John O'Neill III is a financial advisor at O'Neill Financial Management, Inc. in Lake Forest, CA, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2016. O'Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and business clients. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing broadly diversified, mainly passive mutual funds and ETFs, and offers additional tax preparation and accounting services through a CPA principal.

Robert Price is a CFP® professional with three years of experience, currently with Prosperity Wealth Planning LLC. His prior roles include positions at Apella Wealth and Inspired Financial. Outside of his advisory work, he coaches high school basketball. Prosperity Wealth Planning serves individual and high-net-worth clients, as well as corporations and business entities, offering portfolio management, comprehensive financial planning, and specialty services such as family legacy and divorce planning. The firm employs a disciplined investment approach based on multiple analytical methods and provides educational seminars and next-generation financial education programs.

Raymond Clark is a CFP® professional at The Clark Group Asset Management with 24 years of industry experience. He has been with the firm since 2005, serving as its president. The Clark Group Asset Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm employs a documented financial analysis process to tailor portfolios across various asset classes, utilizing both fundamental and technical research, and incorporates strategies such as shorting and option use.

Robert Mcdonald is a financial advisor at Fairway Capital Advisors with 16 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Fairway Capital Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, and employer retirement plans. The firm offers comprehensive portfolio management and financial planning, operating primarily on a non-discretionary basis with a focus on client approval and the use of third-party money managers.

Christopher Rhodes is a financial advisor at Pacific Specialty Investment Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pacific Specialty Income Group since 2016. Outside of his advisory role, Rhodes grows cactus from seed as the owner of Orange County Cactus. Pacific Specialty Investment Group provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $123 million and employs a custom-built portfolio approach using equities, ETFs, closed-end funds, REITs, and fixed-income ETFs, applying macroeconomic and monetary-cycle analysis alongside fundamental and technical research.

James Oghigian is a financial advisor at Pavion Blue Capital, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Pavion Blue Capital since 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 an opportunistic, disciplined value-based investment approach focused on long-term total return and manages portfolios across multiple asset classes with a generally low turnover strategy.

Richard Lewis is a CFA charterholder with seven years of industry experience. He has worked at White Stork Asset Management LLC since 2018 and previously at Raj Vasudevan LLC from 2016 to 2018. He is based in Irvine, CA. White Stork Asset Management provides discretionary investment management to individuals, non-profit organizations, and institutions, focusing mainly on equities and U.S. Treasury securities. The firm’s bottom-up, fundamental investment approach emphasizes undervalued market leaders for long-term holding, active allocation, and risk controls at the position level, serving a client base that includes a notable share of non-U.S. investors.

John Cooke is a Certified Financial Planner® with 24 years of industry experience. He has been with Cooke Wealth Management, LLC since 2003, where he serves as one of two advisors. Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients with discretionary investment management, financial planning, and financial coaching. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory and integrates a Christian stewardship perspective into its planning process.

David Hutchison is a CFA® charterholder with 18 years of industry experience. He has been with Triad Investment Management, LLC since 2013. He serves on the Investment Advisory Committee for CalOptima, a health insurance provider, where he helps oversee investment consultants and outside managers for corporate cash management. Triad Investment Management serves individual investors, including high-net-worth clients, as well as foundations and businesses. The firm focuses on fundamental security analysis and concentrated equity portfolios aimed at long-term capital growth, managing roughly $120 million across about 40 client relationships.

Keith Bong is a CFA® charterholder and holds a Series 66 license, with 23 years of industry experience. He has been with Sidoxia Capital Management, LLC since 2014. Outside of his advisory role, he provides accounting and tax services as a CPA, is a managing member of a private investment company, and may teach college-level finance courses. Sidoxia Capital Management offers discretionary portfolio management, financial planning, and investment consulting primarily to individuals and institutional clients. The firm employs a customized investment approach combining fundamental research and quantitative methods, managing both separate accounts and private pooled vehicles.

Charles Mann is a financial advisor with Professional Financial Advisors Inc in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Professional Financial Advisors Inc since 1983 and is also associated with Independent Financial Group, LLC and NPB Financial Group, LLC. Mann holds officer and director positions at Professional Financial Advisors, Inc and Pacific Corporate Consultants, Inc, the latter providing pension-related services. Professional Financial Advisors, Inc serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate and tax-focused analyses, portfolio asset management, and ongoing consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise within its advisory model.

