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.

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.

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.

Raj Vasudevan is a financial advisor at White Stork Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Edwards Lifesciences Inc., Bio-Rad Laboratories Inc., and DeliverHealth Inc., as well as operating his own firm, Raj Vasudevan LLC. Outside of advisory work, he serves as a project manager in healthcare technology at Bio-Rad Laboratories. White Stork Asset Management provides discretionary investment management primarily focused on equities and U.S. Treasury securities for individuals, non-profits, and institutions. The firm employs a bottom-up, fundamental investment approach with active allocation and risk controls, serving a diverse client base that includes a significant number of non-U.S. clients.

Tony T. Chan, CFP®, EA, is the founder of Crossroads Planning, LLC, a Fee-Only financial and tax planning firm in Orange County, California. As a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, Tony helps clients coordinate investment, retirement, and tax decisions through an integrated, long-term planning process. With more than 20 years of financial planning and tax-services experience, Tony works with individuals and families seeking thoughtful guidance on retirement income, portfolio strategy, tax planning, cash-flow and debt decisions, risk management, and estate-planning coordination. His approach is grounded in the belief that financial planning should be both technically sound and personally meaningful—aligning money with the life clients want to build. Tony earned his degree in Finance from California State University, Fullerton. He is an active member of the Financial Planning Association of Orange County and the National Association of Personal Financial Advisors. He has been recognized by InvestmentNews as a 2016 “40 Under 40” honoree and by CPA Practice Advisor as a 2018 “40 Under 40” honoree.

Donald Bizub is a financial advisor at HG Wealth Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hamilton Grant LLC and Western International Securities, Inc. Bizub is also involved in life, health, and annuity insurance sales as a licensed insurance agent. HG Wealth Partners is a registered investment adviser serving a limited number of individual clients, families, trusts, and certain institutional or corporate accounts. The firm offers discretionary portfolio management and standalone financial planning, with investment decisions based on fundamental analysis and periodic account reviews.

Yongduk Chung is a financial advisor at JC&Company with six years of industry experience. He holds Series 65 and Series 63 licenses. Chung has worked at The Leaders Group Inc and The Leaders Group DBA Simplicity Investments, and he also serves as president of JC & Co, Inc and JC & Co Law Corp, where he manages accounting and legal practices in addition to his advisory role. JC&Company provides discretionary investment management and financial planning services to individuals, families, trusts, ERISA-governed retirement plans, and business entities. The firm offers customized, diversified portfolios using fundamental and macroeconomic analysis and operates with affiliated professional firms in accounting, insurance, and law, disclosing referral arrangements and potential conflicts of interest.

Ulli Niemann is a financial advisor at Southland Investments with 33 years of industry experience. He has been with Southland Investments since 1993. Niemann maintains an investment-related blog, The ETF Bully, which generates advertising revenue. Southland Investments provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a proprietary trend-tracking methodology using passively managed index funds and ETFs, managing roughly $22.6 million across about 95 discretionary accounts.

Ernesto Araiza is a financial advisor at FHWV Financial LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with FHWV Financial since 2017. He also serves as a CPA Manager at FHWV Partners, LLP. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, focusing on financial planning and referrals to third-party registered investment advisers and managed-account platforms. The firm emphasizes tax-aware planning and financial analysis, reflecting its accounting orientation, and operates primarily as a solicitor rather than managing client portfolios directly.

Tara Manista is a CFP® and ChFC® with seven years of industry experience. She is currently an advisor at Sachi Financial Planning in Newport Beach, CA, where she has worked since 2023. Her prior experience includes roles at Securian Financial Services Inc., Tax and Financial Services Inc., Minnesota Life, Beacon Hill Staffing, and Chapman University. Sachi Financial Planning serves individual, high-net-worth, and business clients with comprehensive financial planning and investment management, combining passive and active strategies and offering estate plan preparation and educational seminars. The firm operates as a fee-only adviser and utilizes AI-assisted tools for estate planning alongside its management on the Altruist platform.

Max Abrams is a financial advisor at Money Managers, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in mortgage and finance companies before joining Money Managers, Inc. Outside of his advisory work, Abrams is involved in real estate brokerage and mortgage funding activities. Money Managers, Inc. provides investment advisory and financial planning services to individuals, small businesses, and charities. The firm employs a long-term investment approach, utilizing mutual funds, ETFs, and individual securities, and offers portfolio management, financial planning, tax-related services, and 401(k) plan reviews.

Tristan De Mers is a financial advisor at Pruvise with seven years of industry experience. He holds a Series 65 designation and has worked at Pruvise since 2016. In addition to his advisory role, he provides accounting and business consulting services through an affiliated entity where he serves as president. Pruvise offers financial planning and portfolio management services to individuals, families, small businesses, and institutional clients, with a focus on corporate retirement-plan advisory and individual consultation. The firm employs a combination of fundamental, technical, and charting analysis, implementing various asset-allocation strategies using both long- and short-term trades.

Elisabeth Eropkin is a financial advisor at Prosperent Capital, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience with Reach Agency, Inc. and her own consulting firm, Eropkin Enterprises Inc., where she serves as president. Outside of investment advising, she is the managing director of client services at Prosperent Co, a CPA firm. Prosperent Capital, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes long-term, diversified portfolios using low-cost, passive mutual funds and ETFs, supplemented by individual securities and algorithmic tools, and integrates affiliated accounting and insurance services.