Ryan Dugan is a Series 65-registered advisor at Morgan Stevens Asset Management, LLC with three years of industry experience. His background includes roles in mortgage lending and retail prior to joining Morgan Stevens. Morgan Stevens Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and corporate entities. The firm employs a diversified investment approach that integrates fundamental, technical, cyclical, and quantitative analysis along with modern portfolio theory to manage asset allocation and risk.

Lora Rommel is a CFP® professional with 30 years of industry experience, currently serving at Ehrlich Financial Group. She previously worked at Ameriprise Financial Services, Inc. for 17 years. In addition to her advisory role, she is involved in insurance sales. 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, long-term oriented investment approach using low-cost funds, individual securities, and independent managers, supported by fundamental and quantitative research methods.

Bryan Ugalde is a financial advisor at FDP Wealth Management, LLC in Irvine, CA, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with FDP Wealth Management, Executive Insurance Agency, FDP Insurance Services, and Valmark Securities since 2010. Outside of advising, he serves as COO of FDP Insurance Services, overseeing the operation of the insurance and advisory business. FDP Wealth Management provides investment consulting and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, and institutional clients. The firm delivers non-discretionary advice focused on fundamental analysis and diversification, featuring a specialized life-insurance trust analysis process known as the TOLI Expert System.

Riley Stephenson is a CFP® and CFA® with 12 years of industry experience. He has been with Stephenson and Company, Inc. since 2016 and has worked with the affiliated entity, Stephenson and Company, since 2014. The firm serves individuals, including high net worth clients, retirement plans, and other entities, offering fee-only investment management and financial planning services. Stephenson and Company employs a strategic asset allocation approach across various securities and integrates fundamental, technical, and cyclical analysis in its investment process, managing approximately $312 million for about 236 clients.

Nicholas Pardini is a financial advisor at Spearhead Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Elevate Wealth Advisors, Davos Investment Research, and Parallax Volatility Advisors. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, offering tailored equity-focused portfolios along with retirement plan consulting and advisory services for held-away assets. The firm emphasizes fundamental security analysis and periodic portfolio reviews, implementing customized restrictions and using an independent custodian for trade execution and reporting.

Derek Campbell is a financial advisor at Twenty-Five Capital Partners with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Morgan Stanley Smith Barney LLC and Beacon Pointe Advisors, LLC. Before entering financial services, he was involved with the Philadelphia Phillies and the Colombian Professional Baseball League. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management and portfolio construction services to a range of clients, including individuals, high-net-worth individuals, trusts, retirement plans, and corporate entities. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up security selection, using a core-and-satellite framework that incorporates indexed, tax-efficient, and active strategies.

James Skorheim is a financial advisor at Skorheim Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has been involved in wealth management through various firms since 2010. Outside of his advisory role, Skorheim is the CFO of a CPA firm, where he performs managerial and accounting duties including business valuation. Skorheim Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to manage diversified portfolios, offering both long- and short-term trading strategies.

Easton Miller is the principal of Miller Financial Services, Inc. in San Juan Capistrano, CA, with eight years of industry experience. He holds a Series 66 designation and previously worked at Smith Financial Services and Chapman University. Miller also provides tax preparation and planning services as a licensed tax consultant. Miller Financial Services, Inc. offers fee-only investment advisory and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm manages client accounts on a non-discretionary basis, using a combination of active and passive strategies informed by fundamental analysis, with an emphasis on individualized investment policies and long-term orientation.

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 12 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Merrill, Daniel Wealth Advisors, and GameDay Wealth Group. Outside of his advisory role, he owns two companies focused on Italian pasta sauce development and creative media projects. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, and trusts, offering comprehensive portfolio management, retirement plan consulting, and estate-planning services. The firm uses a blend of fundamental, technical, and cyclical analysis and incorporates third-party SMA relationships 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.

Scott Jones is a financial advisor at Sumnicht & Associates, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Sumnicht & Associates since 2007. He is also associated with Berry Network, Inc., where he has been involved since 1989. Sumnicht & Associates is a boutique family-wealth advisory firm serving high-net-worth families, trusts, foundations, and estates. The firm uses a multidisciplinary, team-based approach and primarily implements portfolios through ETF-based allocation models managed by an affiliated adviser, focusing on a small client roster and maintaining a family office relationship with a single family.

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.

Pierre Ngo is a CFP® with 40 years of industry experience. He has been with Advanced Financial Strategies, Inc. since 2000 and Capital Synergy Partners, Inc. since 2010. Ngo is also president and owner of Advanced Financial Strategies & Insurance Services and holds ownership stakes in other business entities related to real estate where his firm is located. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, and high-net-worth individuals and families by offering comprehensive financial planning, discretionary asset management, estate planning, and risk-management services. The firm integrates strategic asset allocation with both passive and active investment approaches and employs technology platforms for portfolio management and documentation support.

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.