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 in Newport Beach, CA, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Northeast Financial Group, Inc. Outside of financial advising, he is a partner involved in business strategy and leadership for fast food restaurant ventures. Lakewood Financial Group serves individual investors and families with at least $1 million in investable assets, offering discretionary wealth management that integrates portfolio construction, tax-loss harvesting, and comprehensive financial planning. The firm employs a blend of strategic core and tactical overlays with a focus on risk management, including the use of derivatives and alternative investments, supporting a limited client base through its boutique structure.

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 at Advisors on Call in Laguna Hills, CA, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cabin Securities, Silber Bennett Financial, Claraphi Advisory Network, and B. Riley Wealth Advisors. Since 2013, he has been with Advisors on Call, which he also owns. Advisors on Call provides fee-based investment advisory services to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm manages approximately $47.6 million for about 129 clients, offering tailored asset allocation, money-manager selection, and comprehensive financial planning with an emphasis on personalized strategies and periodic educational seminars.

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, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Kohr Investments since 2019 and previously spent nine years at O'Connor Wealth Management. In addition to advisory work, he owns and operates insurance businesses involved in the sale of insurance products and payroll and HR technology services. Kohr Investments is a small, state-registered advisory firm serving individual and high-net-worth clients, as well as trusts and business entities. The firm employs a value-oriented, long-term investment approach combined with strategic and tactical asset allocation, offering discretionary asset management, financial planning, and access to third-party sub-advisers and cash-management solutions.

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.

Michael Stokes is a financial advisor with The Financial Coaching Group, Inc. He holds a Series 65 designation and has 17 years of industry experience. In addition to his advisory role, he is president and owner of Innovative Retirement Solutions & Insurance Services, where he provides insurance and annuity advice related to retirement planning, liability management, and estate planning. 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 offers financial planning and individualized portfolio management with a focus on conservative, low-turnover portfolios and works primarily on a non-discretionary basis while recommending outside money managers.

Warren Isenberg is a CFP® professional with 19 years of industry experience, currently serving at Walker Financial Advisors Inc. since 1998. He holds a Series 63 designation and works from Mission Viejo, CA. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, including many retirees, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware investment approach focused on U.S. stocks, bonds, and low-cost ETFs, and also serves as a third-party administrator and advisor for governmental 457(b) plans through its California 457 Benefits division.

Monique Marshall is a financial advisor with Life by Design Wealth Advisory, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Her previous roles include positions at Advisory Services Network, J. W. Cole Advisors, and Raymond James Financial. Outside of advising, she is the author of the book *MYGOALS*. Life By Design Investment Advisory Services provides investment management and financial planning to individual and high-net-worth clients, focusing on passive portfolio construction informed by modern portfolio theory along with fundamental, technical, and quantitative analysis. The firm emphasizes goals-based planning delivered through a multi-year process, incorporating ESG factors and providing support services such as estate-document preparation and oversight of held-away accounts.

Bruce Nollenberger is a financial advisor at Nollenberger McCullough Investment Advisors LLC with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Nollenberger Investment Management LLC since 2012 and Western International Securities, Inc. from 2012 to 2018. He also performs expert witness work for the securities industry. Nollenberger McCullough Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm emphasizes equity-focused investment strategies tailored to client objectives and employs independent third-party performance measurement.

Neil Mason is a financial advisor at Eden Financial with two years of industry experience. He has been involved with Complete Athlete Inc. since 2001. Eden Financial serves individuals, retirement plans, charitable organizations, and small businesses by providing fee-only investment management, financial planning, and retirement plan consulting. The firm emphasizes a target asset allocation approach combining passive and active investments, offers discretionary trading, and regularly conducts educational seminars and speaking engagements.