Bing Cao is a financial advisor at Sky Vision Wealth Management Corp. with five years of industry experience. He holds a Series 65 designation and previously worked at Platinum Eco Capital, Hercules Investments, and Beijing Vitality Textiles Co. Ltd. Cao is also the founder and CEO of Egret Wealth Group LLC, a life and health insurance sales and services business. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily for high-net-worth and other individual clients. The firm employs a range of analytical techniques and investment vehicles, serving approximately 82 clients with a three-advisor team managing about $101 million in assets.

Easton Miller is the principal of Miller Financial Services, Inc. in San Juan Capistrano, CA, with eight years of industry experience. He holds a Series 66 designation and previously worked at Smith Financial Services and Chapman University. Miller also provides tax preparation and planning services as a licensed tax consultant. Miller Financial Services, Inc. offers fee-only investment advisory and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm manages client accounts on a non-discretionary basis, using a combination of active and passive strategies informed by fundamental analysis, with an emphasis on individualized investment policies and long-term orientation.

Jeremiah Chafkin is a financial advisor at Yayati Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked with Retirement Income Advisors dba Preservation Capital Management and AssetMark Financial Holdings. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, utilizing model-driven strategies based on Modern Portfolio Theory, options pricing, and proprietary technology. The firm offers Custom Strategies, options-based Overlay Solutions, and named strategies including the VOLT overlay, incorporating derivatives and margin to achieve targeted market exposure.

Laurie Dubchansky is a CFP® professional with nine years of experience in financial advising, currently serving at Havaplan Financial since 2016. She is based in Newport Beach, CA, and works alongside one other advisor in a two-person team. Havaplan Financial serves individual and high-net-worth clients with discretionary portfolio management and a comprehensive range of financial planning services. The firm primarily uses a passive investment approach with asset-class weighted portfolios built from index mutual funds and ETFs, supported by individualized Investment Policy Statements.

William Kieran is a financial advisor at Kevin Kennedy, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sei from 2015 to 2023. Kevin Kennedy, LLC provides financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI Investment Management Corporation’s model portfolios and mutual fund managers for security selection and offers primarily non-discretionary services without taking custody of client assets.

Gabriel Medina is a financial advisor at Bridge Capital Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sagewater Financial LLC, United Planners' Financial Services, and other firms. Medina also served in the Oregon and California Air National Guard for a combined 23 years. Bridge Capital Consulting provides investment management and financial planning services to individual clients, including high-net-worth individuals, business owners, families, and charitable organizations. The firm employs a top-down investment approach using model portfolios from SEI Investments Company and American Funds Service Company, combining in-house discretionary management with external manager programs.

Mario Zita is a financial advisor at Laguna Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Merrill, Daniel Wealth Advisors, and GameDay Wealth Group. Outside of his advisory role, he owns two companies focused on Italian pasta sauce development and creative media projects. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, and trusts, offering comprehensive portfolio management, retirement plan consulting, and estate-planning services. The firm uses a blend of fundamental, technical, and cyclical analysis and incorporates third-party SMA relationships tailored to client objectives and risk tolerances.

Michael Masciorini is a financial advisor at Ticino Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years before joining Ticino Wealth in 2025. Ticino Wealth provides wealth and investment management and financial planning to individual and high-net-worth clients, managing approximately $395 million across discretionary and non-discretionary accounts. The firm employs a blend of active and passive strategies with an emphasis on tax-aware asset allocation, ongoing monitoring, and the use of third-party managers when appropriate.

Scott Jones is a financial advisor at Sumnicht & Associates, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Sumnicht & Associates since 2007. He is also associated with Berry Network, Inc., where he has been involved since 1989. Sumnicht & Associates is a boutique family-wealth advisory firm serving high-net-worth families, trusts, foundations, and estates. The firm uses a multidisciplinary, team-based approach and primarily implements portfolios through ETF-based allocation models managed by an affiliated adviser, focusing on a small client roster and maintaining a family office relationship with a single family.

Richard Cervisi is a Series 65-licensed advisor at Global Investment Solutions, LLC with seven years of industry experience. He has worked at Global Investment Solutions since 2019, following a brief retirement period from 2016 to 2019. Global Investment Solutions primarily serves individual and high-net-worth clients, offering discretionary asset management, ongoing consulting, and direct management of variable annuity and variable life subaccounts. The firm utilizes proprietary, rules-based investment programs supported by fundamental, technical, and cyclical analyses, managing portfolios on a discretionary basis with asset allocations driven by trend, momentum, and sentiment indicators.

Shane Hiller is a financial advisor at Sonoma Private Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill Lynch, Bank of America, Wells Fargo Advisors, Parallel Advisors, and Ameriprise Financial Services. In addition to his advisory role at Sonoma, he serves as a Private Bank Advisor for Comerica Bank, working with their private bank clients. Sonoma Private Wealth LLC offers portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios, sub-advisers, and customized asset-allocation strategies that incorporate ESG considerations through HIP Investor’s sustainability ratings.

