William Pugh is a Series 66 credentialed financial advisor with 21 years of industry experience. He is currently with Vela Consulting, LLC and has previously worked at Apriem Advisors and Columbia Capital Securities, Inc. In addition to his advisory role, he acts as an independent insurance agent for life, health, and disability insurance. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans, managing approximately $47 million in assets. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversification, long-term allocations, and periodic rebalancing, and offers customized portfolio management and financial planning services.

George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.

David Ono is a financial advisor with Bates Wealth Management, LLC in Los Angeles, CA. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 12 years of industry experience. He has been with Bates Wealth Management since 2016. Outside of advising, he operates a life and health insurance agency as a sole proprietor. Bates Wealth Management serves individual investors and retirement plan sponsors, providing discretionary asset management, limited-scope ERISA 3(21) plan advisory services, and hourly financial planning. The firm employs both fundamental and technical analysis and incorporates option and derivative strategies tailored to client objectives within a boutique, client-focused practice.

David Adefeso is a financial advisor with The Pacific Group in Los Angeles, holding a Series 66 license and bringing 27 years of industry experience. His prior roles include positions at Axa Advisors, LLC and Pacific Advisory Capital Group, LLC. Outside of advisory work, he is involved in technology development through ownership of Sootchy, Inc. and has appeared as himself on a reality television show. The Pacific Group provides investment advisory services to individual, pension, and corporate clients with a focus on customized portfolio construction using various analytical methods. The firm manages discretionary and non-discretionary portfolios, sponsors a wrap-fee program, and offers access to an automated investing platform while maintaining affiliated insurance and consulting entities.

Michael Lagos is a CFP® professional with 38 years of industry experience. He is the president of Lagos Wealth Advisors, where he has worked since 1995, and has also been affiliated with Madison Avenue Securities, LLC since 2022. In addition to his advisory role, he is involved in a referral business focused on securing R&D and ERC tax credits through partnerships with CPA and law firms. Lagos Wealth Advisors serves individual clients, including high-net-worth individuals, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, and advisory referral services. The firm employs the AssetMark platform and third-party managers to implement customized investment strategies and manages a Next Level IRA program using a quantitative and qualitative scoring process for mutual funds.

West Cohan is a CFP® with 11 years of industry experience and currently serves at InvestLinc Wealth Services. He has worked with InvestLinc in various forms since 2013. Outside of his advisory role, Mr. Cohan is the CFO and founder of Lémore, a skincare company. InvestLinc Wealth Services provides wealth management and investment advisory services to high-net-worth individuals, families, and related entities. The firm designs tailored multi-asset portfolios, incorporating fundamental, technical, and quantitative analysis, and offers access to both traditional and alternative investments.

Jeffrey Weston is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank before joining LPL Financial and founding Tortuga Wealth Management, where he provides independent investment advisory services. Weston also serves as a board member of the Kaena Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

Christopher Matthews is a financial advisor with Blackfield Capital Management LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with FNEX Capital LLC and Digital Asset Investment Management, and also provides advisory and consulting services related to private investments and capital structuring through CM Strategic Advisory LLC. His activities include representing FNEX Capital in private placement transactions involving accredited investors. Blackfield Capital Management provides portfolio management primarily to high-net-worth individuals, focusing on individualized Investment Policy Statements and ongoing portfolio monitoring. The firm employs a range of strategies, including trading and options, and facilitates access to private market investments through subscription platforms.

Hui Chiung Tseng is a Series 65-licensed financial advisor at Halcyon Investment Advisor with two years of industry experience. Her career includes five years at JPMorgan Asset Management in Taiwan and roles at CL Securities Taiwan and as a self-employed advisor. She is based in Los Angeles, CA. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to individuals, families, trusts, and institutional clients, with a focus on diversified global asset allocation and multi-dimensional risk management. The firm is known for its international orientation, performance-based fee arrangements for qualified clients, and its affiliation with Taiwan-based Alpha Helix Asset Management.

Brian Walker is a financial advisor at SVL Investment Management with 29 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 22 years. Walker has held a Series 63 designation and has experience as a former insurance agent earning trailer commissions. SVL Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach that incorporates strategic asset allocation, monthly rebalancing, and a proprietary valuation model with a long-term horizon.

