Panos Grivakis is a financial advisor with Lakewood Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include a decade at JPMorgan Chase Bank and partnerships in fast food restaurant businesses where he contributes to business strategy and leadership. Lakewood Financial Group provides comprehensive wealth management to high-net-worth individuals and families, using a strategic-core with tactical-overlay investment approach and offering access to private funds and structured products.

Jaden Slusiewicz is a financial advisor at Pacific Financial Planners, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Northwestern Mutual, Winsupply - OC Winwater Works, and Flexible Insurance Plans, Inc. He has also worked in education at Northern Arizona University and Saddleback Community College. Pacific Financial Planners provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plan participants, trusts, estates, and charitable organizations. The firm employs a purpose-based investing process and combines registered investment advisory services with licensed insurance brokerage activities.

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.

Andrew Ehrlich is a CFP®-designated financial advisor with 20 years of industry experience. He is a founding member of Ehrlich Financial Group and previously worked at Ameriprise Financial Services, Inc. for 16 years. Ehrlich also engages in insurance sales and servicing on a limited basis. Ehrlich Financial Group is a four-advisor team that provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized investment approach using low-cost mutual funds, ETFs, and other securities, supported by fundamental, cyclical, charting, and proprietary quantitative analyses.

Avinash Mirchandani is the sole advisor at Alternity Investment Advisors with 11 years of industry experience. He has been with Alternity Investments since 2015 and also owns Accountax Solutions, where he provides tax preparation and bookkeeping services as an Enrolled Agent. Alternity Investment Advisors is an independent firm serving individuals, business owners, pensions, endowments, and nonprofits. The firm focuses on long-term investing and combines charting, fundamental, technical, and cyclical analysis to develop portfolio recommendations, which are implemented on a primarily non-discretionary basis to allow clients to maintain trading authority.

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.

Rola Hajeb is a financial advisor at Emerald Blue Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Emerald Blue Advisors since 2013. In addition to her advisory role, Hajeb is a licensed insurance agent with America's IRA Centers. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm manages discretionary accounts using a combination of model allocations, analysis techniques, and modern portfolio theory, and provides educational seminars on various financial topics.

Gregory Ramirez is a financial advisor with Advisors On Call in Laguna Hills, CA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior work includes roles at Cabin Securities, Inc. and Silber Bennett Financial, Inc., as well as a long tenure with Claraphi Advisory Network, LLC. He has been involved in direct work with insurance companies since 2008. Advisors On Call offers personalized investment advisory and financial planning services to individuals, high net worth clients, trusts, corporations, and employer-sponsored retirement and pension plans. The firm emphasizes tailored asset allocation, manager and security selection, and ongoing risk assessment, with services including discretionary portfolio management and pension consulting.

David Dardashti is a financial advisor at Spearhead Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Elevate Wealth Advisors, LLC and Mulholland Vista Capital Advisors, LLC. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, with services including retirement plan consulting and advisory work for held-away assets. The firm focuses on fundamentally driven, equity-focused portfolios tailored to each client and serves certain pension plan sponsors under ERISA arrangements.

Nicholas Walker is a CFP® and Series 65-registered financial advisor with four years of industry experience. He currently works at Walker Financial Advisors Inc and previously held roles at BSI Financial Services and Yardi Systems. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, many of whom are retired, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware, balanced asset allocation strategy and serves a client base that includes governmental 457(b) plan participants through its unique California 457 Benefits division.

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.

Michael Hill is a financial advisor with Kohr Investments and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at O'Connor Wealth Management and ownership of Kohr Financial & Insurance Services, where he is involved in insurance products and payroll technology services. Kohr Investments provides advisory services primarily to individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement rollover advice. The firm emphasizes a value-oriented investment approach with strategic asset allocation and offers educational seminars alongside insurance services operated by its principals.

Arlene Stokes is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at The Financial Coaching Group, Inc. in Laguna Hills, CA. She has been with The Financial Coaching Group and its predecessor entities since 2009 and also has experience with Innovative Retirement Solutions & Insurance Services since 2008. The Financial Coaching Group, Inc. serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension plans. The firm provides financial planning, individualized portfolio management, and assistance with selecting and monitoring third-party money managers, focusing on tailored advice and generally conservative, low-turnover portfolios.

Eric Wong is a CFA® charterholder with 37 years of industry experience. He is a principal at Pavion Blue Capital, LLC, where he has worked since 2019. Prior to joining Pavion Blue Capital, he held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 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 a disciplined, value-based investment approach focused on long-term total return across a broad range of asset classes and tailors investment strategies to the specific objectives and restrictions of each client.

Blake Nollenberger is a financial advisor at Nollenberger McCullough Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Beacon Hill Staffing and Insight Global. Nollenberger McCullough Investment Advisors provides discretionary investment management and fee-only financial planning to high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm offers equity-focused portfolio strategies tailored to clients’ objectives and employs independent performance measurement and reporting.

Passionate about helping others, Nycole has earned a reputation as an entrepreneur who leads with warmth, compassion, and a relentless dedication to helping others succeed. “When I was almost 20, I went to into a well-known bank branch and spoke to an advisor. I shared that I had $500 to invest. He told me to come back when I had more money. I never went back – instead I became the advisor I was looking for,” says Nycole. Serving young entrepreneurs, families, women and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial. Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life. With the belief that personal finance is “more personal than finance,” Nycole has helped others bring their financial goals to life by first understanding them as people. Investing quality time into building a relationship with each person she serves is of the utmost importance to Nycole. “I want to be able to help people like my younger self, who had the right financial intentions but who needed guidance on everything from A-Z when it comes to financial planning and investing.” Sought out for her valued counsel and tailor-made approach, Nycole works with her clientele as their financial “partner,” seeking to educate them every step of the way so they can become more confident along their wealth building journey. With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results. As an inspired leader who knows that true success comes from helping others, Nycole is highly involved in a variety of personal and professional organizations. She believes in following your dreams and never settling for less than your potential. As a mom, wife, health and wellness advocate, and forever student of life, Nycole continues to challenge herself to rise to her potential, and encourages others to never settle for less than what their goals are.

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.

Michael Stokes is a financial advisor with The Financial Coaching Group, Inc. He holds a Series 65 designation and has 17 years of industry experience. In addition to his advisory role, he is president and owner of Innovative Retirement Solutions & Insurance Services, where he provides insurance and annuity advice related to retirement planning, liability management, and estate planning. The Financial Coaching Group, Inc. serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension plans. The firm offers financial planning and individualized portfolio management with a focus on conservative, low-turnover portfolios and works primarily on a non-discretionary basis while recommending outside money managers.

Warren Isenberg is a CFP® professional with 19 years of industry experience, currently serving at Walker Financial Advisors Inc. since 1998. He holds a Series 63 designation and works from Mission Viejo, CA. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, including many retirees, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware investment approach focused on U.S. stocks, bonds, and low-cost ETFs, and also serves as a third-party administrator and advisor for governmental 457(b) plans through its California 457 Benefits division.