Andrew Stout is a financial advisor at Tactivest, LLC with 28 years of industry experience. He has previously worked at Raymond James and has been affiliated with Tactivest since 2019. Stout serves on multiple nonprofit boards, including the LAPD Hollywood Division Police Activity League and the University of the Pacific Arthur A Dugoni School of Dentistry, and is president of the Leonard & Ilona Ling Family Foundation. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, managing approximately $128.5 million across about 168 client accounts.

Karen Franco is a financial advisor with Navigation Group LLC in Redwood Shores, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked with LPL Financial LLC since 2006 and has been involved with Navigation Group, Inc. since 2003. Outside of her advisory roles, she is involved in operating Whispering Hills Horse Ranch. Navigation Group provides discretionary investment management and comprehensive wealth planning primarily for individual and high-net-worth households, as well as pension plans, business entities, and investment companies. The firm’s investment approach emphasizes strategic asset allocation with a combination of passive index funds and actively managed mutual funds or ETFs, coordinated with tax and estate planning considerations.

Max Isaacman is a financial advisor at Fiscal Wisdom Wealth Management LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portsmouth-Smartlife Financial Group, Fidelity Investments, and Scottrade. Outside of advising, Max is an author who writes and publishes financial literature. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses tailored portfolio strategies that include a variety of investment options and conducts regular account reviews and rebalancing.

Erica Arroyo is a financial advisor at MA Private Wealth, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at MA Private Wealth since 2018, following four years at Ameriprise Financial Services, Inc. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm serves individuals, families, trusts, and select entities, using a tailored, long-term investment approach based on fundamental analysis and detailed client profiling.

Bradford Dinsmore is a financial advisor at Cornerstone Capital, Inc. with 28 years of industry experience. He has been with Petersen, Flynn & Dinsmore, Inc. since 1995. Cornerstone Capital, Inc. provides investment management to individuals, trusts, estates, charitable organizations, and institutional clients through separately managed equity and fixed-income accounts. The firm follows a capital preservation philosophy that integrates fundamental, technical, and cyclical analysis, managing approximately $1.26 billion with a small team and maintaining a relatively concentrated yet diversified portfolio approach.

Kevin Cohen is a financial advisor with One Wealth Advisors, LLC in San Francisco, holding a Series 63 designation and 14 years of industry experience. He has been with One Wealth Advisors since 2015. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, financial planning, and portfolio management with a primarily long-term investment approach, incorporating diversified assets and independent managers tailored to client needs.

Caroline Novak is a financial advisor at Sage Rhino Capital LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets, utilizing a range of securities and strategies including derivatives and options to align portfolios with client objectives.

William Gordon is a financial advisor at Cypress Wealth Services, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Perigon Wealth Management, LLC. Gordon also serves as Vice President of Business Development at The Business Advantage Group Ltd., a role he has held since 2015. Cypress Wealth Services is an SEC-registered advisory firm managing approximately $965.5 million for over 700 clients. The firm serves high-net-worth individuals, families, trusts, estates, and businesses, offering discretionary investment management, financial planning, and retirement plan consulting with a focus on fundamental analysis and long-term portfolio construction.

Troy Murphy is a financial advisor at Black Diamond Financial, LLC with five years of industry experience. He previously worked at Goldman Sachs for four years and has been involved with Powder Enterprises, LLC since 2019. Murphy serves on the Investment Committee of the U.S. Ski and Snowboard Association and is the owner of a personal branding company, Donny Pelletier Enterprises, LLC. He also sits on the advisory board of Progression LLC, an organization focused on sustaining outdoor recreation. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team and combines strategic asset allocation with tax-aware portfolio construction, offering access to private pooled investment vehicles for qualifying investors.

Ross Revenaugh is a financial advisor at Avalon Capital Management with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Sanford C. Bernstein & Co., LLC, Echelon Asset Management, and as an independent consultant. He has been with Avalon Capital Management since 2020. Avalon Capital Management serves high net worth individuals and families, offering discretionary investment management, cash management, and fixed-income services. The firm uses a proprietary, quantitative investment process combined with external research to implement active, dynamic global asset allocation across multiple asset classes.

