Robert Mcdaniel is a financial advisor at Lighthouse Financial Services Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses 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 various 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.

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 Arctic Capital. Outside of his advisory role, he serves as a FINRA arbitrator and is involved in consulting and compliance roles at several financial services firms. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm conducts manager selection and due diligence, offers mostly non-discretionary advisory services, and provides financial planning and consulting on a fixed-fee or hourly basis.

Kevin Davidson is a financial advisor at DW Financial Inc with 24 years of industry experience. He holds a Series 63 designation and has worked at H.D. Vest Investment Securities, Inc. since 1999. In addition to his advisory role, Davidson operates a CPA practice dating back to 1987. DW Financial Inc provides discretionary investment management, financial planning, and tax planning primarily for individual clients. The firm focuses on no-load mutual funds selected through an internal process and combines investment advice with supervised tax-preparation and tax-planning services.

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.

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 designations and has worked previously at The Leaders Group Inc and The Leaders Group DBA Simplicity Investments. Outside of advising, he is also the president of JC & Co Law Corp and JC & Co, Inc, and an independent insurance agent. JC&Company provides discretionary investment management and financial planning to individuals, families, trusts, ERISA-governed retirement plans, and business entities, typically serving clients with accounts of $300,000 or more. The firm constructs customized, diversified portfolios using fundamental and macroeconomic analysis and manages accounts with full discretionary authority under a Comprehensive Portfolio Management Agreement.

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.

Dion Collins is a CFP® professional with 25 years of industry experience. He has operated Collins Advisory since 1999 and is affiliated with James Curtis Financial And Insurance Services in Fullerton, CA. In addition to his advisory role, he is involved in independent insurance sales. James Curtis Financial And Insurance Services provides customized financial planning and portfolio management to individuals, high-net-worth clients, and other investment advisers on a non-discretionary basis. The firm employs a tailored Investment Policy Statement and combines fundamental and quantitative analysis with modern portfolio theory to construct long-term portfolios, offering a range of investment options including mutual funds, equities, fixed income, ETFs, real estate funds, and insurance products.

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.

Josiah Jennings is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., and LPL Financial. Outside of his advisory role, Jennings serves as CEO of Oak Quarry Management, LLC, which manages investment funds focused on real estate and small businesses, and Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million using a portfolio approach based on Modern Portfolio Theory, emphasizing diversification, long-term buy-and-hold strategies, and tailored rebalancing. Vela also incorporates third-party managers and private funds when suitable.

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 Series 65 licensed advisor with seven years of industry experience, currently serving at PruVise in Newport Beach, CA. He also provides accounting and business consulting services through PruVise, Inc., where he holds the role of President. Additionally, he has a minor role assisting with office administration at Mason Dean Capital. PruVise is a small, state-registered advisory firm that offers asset management and financial planning services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a variety of investment strategies tailored to clients’ goals and may recommend private funds and alternative investments when appropriate.

Elisabeth Eropkin is a financial advisor at Prosperent Capital, LLC with two years of industry experience and holds a Series 65 designation. She has worked at Prosperent Co since 2023 and previously at Reach Agency, Inc. from 2021 to 2024. Outside of her advisory role, she serves as Managing Director of Client Services at a CPA firm and is President of a business consulting company. Prosperent Capital, LLC provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm employs a long-term, diversified investment approach using low-cost passive funds and supplements its strategies with third-party tools, integrating accounting and insurance services within its offerings.

Tommy Lau is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Fidelity Investments for 10 years and Securities America, Inc. for one year before joining Lanes Wealth Management LLC, where he has been since 2017. Lanes Wealth Management provides discretionary portfolio management and financial advice primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-only investment approach supplemented by strategic asset allocation and offers performance-based fee arrangements for qualified clients.