Patricia Stallworth is a CFP® professional with 14 years of experience in financial planning. She is currently with MainStreet Financial Planning, Inc. and has prior experience at firms including Ellevest, Facet Wealth, and PS Worth. MainStreet Financial Planning, Inc. provides fee-only, advice-only financial planning and consultation for individuals, families, business owners, and nonprofit employers. The firm emphasizes long-term, low-cost passive investment strategies and offers multi-session planning engagements alongside educational seminars for both individuals and employer groups.

Kana Liu is a Series 65-licensed advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with four years of industry experience. She has worked at Sky Vision Wealth Management Corp. since 2021 and has held roles at affiliated firms since 2015. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth individuals, managing approximately $101 million across a three-advisor team. The firm employs a diverse investment process incorporating fundamental, technical, quantitative, cyclical analysis, and modern portfolio theory, utilizing a broad range of asset classes and trading strategies.

Heather Boone is a financial advisor with Ehrlich Financial Group and holds a Series 66 designation. She has 18 years of industry experience, including 15 years at Ameriprise Financial Services, Inc. Boone is also licensed for insurance sales and performs related activities on a limited basis. Ehrlich Financial Group is a four-advisor team serving individuals, trusts, estates, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting, constructing portfolios with low-cost mutual funds, ETFs, and other securities tailored to clients’ goals and risk tolerances.

Omar Kariuki is a financial advisor at Crosslight Global Investment Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Investment Securities, Inc. Prior to joining Crosslight Global Investment Partners, he was with its predecessor entity. Crosslight Global Investment Partners is a two-advisor firm that offers retirement plan consulting, private wealth management, sub-advisory portfolio management, and project-based engagements such as litigation support and divorce financial analysis. The firm employs a multi-asset, risk-managed investment approach incorporating fundamental, quantitative, and technical analysis alongside third-party artificial intelligence and machine-learning tools.

Christopher Collar is a financial advisor at Collar Capital Management, LLC with one year of industry experience. He previously worked at St. Cloud Capital, Messari, and SVB Securities LLC. Collar served in the United States Department of the Army for five years before entering the financial sector. Collar Capital Management serves individual and high-net-worth clients by providing asset management, pension consulting, and non-discretionary investment administration services. The firm utilizes technical, fundamental, and cyclical analysis and incorporates a range of investment strategies, including options and digital assets, to build and continuously manage personalized portfolios.

Donald Doungpanya is a financial advisor at Salt Capital Wealth Management, LLC with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at GT Securities, Inc., US Capital Global Wealth Management, and Ameriprise. Doungpanya also serves as Principal and CEO of Salt Capital Wealth Management and Salt Capital Investment Advisors, LLC, which are strategic and financial advisory firms. Salt Capital Wealth Management provides investment consulting, portfolio management, and financial planning services to individual investors, business owners, and institutional clients. The firm combines fundamental, quantitative, cyclical, and technical analysis to build portfolios employing various strategies, including capital appreciation and long-short trading, and offers access to securities-backed lending programs.

Roger Kliminski is a financial advisor at Global Investment Solutions, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Global Investment Solutions since 1997. Global Investment Solutions provides discretionary portfolio management, variable annuity and variable life account management, and consulting services to individual and high-net-worth clients. The firm employs quantitative and technical investment strategies and licenses proprietary trading signals to other registered investment advisers.

Kevin Kolson is a CFP® with 20 years of experience in the financial services industry. He has worked at Advantage Asset Management, Inc. since 2004 and currently operates under the DBA Generational Wealth Strategies in Irvine, CA. Generational Wealth Strategies provides discretionary investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, non-public businesses, and charitable entities. The firm employs a comprehensive investment approach that includes portfolio management, third-party manager oversight, alternative exposures, and family-oriented services such as coaching and enterprise-office support.

Raj Vasudevan is a financial advisor at White Stork Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Edwards Lifesciences Inc., Bio-Rad Laboratories Inc., and DeliverHealth Inc., as well as operating his own firm, Raj Vasudevan LLC. Outside of advisory work, he serves as a project manager in healthcare technology at Bio-Rad Laboratories. White Stork Asset Management provides discretionary investment management primarily focused on equities and U.S. Treasury securities for individuals, non-profits, and institutions. The firm employs a bottom-up, fundamental investment approach with active allocation and risk controls, serving a diverse client base that includes a significant number of non-U.S. clients.

Yongduk Chung is a financial advisor at JC&Company with six years of industry experience. He holds Series 65 and Series 63 licenses. Chung has worked at The Leaders Group Inc and The Leaders Group DBA Simplicity Investments, and he also serves as president of JC & Co, Inc and JC & Co Law Corp, where he manages accounting and legal practices in addition to his advisory role. JC&Company provides discretionary investment management and financial planning services to individuals, families, trusts, ERISA-governed retirement plans, and business entities. The firm offers customized, diversified portfolios using fundamental and macroeconomic analysis and operates with affiliated professional firms in accounting, insurance, and law, disclosing referral arrangements and potential conflicts of interest.

