James Watson is a financial advisor at Cypress Wealth Services, LLC, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors Financial Network LLC, LPL Financial, and Trost Financial Planning Group. Watson is also a licensed life and health insurance agent in California. Cypress Wealth Services is an SEC-registered advisory firm managing approximately $965.5 million for over 700 clients. The firm serves high-net-worth individuals, families, trusts, estates, and businesses, providing discretionary investment management, financial planning, and retirement plan consulting with a focus on fundamental analysis and long-term investment strategies.

Paul Miloe is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked with various Cetera entities since 1997 and also co-leads Albitz/Miloe & Associates Inc., an advisory business he has been involved with since 2007. Outside of his advisory work, Miloe serves as a board member of the YMCA and acts as scholarship chair for the San Pedro Elks Lodge #966. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Hirohisa Isogawa is a financial advisor at Advanced Portfolio Strategies with 24 years of industry experience. He holds a Series 63 designation and has worked with firms including APS Management Group, SCF Securities, Two Miles, and Isogawa Co., Inc. Outside of his advisory role, he serves as president and director at Isogawa Co., Inc., a tax consulting and accounting firm. Advanced Portfolio Strategies is a small team-based firm providing portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm uses client-specific investment policies and a combination of fundamental, quantitative, and technical analysis to manage approximately $158.7 million across 208 clients.

John Krambeer is a financial advisor with Validus Capital LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Validus Capital in 2022, he worked at Camden Capital, LLC for nine years. He is also a licensed insurance professional. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth clients. The firm acts as a discretionary portfolio manager, using a mix of fundamental and quantitative analysis to construct customized portfolios and offers expanded family-office services alongside its private fund advisory activities.

David Dewolf is a Certified Financial Planner® with 20 years of industry experience. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2022. Prior to that, he spent 10 years at Abacus Wealth Partners, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process favoring mutual funds, ETFs, and separately managed accounts, and offers both Total Market and Sustainable strategies using institutional-class funds and active transparent ETFs.

William Moffly is a financial advisor at Validus Capital LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Black Knight Financial Services, PennyMac Financial Services, and Bank of America. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets, offering customized long-term portfolios that include mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, along with comprehensive family office support.

I became a financial planner because of the lack of financial literacy in my community and I wanted to help change that. With over 12 years of industry experience, I specialize in helping Gen X, Millennial and Gen Z adults with their money. I support people as they navigate their financial decisions, offering guidance that’s rooted in empathy and simplicity. When I'm not working with clients, I'm at home with my wife, daughter, and two rescue dogs. I'm passionate about DIY projects—home improvement, woodworking, crafting cocktails, and modifying cars. Currently, I'm swapping the engine in a 1985 Pontiac Firebird, the car I drove in high school. My firm Casita incorporates a behavioral based approach to financial planning that blends the psychology of finance with traditional financial planning. We create financial plans that are aligned with your core values, emotions, and money behaviors to ensure effectiveness and impact.

Craig Morse is a financial advisor at Jeppson Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Tru Independence Asset Management. Outside of his advisory role, Morse works as a real estate broker for personal and family transactions and writes scripts for film development. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm tailors portfolios to clients’ risk tolerances and objectives, employing both fundamental and technical analysis in security selection and managing approximately $763 million in client assets.

Jade Eagles is a financial advisor at The WealthGarden F.S. LLC with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including TIAA-CREF and Northwest Asset Management. She is co-owner and co-host of the podcast and video series Cover Your Assets, which focuses on divorce financial planning. The WealthGarden F.S. LLC provides investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, as well as to trusts, estates, and charitable organizations. The firm customizes portfolios based on client goals and risk tolerance, using diversified allocations and regular account reviews.

Britt Joyce is a CFA® charterholder with 11 years of industry experience. He has worked at Regatta Capital Group, LLC since 2016. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm uses a long-term, fundamental analysis approach to portfolio construction and offers a range of services including wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Kevin Harnischfeger is a financial advisor at Validus Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Camden Capital, LLC and New Century Capital Partners. Prior to entering the advisory industry, he was affiliated with SUNY New Paltz. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, focusing on customized, primarily long-term portfolios using a range of investment vehicles and integrated family office services.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with 40 years of industry experience. He has held positions at firms including Raymond James Financial Services and Bank of America. Jeppson holds Series 63 and Series 65 licenses. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis with a mix of individual securities, mutual funds, ETFs, and independent managers.

Matthew Marshall is a financial advisor with Arrowroot Family Office, LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, Osaic Wealth, and SAGEPOINT FINANCIAL. Outside of advisory work, he is an accountant preparing tax returns through his other business, Medical Accounting Service, Inc. Arrowroot Family Office provides wealth management and multi-family office services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm focuses on customized asset allocation using advanced analytics and offers a broad range of services from portfolio management to family governance and philanthropic planning.

Kelly Volk is a Series 66-registered advisor at Ocean Path Advisors, LLC with one year of industry experience. Prior to joining Ocean Path Advisors, Volk worked at Fidelity Investments and held positions at Ernst & Young and KPMG LLP. Ocean Path Advisors provides ongoing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities, using investment policies tailored to each client’s goals, tax situation, and risk tolerance. The firm emphasizes broadly diversified, low-cost indexed investments alongside long-term trading, and employs margin and options strategies in certain accounts.

Michael Oconitrillo is a financial advisor with Secure Investment Management, LLC in Inglewood, CA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His work history includes roles at Cetera, Strategic Fortune Wealth Management, and Transamerica Financial Advisors, among others. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-cost investment vehicles and customized portfolios tailored to client objectives.

Clete Albitz is a financial advisor with Cetera, holding the CFP® and CFA® designations and over 19 years of industry experience. He has been associated with various Cetera entities since 2005 and is also co-senior vice president of Albitz/Miloe & Associates Inc., an advisory business he has been involved with since 2006. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a network of independent advisors. The firm combines advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with unique retirement and fiduciary services integrated into its broader institutional platform.

Melissa Andrizzi Sobel is a financial advisor at CLG LLC with one year of industry experience. She holds the Series 65 designation and previously worked for seven years at Beach Cities Health District. CLG LLC serves a diverse group of individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a variety of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, and operates from multiple offices with a distinctive operational approach.

Travis Alexander is a financial advisor at CRUX Wealth Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services and other affiliated entities. Outside of advising, he is involved in several business ventures including ownership and management roles in support companies and a tax advisory firm. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach utilizing multiple analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

David Tamashiro is a financial advisor at CRUX Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed, Raymond James Financial Services, and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using a variety of analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Ryan Balderian is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Abacus Wealth Partners and C2 Education. Outside of his advisory role, he teaches math, science, and finance through Lightsquared Education and is a shareholder and video editor at Wormburners Media, Inc. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, with strategies including a Total Market approach and a Sustainable approach using environmental rankings.