Orlando Espino Jr. is a financial advisor at Salt Capital Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at GT Securities, Inc., Salt Capital Global Securities, LLC, Morgan Stanley Private Bank, Morgan Stanley, and New York Life Insurance Company. Outside of his advisory role, he is involved with A&B Insurance and Financial, an agency focused on health, accident, and life insurance. Salt Capital Wealth Management provides investment consulting, portfolio management, and financial planning services to individual investors, business owners, and institutional clients. The firm employs a range of analytical approaches and strategies, including fundamental, quantitative, cyclical, and technical analysis, and offers a securities-backed lending program alongside various portfolio management options.

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.

Matthew Jen is a CFP® with three years of industry experience, currently affiliated with Pelorus Capital Management, LLC. His prior work includes roles at Wells Fargo Advisors and Fidelity Investments. Pelorus Capital Management, LLC is a newly registered investment adviser that plans to serve individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management, financial planning, and retirement plan consulting. The firm uses a personalized, discovery-based process to provide discretionary portfolio management and non-discretionary advisory services, employing a mix of active and passive strategies across equities, ETFs, and mutual funds.

Tristan De Mers is a financial advisor at PruVise with seven years of industry experience. He holds a Series 65 designation and has been with PruVise since 2016. In addition to his advisory role, he provides accounting and business consulting services through PruVise, Inc. PruVise is a state-registered investment adviser that offers asset management and financial planning to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis in its portfolio and planning services and integrates accounting and business consulting into its operations.

Elisabeth Eropkin is a financial advisor at Prosperent Capital, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience with Reach Agency, Inc. and her own consulting firm, Eropkin Enterprises Inc., where she serves as president. Outside of investment advising, she is the managing director of client services at Prosperent Co, a CPA firm. Prosperent Capital, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes long-term, diversified portfolios using low-cost, passive mutual funds and ETFs, supplemented by individual securities and algorithmic tools, and integrates affiliated accounting and insurance services.

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.

Wade Slome is a financial advisor at Sidoxia Capital Management, LLC, holding the CFP®, CFA®, and Series 63 designations with 18 years of industry experience. He has been with Sidoxia since 2007. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional clients. The firm employs Fusion strategies that blend low-cost ETFs, equities, and fixed income with a focus on longer holding periods and tax-aware approaches, managing accounts on a discretionary basis.

Husni Gama is a financial advisor with GAMA Wealth Management, LLC in Irvine, CA, holding Series 65 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Credit Suisse, Fidelity, Banc of America Investment Services, and UBS Financial Services. He also provides non-fiduciary international business development consulting to overseas clients as a sole proprietor. GAMA Wealth Management primarily serves high-net-worth individuals, managing approximately $29.6 million across nine client accounts through a wrap-fee asset management program. The firm offers discretionary portfolio management with individualized supervision, utilizing fundamental analysis, asset allocation, and various investment strategies, and maintains a small, concentrated client base with a notable share of non-U.S. clients.

Jordan Masciorini is a financial advisor at Ticino Wealth with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC for seven years. Prior to his financial services career, he was a web shop manager for four years. Ticino Wealth provides wealth and investment management and financial planning services to individual and high-net-worth clients. The firm employs a blended active and passive investment approach with an emphasis on tax-aware asset allocation and oversight of third-party asset managers.

Deiyadin Pernas is a financial advisor at SilverOak Investments, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Hightower Advisors and Hightower Securities, LLC from 2015 to 2022. Pernas writes market-related research under Pernas Research, dedicating about 10 hours per week to this work without compensation. SilverOak Investments, LLC provides discretionary portfolio management to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term, bottom-up, valuation-driven investment approach combining fundamental and technical analysis to build client-specific portfolios and sponsors a wrap fee program unusual for firms of its category.

Curtis Hollowell is a financial advisor at Redmount Capital Partners LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cobalt Commercial Credit, LLC and Redmount Mergers and Acquisitions, LLC. Outside of advising, he serves as president of SellWise Inc., a business data and analytics company. Redmount Capital Partners provides asset management, financial planning, consulting, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, and business entities. The firm manages approximately $36.9 million across discretionary and non-discretionary arrangements and offers private-equity advisory services with an investment approach combining fundamental analysis, Modern Portfolio Theory, and a variety of trading strategies.

