Robert Lingle is a financial advisor at Merus Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Growth Advisors, LLC, Capital Growth Securities LLC, and Pacific Alternative Investments, LLC. In addition to his advisory role, he is a managing partner at Pacific Alternative Investments, where he focuses on sourcing and marketing private investment offerings. Merus Advisors provides investment advisory and financial planning services primarily to individual clients and families, focusing on due diligence and monitoring of third-party managers rather than trade execution. The firm’s investment approach emphasizes diversification, low volatility, and tailored recommendations based on clients’ risk tolerance and goals.

Andrew Ryan is a financial advisor with Klein Pavlis & Peasley Financial, Inc. based in Irvine, CA. He holds a Series 66 designation and has seven years of industry experience. Ryan’s background includes roles at Magic Elite, Bank of America, Merrill, and KPP Financial. Outside of finance, he owns and operates a basketball coaching program focused on training youth fundamentals in Southern California. Klein Pavlis & Peasley Financial provides discretionary investment management services to individuals, including high-net-worth clients, and corporate entities. The firm emphasizes client education through public newsletters and online classes and integrates a third-party digital estate-planning service into its advisory process.

Jason Jacobi is a CFP® with 12 years of industry experience and is currently an advisor at Boyer Financial Services, Inc. Prior to joining Boyer in 2024, he worked at LPL Financial, Pacific Life Insurance Company, and Pacific Select Distributors Inc. He is co-owner of The Jacobi Group, a family-run PR and marketing firm, and serves as a non-executive board member advising Unbiased Inc. on the US RIA space. Boyer Financial Services is an SEC-registered, fee-based wealth management firm serving individuals, high-net-worth families, businesses, and trusts. The firm offers financial planning, portfolio management, and retirement-plan consulting, implementing tailored investment programs with ongoing monitoring and client education as key features.

Jason Topor is a financial advisor at Klein Pavlis & Peasley Financial, Inc. He holds a Series 65 designation and has 21 years of industry experience, all of which has been with his current firm since 2005. The firm provides discretionary portfolio management primarily for individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. Klein Pavlis & Peasley also offers a weekly periodical and public educational programming, distinguishing itself by integrating investment management with fee-based publications and educational services.

Bing Cao is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with four years of industry experience. He holds a Series 65 designation and has prior work experience at Platinum Eco Capital, Hercules Investments, and Beijing Vitality Textiles Co. Ltd. Cao is also the founder and CEO of Egret Wealth Group LLC, a life and health insurance sales and services business. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth and individual clients. The firm employs a diverse investment approach that includes fundamental, technical, and quantitative analysis across various asset classes and conducts regular account reviews with personalized Investment Policy Statements.

Easton Miller is a financial advisor at Miller Financial Services, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Smith Financial Services and Chapman University. Outside of his advisory role, Miller provides tax consulting and tax planning services as a licensed tax consultant. Miller Financial Services, Inc. is a fee-only registered investment adviser that serves employer-sponsored retirement plans, plan sponsors, and corporate clients. The firm offers investment management, financial planning, and retirement plan consulting, with an investment approach that combines passive and active strategies emphasizing asset allocation and fundamental analysis.

Jeremiah Chafkin is a financial advisor at Yayati Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked with Retirement Income Advisors dba Preservation Capital Management and AssetMark Financial Holdings. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, utilizing model-driven strategies based on Modern Portfolio Theory, options pricing, and proprietary technology. The firm offers Custom Strategies, options-based Overlay Solutions, and named strategies including the VOLT overlay, incorporating derivatives and margin to achieve targeted market exposure.

Laurie Dubchansky is a CFP® professional with nine years of experience in financial advising, currently serving at Havaplan Financial since 2016. She is based in Newport Beach, CA, and works alongside one other advisor in a two-person team. Havaplan Financial serves individual and high-net-worth clients with discretionary portfolio management and a comprehensive range of financial planning services. The firm primarily uses a passive investment approach with asset-class weighted portfolios built from index mutual funds and ETFs, supported by individualized Investment Policy Statements.

Thuy Tran is a financial advisor at KYUR, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Pinehill Capital LLC and Neuberger Berman Management. KYUR provides discretionary portfolio management and subadvisory services primarily to individual investors. The firm employs a blend of fundamental analysis, modern portfolio theory, behavioral finance, and quantitative methods, using proprietary algorithms to assess risk tolerance and construct portfolios, typically recommending ETFs and U.S. equities while offering broader investment options.

William Kieran is a financial advisor at Kevin Kennedy, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sei from 2015 to 2023. Kevin Kennedy, LLC provides financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI Investment Management Corporation’s model portfolios and mutual fund managers for security selection and offers primarily non-discretionary services without taking custody of client assets.

