Scott Parent is a CFA® charterholder with 28 years of industry experience. He has worked at Pacific Specialty Investment Group, LLC since 2015 and also has experience with Parent Investment Management, LLC and Innovative Capital Management, LLC. Pacific Specialty Investment Group provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $123 million across about 100 clients and uses a custom, actively managed investment approach that incorporates macroeconomic analysis, fundamental and technical research, and a range of securities.

Juan Verdin is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wilson Financial Advisors since 2018. Verdin is also a licensed independent insurance agent involved in selling fixed insurance products. Wilson Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, long-only investment approach with tactical and strategic asset allocation, and it is noted for providing free public educational workshops in addition to its advisory services.

Bryan Ward is a CFP® professional with 16 years of industry experience, currently serving as an advisor at ProCore Advisors, LLC. His prior experience includes roles at Ward Aguilar Financial and Partnervest Advisory Services LLC. He is also active as a property and casualty insurance agent and holds a health insurance agent role on a limited basis. ProCore Advisors provides investment advisory and planning services to individuals, trusts, estates, businesses, and retirement plans, combining automated advisory platforms with access to alternatives and privately placed investments. The firm employs a range of analytical approaches and manages discretionary assets totaling approximately $143.7 million.

Max Mc Grail is a Series 65-licensed advisor with MMM Capital Ventures, where he has been working since 2025. He is also the founder and CEO of Sunset Beach Collective LLC, a lifestyle brand focused on clothing and merchandise. His prior career includes roles at the Auto Club of Southern California and several other positions across different industries. MMM Capital Ventures is a small advisory firm serving primarily individual retail investors and custodial accounts for minors. The firm employs an active, market-timing approach that uses technical analysis, sentiment measures, and market news, offering both discretionary and non-discretionary portfolio management with sophisticated strategies including options and leveraged ETFs.

James Thornton is a financial advisor with Elevate Wealth Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with several firms, including Park Avenue Securities and Northwestern Mutual, and currently serves as Chief Financial Planner at Elevate Financial & Insurance Services, LLC. Elevate Wealth Advisors, LLC is a state-registered investment adviser providing discretionary investment management and portfolio services to individual and high-net-worth clients. The firm employs an active, adaptive approach based on fundamental analysis and manages both separate accounts and a pooled private fund with an ETF call-option long/short strategy for accredited investors.

Reva Sanchez is a financial advisor at Osage Pacific Advisors, Inc. in Laguna Hills, CA, with six years of industry experience. She holds a Series 65 designation and has worked at Osage Pacific Advisors since 2018. Prior to this, she spent 15 years at River Rock Real Estate. Osage Pacific Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and private funds. The firm’s investment approach focuses on asset allocation and customized, diversified portfolios, typically managing accounts on a discretionary basis while accommodating client restrictions when requested.

Kevin Martin is a financial advisor at Ark Wealth Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Curve Capital, LLC, Bridge Capital Consulting, LLC, and was self-employed for two years. Ark Wealth Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business clients. The firm employs an individualized, asset-allocation driven investment process, utilizing a combination of fundamental, quantitative, sector, and cyclical analysis to manage diversified portfolios, often incorporating third-party managers and Schwab-managed account programs.

Amber Pavlovich is a financial advisor with Ivanoff Wealth Management Inc. in Cypress, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Ivanoff Wealth Management, she was a homemaker for seven years. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals—including high-net-worth clients—as well as retirement plans, corporate and institutional investors, and other registered investment advisors. The firm uses third-party sub-advisors and a co-advisor to implement tailored portfolios based on client objectives, risk tolerance, and time horizons.

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.

Richard Moon is a financial advisor at Ascendant Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with Ascendant since 2015. Outside of his advisory role, he is a licensed insurance agent and an accountant. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a combination of modern portfolio theory alongside fundamental and technical analysis to construct customized portfolios that are reviewed quarterly and may include a range of investment products.

Kenneth Catanzarite is the president and chief investment strategist of Aegis Asset Management, Inc. with 14 years of industry experience. He has been involved in multiple business ventures, including serving as president and controlling shareholder of Catanzarite Law Corporation, a firm providing legal services primarily in business litigation and pension consulting. He also leads various real estate and construction companies that manage personal and family business activities. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations, offering portfolios that combine fundamental, technical, and cyclical analysis across multiple asset classes tailored to client-specific factors.

Trent Kolden is a financial advisor at Tidecrest Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at WestPark Capital and Marriott. Tidecrest Wealth Management provides advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach combines quantitative, fundamental, technical, and economic analysis, incorporating both public and private securities, and integrates private placements and alternative investments into client portfolios.

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 Costa Mesa, CA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Voorhees is also licensed to practice law in Maryland and is involved in mediation services and church community support through his work with HISPEACE.NET and Covenant.net. His career includes leadership roles at Matsen Voorhees Mintz, LLP and Voorhees Intellectual Property, LLC. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients by providing tax-focused investment management, estate and financial planning, and alternative investment oversight. The firm employs a multi-phase advisory process emphasizing tax-aware portfolio optimization and estate integration, supported by formal affiliations with legal, insurance, and investment entities.

Patricia Stallworth is a CFP® with 14 years of industry experience, currently with MainStreet Financial Planning, Inc. in Irvine, CA. Her prior roles include positions at Ellevest, Facet Wealth, and PS Worth. MainStreet Financial Planning provides fee-only, advice-only financial planning and consultation to individuals, families, business owners, and nonprofit employers. The firm emphasizes a long-term, low-cost passive investing approach and offers comprehensive planning services along with educational seminars and workshops.

Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and 34 years of industry experience. He has been with Sackett Wealth Advisors since 2017 and previously worked at Independent Financial Group. Sackett is also the owner of Sackett Financial Group, which provides tax, accounting, business consulting, and insurance services. Additionally, he serves on the board of directors for a propane and natural gas distributor and is involved in overseeing an e-commerce business for HVAC control systems. 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 delivers discretionary investment advice using an asset-allocation approach focused on equities, fixed income, ETFs, mutual funds, and other securities, and is affiliated with an accounting practice offering tax planning and related consulting services.

Kana Liu is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, holding a Series 65 credential with four years of industry experience. She has worked with Sky Vision Wealth Management since 2021 and has prior experience at related firms including Sky Vision Management Corp. and Sky Vision Insurance China. Sky Vision Wealth Management Corp. is a Delaware-registered investment adviser with a three-person team managing approximately $101 million for individual and high-net-worth clients. The firm provides portfolio management and financial planning services using multiple analytic approaches and typically seeks discretionary authority while employing a combination of U.S. and non-U.S. securities and private funds.

Robert Mcdaniel is a financial advisor at Lighthouse Financial Services Inc in Brea, CA, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lighthouse Financial Services since 1998. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection, emphasizing asset allocation across multiple model 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.