Tyler Graffeo is a Series 66-licensed advisor with Dove Investment Research and Management, Inc., where he has worked since 2017 in multiple roles, accumulating two years of industry experience. His prior work includes positions at LPL Financial and Apple. Dove Investment Research and Management provides financial planning, estate resolution, and discretionary portfolio management for individual and high-net-worth clients, using customized portfolios based on modern portfolio theory and strategic asset allocation. The firm manages approximately $107.6 million across 173 clients and operates multiple client service locations.

Mark Bonds is a financial advisor at Crystal Cove Asset Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Crystal Cove since 2017, following ten years at LPL Financial and a two-year period at Lyft. Outside of his advisory role, Mr. Bonds is a 50% owner and principal of Crystal Cove Realty Advisors, LLC, where he provides financial support and assists in management. Crystal Cove Asset Management is a California-registered adviser serving individuals, foundations, and retirement plans with customized portfolio management and financial planning. The firm employs a range of investment strategies, including the use of derivatives, options, and structured products, managing approximately $90 million across 66 client relationships.

James Peebles is a financial advisor at Financial Security Solutions, Corp. in Newport Beach, CA, holding a Series 66 designation with 39 years of industry experience. He has worked at Financial Security Solutions Corp. since 2005 and Royal Alliance Associates, Inc. since 1989, and has operated Peebles Financial Services since 1976. Outside of advisory work, he provides income tax preparation and insurance sales through his sole proprietorship. Financial Security Solutions Corp. offers asset management primarily through third-party managers, financial planning, and collaborative monitoring services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm typically employs a non-discretionary advisory model, using model portfolios and outside managers, with financial planning and consulting provided on an hourly or flat-fee basis.

John Wolfe is a financial advisor at RBA Wealth Management, LLC in Newport Beach, CA. He holds the Series 66 designation and has over 12 years of industry experience, including 11 years at Northern Trust and recent roles at RBA Wealth Management and Purshe Kaplan Sterling Investments. RBA Wealth Management provides financial planning, investment management, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a goal-based planning approach with portfolios built on fundamental, cyclical, and behavioral analysis within an asset-allocation framework.

Mark Zielinski is a financial advisor with Fiduciary Architects LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Balboa Wealth Partners, and SANDLAPPER Securities, LLC. He also operates Zielinski & Associates, a consulting and recruiting business. Fiduciary Architects is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of fundamental, technical, charting, cyclical, and economic analysis to implement tailored investment strategies and typically manages a small client roster.

Daryl Hable is a financial advisor at Wealth Advisory Lab LLC with 25 years of industry experience. His background includes roles at American Trust Investment Services, Rushmore Group, and WestPark Capital. He holds Series 65 and Series 66 licenses and also operates Hable Life Settlements LLC and Hable Planning & Consulting LLC. Wealth Advisory Lab LLC provides portfolio management and financial planning services tailored to client goals, risk tolerance, and time horizon, using written investment policy statements and model allocations. The firm employs an investment approach based on modern portfolio theory and long-term trading, requiring client permission before transactions, and offers hourly financial planning arrangements.

Phillip Vigil is a CFA® charterholder with 27 years of industry experience. He has been with Osage Pacific Advisors, Inc. since 2016 and is also the managing member of Specialty Income Advisors, LLC, a hedge fund money manager. Osage Pacific Advisors provides investment management and financial planning to individuals, trusts and estates, retirement plan participants, businesses, and private funds. The firm emphasizes overall asset allocation combined with fundamental, cyclical, charting, and technical analysis, generally favoring longer-term holdings while occasionally using options, short sales, or margin.

Markus Boyer is a financial advisor at Boyer Financial Services, Inc. He holds a Series 65 designation and has experience working in athlete management and solar energy prior to joining the firm. His career includes roles at various financial and consulting organizations as well as academic affiliations. Boyer Financial Services serves individual and high-net-worth clients, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes asset allocation, cost efficiency, and tax awareness, using a range of investment strategies and technology tools while maintaining human oversight of investment decisions.

Rajeev Sharan is a financial advisor at Yayati Asset Management, LLC, holding a Series 65 license with three years of industry experience. He is the majority owner of Yayati Inc., the holding company for Yayati Asset Management, and also works for Yayati LLC, the firm’s technology subsidiary. His prior experience includes roles at AssetMark and Hightree Advisors. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, utilizing a model-driven approach based on Modern Portfolio Theory and option pricing techniques. The firm offers custom strategies and options-based overlay solutions, incorporating derivatives and leverage in certain strategies.

Timothy Crane is a financial advisor at Crane Investments Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Crane Investments since 2023. Outside of advising, he has experience in self-employment and retail operations, including working at a Shell Station. Crane Investments serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, cyclical, and charting analysis to manage portfolios, maintaining a conservative approach to cash management and offering a broad range of planning services.

