Alfred Mcintosh is a CFP® and Series 63 licensed advisor with 21 years of industry experience. He has been with McIntosh Capital Advisors, Inc. since 1996. McIntosh Capital Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm uses a primarily passive investment approach with ETFs and no-load mutual funds, complemented by selected active securities, managing approximately $45.3 million in assets across about 90 client relationships.

Kaine Nicholas is a financial advisor with Shifting the Culture Wealth Partners LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Merrill Lynch and Prudential, among others. Outside of advising, he teaches financial literacy to youth through the nonprofit Wall Street Wizards Academy and is involved in sales of photovoltaic technology and life insurance. Shifting the Culture Wealth Partners is a fee-only firm offering comprehensive financial planning and investment management primarily for individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a primarily passive, asset-class investment approach combined with fundamental and technical analysis, implementing portfolios through third-party Sub-Advisors and the Altruist platform.

Melanie Tanaka is a CFP® professional with over 34 years of experience in financial advising. She is currently with Legacy Financial Group, where she has worked since 2001, and has previous experience at SagePoint Financial, Inc. and Osaic Wealth, Inc. In addition to her advisory role, she provides notary services and sells life and long-term care insurance. Legacy Financial Group, LLC offers personalized investment advisory and financial planning services to individuals, trusts, estates, and other entities. The firm employs modern portfolio concepts and a combination of mutual funds, ETFs, and other securities, delivering both discretionary and non-discretionary management with regular reviews.

Siddarth Sharma is a financial advisor at Polestar Capital LLC based in Los Angeles, CA. He holds a Series 65 designation and has recently entered the industry, with prior experience at Spring Health, Deliverr, and roles in education and nonprofit sectors. Polestar Capital LLC serves as the general partner and investment adviser to private pooled investment vehicles and manages separately managed accounts for high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm employs a value-driven, contrarian equity approach focused on company fundamentals and uses both long-term and short-term strategies, including options and leverage.

Anthony Reed is a CFP® with 32 years of industry experience and has been with Millennium Investment Services since 1995. He also serves as managing member and sole owner of MIS Partners, LLC, and oversees MIS Equity Strategies, LP. Millennium Investment Services offers discretionary and non-discretionary investment management and related concierge services to individuals, pension plans, trusts, estates, and business entities. The firm focuses on U.S. equities, mutual funds, ETFs, and options-based strategies, with customized portfolios typically managed on a discretionary basis, and sponsors pooled investment vehicles with performance-based compensation structures.

Ryan Haslam is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Hesen & Haslam, LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Haslam is involved in retirement income specialization and holds Series 63 and Series 65 licenses. Hesen & Haslam advises individuals, trusts, employer retirement plans, and business entities, focusing on asset management, retirement-plan consulting, and comprehensive financial planning. The firm operates as a fiduciary specializing in wrap-fee portfolio management with an emphasis on strategic asset allocation and conservative fixed-income management.

Vijay Ahuja is a CFP® with 17 years of industry experience, currently serving at R Tech Advisors, Inc. since 2004. He is also president and senior consultant of R Tech Consultants, Inc., a third-party retirement plan administrator, a role he has held since 1992. In addition to his advisory work, Ahuja leads consulting and operational management activities at R Tech Consultants, Inc. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, retirement plan participant education, and estate and business consulting.

Richard Dinel is the sole advisor at R.H. Dinel Investment Counsel, Inc. in Los Angeles, CA, with 28 years of industry experience. He has been with the firm since 1992. R.H. Dinel Investment Counsel provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm focuses on in-depth research of individual common stocks, emphasizing long holding periods and growth companies aligned with economic themes, and manages a concentrated client roster that includes charitable organizations and pension/profit-sharing plans.

Louiza Smith is a Series 65-licensed advisor at Acap Asset Management, Inc. with seven years of industry experience. She has worked at Acap Asset Management since 2016. Acap Asset Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning, retirement plan consulting, tax planning and preparation, and personalized bookkeeping services.

Millicent Callahan is a financial advisor at Callahan & Callahan Asset Management, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Callahan & Callahan since 2002. She also holds a California insurance license. Callahan & Callahan Asset Management provides non-discretionary portfolio management and advisory services to individuals, trusts, estates, corporations, small business owners, and institutional clients. The firm uses a client profile process to tailor diversified portfolios, combining charting, fundamental and technical analysis, with an emphasis on asset allocation and income mutual funds, while employing covered-call and covered-put equity strategies.