Leslie Calhoun is a financial advisor with Optivest, Inc. in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Since 2007, Calhoun has been affiliated with both Optivest and Gramercy Securities, Inc. Calhoun is a 25% owner and principal partner of Optivest and serves on its board of directors. Optivest provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm constructs customized portfolios using strategic asset allocation and tactical refinements, emphasizing diversification, due diligence, and ongoing monitoring, while also offering consultative and concierge services.

Morgan Stevens is the CEO and sole advisor at Morgan Stevens Asset Management, LLC, an independent registered investment adviser based in Coto De Caza, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Stevens is also a licensed insurance agent and a registered representative of Northwestern Mutual Investment Services, LLC, offering insurance products and services in addition to his advisory role. He is affiliated as an investment adviser representative with another firm as well. Morgan Stevens Asset Management, LLC provides discretionary portfolio management and customized investment plans for individuals, high-net-worth clients, and business entities. The firm utilizes a diverse range of analytic methods and investment vehicles, including leverage, derivatives, private placements, and venture capital, managing accounts on a discretionary basis with regular portfolio reviews.

Orlando Espino Jr. is a financial advisor at Salt Capital Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at GT Securities, Inc., Salt Capital Global Securities, LLC, Morgan Stanley Private Bank, Morgan Stanley, and New York Life Insurance Company. Outside of his advisory role, he is involved with A&B Insurance and Financial, an agency focused on health, accident, and life insurance. Salt Capital Wealth Management provides investment consulting, portfolio management, and financial planning services to individual investors, business owners, and institutional clients. The firm employs a range of analytical approaches and strategies, including fundamental, quantitative, cyclical, and technical analysis, and offers a securities-backed lending program alongside various portfolio management options.

Max Abrams is a financial advisor at Money Managers, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in mortgage and finance companies before joining Money Managers, Inc. Outside of his advisory work, Abrams is involved in real estate brokerage and mortgage funding activities. Money Managers, Inc. provides investment advisory and financial planning services to individuals, small businesses, and charities. The firm employs a long-term investment approach, utilizing mutual funds, ETFs, and individual securities, and offers portfolio management, financial planning, tax-related services, and 401(k) plan reviews.

Tristan De Mers is a financial advisor at PruVise with seven years of industry experience. He holds a Series 65 designation and has been with PruVise since 2016. In addition to his advisory role, he provides accounting and business consulting services through PruVise, Inc. PruVise is a state-registered investment adviser that offers asset management and financial planning to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis in its portfolio and planning services and integrates accounting and business consulting into its operations.

Tommy Lau is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Fidelity Investments for 10 years and Securities America, Inc. for one year before joining Lanes Wealth Management LLC, where he has been since 2017. Lanes Wealth Management provides discretionary portfolio management and financial advice primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-only investment approach supplemented by strategic asset allocation and offers performance-based fee arrangements for qualified clients.

Husni Gama is a financial advisor with GAMA Wealth Management, LLC in Irvine, CA, holding Series 65 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Credit Suisse, Fidelity, Banc of America Investment Services, and UBS Financial Services. He also provides non-fiduciary international business development consulting to overseas clients as a sole proprietor. GAMA Wealth Management primarily serves high-net-worth individuals, managing approximately $29.6 million across nine client accounts through a wrap-fee asset management program. The firm offers discretionary portfolio management with individualized supervision, utilizing fundamental analysis, asset allocation, and various investment strategies, and maintains a small, concentrated client base with a notable share of non-U.S. clients.

Jordan Masciorini is a financial advisor at Ticino Wealth with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC for seven years. Prior to his financial services career, he was a web shop manager for four years. Ticino Wealth provides wealth and investment management and financial planning services to individual and high-net-worth clients. The firm employs a blended active and passive investment approach with an emphasis on tax-aware asset allocation and oversight of third-party asset managers.

I am a CERTIFIED FINANCIAL PLANNER® professional and have been with Havaplan Financial since 2023. I am also a graduate of UCLA’s Personal Financial Planning Program. Prior to entering the financial planning profession, I worked as a professional engineer after earning my bachelor’s degree in mechanical engineering from California State University Long Beach. I later transitioned careers to financial planning to pursue my passion for personal finance and helping others. I am also a member of the Financial Planning Association in Orange County and am a proud volunteer on the Pro Bono Committee. I love giving back to the community and helping improve everyones financial literacy. I also love playing ultimate frisbee and golf, cheering on the Dodgers and Steelers, and spending time outdoors whenever I can.

Marshall Eichenauer Jr. is a financial advisor with Sagent Wealth Management in Laguna Beach, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Sagent Wealth Management since 2008. Outside of advisory work, he acts as a licensed life insurance agent. Sagent Wealth Management provides wealth management and advisory services to individuals, families, trusts, retirement plans, businesses, non-profits, and family offices. The firm integrates investment management with financial, retirement, and estate planning, using a mix of proprietary model portfolios, customized investments, and third-party managers.