Scott Parent is a CFA® charterholder with 28 years of industry experience. He has worked at Pacific Specialty Investment Group, LLC since 2015 and also has experience with Parent Investment Management, LLC and Innovative Capital Management, LLC. 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 across about 100 clients and uses a custom, actively managed investment approach that incorporates macroeconomic analysis, fundamental and technical research, and a range of securities.

Juan Verdin is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wilson Financial Advisors since 2018. Verdin is also a licensed independent insurance agent involved in selling fixed insurance products. Wilson Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, long-only investment approach with tactical and strategic asset allocation, and it is noted for providing free public educational workshops in addition to its advisory services.

Bryan Ward is a CFP® professional with 16 years of industry experience, currently serving as an advisor at ProCore Advisors, LLC. His prior experience includes roles at Ward Aguilar Financial and Partnervest Advisory Services LLC. He is also active as a property and casualty insurance agent and holds a health insurance agent role on a limited basis. ProCore Advisors provides investment advisory and planning services to individuals, trusts, estates, businesses, and retirement plans, combining automated advisory platforms with access to alternatives and privately placed investments. The firm employs a range of analytical approaches and manages discretionary assets totaling approximately $143.7 million.

James Thornton is a financial advisor with Elevate Wealth Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with several firms, including Park Avenue Securities and Northwestern Mutual, and currently serves as Chief Financial Planner at Elevate Financial & Insurance Services, LLC. Elevate Wealth Advisors, LLC is a state-registered investment adviser providing discretionary investment management and portfolio services to individual and high-net-worth clients. The firm employs an active, adaptive approach based on fundamental analysis and manages both separate accounts and a pooled private fund with an ETF call-option long/short strategy for accredited investors.

Reva Sanchez is a financial advisor at Osage Pacific Advisors, Inc. in Laguna Hills, CA, with six years of industry experience. She holds a Series 65 designation and has worked at Osage Pacific Advisors since 2018. Prior to this, she spent 15 years at River Rock Real Estate. Osage Pacific Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and private funds. The firm’s investment approach focuses on asset allocation and customized, diversified portfolios, typically managing accounts on a discretionary basis while accommodating client restrictions when requested.

Matthew Mc Kinney is a financial advisor at Moler Capital Management with 10 years of industry experience. He holds a Series 65 designation and serves as treasurer for Grace Community Church Boy Scout Troop 121. Moler Capital Management is an SEC-registered firm managing approximately $204 million across fewer than 100 client relationships. The firm provides discretionary investment management primarily to individuals, trusts, estates, retirement plans, charitable organizations, and select businesses, using a Modern Portfolio Theory approach with broadly diversified mutual funds and ETFs, mainly from Dimensional Fund Advisors.

Jessica Krusey is a CFP® and holds a Series 66 designation with 21 years of industry experience. She is currently with Ehrlich Financial Group, where she has worked since 2023. Her previous roles include positions at Ameriprise Financial Services and Federated investment Counseling. Outside of her advisory work, she engages in insurance sales on a limited basis. Ehrlich Financial Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, retirement plan advisory, and insurance consulting. The firm employs diversified portfolios using low-cost mutual funds, ETFs, and occasionally stocks, bonds, and options, supported by fundamental, cyclical, and charting analysis alongside proprietary quantitative algorithms.

Haynes Kendall Jr. is a financial advisor with Independent Financial Group, LLC and Capital Financial Consultants Group, Inc. He holds the CFP® designation and Series 63 license and has 41 years of industry experience. Kendall has served as an independent insurance agent since 1994. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing multiple advisory platforms and third-party managers.

Trent Kolden is a financial advisor at Tidecrest Wealth Management, LLC in Newport Beach, CA, holding a Series 65 designation with two years of industry experience. His prior work includes positions at WestPark Capital and Marriott. Tidecrest Wealth Management serves individuals, trusts, estates, corporations, pension and profit-sharing plans, charitable organizations, and other business entities, providing portfolio management, financial planning, retirement consulting, and estate planning. The firm’s investment approach integrates quantitative, fundamental, technical, and economic analysis and includes both public and private securities, with an emphasis on private placements and alternative investments.

Jason Rotman is a financial advisor at Elevate Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance, and other financial firms. Outside of his advisory role, he is also involved with Elevate Financial & Insurance Services, LLC as an insurance agent. Elevate Wealth Advisors, LLC is a state-registered investment adviser serving individual and high-net-worth clients with discretionary investment management and portfolio services. The firm employs an active, fundamental analysis-based approach and offers specialized strategies, including a private fund with an ETF call-option long/short strategy for accredited investors.