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 nine years of industry experience, currently serving at Sidoxia Capital Management, LLC since 2014. He is based in Newport Beach, CA. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional entities. The firm employs Fusion strategies combining ETFs, equities, and fixed income with an emphasis on tax-aware, longer-term management and discretionary portfolio oversight.

Colette Sadlier is a financial advisor at Advanced Financial Strategies Inc. with a Series 65 designation and one year of industry experience. Her background includes roles in media and education at organizations such as CNBC, CBS News, and Pepperdine University. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, high-net-worth individuals and families, trusts, estates, and qualifying retirement plans. The firm focuses on strategic asset allocation combining passive exposures with active management and tactical adjustments, offering comprehensive financial planning, discretionary asset management, estate and business planning, and risk management services.

John Labriola is a CFP® practitioner with over thirty-two years of experience in the financial industry. He has been with Laguna Wealth Advisors, LLC since 2013 and previously worked at Sagent Wealth Management and Merrill. Outside of finance, he is involved as president and partial owner of Fountain Valley Skating Center, a recreational roller skating facility. Laguna Wealth Advisors serves high-net-worth individuals, retirement plans, business entities, and trusts, offering portfolio management, retirement plan consulting, and estate-planning services. The firm uses a blend of fundamental and technical analysis with tailored client allocations and incorporates third-party SMA oversight in its investment approach.

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 holds a Series 66 license with eight years of industry experience. He is affiliated with Professional Financial Advisors Inc and has previously worked at Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of financial advising, Mann is active in voiceover acting and reading for various roles. Professional Financial Advisors, Inc. serves individual clients including high-net-worth individuals and business owners, providing comprehensive financial planning, retirement, estate, and tax-focused analyses alongside portfolio asset management. The firm’s investment approach is conservative and allocation-driven, emphasizing client-directed, non-discretionary management and integrating tax and accounting expertise into its advisory services.

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® with nine years of industry experience and serves as the sole owner, managing member, and chief compliance officer of Onitus Capital, LLC. He has held roles at multiple firms including Paulson Investment Company, Northern Lights Distributors, and Symmetry Partners. Outside of his advisory work, Mr. Soucy is a co-executive producer at Kharisma Entertainment, where he sources movie projects and performs small acting roles. Onitus Capital serves individual and high-net-worth clients, as well as trusts, retirement plans, and small businesses, managing approximately $9.6 million for around 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing a range of asset allocation strategies and monitoring third-party managers to align with client objectives.

Vinh Tran is a financial advisor at KYUR, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at KYUR since 2016 and has been affiliated with Pinehill Capital LLC since 2009. Outside of his advisory role, he is involved in research consulting. KYUR provides discretionary portfolio management and subadvisory services primarily to individual investors. The firm utilizes a blend of fundamental analysis, modern portfolio theory, behavioral finance, and quantitative methods, employing proprietary algorithms to tailor portfolios to client risk profiles.

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 in San Clemente, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at American Trust Investment Services, Inc., Newport Coast Securities, and Brookstreet Securities Corporation. Mcfadden is also the CEO of Quiver Financial Insurance Services and serves as managing principal and chief compliance officer for Quiver Financial Holdings LLC; additionally, he is a managing partner at North Beach Auto, LLC, where he advises on strategy and operations. Quiver Financial Holdings serves individual, high-net-worth, and institutional clients with portfolio management, financial planning, consulting, and managed account services. The firm provides tailored advice using a variety of investment strategies and operates a subscription newsletter offering macro commentary on emerging sectors and disruptive technologies.

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 with Kohr Investments, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Kohr Investments since 2019, O'Connor Wealth Management from 2012 to 2021, Kohr Financial & Insurance Services since 2006, and Guardian Life from 2001 to 2012. He is also involved in insurance services for various carriers, specializing in life, health, and long-term care insurance. Kohr Investments is a small, state-registered advisory firm serving individual and high-net-worth clients, trusts, and business entities. The firm focuses on value-oriented, long-term investment strategies combined with strategic and tactical asset allocation, offering discretionary asset management, financial planning, and access to third-party sub-advisers and cash-management solutions.

Isaiah Real is a financial advisor at Laguna Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including PURSHE KAPLAN STERLING INVESTMENTS, Miramontes Capital, and UBS Financial Services. He serves as president of the California State University, Fullerton Alumni Finance Association, where he helps alumni engage with the business school and its students. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, trusts, and clients nearing or in retirement. The firm offers portfolio management, retirement plan consulting, third-party money manager selection, and estate-planning services, using a combination of fundamental and technical analysis tailored to client objectives and risk tolerances.

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.