Brent Greenshields is a financial advisor at Greenshields Capital LLC with 33 years of industry experience. He has held roles at Cambridge Investment Research, Inc. since 2017, serving as Principal and Chief Compliance Officer, and previously worked at Questar Asset Management and Questar Capital Corporation. He is also licensed as an independent insurance agent. Greenshields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing about $177 million across roughly 140 accounts. The firm offers discretionary portfolio management and retirement plan advisory services, typically using a long-term investment approach based on a combination of fundamental, quantitative, technical, and cyclical analysis.

Louis Barajas is a CFP® with 13 years of industry experience, currently serving at International Private Wealth Advisors LLC. He has held roles at multiple firms, including MGO Wealth Advisors and his own entities such as Louis Barajas, Inc. and Business Management Lab, Inc. Outside of his advisory work, he is involved with the US-LATAM Tax Group, LLC, which he has been associated with since 1984. International Private Wealth Advisors LLC provides investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily long-term, customized strategies using diversified mutual funds, ETFs, and other investment vehicles, managing most client assets on a discretionary basis.

John Ramey III is a financial advisor at Yayati Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including D.H. Hill Advisors, BlueArc Capital Management, and operates Ramey Capital, Inc. since 2015. Yayati Asset Management specializes in quantitative portfolio management for institutional clients, individual investors, and trusts. The firm uses a model-driven approach incorporating Modern Portfolio Theory, options strategies, and proprietary technology to construct ETF- and stock-based portfolios.

John Heldman is a CFA® charterholder with 26 years of industry experience. He has been with Triad Investment Management, LLC since 2008, where he is one of two advisors at the firm. 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 approximately $120 million across about 40 client relationships.

Luke Guerrero is a financial advisor with Klein Pavlis & Peasley Financial, Inc. based in Irvine, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Klein Pavlis & Peasley Financial in 2023, he worked for seven years at Dimensional Fund Advisors. He also serves as Vice President and Director of the Charles C. Volberg Company, a family-owned real estate holding company. Klein Pavlis & Peasley Financial provides discretionary investment management to individuals, including high-net-worth clients, and corporate entities through model asset allocation portfolios. The firm emphasizes client education through subscription-based offerings and integrates estate-planning services alongside a range of investment strategies tailored to client objectives.

Joseph Richard is a financial advisor at Anchor Financial Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California Life agent and engages in life and health insurance sales. Anchor Financial Group is a state-registered advisory firm offering personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm employs strategies based on fundamental analysis and broad diversification, blending passive and active investments with various alternative asset classes.

Joon Hyon is a financial advisor with Yayati Asset Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Yayati Asset Management in 2023, he worked at Savos Investments / AssetMark from 2013 to 2021. He has an ownership stake in the holding company of Yayati Asset Management and is involved in the technology subsidiary, Yayati LLC, where he performs trading and service functions. Yayati Asset Management provides quantitative portfolio management services to institutional clients and individual investors, employing a model-driven approach that includes Modern Portfolio Theory, option pricing, and proprietary optimization techniques. The firm offers strategies that incorporate derivatives and leverage, along with tax-focused solutions such as its VOLT overlay strategy.

Edward Ober is a financial advisor at Balancing Life Financial Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ober Financial since 2005, where he is also employed as a staff accountant. Prior to joining Balancing Life Financial Planning in 2019, he spent seven years with Independent Financial Group, LLC. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning services. The firm constructs portfolios aligned with client goals, risk tolerance, and tax considerations, often utilizing outside managers and custodians such as Buckingham Strategic Partners and Nationwide.

Jessica Henderson is a financial advisor at South Bay Financial Partners in Torrance, CA, holding a Series 65 designation with two years of industry experience. She has worked at South Bay Financial Partners since 2021 and previously spent five years at Pillars Community Health. South Bay Financial Partners serves individual clients, high-net-worth families, small businesses, trusts, and pooled income funds with integrated financial services including customized financial planning, investment advice, tax preparation, and small-business planning. The firm emphasizes a buy-and-hold investment approach tailored to client goals and risk tolerance, and provides financial coaching, therapy, and extensive client education through workshops, courses, and an online platform.

Mark Boujikian Jr. is a CFP® certificant with 14 years of industry experience. He has worked at Keymark Financial since 2017 and previously spent five years at Harris Financial Advisors, Inc. Outside of his advisory work, he performs bookkeeping for a wildlife rehabilitation organization. Keymark Financial provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a passive investment approach using index funds and ETFs, supplemented by fundamental and technical analysis, and offers comprehensive planning covering retirement, estate, tax, business, insurance, and college strategies.