Larry Michaels is a financial advisor with Legacy Advisory Group, Inc in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Crown Capital Securities, LP for 12 years and has been involved with Accounting & Legal Network since 2010. Legacy Advisory Group, Inc provides portfolio management and advisory services to individual and high-net-worth clients, pension, and profit-sharing plans, utilizing a model-informed investment process overseen by an internal committee. The firm offers discretionary and non-discretionary accounts and manages its own wrap-fee program, integrating multiple investment strategies.

Pierre Ngo is a CFP® with 40 years of industry experience. He has been with Advanced Financial Strategies, Inc. since 2000 and Capital Synergy Partners, Inc. since 2010. Ngo is also president and owner of Advanced Financial Strategies & Insurance Services and holds ownership stakes in other business entities related to real estate where his firm is located. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, and high-net-worth individuals and families by offering comprehensive financial planning, discretionary asset management, estate planning, and risk-management services. The firm integrates strategic asset allocation with both passive and active investment approaches and employs technology platforms for portfolio management and documentation support.

Steve Rumsey is a financial advisor with Optimus Advisory Group in Dickson, TN, holding a Series 63 designation and 17 years of industry experience. He has been with Optimus Advisory Group since 2008. Outside of his advisory role, he is involved in the sale of life, fixed and term, health, and fixed annuities through various insurance companies. Optimus Advisory Group serves individuals, families, trusts, pension and profit-sharing plans, and other business entities with financial planning and investment management. The firm uses a combination of strategic asset allocation, market analysis, and proprietary algorithms to manage tactical ETF and mutual fund portfolios and also offers model portfolio services and investment signals to other advisors.

Nicholas Bautista is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Clearview Wealth Management since 2018 and previously worked at Bare Financial and Commonwealth Financial Network. Bautista is also the founder and CEO of a nonprofit organization that promotes free play soccer for adolescents. Clearview Wealth Management serves individual clients, trustees, and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm uses a variety of investment vehicles and analysis tools to tailor plans and portfolios, and also offers tax preparation services exclusively to its clients.

Jessica Roks is a CFP® certificant with 14 years of industry experience currently advising clients at JDM Financial Group LLC. She has previously worked at Empirical Wealth Management, Creative Planning, Tippett Moorhead & Haden, and M Holdings Securities, Inc. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions by offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes an asset-allocation approach using mutual funds and ETFs and integrates fundamental and behavioral finance analyses in its market evaluations.

Colette Sadlier is a financial advisor at Advanced Financial Strategies Inc. with a Series 65 designation and one year of industry experience. Her background includes roles in media and education at organizations such as CNBC, CBS News, and Pepperdine University. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, high-net-worth individuals and families, trusts, estates, and qualifying retirement plans. The firm focuses on strategic asset allocation combining passive exposures with active management and tactical adjustments, offering comprehensive financial planning, discretionary asset management, estate and business planning, and risk management services.

John Labriola is a CFP® practitioner with over thirty-two years of experience in the financial industry. He has been with Laguna Wealth Advisors, LLC since 2013 and previously worked at Sagent Wealth Management and Merrill. Outside of finance, he is involved as president and partial owner of Fountain Valley Skating Center, a recreational roller skating facility. Laguna Wealth Advisors serves high-net-worth individuals, retirement plans, business entities, and trusts, offering portfolio management, retirement plan consulting, and estate-planning services. The firm uses a blend of fundamental and technical analysis with tailored client allocations and incorporates third-party SMA oversight in its investment approach.

Robert Hicks is a financial advisor with Osage Pacific Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Osage Pacific Advisors since 2017 and is also the managing member of Alternative Asset Group LLC, a non-investment-related business. Osage Pacific Advisors provides investment management and financial planning services to individuals, trusts, estates, retirement plan participants, businesses, and private funds. The firm’s approach emphasizes overall asset allocation before individual security selection, using a mix of fundamental, cyclical, charting, and technical analysis, and generally favors longer-term holdings while employing options and other strategies when appropriate.

Maximilian Mann is a CFP® and holds a Series 66 license with eight years of industry experience. He is affiliated with Professional Financial Advisors Inc and has previously worked at Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of financial advising, Mann is active in voiceover acting and reading for various roles. Professional Financial Advisors, Inc. serves individual clients including high-net-worth individuals and business owners, providing comprehensive financial planning, retirement, estate, and tax-focused analyses alongside portfolio asset management. The firm’s investment approach is conservative and allocation-driven, emphasizing client-directed, non-discretionary management and integrating tax and accounting expertise into its advisory services.