Kent Lalonde is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has been with Creative Financial Designs, Inc. since 2005 and leads the Lalonde Wealth Management Group. Outside of his advisory role, he is involved in independent insurance sales and provides retirement and investment planning, along with life and health insurance services. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and business clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Stuart Scholten is a financial advisor with Accelerate Retirement, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Kestra Investment Services and NFP Retirement, and has been with Accelerate Investment Advisors LLC since 2024. Outside of his advisory role, he is a property owner managing real estate holdings. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy across a range of investment vehicles and supports retirement plan sponsors through plan design, provider selection, participant education, and fiduciary services.

Conner Ascher is a financial advisor at GenTrust with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including AllianceBernstein L.P., Source One Global, Inc., RX3 Growth Partners, William Blair, and Morningstar Inc. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for individuals, financial intermediaries, pooled investment vehicles, and institutional clients. The firm employs a proprietary investment process that integrates fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation and risk management.

William Notrica is a financial advisor at Aegis Capital Corp. with 50 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at RBC Capital Markets Corporation and City National Bank. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Christopher Quigley is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He is currently affiliated with Mariner Independent and has previously worked at Mosaic Value Partners, Focus Partners Wealth, Kovitz Investment Group Partners, and AFAM Capital. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities like pension plans and charitable organizations. The firm offers financial planning, portfolio management, and retirement consulting through a network of investment adviser representatives who utilize firm-built model portfolios and a wide range of investment tools, supported by affiliated businesses such as a trust company and an institutional pension consulting affiliate.

Myhanh Hoskin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Earned Wealth Advisors, LLC. Her prior experience includes 28 years at Charles Schwab and four years at Noho Financial, Inc Dba Forme Financial. Outside of her advisory role, she owns and manages a property rental business in Big Bear Lake, California. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals such as doctors and dentists. The firm employs a diversified, buy-and-hold investment approach informed by both internal and third-party consultants and offers integrated financial planning and discretionary wealth management services.

Mark Walton is a financial advisor with M HOLDINGS SECURITIES, Inc. based in San Juan Capistrano, CA, holding CFP® and Series 63 credentials with 40 years of industry experience. He has been involved with M Benefits Solutions and M HOLDINGS SECURITIES since 2015 and has operated Walton Financial Consulting since 1990. Walton also serves as president and director of Fortis Assurance, Inc., a captive insurance company, and holds leadership roles related to risk management and compensation oversight at affiliated entities. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including discretionary investment management, retirement plan consulting, and insurance advisory. The firm employs suitability-based recommendations supported by ongoing monitoring and uses third-party sub-advisors and platform providers to facilitate investment management.

Lisa Wiechert is a financial advisor with StoneX Advisors Inc. in Mission Viejo, CA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with StoneX Advisors since 2016 and affiliated with StoneX Securities since 2009. Outside of her advisory role, she owns and manages an eBay sales business. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based investment solutions.

Phillip Matheson is a financial advisor at Accelerate Retirement with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Kestra Investment Services, NFP Retirement, and Triad Advisors. Matheson also owns and operates independent advisory businesses focused on retirement plan management and investment advisory services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers co-fiduciary services under ERISA.

Don Dumas is a financial advisor with TCFG Investment Advisors, LLC in Green Bay, WI, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior work includes seven years at Client One Securities, LLC. Outside of his advisory role, he officiates youth and high school sporting events as an umpire for softball games under WIAA and local leagues. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Taylor is a CFP®-designated financial advisor with over 42 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at firms including Securities America Advisors, Inc. and Winthrop Taylor Asset Management, Inc. He serves as President of the San Clemente Rotary Club, where he leads meetings and organizes board activities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios with a combination of active and passive strategies tailored to client objectives. The firm is notable for its scale in institutional work, managing approximately $9.45 billion across 154 advisors, and provides a broad range of advisory services through multiple analytical approaches and third-party platforms.

As both a CPA and CFP professional, I believe financial decisions shouldn't happen in separate conversations. As financial lives become more complex, the impact of taxes, investments, retirement planning, and major life decisions becomes increasingly interconnected. A coordinated strategy can make a meaningful difference over time. Based in Newport Beach, California, I work with individuals and families navigating increasingly complex financial lives. Whether you're building wealth, managing equity compensation, approaching retirement, running a business, planning for a major purchase, or experiencing another significant life transition, I help bring all the moving pieces together into one thoughtful financial strategy. My approach combines tax planning, financial planning, and investment management because each decision affects the others. Looking at only one piece of your financial life can lead to missed opportunities or unintended tax consequences. By coordinating these areas, my goal is to help clients make more informed decisions, reduce unnecessary taxes where possible, and build long-term financial confidence. As a fee-only advisor, I don't receive commissions or sell financial products. My recommendations are objective and designed around your goals, your values, and what makes the most sense for your unique situation. Before founding KCL Wealth Management, I advised high-net-worth individuals and families on tax planning at PwC. Today, I bring that experience into a more personal, collaborative relationship where clients understand not only what we're recommending, but why. My goal is for every client to leave meetings feeling more organized, more confident, and empowered to make smart financial decisions for years to come.

Jason Luhan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 65 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Capital Investment Group, ProTools, Emerson Equity, and The Pacific Financial Group. Outside of advisory work, he operates a law office providing general legal services and serves as a compliance consultant for RIAs and broker-dealers. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers customized investment solutions through separately managed accounts, third-party asset managers, and private-label model portfolios, with a focus on discretionary management and a variety of investment strategies.

Leroy Born is a financial advisor at International Assets Investment Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. Born also operates Born Capital Partners, a private label entity focused on fee-based financial management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers discretionary and non-discretionary portfolio management alongside financial planning and third-party manager referrals.

Willy Tan is a financial advisor at TCFG Investment Advisors, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms including Western International Securities, Inc. and Wells Fargo Investments, LLC. Tan has been with TCFG since 2018. TCFG Investment Advisors, LLC is an SEC-registered advisory firm managing approximately $639 million in client assets and serving individuals, profit-sharing plans, charities, and businesses. The firm employs various investment strategies and offers portfolio management, financial planning, consulting, and access to third-party money managers.

Eric Carlson is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Accelerate Retirement, having joined in 2023, and previously worked at NFP Retirement, Triad Advisors, and LPL Financial. Outside of his advisory work, Carlson volunteers as a mountain biking coach for Woodcrest Christian School and operates businesses related to tax preparation, real estate sales, and mortgage brokering. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios and provides specialized services for plan sponsors, including investment policy development and co-fiduciary roles under ERISA.

Caeleb Trace is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has worked as an insurance agent with Teacher's Pension and Insurance Services since 2019. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion across a 55-advisor roster, serving individuals, retirement plans, institutional clients, and other advisers through model-based portfolio management and sub-advisory services.

Rafael Garcia is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Capital Financial Services, Inc., Amerus, and Diversified Financial Management Group. Outside of his advisory work, he operates a tax preparation and consulting business under Garcia & Associates. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment programs and combines advisory services with brokerage and insurance products through its dual registration.

Paul Pendorf II is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including roles at Massachusetts Mutual Life Insurance Company and self-employment since 1994. He serves as secretary on his condominium association’s board of directors. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm uses a combination of firm- and third-party models to develop tailored client strategies with a mix of active and passive portfolio exposures across various risk profiles.

Scott Sargent is a CFP® with 32 years of experience in the financial industry. He has worked at &PARTNERS since 2026 and previously spent 16 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he manages his mother’s investment accounts under a power of attorney. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, and private businesses. The firm offers a range of investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, and supports both discretionary and non-discretionary account management.