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.

Larry Michaels is a financial advisor with Legacy Advisory Group, Inc in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Crown Capital Securities, LP for 12 years and has been involved with Accounting & Legal Network since 2010. Legacy Advisory Group, Inc provides portfolio management and advisory services to individual and high-net-worth clients, pension, and profit-sharing plans, utilizing a model-informed investment process overseen by an internal committee. The firm offers discretionary and non-discretionary accounts and manages its own wrap-fee program, integrating multiple investment strategies.

Bryan Reynoso is a financial advisor at CS Tomasi Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Before entering the financial advisory field, his work history includes roles in various industries such as moving services and staffing. CS Tomasi Wealth Management offers discretionary wealth management, financial planning, and tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach that combines fundamental analysis with relative strength timing and an internal due-diligence process, managing approximately $110 million in assets across about 84 clients.

Pierre Ngo is a CFP® with 40 years of industry experience. He has been with Advanced Financial Strategies, Inc. since 2000 and Capital Synergy Partners, Inc. since 2010. Ngo is also president and owner of Advanced Financial Strategies & Insurance Services and holds ownership stakes in other business entities related to real estate where his firm is located. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, and high-net-worth individuals and families by offering comprehensive financial planning, discretionary asset management, estate planning, and risk-management services. The firm integrates strategic asset allocation with both passive and active investment approaches and employs technology platforms for portfolio management and documentation support.

Steve Rumsey is a financial advisor with Optimus Advisory Group in Dickson, TN, holding a Series 63 designation and 17 years of industry experience. He has been with Optimus Advisory Group since 2008. Outside of his advisory role, he is involved in the sale of life, fixed and term, health, and fixed annuities through various insurance companies. Optimus Advisory Group serves individuals, families, trusts, pension and profit-sharing plans, and other business entities with financial planning and investment management. The firm uses a combination of strategic asset allocation, market analysis, and proprietary algorithms to manage tactical ETF and mutual fund portfolios and also offers model portfolio services and investment signals to other advisors.

Nicholas Bautista is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Clearview Wealth Management since 2018 and previously worked at Bare Financial and Commonwealth Financial Network. Bautista is also the founder and CEO of a nonprofit organization that promotes free play soccer for adolescents. Clearview Wealth Management serves individual clients, trustees, and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm uses a variety of investment vehicles and analysis tools to tailor plans and portfolios, and also offers tax preparation services exclusively to its clients.

Jessica Roks is a CFP® certificant with 14 years of industry experience currently advising clients at JDM Financial Group LLC. She has previously worked at Empirical Wealth Management, Creative Planning, Tippett Moorhead & Haden, and M Holdings Securities, Inc. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions by offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes an asset-allocation approach using mutual funds and ETFs and integrates fundamental and behavioral finance analyses in its market evaluations.

Colette Sadlier is a financial advisor at Advanced Financial Strategies Inc. with a Series 65 designation and one year of industry experience. Her background includes roles in media and education at organizations such as CNBC, CBS News, and Pepperdine University. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, high-net-worth individuals and families, trusts, estates, and qualifying retirement plans. The firm focuses on strategic asset allocation combining passive exposures with active management and tactical adjustments, offering comprehensive financial planning, discretionary asset management, estate and business planning, and risk management services.

John Labriola is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Laguna Wealth Advisors, LLC since 2013 and at Sagent Wealth Management since 2010. He is also president and a partial owner of Fountain Valley Skating Center, a roller skating facility where he holds a board position and operates an on-site snack bar. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, and trusts, providing comprehensive portfolio management, retirement plan consulting, and estate-planning services. The firm employs a diversified investment approach including fundamental, technical, and cyclical analysis, and regularly utilizes third-party separately managed accounts tailored to client objectives and risk tolerances.

