances.

Robert Hicks is a financial advisor with Osage Pacific Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Osage Pacific Advisors since 2017 and is also the managing member of Alternative Asset Group LLC, a non-investment-related business. Osage Pacific Advisors provides investment management and financial planning services to individuals, trusts, estates, retirement plan participants, businesses, and private funds. The firm’s approach emphasizes overall asset allocation before individual security selection, using a mix of fundamental, cyclical, charting, and technical analysis, and generally favors longer-term holdings while employing options and other strategies when appropriate.

Paul Matthews II is a financial advisor with RPM Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RPM since 2012 and also serves as president of 504 Imports & Distribution, a business importing primarily wine for wholesale and retail sales. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selective dividend-paying equities. The firm serves primarily individuals, affiliated trusts, foundations, and family offices, emphasizing bond origination, underwriting, and ongoing monitoring alongside a selective equity sleeve.

Maximilian Mann is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. He is currently affiliated with Professional Financial Advisors Inc and has prior experience at Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of financial advising, Mann is involved in voiceover acting. Professional Financial Advisors, Inc. serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate, and tax-focused analyses along with portfolio asset management and consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise into its advisory model.

Keythe Ward Aguilar is a CFP® professional with 26 years of experience in the financial industry. He has been with ProCore Advisors, LLC since 2017 and previously worked for Partnervest Advisory Services LLC from 2009 to 2017. He holds Series 63 and Series 65 licenses and is involved part-time in non-variable insurance activities with various healthcare providers. ProCore Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm combines a retail-focused automated advisory platform with access to alternative investments and employs multiple analytical approaches to tailor client portfolios.

Kyle Soucy is a CFP® professional with nine years of industry experience, currently serving as the sole owner and managing member of Onitus Capital, LLC in Newport Beach, CA. His prior experience includes roles at Paulson Investment Company and Northern Lights Distributors. Outside of financial advising, he is a co-executive producer for Kharisma Entertainment, where he sources movie projects and occasionally performs small acting roles. Onitus Capital serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, managing approximately $9.6 million across around 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing a range of asset allocation strategies and monitoring third-party managers to align portfolios with client objectives.

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.