Witt McDee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His work history includes roles at Integrity Brokerage Services, Inc., Witt McDee EA Tax & Business Service, Inc., and E-W Investments, Inc. He has operated his own tax and business service firm since 2010. Integrity Investment Portfolios LLC is a registered investment adviser providing ongoing portfolio management focused on public equities for individual clients, families, trusts, and retirement accounts. The firm manages accounts on a non-discretionary basis and offers tailored investment plans using a broad toolkit of analytical methods.

James Curtis is a CFP® professional with 17 years of experience in financial advisory services. He is the principal of James Curtis Financial And Insurance Services, an independent firm he has led since 2014, and has provided financial planning through Collins Advisory since 2009. Curtis is also president and sole shareholder of James Curtis Enterprises, Inc., a non-investment related business. James Curtis Financial And Insurance Services offers customized financial planning and portfolio management to individuals, high-net-worth clients, and other advisers on a non-discretionary basis. The firm emphasizes tailored Investment Policy Statements and employs both fundamental and quantitative analysis alongside modern portfolio theory to build long-term portfolios.

Rick Emmett is a Series 65-licensed financial advisor with InvestLinc Wealth Services, bringing seven years of industry experience. He has been associated with InvestLinc Wealth Services since 2024 and has a long tenure with InvestLinc Wealth Services, Inc. Outside of advising, Mr. Emmett is involved in several business activities including management consulting through MFO Resource, Inc. and roles in real estate and marketing firms. InvestLinc Wealth Services provides wealth management and investment advisory services primarily to high-net-worth individuals, families, and related entities. The firm offers customized multi-asset portfolio management using fundamental, technical, and quantitative analysis, along with financial planning services covering retirement, estate, tax, and philanthropic matters.

Mark Baksic is a financial advisor with Life Planning Advisors LLC in Garden Grove, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Life Planning Advisors since 2024 and concurrently at Western International Securities, Inc. and The Precision Companies, where he serves as president. His other business activities include acting as an agent for accident and health, life, and variable insurance. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management services primarily to individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary portfolio management using diversified, tax-efficient passive funds and ETFs, and refers clients to third-party managers for discretionary trading.

David Piller is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has been with Aegis Asset Management, Inc. in Anaheim, CA since 2009. Outside of his advisory role, he is a part-owner involved in managing a rental condominium property. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes, tailoring portfolio management to client-specific factors and offering both mutual fund–focused and individual stock–focused programs.

Darren Northam is a CFP® with 24 years of industry experience and has been with Clay Northam Wealth Management since 2011. He holds Series 63 and Series 65 licenses and operates out of Huntington Beach, CA. Outside of his advisory role, he manages a sole proprietorship focused on selling fixed insurance products. Clay Northam Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm emphasizes a value-oriented investment approach with diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

Lawrence Rutherford is a CFP® with 19 years of industry experience, currently serving at Yosemite Capital Management. He previously worked at CW Advisors, LLC and has been with Yosemite Capital Management since 2008. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for about 266 clients. The firm offers customized portfolio management, comprehensive financial planning services, and access to private fund investments for qualified clients, typically managing accounts on a discretionary basis using model risk profiles and employing both fundamental and technical analysis.

Ryan Brizendine is a CFP® professional at Westshore Wealth in Newport Beach, CA, with 16 years of industry experience. He has been with Westshore Wealth for 10 years. Outside of his advisory role, he is a passive member of a family-owned rental property management business. Westshore Wealth serves individual clients, including high-net-worth individuals, as well as pension plans and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs both traditional and more active investment strategies, including the use of derivatives and options, and customizes portfolios based on client-specific Investment Policy Statements.

Michael Mess is a financial advisor with Veracity Capital LLC in Newport Beach, CA, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at The Ayco Company LP and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in e-commerce through Sandpiper Exchange LLC and provides tax preparation and planning services at Veracity Capital Tax Advisors, LLC. Veracity Capital LLC offers comprehensive investment management, financial planning, and retirement plan advisory services primarily to high-net-worth clients. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, fixed income, and option strategies, supported by affiliated entities for insurance brokerage and tax planning.

Edrie Dalisay is a CFP® professional with three years of industry experience, currently serving at Hollencrest Capital Management in Newport Beach, CA. He has been with Hollencrest Capital Management since 2011. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, and is notable for its management of private funds and direct private investment transactions.