Ajay Khatri is a financial advisor at Alternity Investment Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including North Capital Mortgage and American Heritage Lending. In addition to his advisory role, Khatri is an independent mortgage broker and real estate salesperson, activities through which he receives commissions. Alternity Investment Advisors serves individuals, business owners, pensions, endowments, and non-profits, managing approximately $8.09 million across about 25 client relationships. The firm employs a primarily non-discretionary investment approach focused on long-term strategies and provides limited-scope retirement planning at no additional cost to existing clients.

Roger Kliminski is a financial advisor at Global Investment Solutions, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Global Investment Solutions since 1997. Global Investment Solutions provides discretionary portfolio management, variable annuity and variable life account management, and consulting services to individual and high-net-worth clients. The firm employs quantitative and technical investment strategies and licenses proprietary trading signals to other registered investment advisers.

Kevin Kolson is a CFP® with 20 years of experience in the financial services industry. He has worked at Advantage Asset Management, Inc. since 2004 and currently operates under the DBA Generational Wealth Strategies in Irvine, CA. 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 comprehensive investment approach that includes portfolio management, third-party manager oversight, alternative exposures, and family-oriented services such as coaching and enterprise-office support.

Raj Vasudevan is a financial advisor at White Stork Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Edwards Lifesciences Inc., Bio-Rad Laboratories Inc., and DeliverHealth Inc., as well as operating his own firm, Raj Vasudevan LLC. Outside of advisory work, he serves as a project manager in healthcare technology at Bio-Rad Laboratories. White Stork Asset Management provides discretionary investment management primarily focused on equities and U.S. Treasury securities for individuals, non-profits, and institutions. The firm employs a bottom-up, fundamental investment approach with active allocation and risk controls, serving a diverse client base that includes a significant number of non-U.S. clients.

Tony T. Chan, CFP®, EA, is the founder of Crossroads Planning, LLC, a Fee-Only financial and tax planning firm in Orange County, California. As a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, Tony helps clients coordinate investment, retirement, and tax decisions through an integrated, long-term planning process. With more than 20 years of financial planning and tax-services experience, Tony works with individuals and families seeking thoughtful guidance on retirement income, portfolio strategy, tax planning, cash-flow and debt decisions, risk management, and estate-planning coordination. His approach is grounded in the belief that financial planning should be both technically sound and personally meaningful—aligning money with the life clients want to build. Tony earned his degree in Finance from California State University, Fullerton. He is an active member of the Financial Planning Association of Orange County and the National Association of Personal Financial Advisors. He has been recognized by InvestmentNews as a 2016 “40 Under 40” honoree and by CPA Practice Advisor as a 2018 “40 Under 40” honoree.

Yongduk Chung is a financial advisor at JC&Company with six years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at The Leaders Group Inc and The Leaders Group DBA Simplicity Investments. Outside of advising, he is also the president of JC & Co Law Corp and JC & Co, Inc, and an independent insurance agent. JC&Company provides discretionary investment management and financial planning to individuals, families, trusts, ERISA-governed retirement plans, and business entities, typically serving clients with accounts of $300,000 or more. The firm constructs customized, diversified portfolios using fundamental and macroeconomic analysis and manages accounts with full discretionary authority under a Comprehensive Portfolio Management Agreement.

Ulli Niemann is a financial advisor at Southland Investments with 33 years of industry experience. He has been with Southland Investments since 1993. Niemann maintains an investment-related blog, The ETF Bully, which generates advertising revenue. Southland Investments provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a proprietary trend-tracking methodology using passively managed index funds and ETFs, managing roughly $22.6 million across about 95 discretionary accounts.

Leslie Calhoun is a financial advisor with Optivest, Inc. in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Since 2007, Calhoun has been affiliated with both Optivest and Gramercy Securities, Inc. Calhoun is a 25% owner and principal partner of Optivest and serves on its board of directors. Optivest provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm constructs customized portfolios using strategic asset allocation and tactical refinements, emphasizing diversification, due diligence, and ongoing monitoring, while also offering consultative and concierge services.

Morgan Stevens is the CEO and sole advisor at Morgan Stevens Asset Management, LLC, an independent registered investment adviser based in Coto De Caza, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Stevens is also a licensed insurance agent and a registered representative of Northwestern Mutual Investment Services, LLC, offering insurance products and services in addition to his advisory role. He is affiliated as an investment adviser representative with another firm as well. Morgan Stevens Asset Management, LLC provides discretionary portfolio management and customized investment plans for individuals, high-net-worth clients, and business entities. The firm utilizes a diverse range of analytic methods and investment vehicles, including leverage, derivatives, private placements, and venture capital, managing accounts on a discretionary basis with regular portfolio reviews.

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.

Ernesto Araiza is a financial advisor at FHWV Financial LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with FHWV Financial since 2017. He also serves as a CPA Manager at FHWV Partners, LLP. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, focusing on financial planning and referrals to third-party registered investment advisers and managed-account platforms. The firm emphasizes tax-aware planning and financial analysis, reflecting its accounting orientation, and operates primarily as a solicitor rather than managing client portfolios directly.

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.

Max Abrams is a financial advisor at Money Managers, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in mortgage and finance companies before joining Money Managers, Inc. Outside of his advisory work, Abrams is involved in real estate brokerage and mortgage funding activities. Money Managers, Inc. provides investment advisory and financial planning services to individuals, small businesses, and charities. The firm employs a long-term investment approach, utilizing mutual funds, ETFs, and individual securities, and offers portfolio management, financial planning, tax-related services, and 401(k) plan reviews.

Tristan De Mers is a Series 65 licensed advisor with seven years of industry experience, currently serving at PruVise in Newport Beach, CA. He also provides accounting and business consulting services through PruVise, Inc., where he holds the role of President. Additionally, he has a minor role assisting with office administration at Mason Dean Capital. PruVise is a small, state-registered advisory firm that offers asset management and financial planning services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a variety of investment strategies tailored to clients’ goals and may recommend private funds and alternative investments when appropriate.

Elisabeth Eropkin is a financial advisor at Prosperent Capital, LLC with two years of industry experience and holds a Series 65 designation. She has worked at Prosperent Co since 2023 and previously at Reach Agency, Inc. from 2021 to 2024. Outside of her advisory role, she serves as Managing Director of Client Services at a CPA firm and is President of a business consulting company. Prosperent Capital, LLC provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm employs a long-term, diversified investment approach using low-cost passive funds and supplements its strategies with third-party tools, integrating accounting and insurance services within its offerings.

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 at GAMA Wealth Management, LLC with 12 years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at Credit Suisse, Fidelity, Banc of America Investment Services, Inc., and UBS Financial Services. In addition to his advisory role, he provides non-fiduciary international business development consulting to overseas clients through a separate sole proprietorship. 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 a focus on individualized strategies, including fundamental analysis and a range of investment approaches from long-term holdings to short-term trading and option writing.

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.