Jack Gelnak is a financial advisor at Premier Wealth Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Premier Wealth Advisors since 2007. In addition to his advisory role, he is licensed to sell insurance products and mortgage and real estate products through affiliated firms. Premier Wealth Advisors provides investment advisory and portfolio management services primarily through a manager-of-managers approach, serving individuals, trusts, pension, and institutional clients. The firm focuses on selecting and monitoring third-party registered investment advisers and involves clients directly in decisions related to asset management.

Damion Smith is a financial advisor at Great Gable Wealth Management, LLC with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith holds Series 63 and Series 65 licenses. Great Gable Wealth Management provides discretionary portfolio management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity and fixed-income allocations, using value-based analysis and competitive advantage assessments.

Shufan Cao is a CFP® certificant with 16 years of industry experience, currently serving as an advisor at Silver Oak Wealth Advisors Services, LLC since 2018. Prior to this, Cao worked at Silver Oak Wealth Advisors, LLC from 2005 to 2017. The firm serves individuals, family trusts, charitable organizations, and businesses by providing integrated wealth management, financial planning, transition planning, and discretionary investment management. Silver Oak Wealth Advisors Services employs a holistic “Family CFO” model that combines investment planning with tax, estate, cashflow, and risk management, using both passive and active strategies alongside third-party managers and consultants.

Mitchell Hesen is a financial advisor at Hesen & Haslam with over 44 years of industry experience. He holds the CFP® and ChFC® designations and has been with Hesen & Haslam since 2017, also maintaining a relationship with LPL Financial since 2014. Hesen & Haslam provides investment advisory and planning services primarily to individuals, including high-net-worth clients, as well as trusts, employer retirement plans, and business entities. The firm emphasizes individualized portfolio management with a retirement-income focus, combining a disciplined fixed-income process with access to various model and manager programs.

Efren Bolisay is a financial advisor at Sitrin Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital since 2016. The firm serves individuals, high-net-worth clients, trusts, pension plans, and corporate entities, managing approximately $351 million across about 236 client relationships. Sitrin employs a top-down investment process that emphasizes fundamental, technical, and cyclical analysis, with portfolios primarily composed of individual equities and selective use of fixed income and ETFs.

Alvin Parra is a financial advisor with C. E. Skowrup & Co. holding Series 63 and Series 65 credentials and eight years of industry experience. He has held roles at Strategic Choices Wealth Advisors Inc. since 2018 and is President and Life and Health agent of Strategic Choices Financial & Insurance Solutions. Outside of financial advising, Parra is the founder and president of Reyuz Inc., a company in the pre-manufacturing phase of plastic products. C. E. Skowrup & Co. is a small, state-registered investment adviser serving individual and high-net-worth clients with non-discretionary portfolio management and retirement rollover guidance. The firm emphasizes a buy-and-hold approach using fundamental criteria for equity selection and focuses on investment-grade fixed-income securities with short maturities.

Robert Cooke is a financial advisor at Broxton Capital Advisors with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hudson Cooper Asset Management and Broxton Capital Advisors. Outside of his advisory role, he is involved with San Juan Incubators, which assists development-stage companies. Broxton Capital Advisors serves individuals, corporations, trusts, independent managers, other advisors, and institutions, offering portfolio management through direct and co-advisory arrangements. The firm employs a blend of fundamental and technical analysis combined with proprietary models across a diverse range of strategies, including income-focused management and shorter-term trading.

Evan Shorten is a CFP® professional with 26 years of industry experience, currently serving at Paragon Financial Partners since 2011. He has prior experience with JVIF, LLC and operates A Very Shorten Production, a marketing and public relations consulting firm. Outside of advisory work, he is involved in independent insurance sales. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations, offering wealth management, portfolio management, financial planning, and occasional trustee services. The firm employs a primarily long-term investment approach based on fundamental analysis and is notable for its use of margin and options in separately managed accounts.

Thea Nesis is a Series 65-licensed financial advisor with seven years of experience, currently with Applied Wealth Management in Santa Monica, CA. She has held roles at Miracle Mile Advisors, LLC, and operates Thea Nesis LLC, where she provides consulting and solicitor services. Additionally, she has a background in law but does not actively practice. Applied Wealth Management serves individuals, business entities, charities, and retirement plans, offering comprehensive financial planning, portfolio management, and estate-planning support. The firm employs an investment approach centered on asset allocation and modern portfolio theory, utilizing custom model portfolios and third-party sub-advisers, with accounts typically managed on a discretionary basis.

Craig Farkas is a CFP® professional with over 27 years of experience at Harold Davidson & Associates, Inc. based in Los Angeles, CA. He has been with the firm since 1999 and continues to serve as an advisor there. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships with a small advisory team, offering individualized portfolio management, planning services, and advice on employer retirement plans and private pooled vehicles.