West Cohan is a CFP® with 11 years of industry experience and is currently with InvestLinc Wealth Services. He has been with the firm and its predecessor entities since 2013. Outside of his advisory role, Mr. Cohan is the CFO and founder of Lémore, a skincare company. InvestLinc Wealth Services provides wealth and portfolio management to high-net-worth individuals, families, and related entities. The firm offers customized investment implementation, financial planning services, and manages portfolios using fundamental, technical, and quantitative analysis across traditional and alternative asset classes.

Michael Vaughn is a Series 65-licensed financial advisor with Vaughn Investment Advisors Inc. in Tustin, CA, where he has worked since 2007. He has 12 years of industry experience. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets. The firm serves individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations, using a team-based investment process that combines top-down macro analysis with bottom-up security selection and emphasizes diversification through ETFs and ETNs.

John Cooke is a Certified Financial Planner® with 24 years of industry experience. He has been with Cooke Wealth Management, LLC since 2003, where he serves as one of two advisors. Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients with discretionary investment management, financial planning, and financial coaching. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory and integrates a Christian stewardship perspective into its planning process.

David Hutchison is a CFA® charterholder with 18 years of industry experience. He has been with Triad Investment Management, LLC since 2013. He serves on the Investment Advisory Committee for CalOptima, a health insurance provider, where he helps oversee investment consultants and outside managers for corporate cash management. Triad Investment Management serves individual investors, including high-net-worth clients, as well as foundations and businesses. The firm focuses on fundamental security analysis and concentrated equity portfolios aimed at long-term capital growth, managing roughly $120 million across about 40 client relationships.

Mickey Payne is a financial advisor at Advisors on Call in Newport Beach, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His work history includes roles at Wealth Management & Business Concepts, Emmaus Capital Management, and William Jordan Investments Inc. Outside of advisory services, he is president of Teleios Back Office Solutions, providing bookkeeping and consulting services to raise capital for alternative investments. Advisors on Call offers personalized investment advisory and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement and pension plans. The firm focuses on tailored asset allocation, manager selection, and ongoing risk assessment, serving both high net worth clients and institutional clients with discretionary and non-discretionary agreements.

Robertina Gama is a financial advisor at GAMA Wealth Management, LLC in Irvine, CA, holding a Series 65 designation with six years of industry experience. She has been with GAMA Wealth Management since 2019. GAMA Wealth Management serves high-net-worth individuals through discretionary asset management via its wrap-fee program. The firm manages approximately $29.6 million in assets, emphasizes individualized portfolios with continuous supervision, and employs various strategies including fundamental analysis, options writing, and margin transactions.

Tami Simpson is a CFP® professional with 19 years of experience in financial advising. She is currently with Wealth Financial Group West, Inc. and has held roles at Gradient Advisors, LLC, Brokers International, and SGL Financial, LLC. In addition to her advisory work, she is involved in insurance sales through Simpson & Simpson Life Insurance Services, Inc. Wealth Financial Group West, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients, combining model portfolios with multiple analytical methods and offering access to third-party managed programs while assisting clients with implementation and account administration.

Brian Walker is a financial advisor at SVL Investment Management with 29 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 22 years. Walker has held a Series 63 designation and has experience as a former insurance agent earning trailer commissions. SVL Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach that incorporates strategic asset allocation, monthly rebalancing, and a proprietary valuation model with a long-term horizon.

Clifford Kolson is a financial advisor with Generational Wealth Strategies in Irvine, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Advantage Asset Management, Inc. since 1994. Outside of advising, Kolson is a licensed California real estate broker and also works as an insurance agent. 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 structured investment approach that incorporates portfolio management, alternative exposures, and family-oriented services.

John West is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Flatrock Wealth Partners LLC, where he has worked since 2022. His prior experience includes positions at Research Affiliates, LLC and Verus Advisory, Inc. Flatrock Wealth Partners provides discretionary wealth management and financial planning services to individuals, high-net-worth households, trusts, estates, foundations, and select businesses. The firm manages approximately $417.6 million in assets across 73 client relationships, focusing on customized, primarily long-term portfolios that integrate ETFs, mutual funds, individual equities, and alternative investments.