Tom O'Brien is a CFP® and ChFC® with 17 years of industry experience. He has worked at Vantage Wealth Management, LLC since 2020 and previously held positions at Securian Financial Services, Sgc, and Minnesota Life Insurance Co. from 2008 to 2020. Vantage Wealth Management serves individuals, including high-net-worth clients, as well as trusts, retirement plans, charities, corporations, and broker-dealers. The firm offers personalized financial planning and asset management, focusing on diversified portfolios with strategic and tactical adjustments across multiple investment platforms.

Allan Leung is a CFP® professional at PlanVision, LLC with one year of industry experience. His prior work includes roles at H&R Block, Monroe Wealth Management, and LiveWell Capital. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals through written plans and ad-hoc consultations. The firm emphasizes a long-term, passive investment approach and delivers advice without managing client assets or requiring clients to implement recommendations through PlanVision.

Brandy Navarro is a CFP®, ChFC®, and holds a Series 66 license with 24 years of industry experience. She has worked at LPL Financial LLC since 2014 and has been with Vantage Wealth Management, LLC since 2010. In addition to her advisory role, she is involved in insurance-related activities including life, disability, and long-term care insurance. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets through a seven-advisor team. The firm offers personalized financial planning and asset management with a focus on diversified portfolios using mutual funds and ETFs, employing both strategic rebalancing and tactical adjustments.

Nicole Glazer is a financial advisor at Sage Rhino Capital LLC with nine years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2014 to 2017. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets, utilizing a range of securities and strategies including options-related approaches and alternative investments.

Howard Aschwald Jr. is a CFA® charterholder with 28 years of industry experience. He has worked at Delta Investment Management, LLC since 2022 and previously held roles at Lido Advisors, LLC and Quantum Capital Management. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and also serves as a subadvisor to other advisory firms. The firm offers a range of strategies, including systematic ETF-based tactical rotation and concentrated equity mandates, integrating financial planning within its advisory services.

Sevada Haghverdian is a financial advisor at Tactivest, LLC with four years of industry experience. His work history includes roles at Opes Advisors LLC, Golbar & Associates LLP, Pogosian & Company CPA, and Aspiriant LLC. In addition to advisory services, he is involved in accounting and tax preparation. Tactivest provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a diverse mix of analytical approaches and trading strategies and operates through multiple offices despite having a small advisory team.

Michael Romanchak is a financial advisor with BCN Financial, Inc. in Alameda, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at LPL Financial LLC, Crown Capital Securities, LP, and Quest Securities, Inc. In addition to his financial career, he operates Michael Romanchak Photography, a web-based gallery selling his photographic work. BCN Financial, Inc. provides retirement plan advisory and financial planning services primarily to employer-sponsored plan participants and members of over 200 Police and Fire Department associations. The firm’s investment approach focuses on mutual funds and ETFs, combining fundamental, technical, and sentiment analysis with market timing, while typically offering non-discretionary advice and regular client reporting.

Caroline Gorham is a CFP® at Neumann Capital Management with three years of industry experience. She has been with Neumann Capital Management since 2016. Neumann Capital Management is a fee-only wealth management firm managing approximately $630 million for around 191 clients, including individuals, high-net-worth individuals, trusts, and charitable organizations. The firm offers comprehensive and essential wealth management programs, employing strategic asset allocation, proprietary screening, and Monte Carlo simulations in its investment process.

Karime Azar Wabi is a financial advisor at One Wealth Advisors, LLC with six years of industry experience. She holds the Series 65 designation and has been with One Wealth Advisors since 2019. Prior to that, she worked at Hult International Business School for five years. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, financial planning, and portfolio management services, using a primarily long-term investment approach with tactical flexibility and a range of investment vehicles.

Carissa Yen is a Series 65 licensed financial advisor with three years of industry experience. She currently works at Brickley Wealth Management and previously held roles at Summitry LLC and Clarity Wealth Advisors LLC. Brickley Wealth Management serves individuals, trusts, pension and profit sharing plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs a long-term, diversified investment approach that combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence.