George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.

Charles Fish is the principal of Charles Fish Investments, Inc. in Irvine, California, with 30 years of industry experience. He has been with Charles Fish Investments since its founding in 1996. Charles Fish Investments, Inc. provides discretionary investment management primarily focused on fixed income, especially municipal bonds, serving individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions. The firm also offers sub-advisory and consulting services, employing an active investment approach supported by internal research and industry relationships.

Robert Price is a CFP® professional with four years of industry 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, providing portfolio management, comprehensive financial planning, and specialized services such as family legacy and divorce planning. The firm employs a disciplined investment approach grounded in fundamental, quantitative, and technical analysis, with offerings that include educational seminars and a program for next-generation financial education.

Brandon Boyd is a financial advisor at Legacy Advisory Group, Inc. in Santa Ana, CA, holding a Series 66 designation with 17 years of industry experience. His career includes roles at LPL Financial, Crown Capital Securities, and Heritage Planning Financial Group, where he is also co-owner of a tax preparation and accounting practice. Legacy Advisory Group, Inc. provides portfolio management and advisory services to individual, high-net-worth clients, and retirement plans. The firm utilizes a model-informed investment process overseen by an internal committee and offers both discretionary and non-discretionary account management through a range of program-based services.

Eric Henrickson is a financial advisor at Solomon and Associates LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Solomon and Associates since 2021. Henrickson also serves as a professor at Argosy University and is president of Build America Management Company. Solomon and Associates provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, and small businesses. The firm uses asset-allocation driven strategies and employs fundamental, technical, and charting analysis to manage portfolios on a discretionary basis.

Raymond Martin is a financial advisor at Martin Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has previously worked at LifePro Asset Management, LLC. In addition to his advisory role, Martin volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education. Martin Wealth Management, LLC offers financial planning and advisory services primarily to individual clients with a minimum account size of $100,000. The firm employs both fundamental and technical analysis to pursue long-term trading strategies tailored to client Investment Policy Statements and operates a co-advisory relationship with Matson Money.

Bryan Duckett is a financial advisor at Duckett Wealth Management in Irvine, CA, with 27 years of industry experience. He holds a Series 66 designation and has worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC. He has been with Duckett Wealth Management since 2022. Duckett Wealth Management provides discretionary investment management and financial planning services to individuals, businesses, retirement plans, foundations, trusts, and other institutions. The firm uses model portfolios based on fundamental analysis and diversified exposures, offers estate-planning support, and manages client assets on a discretionary basis without imposing a minimum account size.

Michael Lagos is a CFP® professional with 38 years of industry experience. He is the president of Lagos Wealth Advisors, where he has worked since 1995, and has also been affiliated with Madison Avenue Securities, LLC since 2022. In addition to his advisory role, he is involved in a referral business focused on securing R&D and ERC tax credits through partnerships with CPA and law firms. Lagos Wealth Advisors serves individual clients, including high-net-worth individuals, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, and advisory referral services. The firm employs the AssetMark platform and third-party managers to implement customized investment strategies and manages a Next Level IRA program using a quantitative and qualitative scoring process for mutual funds.

West Cohan is a CFP® with 11 years of industry experience and is currently with InvestLinc Wealth Services. He has been with the firm and its predecessor entities since 2013. Outside of his advisory role, Mr. Cohan is the CFO and founder of Lémore, a skincare company. InvestLinc Wealth Services provides wealth and portfolio management to high-net-worth individuals, families, and related entities. The firm offers customized investment implementation, financial planning services, and manages portfolios using fundamental, technical, and quantitative analysis across traditional and alternative asset classes.

Michael Vaughn is a Series 65-licensed financial advisor with Vaughn Investment Advisors Inc. in Tustin, CA, where he has worked since 2007. He has 12 years of industry experience. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets. The firm serves individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations, using a team-based investment process that combines top-down macro analysis with bottom-up security selection and emphasizes diversification through ETFs and ETNs.

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.

Jeffrey Weston is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank before joining LPL Financial and founding Tortuga Wealth Management, where he provides independent investment advisory services. Weston also serves as a board member of the Kaena Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

Robertina Gama is a financial advisor at GAMA Wealth Management, LLC in Irvine, CA, holding a Series 65 designation with six years of industry experience. She has been with GAMA Wealth Management since 2019. GAMA Wealth Management serves high-net-worth individuals through discretionary asset management via its wrap-fee program. The firm manages approximately $29.6 million in assets, emphasizes individualized portfolios with continuous supervision, and employs various strategies including fundamental analysis, options writing, and margin transactions.

Tami Simpson is a CFP® professional with 19 years of experience in financial advising. She is currently with Wealth Financial Group West, Inc. and has held roles at Gradient Advisors, LLC, Brokers International, and SGL Financial, LLC. In addition to her advisory work, she is involved in insurance sales through Simpson & Simpson Life Insurance Services, Inc. Wealth Financial Group West, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients, combining model portfolios with multiple analytical methods and offering access to third-party managed programs while assisting clients with implementation and account administration.

Brian Walker is a financial advisor at SVL Investment Management with 29 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 22 years. Walker has held a Series 63 designation and has experience as a former insurance agent earning trailer commissions. SVL Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach that incorporates strategic asset allocation, monthly rebalancing, and a proprietary valuation model with a long-term horizon.

Ritwik Kumar is a financial advisor at Leyland Cypress, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at DBD Partners and RIGZ. Leyland Cypress, LLC provides investment monitoring and recommendation services primarily to individual clients and other entities, employing a quantitative ETF arbitrage strategy focused on asset allocation. The firm emphasizes daily account monitoring and frequent client reporting through a secure portal and quarterly written updates.

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.

Armand Batocabe is a financial advisor at Golden State Capital Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at LTNG Capital, X Capital Advisors, SecureVest Financial Group, and Wells Fargo Clearing, among others. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity and venture capital. The firm employs a long-term, research-driven approach and offers non-discretionary portfolio management with customized due diligence on private placements.

Shiyi Zhang is a financial advisor at Illumine Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Leju USA LLC and in academic roles at the University of California and Walla Walla University. Outside of advising, Zhang has experience as an assistant manager in the retail sector. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and customizes allocations based on client objectives and risk tolerances.

Nitai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors in Irvine, CA, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he worked at Tillys Inc and Chokshi & Shah CPA. Outside of advising, he serves as an assurance partner at Nitai & Company Financial Group, providing audit and accounting services. Chokshi & Queen Wealth Advisors serves individual investors, trusts, retirement plans, and institutions with asset management, financial planning, and retirement consulting. The firm combines fundamental, technical, and quantitative analysis in managing portfolios that include stocks, bonds, ETFs, mutual funds, and derivatives, and offers both discretionary management and standalone financial plans.