Samantha Dalby is a financial advisor at Spearhead Advisors, LLC with a Series 65 credential and four years of industry experience. Her work history includes roles at Spearhead Investments, Essential Trust Financial, Coto Insurance, and DaVinci Financial. Spearhead Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, retirement plan consulting, and limited financial planning integrated with investment management. The firm constructs individualized portfolios based on fundamental analysis of public securities and offers clients flexibility to impose investment restrictions.

Scott Anderson Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at GW Financial since 2014. He also operates Scott Anderson Financial, Inc. and has been an instructor in accounting at Chapman University since 2010. In addition to his advisory roles, he provides personal tax services as a CPA and enrolled agent. GW Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning, tax strategy, and investment management. The firm employs an evidence-based, factor-informed investment approach using broadly diversified portfolios primarily with exchange-traded funds and no-load mutual funds, offering advisory relationships through ongoing wealth management engagements.

Noah Kiedrowski is a financial advisor at Unity Wealth Partners with four years of industry experience and holds a Series 65 designation. Prior to his advisory role, he has held positions at Stock Options Dad, LLC and currently works in quality assurance at Dendreon Pharmaceuticals. Unity Wealth Partners serves individual and high-net-worth clients with discretionary investment management and financial planning, employing a blend of analytical methods alongside Modern Portfolio Theory. The firm integrates both active and passive strategies and frequently utilizes outside managers to implement client portfolios.

George Zuluaga is a financial advisor with Avina Financial Group, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Avina Financial Group since 2019 and previously at Sagepoint Financial, WiseWealth Financial Advisors, and WiseWealth Insurance and Financial Services. In addition to his advisory role, he operates as a sole proprietor insurance agent. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and integrates retirement plan fiduciary services and participant education into its investment approach.

Christine Chui is a financial advisor with Tortuga Wealth Management in Torrance, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Tortuga Wealth Management since 2021 and also maintained roles with LPL Financial during this time. Outside of advisory services, she has experience managing family trusts and real estate rental properties. Tortuga Wealth Management serves individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm utilizes a mix of fundamental and technical analysis and employs a variety of investment strategies, delivering services primarily through LPL Financial–sponsored programs and its own wrap fee offering.

Angela Sheldon is a CFP® and holds a Series 66 license with 24 years of industry experience. She has been with Tortuga Wealth Management since 2010, working alongside the team in Torrance, CA. Tortuga Wealth Management advises individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental and technical analysis and utilizes multiple LPL Financial–sponsored programs alongside its own wrap fee offering.

Michele Newland is a Series 65-licensed advisor at RPM Capital Management, LLC, with nine years of industry experience. She has been with RPM Capital Management since 2012. RPM Capital Management specializes in discretionary portfolio management focused on high-yield tax-exempt municipal bonds and select dividend-paying equities. The firm serves primarily individual clients, their affiliated trusts, foundations, and family offices, emphasizing origination and due diligence within a niche municipal bond strategy.

Ryan Thomas is a financial advisor at Thomas Investment Advisors LLC in Orange, CA. He holds a Series 65 designation and has worked in the financial and accounting industries since 2018, including roles at Baker Tilly US, LLP, and Chapman University. He co-founded Thomas Investment Advisors LLC in 2025 and also has experience with Thomas & Thomas. Thomas Investment Advisors LLC provides discretionary investment management and wealth management services to individuals and high-net-worth clients. The firm focuses on long-term, fundamentally based portfolio construction using low-cost mutual funds, ETFs, and occasionally individual securities, while also offering separate tax and accounting services through an affiliated practice.

William Pugh is a Series 66 credentialed financial advisor with 21 years of industry experience. He is currently with Vela Consulting, LLC and has previously worked at Apriem Advisors and Columbia Capital Securities, Inc. In addition to his advisory role, he acts as an independent insurance agent for life, health, and disability insurance. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans, managing approximately $47 million in assets. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversification, long-term allocations, and periodic rebalancing, and offers customized portfolio management and financial planning services.

George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.

