Jacqueline Adler is a CFP® with 16 years of industry experience, currently serving at Forum Financial Management, LP. Her prior roles include positions at Guide My Finances, Osaic Wealth Inc, Gates Pass Advisors, Spinnaker Investment Group, and Fidelity Personal and Workplace Advisors. She is also an insurance agent involved in the sale of various insurance products. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers both back-office services and sub-advisory support to independent advisors and RIAs.

Clinton Brown is a CFP® and ChFC® with 21 years of industry experience, currently affiliated with Trek Financial and leading Clinton Brown Financial, his life and health insurance brokerage. He is a partner at TBA Team, LLC and serves on the California State University San Bernardino Gift and Advisory Council. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating evidence-based models, artificial intelligence tools, and a broad range of alternative investment strategies.

Vito Francone is a financial advisor with Alexander Capital Wealth Management LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses and 31 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and Independent Financial Group Inc, and he has worked as an insurance agent for over 20 years. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Kiley Maertz is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alterativ Wealth, Claraphi Advisory Network, LLC, and Heritage Financial Services. Maertz is also a licensed agent selling annuities and insurance through Heritage Financial Services. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries using a combination of discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based, tailored investment strategies that include long-term buy-and-hold approaches combined with tactical tools such as direct indexing and tax-loss harvesting.

Andrew Lewis is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds a Series 65 credential and previously worked at Verity Asset Management and Appreciation Financial, where he continues to serve as an Area Vice President. Outside of investment advisory, he assists business owners with Employee Retention Credit qualification through an independent contractor role at ERC Specialists, LLC. Encompass More Asset Management provides discretionary portfolio management, financial planning, and retirement platform services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers and manages approximately $985 million across about 4,000 clients.

Jon Kerby is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with TCFG Investment Advisors since 2013 and also serves as president of Kerby Financial Services, where he provides tax preparation and planning as well as bookkeeping services. Additionally, he is a licensed insurance agent offering life and disability insurance through TCFG Insurance Solutions. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with access to third-party money managers.

Paul Yoon is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Retirement Wealth Advisors, Inc. for six years. Yoon also operates his own insurance and investment advisory business. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and offers a range of investment strategies, including alternative investments and private offerings.

Steven Jaksch is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. He serves as Board President of the Chapman Argyos Alumni Association, coordinating events and promoting graduate programs in Orange, CA. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Deborah Griffith is a CFA® charterholder with 23 years of industry experience. She has been with Everett Harris & Co in Mission Viejo, CA since 1998. Everett Harris & Co provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold investment approach across a range of asset classes, maintaining a compact team of 13 advisors.

Kevin Walden is a CFA® charterholder with 13 years of industry experience. He has been with Douglas C. Lane & Associates since 2020 and previously worked at Levasseur Capital Partners LLC for 12 years. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals, families, and institutions. The firm focuses on customized portfolios emphasizing individual equity securities and fixed income, supported by proprietary fundamental research and a flexible, long-term investment approach.

Harrison Chang is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His work history includes roles at Innovation Partners LLC, Western International Securities, J.P. Morgan Securities LLC, Merrill, and American United Life Insurance Company. Outside of his advisory career, he is the owner of Richbound, a business unrelated to investment activities. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management strategies, catering mainly to non-high-net-worth investors and retirement plan participants.

Eric Nichols is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Citigroup Global Markets, and Thomas J Wolf, CFP. He is also involved with TCFG Insurance Solutions, LLC in a non-investment-related capacity. TCFG Investment Advisors provides advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jason Clark is a CFA® charterholder with 18 years of industry experience. He is currently with Mariner Independent and has previously worked at Kovitz Investment Group Partners, LLC and AFAM Capital, Inc. Clark holds Series 63 and Series 66 licenses. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a broad range of investment tools and affiliated businesses.

Russell Andrews is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He also holds roles with affiliated entities including TCFG Insurance Solutions and TCFG Wealth Management. Outside of finance, Mr. Andrews volunteers as a guest supervisor at Aspen Ski Co and participates in talk radio at KNFO in Aspen, Colorado. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and access to third-party money managers using diverse analytical strategies.

Katherine Stellar is a CFP® with 27 years of experience in the financial advisory industry. She has been with Golden State Wealth Management, LLC since 2016 and has held a concurrent affiliation with LPL Financial since 2015. Based in Laguna Beach, CA, she focuses on investment advice, asset allocation, and general financial planning. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm constructs tailored portfolios using various analytic approaches and offers discretionary portfolio management as its primary advisory service.

Gregory Giles is a Series 66-licensed financial advisor with TCFG Investment Advisors, LLC, based in Laguna Niguel, CA, and has 16 years of industry experience. He has been with TCFG since 2016 and also operates a CPA practice and insurance services business, providing tax, accounting, and insurance solutions. Additionally, he offers government finance consulting to various Southern California cities and agencies. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm employs a diverse range of analytical strategies and provides both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Jared Shaft is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Accelerate Retirement and previously worked at Wells Fargo Clearing for seven years. Outside of finance, he has experience in the restaurant industry and has held roles with California State University Long Beach and American Golf Corp. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy using a variety of investment vehicles and provides comprehensive retirement services, including plan design, provider selection, and fiduciary support.

Thomas Chiaromonte is a financial advisor at Golden State Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial, Chiaromonte Equity Research, and KLH Marketing. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, tailoring portfolios through various analytic approaches and utilizing third-party managers, model portfolios, and affiliate sub-advisory models.

Jennifer Krever Shintani is a financial advisor at OneSeven with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Financial Engines Advisors L.L.C., EF Legacy Securities, Edleman Financial Services, and Charles Schwab. Outside of her advisory work, she is a member of Banning Mountain View Estates MHP LLC, a real estate business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management, financial planning, and retirement-plan consulting, using a primarily long-term investment approach with access to alternative investments and third-party platforms.

Leon James Jr. is a CFP® professional with 39 years of experience in financial advising. He has worked at Tucker Asset Management LLC since 2022 and previously was employed at Optivest, Inc., Centaurus Financial, Inc., and Anchor Capital. He holds a Series 63 license and is also registered as an insurance agent with licenses in Accident & Health, Life, and Variable Contracts. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and a variety of strategies, including alternative investments, to manage portfolios on a discretionary basis.