Nishan Partamian is a financial advisor with Trinity Asset Management Co. in Los Angeles, CA, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Trinity Asset Management since 2003. Trinity Asset Management provides investment advisory services to individuals, trusts, retirement plans, and business entities, employing a combination of fundamental, technical, quantitative, cyclical, and qualitative analysis. The firm uses a mix of passive long-term allocations, active trading, and rebalancing strategies tailored to client objectives.

Nickolas Waggoner is a financial advisor at The Pacific Group in Los Angeles, CA, with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Pacific Advisory Group from 2015 to 2018. Outside of advising, he is involved in a clothing business, 2nd Amendgents, LLC, and works with a financial technology firm, Sootchy, Inc. The Pacific Group provides investment advisory services to individual, pension, and corporate clients, managing approximately $37.6 million. The firm employs various analytical approaches to construct customized portfolios and offers both discretionary and non-discretionary management along with a wrap-fee program.

Ritwik Kumar is a financial advisor at Leyland Cypress, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at DBD Partners and RIGZ. Leyland Cypress, LLC provides investment monitoring and recommendation services primarily to individual clients and other entities, employing a quantitative ETF arbitrage strategy focused on asset allocation. The firm emphasizes daily account monitoring and frequent client reporting through a secure portal and quarterly written updates.

Armand Batocabe is a financial advisor at Golden State Capital Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including LTNG Capital, X Capital Advisors, and SecureVest Financial Group. He is also involved with ACB Partners LLC and has prior experience at Blue Sky MLS, Inc. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm employs a non-discretionary, tailored approach emphasizing long-term strategies and customized due diligence on private placements.

Richard Lederer is a financial advisor at Lederer & Associates Investment Counsel with 38 years of industry experience. He has been with the firm since its founding in 1986 in Long Beach, California. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages equity, fixed-income, and balanced portfolios using distinct equity strategies focused on growth and income, maintaining concentrated portfolios with active monitoring and disciplined sell criteria.

Vladimir Pixa is a financial advisor with My Portfolio Guide, LLC in Seal Beach, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with My Portfolio Guide since 2010 and has also worked at Deloitte since 2009. My Portfolio Guide, LLC provides portfolio management and financial planning services to individual, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $201 million in assets and employs proprietary investment models tailored to clients' goals, tax situations, and risk tolerances, with a distinct use of short sales and tactical rebalancing.

Darin Guthrie is a financial advisor with Opus Private Wealth Group, LLC in Orange, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Fidelity Investments, and TD Ameritrade. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities with investment advisory and financial planning services. The firm manages approximately $102 million in discretionary assets and offers a firm-sponsored wrap fee program alongside hourly financial planning, emphasizing individualized portfolio construction using a mix of fundamental and technical analysis.

Andrew Geller is a financial advisor at Quantumvest, Inc. in Los Alamitos, CA. He holds a Series 65 credential and has recently started his career, with experience beginning in 2025. Prior to joining Quantumvest, he worked in non-financial roles at Saxum Surgical and Allied Universal. Quantumvest serves individual and high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and small businesses. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions, and provides discretionary portfolio management, retirement plan consulting, and wealth-planning services.

William Davis III is a financial advisor at Pinnacle Capital Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Sentinel Stone Financial and Saxony Capital Management. Outside of advisory work, he is licensed as an insurance agent. Pinnacle Capital Advisors provides non-discretionary financial planning and consulting primarily for individuals and high-net-worth clients, including family offices and corporate executives. The firm employs a long-term, fundamental investment approach, often recommending third-party advisers for portfolio management while emphasizing client participation and tailored planning.

Jason Clardy is a financial advisor with My Portfolio Guide, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining My Portfolio Guide, he worked at Edward Jones and has management experience outside finance as a superintendent at Fenix Marine Services, where he oversees cargo movement and ship discharge operations. My Portfolio Guide, LLC provides portfolio management and financial planning services to individual, high-net-worth clients, and pension plans, managing over $200 million in assets. The firm uses customized investment models and a mix of trading strategies, including short sales and tactical rebalancing, supported by educational resources for clients.