I am a CERTIFIED FINANCIAL PLANNER® professional and have been with Havaplan Financial since 2023. I am also a graduate of UCLA’s Personal Financial Planning Program. Prior to entering the financial planning profession, I worked as a professional engineer after earning my bachelor’s degree in mechanical engineering from California State University Long Beach. I later transitioned careers to financial planning to pursue my passion for personal finance and helping others. I am also a member of the Financial Planning Association in Orange County and am a proud volunteer on the Pro Bono Committee. I love giving back to the community and helping improve everyones financial literacy. I also love playing ultimate frisbee and golf, cheering on the Dodgers and Steelers, and spending time outdoors whenever I can.

Marshall Eichenauer Jr. is a financial advisor with Sagent Wealth Management in Laguna Beach, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Sagent Wealth Management since 2008. Outside of advisory work, he acts as a licensed life insurance agent. Sagent Wealth Management provides wealth management and advisory services to individuals, families, trusts, retirement plans, businesses, non-profits, and family offices. The firm integrates investment management with financial, retirement, and estate planning, using a mix of proprietary model portfolios, customized investments, and third-party managers.

Brock Butlett is a financial advisor at Wealth Financial Group West, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Wealth Financial Group West, Inc. since 2017, with a brief tenure at Gradient Advisors in 2022. In addition to his advisory role, he is an insurance agent at Simpson & Simpson Life Insurance Services, Inc. Wealth Financial Group West provides investment advisory and financial planning services primarily to individual and high-net-worth clients, combining model portfolios, external platforms, and various security analysis methods as part of its investment process. The firm also offers third-party managed programs and manages client onboarding, disclosures, and portfolio monitoring for those programs.

Barbara Crane is a financial advisor with Crane Investments Inc in Laguna Beach, CA. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. She has been with Crane Investments since 1992. Crane Investments serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies and maintains conservative cash management practices, with a focus on continuous, individualized portfolio supervision.

Michael Calkins is a financial advisor at Laguna Financial Advisory with 17 years of industry experience. He holds a Series 66 designation and has worked at Laguna Financial Advisory since 2011 and Grove Point Investments, LLC from 2010 to 2025. Outside of his advisory role, he coaches Little League baseball in South Mission Viejo. Laguna Financial Advisory serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm manages approximately $82 million in assets across 330 client relationships, employing both fundamental and technical analysis to create customized or predefined portfolio models aligned with client goals and risk tolerances.

Ryan Labriola is a financial advisor at Laguna Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for 17 years at the Fountain Valley Skating Center. Laguna Wealth Advisors serves high-net-worth and individual clients, qualified retirement plans, business entities, trusts, and individuals nearing or in retirement. The firm provides comprehensive portfolio management, retirement plan consulting, third-party money manager selection and oversight, and estate-planning services, employing a mix of fundamental, technical, charting, and cyclical analysis tailored to clients’ objectives and risk tolerances.

Seif Eldin Selim is a financial advisor at CS Tomasi Wealth Management in Costa Mesa, CA, holding a Series 66 designation. He has been with CS Tomasi Wealth Management and LPL Financial since 2024, transitioning from prior work outside the financial industry, including six years at Nekter Juicebar. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term investment approach that combines fundamental analysis with rotational timing techniques, managing approximately $110 million in discretionary assets across about 84 clients.

Ralph Linzmeier Jr. is a financial advisor with Moran Tice Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes significant tenure at Morgan Stanley and Citigroup Global Markets. Moran Tice Capital Management provides discretionary portfolio management primarily for accredited, high-net-worth, and institutional investors, combining private fund advisory with separately managed accounts. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities and employs research-supported trading across public and private instruments.

Denise Healy is a CFP® professional with 20 years of industry experience. She is currently with Pelorus Capital Management, LLC and has previously worked at Wells Fargo Advisors, Perigon Wealth Management, Baker & Associates, and Mass Mutual Investors Services. Pelorus Capital Management, LLC is a newly registered investment adviser that plans to serve individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans. The firm offers a personalized, discovery-based process with discretionary portfolio management and non-discretionary advisory services, using a mix of active and passive strategies across equities, ETFs, and mutual funds.