Michael Thibodeaux is a financial advisor with Elevate Wealth Advisors, LLC in Newport Beach, CA. He holds a Series 65 designation and has been working in the financial services industry since 2020, including roles at World Financial Group and Elevate Financial Partners. Elevate Wealth Advisors, LLC provides discretionary investment management and portfolio trading for individual and high-net-worth clients. The firm employs an active, adaptive investment approach focused on fundamental analysis and offers participation in a private fund utilizing an ETF call-option long/short strategy.

Bryan Ugalde is a financial advisor at FDP Wealth Management, LLC in Irvine, CA, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with FDP Wealth Management, Executive Insurance Agency, FDP Insurance Services, and Valmark Securities since 2010. Outside of advising, he serves as COO of FDP Insurance Services, overseeing the operation of the insurance and advisory business. FDP Wealth Management provides investment consulting and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, and institutional clients. The firm delivers non-discretionary advice focused on fundamental analysis and diversification, featuring a specialized life-insurance trust analysis process known as the TOLI Expert System.

Armand Batocabe is a financial advisor at Golden State Capital Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at LTNG Capital, X Capital Advisors, SecureVest Financial Group, and Wells Fargo Clearing, among others. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity and venture capital. The firm employs a long-term, research-driven approach and offers non-discretionary portfolio management with customized due diligence on private placements.

Mark Shoemaker is a financial advisor with BSIAS Advisors, LLC in Anaheim, CA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Peter P. Brown in real estate for 16 years and has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and Brown-Shoemaker, CPA's since 1979. BSIAS Advisors, LLC provides discretionary and non-discretionary portfolio management primarily for individuals, families, trusts, and retirement accounts. The firm follows a fundamental, long-term buy-and-hold investment philosophy with tailored asset allocations and plans to offer income tax preparation services to existing clients starting in 2025.

Shiyi Zhang is a financial advisor at Illumine Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Leju USA LLC and in academic roles at the University of California and Walla Walla University. Outside of advising, Zhang has experience as an assistant manager in the retail sector. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and customizes allocations based on client objectives and risk tolerances.

Nitai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors in Irvine, CA, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he worked at Tillys Inc and Chokshi & Shah CPA. Outside of advising, he serves as an assurance partner at Nitai & Company Financial Group, providing audit and accounting services. Chokshi & Queen Wealth Advisors serves individual investors, trusts, retirement plans, and institutions with asset management, financial planning, and retirement consulting. The firm combines fundamental, technical, and quantitative analysis in managing portfolios that include stocks, bonds, ETFs, mutual funds, and derivatives, and offers both discretionary management and standalone financial plans.

Jordan Ver Hoeve is a financial advisor with Castle Capital Management in Irvine, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Castle Capital Management, he worked at Ameritas Advisory Services, Equity Services Inc, and National Life Group. Outside of finance, he is also an independent artist. Castle Capital Management provides portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to construct tailored allocations and implements third-party strategies for custodial and self-directed brokerage accounts.

Vladimir Pixa is a financial advisor with My Portfolio Guide, LLC in Seal Beach, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with My Portfolio Guide since 2010 and has also worked at Deloitte since 2009. My Portfolio Guide, LLC provides portfolio management and financial planning services to individual, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $201 million in assets and employs proprietary investment models tailored to clients' goals, tax situations, and risk tolerances, with a distinct use of short sales and tactical rebalancing.

Edward Schuh II is a financial advisor at Inception Financial Services with nine years of industry experience. He holds a Series 65 designation and has worked at Inception Financial Services since 2016, as well as at AlphaStar Capital Management, LLC from 2017 to 2023. Schuh is also a licensed insurance agent. Inception Financial Services provides portfolio management and investment advisory services to individuals, high-net-worth clients, and certain business entities, focusing on non-discretionary account management. The firm employs a variety of analytical methods and strategies, including long-term trading and tactical asset allocation, using a range of investment vehicles such as mutual funds, ETFs, and options.

Andrew Geller is a financial advisor at Quantumvest, Inc. in Los Alamitos, CA. He holds a Series 65 credential and has recently started his career, with experience beginning in 2025. Prior to joining Quantumvest, he worked in non-financial roles at Saxum Surgical and Allied Universal. Quantumvest serves individual and high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and small businesses. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions, and provides discretionary portfolio management, retirement plan consulting, and wealth-planning services.