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.

Dane May is a financial advisor at DePaolo & May Strategic Wealth LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Mitchell Anthony Capital Management, Panasonic Avionics, and JP Morgan Chase & Co. May also provides financial consulting services to the Achievement Network, a nonprofit organization. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients, including employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm’s investment approach combines fundamental, technical, cyclical, and economic analysis, with a focus on ongoing supervision and strategic asset allocation.

Michael Silane is a CFA® charterholder with six years of industry experience. He has worked at 21 West Wealth Management LLC since 2019 and previously spent sixteen years at BNY Mellon. 21 West Wealth Management LLC is a registered investment adviser serving affluent individuals, multi-generational families, trusts and estates, as well as select institutional and retirement-plan clients. The firm manages discretionary, diversified portfolios with a focus on integrated financial planning and maintains a small client roster to support coordinated tax planning alongside portfolio management.

Timothy Voorhees is a financial advisor with Tax Efficient Asset Management Solution, Inc. (TEAMS) in Newport Beach, CA, holding Series 63 and 65 licenses and bringing 41 years of industry experience. He has been associated with Matsen Voorhees Mintz, LLP since 2011 and Voorhees Intellectual Property, LLC since 2008. Outside of his advisory work, Voorhees provides mediation services related to his church and supports community covenant-building initiatives. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients with tax-focused portfolio management, comprehensive financial and estate planning, and customized investment policy statements. The firm employs a phased, multidisciplinary approach combining proprietary technology and fiduciary coaching, while typically delegating day-to-day asset management to third-party managers through sub-advisory relationships.

Patricia Stallworth is a CFP® professional with 14 years of experience in financial planning. She is currently with MainStreet Financial Planning, Inc. and has prior experience at firms including Ellevest, Facet Wealth, and PS Worth. MainStreet Financial Planning, Inc. provides fee-only, advice-only financial planning and consultation for individuals, families, business owners, and nonprofit employers. The firm emphasizes long-term, low-cost passive investment strategies and offers multi-session planning engagements alongside educational seminars for both individuals and employer groups.

Kana Liu is a Series 65-licensed advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with four years of industry experience. She has worked at Sky Vision Wealth Management Corp. since 2021 and has held roles at affiliated firms since 2015. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth individuals, managing approximately $101 million across a three-advisor team. The firm employs a diverse investment process incorporating fundamental, technical, quantitative, cyclical analysis, and modern portfolio theory, utilizing a broad range of asset classes and trading strategies.

Garrett Jones is a CFP® with eight years of industry experience, currently serving at Crossroads Planning in Orange, CA. He has previously worked at Tax and Financial Group and Securian Financial Services Inc. In addition to his advisory role, Jones prepares tax returns and consults clients on tax matters. Crossroads Planning is a small advisory firm managing approximately $63 million for individuals, including high-net-worth clients, and small businesses. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, primarily passive, low-cost funds, and offers comprehensive financial planning alongside educational workshops.

Heather Boone is a financial advisor with Ehrlich Financial Group and holds a Series 66 designation. She has 18 years of industry experience, including 15 years at Ameriprise Financial Services, Inc. Boone is also licensed for insurance sales and performs related activities on a limited basis. Ehrlich Financial Group is a four-advisor team serving individuals, trusts, estates, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting, constructing portfolios with low-cost mutual funds, ETFs, and other securities tailored to clients’ goals and risk tolerances.

Robert Bull IV is a financial advisor at Sutter Capital Partners, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including Stratosphere Capital LLC and Addigence Corporation. Outside of traditional advisory roles, he serves as a FINRA arbitrator and is involved in consulting and compliance capacities with several financial firms. Sutter Capital Partners provides investment management and advisory services while also operating a sales-and-marketing practice that represents third-party investment managers. The firm conducts manager selection and due diligence and offers primarily non-discretionary advisory services, financial planning, and consulting.

Omar Kariuki is a financial advisor at Crosslight Global Investment Partners, LLC with 19 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Santander Investment Securities, Inc. from 2016 to 2022. Crosslight Global Investment Partners is a boutique advisory firm offering retirement plan consulting, private wealth management, sub-advisory portfolio management, and project-based services such as litigation support and divorce financial analysis. The firm serves employer plan sponsors, RIAs, and individual clients, employing a multi-asset, risk-managed investment approach that integrates fundamental, quantitative, and technical analysis along with third-party artificial intelligence and machine-learning tools.

Christopher Collar is a financial advisor at Collar Capital Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at St. Cloud Capital, Messari, SVB Securities LLC, Boston College, and served five years in the United States Department of the Army. Collar Capital Management serves individual and high-net-worth clients with asset management, pension consulting, and non-discretionary investment administration services. The firm employs multiple analysis methods and includes digital assets and options strategies in its portfolios, providing integrated financial planning without a separate charge.

Donald Doungpanya is a financial advisor at Salt Capital Wealth Management, LLC with 22 years of industry experience. He holds Series 66 and Series 63 designations and has worked at several related entities including GT Securities, Inc., Salt Capital Investment Advisors, LLC, and US Capital Wealth Management, LLC. Salt Capital Wealth Management provides investment management, consulting, and financial planning services to individuals, business owners, and institutions, including high-net-worth clients. The firm uses a combination of quantitative and fundamental analysis across multiple rule-based strategies and serves both individual and institutional clients.

Mark Yates is a CFP® professional with 22 years of industry experience, currently serving at Wealth Strategies Group. His background includes 16 years with Securities America Advisors, Inc. and running a sole proprietorship focused on health, life, and fixed annuity insurance sales. He is based in Newport Beach, CA. Wealth Strategies Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, estates, small businesses, and retirement plans. The firm uses a range of investment vehicles and analytical approaches, managing accounts on a discretionary basis and offering performance-based fee arrangements for qualified clients.

Ajay Khatri is a financial advisor at Alternity Investment Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including North Capital Mortgage and American Heritage Lending. In addition to his advisory role, Khatri is an independent mortgage broker and real estate salesperson, activities through which he receives commissions. Alternity Investment Advisors serves individuals, business owners, pensions, endowments, and non-profits, managing approximately $8.09 million across about 25 client relationships. The firm employs a primarily non-discretionary investment approach focused on long-term strategies and provides limited-scope retirement planning at no additional cost to existing clients.

Roger Kliminski is a financial advisor at Global Investment Solutions, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Global Investment Solutions since 1997. Global Investment Solutions provides discretionary portfolio management, variable annuity and variable life account management, and consulting services to individual and high-net-worth clients. The firm employs quantitative and technical investment strategies and licenses proprietary trading signals to other registered investment advisers.

Kevin Kolson is a CFP® with 20 years of experience in the financial services industry. He has worked at Advantage Asset Management, Inc. since 2004 and currently operates under the DBA Generational Wealth Strategies in Irvine, CA. 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 comprehensive investment approach that includes portfolio management, third-party manager oversight, alternative exposures, and family-oriented services such as coaching and enterprise-office support.