Lantz Bell is a financial advisor at Bell & Brown Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bell & Brown since 2015. Outside of his advisory work, he serves as a board member for North East of the Well, a ministry focused on issues affecting women such as human trafficking, addiction, and abuse. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million in assets. The firm emphasizes fundamental analysis and a long-term purchase strategy, typically maintaining diversified portfolios of large-cap equities, investment-grade fixed income, and cash equivalents.

Mickey Payne is a financial advisor at Advisors on Call in Newport Beach, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His work history includes roles at Wealth Management & Business Concepts, Emmaus Capital Management, and William Jordan Investments Inc. Outside of advisory services, he is president of Teleios Back Office Solutions, providing bookkeeping and consulting services to raise capital for alternative investments. Advisors on Call offers personalized investment advisory and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement and pension plans. The firm focuses on tailored asset allocation, manager selection, and ongoing risk assessment, serving both high net worth clients and institutional clients with discretionary and non-discretionary agreements.

Elias Hakimian is a financial advisor at Crystal Cove Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Crystal Cove Asset Management since 2005. Outside of his advisory role, he provides real estate consulting and analysis as a consultant for Coastal Realty and is a partial owner of CEEK Holdings LLC. Crystal Cove Asset Management is a California-registered firm serving individuals, foundations, and retirement plans with portfolio management, financial planning, and pension consulting. The boutique firm manages approximately $90 million across about 66 client relationships, employing customized strategies that include equities, ETFs, tactical fixed income, derivatives, and structured products.

Patrick Morehead is a financial advisor with Quiver Financial Holdings LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Global Crossing Airlines, GoJet Airlines, and several financial firms. Outside of advising, he is also active as a real estate agent and insurance sales agent, and he owns an asset protection company for personal real estate. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by offering portfolio management, financial planning, consulting, and managed account services. The firm employs a range of investment strategies and operates a subscription newsletter providing macro commentary on emerging sectors and disruptive technologies.

Ryan Dugan is a Series 65-registered advisor at Morgan Stevens Asset Management, LLC with three years of industry experience. His background includes roles in mortgage lending and retail prior to joining Morgan Stevens. Morgan Stevens Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and corporate entities. The firm employs a diversified investment approach that integrates fundamental, technical, cyclical, and quantitative analysis along with modern portfolio theory to manage asset allocation and risk.

Lora Rommel is a CFP® professional with 30 years of industry experience, currently serving at Ehrlich Financial Group. She previously worked at Ameriprise Financial Services, Inc. for 17 years. In addition to her advisory role, she is involved in insurance sales. 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, long-term oriented investment approach using low-cost funds, individual securities, and independent managers, supported by fundamental and quantitative research methods.

Clifford Kolson is a financial advisor with Generational Wealth Strategies in Irvine, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Advantage Asset Management, Inc. since 1994. Outside of advising, Kolson is a licensed California real estate broker and also works as an insurance agent. 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 structured investment approach that incorporates portfolio management, alternative exposures, and family-oriented services.

John West is a CFA® charterholder based in Newport Beach, CA, with 12 years of industry experience. He has been with Flatrock Wealth Partners LLC since 2022 and previously worked at Research Affiliates, LLC for 15 years. Flatrock Wealth Partners serves high net worth individuals, trusts, estates, foundations, and businesses, managing approximately $417.6 million across about 73 client relationships. The firm focuses on household-level, long-term wealth management that incorporates a broad range of assets and typically uses ETFs, mutual funds, and individual stocks along with fundamental and technical analysis.

Michael Thibodeaux is a financial advisor with Elevate Wealth Advisors, LLC in Newport Beach, CA. He holds a Series 65 designation and has been working in the financial services industry since 2020, including roles at World Financial Group and Elevate Financial Partners. Elevate Wealth Advisors, LLC provides discretionary investment management and portfolio trading for individual and high-net-worth clients. The firm employs an active, adaptive investment approach focused on fundamental analysis and offers participation in a private fund utilizing an ETF call-option long/short strategy.