Matthew Evans is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Ocean Path Advisors, LLC, where he has worked since 2024, and previously was associated with Mariner Wealth Advisors and Mariner Independent. Ocean Path Advisors is a small team providing portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a modern portfolio theory approach, emphasizing diversified, low-cost indexed investments and uses margin and options strategies in certain accounts.

Travis McShane is a CFP® and CFA® with 13 years of experience in the financial advisory industry. He has been with Eclectic Associates, Inc. since 2013. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 client relationships, including individuals, trusts, charities, retirement-plan participants, and businesses. The firm offers discretionary investment management and integrated financial planning, typically utilizing diversified mutual funds and ETFs based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

John Cartwright is a financial advisor at CLG, LLC with 60 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cetera. Cartwright is also the owner and president of John D. Cartwright & Associates, Inc., an insurance agency. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, utilizing sub-advisors, derivative strategies, and tax-aware implementation.

Matthew Kim is a financial advisor at Allmerits Asset, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kayan Securities, Inc. and Vision Tree Consulting. Outside of his advisory work, he serves as President and CEO of Planwise College Consulting, providing college financial aid consulting. Allmerits Asset, LLC offers discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm utilizes tactical and strategic asset allocation, third-party sub-advisers, and digital platforms to manage a diverse client base and maintain substantial retirement-plan assets under advisement.

David Little is a CFP® and CFA® with 29 years of industry experience. He has been with Eclectic Associates, Inc. since 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships. The firm provides discretionary investment management, integrated financial planning, and occasional consulting, primarily to individuals, trusts, retirement-plan participants, charities, and businesses. Portfolios are typically constructed with diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Julie Young Sedillo is a CFP® with 26 years of industry experience and is currently with CRUX Wealth Advisors. She has held roles at Arete Wealth Management and Crown Capital Securities, among others. She serves as treasurer and board member for the Peninsula Drama Boosters Club. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using multiple analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Michael Bornstein is a financial advisor with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at MassMutual, Park Avenue Securities, Guardian Life Insurance Company, and MML Investors Services. He is also an agent with Signature Resources Insurance and Financial Services, engaging in insurance sales and service. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy focused on broad diversification and customized model portfolios and serves as a sub-advisor to Envestnet’s TAMP while publicly disclosing performance results.

Elizabeth Carr is a financial advisor at CLG LLC in Long Beach, CA, with 38 years of industry experience. She holds a Series 63 designation and has been with CLG LLC since 2016. Her prior experience includes roles at Purshe Kaplan Sterling Investments and Cetera, and she is also a partner at John D. Cartwright & Associates, Inc. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, using third-party sub-advisors and various strategies including options, derivatives, and digital asset exposure.

Kimberley Neff is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Purshe Kaplan Sterling Investments and Cetera, in addition to her ongoing role at CLG LLC since 2017. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a range of analytical methods and investment tools, including derivatives and digital assets, and offers both discretionary and non-discretionary portfolio management.

Andrew Moretine is a financial advisor at The William Allan Corporation with five years of industry experience. He has been with the firm since 2017 and previously worked at St. Barnabas School and Loyola Marymount University. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, offering discretionary asset management, financial planning, and consulting. The firm employs a mix of long-term, short-term, and trading strategies, including options and margin borrowing, and uses AI tools for operational efficiencies while tailoring portfolios to client objectives.

Choeng Kim is a financial advisor at Allmerits Asset, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has been an independent healthcare insurance agent since 2012. Allmerits Asset, LLC provides discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting and standalone financial consulting.

John Kotsimbos is a financial advisor at Peak American Investment Advisors, Inc., with over 22 years of industry experience, including five years at Peak American and 17 years as an independent advisor. He is part of an 11-advisor team based in Redondo Beach, CA. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in portfolio construction and integrates tax strategy and insurance coordination into retirement and income planning.

Timothy Wahl is a financial advisor at The Investment House LLC with 26 years of industry experience. He holds a Series 63 designation and has been with The Investment House since 2012. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm employs client-specific investment policies across multiple strategies using a combination of fundamental analysis and top-down sector selection, and manages registered investment companies, an ETF, and private funds.

Ellen Himmel is a financial advisor at Regatta Capital Group, LLC with 10 years of industry experience and holds a Series 65 designation. She has been with Regatta Capital Group since 2016 and has operated a tax preparation service as a sole proprietorship since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, trusts, estates, and institutional investors. The firm employs a long-term, fundamental-analysis approach and offers a variety of wealth management, portfolio management, and financial planning services, including digital-asset account facilitation and private fund management.

James Turo is a financial advisor with GT Investment Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He currently serves as Managing Director of GT Securities, Inc., and CEO of Growthink, Inc., a strategic business planning advisory firm. He is also involved with Guiding Metrics, a business analytics provider. GT Investment Management provides investment management and financial planning primarily to high-net-worth individual clients, managing approximately $5.5 million for about 35 clients as of the end of 2025. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored portfolios and offers a range of services including discretionary portfolio management and access to alternative investments.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and founded Health Inspecta LLC, a health app that evaluates food and cosmetics for unhealthy ingredients. Jeppson Wealth Management is an SEC-registered firm serving individuals, pension plans, trusts, and various organizations. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis using fundamental and technical analysis and incorporating independent managers’ strategies.

Jason Vanclef is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 66 credential and over 20 years of industry experience. He has held positions at several firms, including American Trust Investment Services, Inc., Delta Investment Management, LLC, and VFG Advisors, Inc. Outside of advisory work, he is the author of the book *My Wealth Code* and is involved in a software development venture related to gaming applications. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with a range of model strategies tailored to client risk profiles and incorporates derivatives and outside managers as part of its solutions.

Christy Charles is a CFP® with 2 years of industry experience, currently serving as a financial advisor at Validus Capital LLC. Prior to joining Validus Capital in 2022, she worked at Camden Capital, LLC from 2014 to 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis with a primarily long-term orientation, and it also acts as investment supervisor to exempt private funds and pooled vehicles.

Scott Womack is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and UAS Wealth Advisors. He also owns Womack Business Management, Inc., which provides business management and non-investment family office services. Womack Wealth Management offers investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and corporate clients, focusing on households with at least $1 million in liquid assets. The firm’s investment approach incorporates Modern Portfolio Theory and uses a range of asset types with a long-term orientation, including mutual funds, ETFs, equities, fixed income, and select alternatives.

Jae Lee is a Series 65-licensed financial advisor with Wealth Teams Alliance in Rancho Palos Verdes, CA, bringing eight years of industry experience. He previously worked at Alphastar Capital Management, LLC and serves as a director at Good Life Advisors, LLC, an entity involved in insurance, financial education, and real estate investment, though it is not currently active. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, offering retirement plan services and a wrap fee program that integrates planning, consulting, and implementation referrals. The firm uses technical analysis and incorporates both long- and short-term investment strategies, including certain DFA mutual funds and AI analytic tools.