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.

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.

Avinash Mirchandani is the sole advisor at Alternity Investment Advisors with 11 years of industry experience. He has been with Alternity Investments since 2015 and also owns Accountax Solutions, where he provides tax preparation and bookkeeping services as an Enrolled Agent. Alternity Investment Advisors is an independent firm serving individuals, business owners, pensions, endowments, and nonprofits. The firm focuses on long-term investing and combines charting, fundamental, technical, and cyclical analysis to develop portfolio recommendations, which are implemented on a primarily non-discretionary basis to allow clients to maintain trading authority.

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.

Arlene Stokes is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at The Financial Coaching Group, Inc. in Laguna Hills, CA. She has been with The Financial Coaching Group and its predecessor entities since 2009 and also has experience with Innovative Retirement Solutions & Insurance Services since 2008. The Financial Coaching Group, Inc. serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension plans. The firm provides financial planning, individualized portfolio management, and assistance with selecting and monitoring third-party money managers, focusing on tailored advice and generally conservative, low-turnover portfolios.

Eric Wong is a CFA® charterholder with 37 years of industry experience. He is a principal at Pavion Blue Capital, LLC, where he has worked since 2019. Prior to joining Pavion Blue Capital, he held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Pavion Blue Capital provides discretionary and non-discretionary portfolio management and retirement plan consulting for individuals, trusts, estates, corporations, and asset-based loan accounts. The firm employs a disciplined, value-based investment approach focused on long-term total return across a broad range of asset classes and tailors investment strategies to the specific objectives and restrictions of each client.

Blake Nollenberger is a financial advisor at Nollenberger McCullough Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Beacon Hill Staffing and Insight Global. Nollenberger McCullough Investment Advisors provides discretionary investment management and fee-only financial planning to high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm offers equity-focused portfolio strategies tailored to clients’ objectives and employs independent performance measurement and reporting.

Passionate about helping others, Nycole has earned a reputation as an entrepreneur who leads with warmth, compassion, and a relentless dedication to helping others succeed. “When I was almost 20, I went to into a well-known bank branch and spoke to an advisor. I shared that I had $500 to invest. He told me to come back when I had more money. I never went back – instead I became the advisor I was looking for,” says Nycole. Serving young entrepreneurs, families, women and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial. Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life. With the belief that personal finance is “more personal than finance,” Nycole has helped others bring their financial goals to life by first understanding them as people. Investing quality time into building a relationship with each person she serves is of the utmost importance to Nycole. “I want to be able to help people like my younger self, who had the right financial intentions but who needed guidance on everything from A-Z when it comes to financial planning and investing.” Sought out for her valued counsel and tailor-made approach, Nycole works with her clientele as their financial “partner,” seeking to educate them every step of the way so they can become more confident along their wealth building journey. With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results. As an inspired leader who knows that true success comes from helping others, Nycole is highly involved in a variety of personal and professional organizations. She believes in following your dreams and never settling for less than your potential. As a mom, wife, health and wellness advocate, and forever student of life, Nycole continues to challenge herself to rise to her potential, and encourages others to never settle for less than what their goals are.