Daniel Mcclory is a ChFC® credentialed financial advisor with 26 years of industry experience, affiliated with Sutter Capital Partners, LLC in Irvine, CA. He has held roles at multiple firms, including Boustead Capital Markets, LLP and Sutter Securities Clearing, LLC. Outside of advisory work, Mcclory serves as President and Secretary of Cadogen & Cie Limited, a business consulting firm, and is involved in various other business ventures internationally. Sutter Capital Partners offers investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, generally providing non-discretionary advisory services, and supports consultant and intermediary relationships without maintaining investor accounts for those managers.

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.

Bradley Stephenson is a CFP® professional with 19 years of industry experience. He has been with Stephenson and Company, Inc. since 2016 and previously worked at Global Investment Solutions, LLC. The firm serves individuals, including high net worth clients, retirement plans, and other entities, offering fee-only investment management and financial planning. It employs strategic asset allocation across various securities and utilizes both fundamental and technical analysis in portfolio management.

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.

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.

Jerome Slusiewicz is a financial advisor at Pacific Financial Planners, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western International Securities, Inc. for 13 years prior to his current role. He also conducts financial education workshops and seminars. Pacific Financial Planners provides investment management, financial planning, and consulting services to individuals, pension plans, estates, trusts, charitable organizations, corporate, and institutional clients. The firm employs a documented, purpose-based investing process focused on publicly traded securities and serves a diverse client base including banking institutions, insurance companies, and government entities.

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.

John O'Neill III is a financial advisor at O'Neill Financial Management, Inc. in Lake Forest, CA, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2016. O'Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and business clients. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing broadly diversified, mainly passive mutual funds and ETFs, and offers additional tax preparation and accounting services through a CPA principal.

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.

Raymond Clark is a CFP® professional at The Clark Group Asset Management with 24 years of industry experience. He has been with the firm since 2005, serving as its president. The Clark Group Asset Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm employs a documented financial analysis process to tailor portfolios across various asset classes, utilizing both fundamental and technical research, and incorporates strategies such as shorting and option use.

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.

Richard Lewis is a CFA charterholder with seven years of industry experience. He has worked at White Stork Asset Management LLC since 2018 and previously at Raj Vasudevan LLC from 2016 to 2018. He is based in Irvine, CA. White Stork Asset Management provides discretionary investment management to individuals, non-profit organizations, and institutions, focusing mainly on equities and U.S. Treasury securities. The firm’s bottom-up, fundamental investment approach emphasizes undervalued market leaders for long-term holding, active allocation, and risk controls at the position level, serving a client base that includes a notable share of non-U.S. investors.

Michael Vaughn is a Series 65-licensed financial advisor with Vaughn Investment Advisors Inc. in Tustin, CA, where he has worked since 2007. He has 12 years of industry experience. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets. The firm serves individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations, using a team-based investment process that combines top-down macro analysis with bottom-up security selection and emphasizes diversification through ETFs and ETNs.