Gabriel Medina is a financial advisor at Bridge Capital Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sagewater Financial LLC, United Planners' Financial Services, and other firms. Medina also served in the Oregon and California Air National Guard for a combined 23 years. Bridge Capital Consulting provides investment management and financial planning services to individual clients, including high-net-worth individuals, business owners, families, and charitable organizations. The firm employs a top-down investment approach using model portfolios from SEI Investments Company and American Funds Service Company, combining in-house discretionary management with external manager programs.

Mario Zita is a financial advisor at Laguna Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Daniel Wealth Advisors and GameDay Wealth Group. Outside of finance, he is the sole owner of two companies in development stages: Mano's LLC, which is focused on researching and potentially bottling Italian pasta sauces, and Tremble Entertainment LLC, which is involved in creative projects such as books and films. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, trusts, and individuals nearing or in retirement. The firm offers comprehensive portfolio management, retirement plan consulting, SMA selection and oversight, and estate-planning services, using a combination of fundamental, technical, charting, and cyclical analysis tailored to client objectives and risk tolerances.

Michael Masciorini is a financial advisor at Ticino Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years before joining Ticino Wealth in 2025. Ticino Wealth provides wealth and investment management and financial planning to individual and high-net-worth clients, managing approximately $395 million across discretionary and non-discretionary accounts. The firm employs a blend of active and passive strategies with an emphasis on tax-aware asset allocation, ongoing monitoring, and the use of third-party managers when appropriate.

Jeffrey Brown is a financial advisor at Bell & Brown Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2015. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across around 500 client relationships. The firm focuses on fundamental analysis and long-term investment strategies, typically maintaining diversified portfolios of large-cap equities and investment-grade fixed income, and is notable for its wrap fee program sponsorship and high assets per advisor.

Justin Cable is a financial advisor at Seaport Research Partners LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related firms since 2011, including Seaport Global Securities LLC and GHS Trading LLC. Outside of his advisory role, he serves on the Investment Committee and the College of Business Advisory Board at the University of La Verne and is also active as a musician, performing, writing, and producing music. Seaport Research Partners provides institutional clients, advisers, and corporate and nonprofit entities with subscription-based investment research, combining fundamental and technical analysis to deliver company-specific reports, sector overviews, and bespoke projects. The firm does not engage in asset management or trade execution but offers ratings, price targets, and educational services tailored to client needs.

Scott Jones is a financial advisor at Sumnicht & Associates, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Sumnicht & Associates since 2007. He is also associated with Berry Network, Inc., where he has been involved since 1989. Sumnicht & Associates is a boutique family-wealth advisory firm serving high-net-worth families, trusts, foundations, and estates. The firm uses a multidisciplinary, team-based approach and primarily implements portfolios through ETF-based allocation models managed by an affiliated adviser, focusing on a small client roster and maintaining a family office relationship with a single family.

Michael Nahass is a financial advisor with Zor Capital, LLC, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His work history includes roles at Acer Capital, LLC and Terra Tech Corp. Outside of advising, he is a managing member of multiple businesses involved in real estate development and event management. Zor Capital, LLC provides investment advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management and customized asset allocation. The firm combines fundamental and technical analysis, typically favoring buy-and-hold strategies with periodic monitoring, while supporting a broad range of investment instruments and performance-based fee arrangements for qualified clients.

Richard Cervisi is a Series 65-licensed advisor at Global Investment Solutions, LLC with seven years of industry experience. He has worked at Global Investment Solutions since 2019, following a brief retirement period from 2016 to 2019. Global Investment Solutions primarily serves individual and high-net-worth clients, offering discretionary asset management, ongoing consulting, and direct management of variable annuity and variable life subaccounts. The firm utilizes proprietary, rules-based investment programs supported by fundamental, technical, and cyclical analyses, managing portfolios on a discretionary basis with asset allocations driven by trend, momentum, and sentiment indicators.

Karly Bokosky is a financial advisor at Sachi Financial Planning with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in education for several years, including positions at Capo Unified School District and Placentia Yorba Linda School District. Sachi Financial Planning serves individual, high-net-worth, and business clients by providing investment management alongside comprehensive financial planning services. The firm combines passive and active portfolio management, offers estate plan preparation using a third-party AI-assisted service, and conducts educational seminars for groups.

Shane Hiller is a financial advisor at Sonoma Private Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill Lynch, Bank of America, Wells Fargo Advisors, Parallel Advisors, and Ameriprise Financial Services. In addition to his advisory role at Sonoma, he serves as a Private Bank Advisor for Comerica Bank, working with their private bank clients. Sonoma Private Wealth LLC offers portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios, sub-advisers, and customized asset-allocation strategies that incorporate ESG considerations through HIP Investor’s sustainability ratings.