Charles Fish is the principal of Charles Fish Investments, Inc. in Irvine, California, with 30 years of industry experience. He has been with Charles Fish Investments since its founding in 1996. Charles Fish Investments, Inc. provides discretionary investment management primarily focused on fixed income, especially municipal bonds, serving individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions. The firm also offers sub-advisory and consulting services, employing an active investment approach supported by internal research and industry relationships.

Donald Campbell is a financial advisor at Twenty-Five Capital Partners with 42 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC, where he spent 14 and 11 years respectively. He holds Series 63 and Series 65 designations. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management and portfolio construction services to individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm combines top-down macroeconomic analysis with bottom-up security selection in a core-and-satellite framework, offering access to ETFs, mutual funds, private placements, and alternative investments.

Robert Price is a CFP® professional with three years of experience, currently with Prosperity Wealth Planning LLC. His prior roles include positions at Apella Wealth and Inspired Financial. Outside of his advisory work, he coaches high school basketball. Prosperity Wealth Planning serves individual and high-net-worth clients, as well as corporations and business entities, offering portfolio management, comprehensive financial planning, and specialty services such as family legacy and divorce planning. The firm employs a disciplined investment approach based on multiple analytical methods and provides educational seminars and next-generation financial education programs.

Brandon Boyd is a financial advisor at Legacy Advisory Group, Inc. in Santa Ana, CA, holding a Series 66 designation with 17 years of industry experience. His career includes roles at LPL Financial, Crown Capital Securities, and Heritage Planning Financial Group, where he is also co-owner of a tax preparation and accounting practice. Legacy Advisory Group, Inc. provides portfolio management and advisory services to individual, high-net-worth clients, and retirement plans. The firm utilizes a model-informed investment process overseen by an internal committee and offers both discretionary and non-discretionary account management through a range of program-based services.

Eric Henrickson is a financial advisor at Solomon and Associates LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Solomon and Associates since 2021. Henrickson also serves as a professor at Argosy University and is president of Build America Management Company. Solomon and Associates provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, and small businesses. The firm uses asset-allocation driven strategies and employs fundamental, technical, and charting analysis to manage portfolios on a discretionary basis.

Robert Mcdonald is a financial advisor at Fairway Capital Advisors with 16 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Fairway Capital Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, and employer retirement plans. The firm offers comprehensive portfolio management and financial planning, operating primarily on a non-discretionary basis with a focus on client approval and the use of third-party money managers.

Raymond Martin is a financial advisor at Martin Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has previously worked at LifePro Asset Management, LLC. In addition to his advisory role, Martin volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education. Martin Wealth Management, LLC offers financial planning and advisory services primarily to individual clients with a minimum account size of $100,000. The firm employs both fundamental and technical analysis to pursue long-term trading strategies tailored to client Investment Policy Statements and operates a co-advisory relationship with Matson Money.

Christopher Rhodes is a financial advisor at Pacific Specialty Investment Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pacific Specialty Income Group since 2016. Outside of his advisory role, Rhodes grows cactus from seed as the owner of Orange County Cactus. Pacific Specialty Investment Group provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $123 million and employs a custom-built portfolio approach using equities, ETFs, closed-end funds, REITs, and fixed-income ETFs, applying macroeconomic and monetary-cycle analysis alongside fundamental and technical research.

Bryan Duckett is a financial advisor at Duckett Wealth Management in Irvine, CA, with 27 years of industry experience. He holds a Series 66 designation and has worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC. He has been with Duckett Wealth Management since 2022. Duckett Wealth Management provides discretionary investment management and financial planning services to individuals, businesses, retirement plans, foundations, trusts, and other institutions. The firm uses model portfolios based on fundamental analysis and diversified exposures, offers estate-planning support, and manages client assets on a discretionary basis without imposing a minimum account size.

James Oghigian is a financial advisor at Pavion Blue Capital, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Pavion Blue Capital since 2019. Pavion Blue Capital provides discretionary and non-discretionary portfolio management and retirement plan consulting for individuals, trusts, estates, corporations, and asset-based loan accounts. The firm employs an opportunistic, disciplined value-based investment approach focused on long-term total return and manages portfolios across multiple asset classes with a generally low turnover strategy.