Robert Hicks is a financial advisor with Osage Pacific Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Osage Pacific Advisors since 2017 and is also the managing member of Alternative Asset Group LLC, a non-investment-related business. Osage Pacific Advisors provides investment management and financial planning services to individuals, trusts, estates, retirement plan participants, businesses, and private funds. The firm’s approach emphasizes overall asset allocation before individual security selection, using a mix of fundamental, cyclical, charting, and technical analysis, and generally favors longer-term holdings while employing options and other strategies when appropriate.

Kevin Winters is a CFP® with 26 years of industry experience, currently serving as an advisor at Flatrock Wealth Partners LLC since 2022. He previously worked at Pacific Investment Management Company LLC and PIMCO Investments LLC from 2006 to 2022. Winters also works on an interim basis as a consultant to these firms and is a co-general partner in a private real estate LLC. Flatrock Wealth Partners provides wealth management, discretionary investment management, financial planning, and insurance consulting to high-net-worth individuals, trusts, foundations, and businesses. The firm employs a customized, primarily long-term investment approach combining ETFs, mutual funds, individual equities, and selective alternative investments, managing approximately $232 million across about 51 client relationships.

Paul Matthews II is a financial advisor with RPM Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RPM since 2012 and also serves as president of 504 Imports & Distribution, a business importing primarily wine for wholesale and retail sales. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selective dividend-paying equities. The firm serves primarily individuals, affiliated trusts, foundations, and family offices, emphasizing bond origination, underwriting, and ongoing monitoring alongside a selective equity sleeve.

Christiane Tomasi is a CFP® professional with 29 years of experience in the financial industry. She is the founder of CS Tomasi Wealth Management and has worked at LPL Financial since 2010. In addition to her advisory work, she owns and operates a tax preparation service. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach combines fundamental analysis with a rotational timing technique and ongoing portfolio supervision, managing approximately $110 million in assets across about 84 clients.

Maximilian Mann is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. He is currently affiliated with Professional Financial Advisors Inc and has prior experience at Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of financial advising, Mann is involved in voiceover acting. Professional Financial Advisors, Inc. serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate, and tax-focused analyses along with portfolio asset management and consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise into its advisory model.

Keythe Ward Aguilar is a CFP® professional with 26 years of experience in the financial industry. He has been with ProCore Advisors, LLC since 2017 and previously worked for Partnervest Advisory Services LLC from 2009 to 2017. He holds Series 63 and Series 65 licenses and is involved part-time in non-variable insurance activities with various healthcare providers. ProCore Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm combines a retail-focused automated advisory platform with access to alternative investments and employs multiple analytical approaches to tailor client portfolios.

Vinh Tran is a financial advisor at KYUR, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with KYUR since 2016. In addition to his advisory role, he is involved in research consulting. KYUR provides discretionary portfolio management and acts as a subadvisor to other advisers, primarily serving individual investors. The firm employs a combination of fundamental analysis, behavioral finance, and quantitative methods, including proprietary algorithms, to tailor investment strategies that typically emphasize ETFs and U.S. equities alongside alternative instruments.

William Godines Castro is a financial advisor at Castle Capital Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corporation, Park Avenue Securities, Guardian Life Insurance Company, Thrivent, Symmetry, and New York Life. Outside of his advisory role, he provides consulting services through Castle Consulting and Strategy LLC and manages insurance operations at WJ Insurance Solutions. Castle Capital Management offers portfolio management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes third-party strategies and employs fundamental analysis alongside modern portfolio theory to create customized investment allocations, managing accounts on both discretionary and non-discretionary bases.

Sage Vincent is a CFP® with one year of industry experience, currently serving at PortSalus Wealth Management in Mission Viejo, CA. Prior to his current role, he worked at Snowflakes Embryo Adoption for three years and has a background that includes education and nonprofit involvement. PortSalus Wealth Management serves individual clients, including high-net-worth households, and select pension and profit-sharing plans, offering investment management and financial planning on a fee-only basis. The firm employs a portfolio construction approach based on modern portfolio theory, combining active and passive strategies with various analytical methods, and supports client “held-away” accounts through Pontera Solutions, Inc.