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.

Samuel Wida is a financial advisor with Stock Traders in Huntington Beach, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Stock Traders since 2000. Outside of his advisory role, he operates a certified tax preparation business from home. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm manages assets on a largely non-discretionary basis and employs a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.

Darren Crume is a financial advisor at Marathon Capital Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Granite Capital Wealth Management LLC and South Coast Investment Advisors, LLC. Crume is also a licensed real estate broker, though he does not actively use this license. Marathon Capital Management is an independent registered investment advisor serving individual clients, high net worth individuals, businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an emphasis on diversification, index-based core holdings, and fundamental security analysis.

Susan Miller is a financial advisor with Slaten Wealth Management in Anaheim, CA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Crown Capital Securities, LP, and has been with Slaten Financial and Slaten Wealth Management since 2008. Outside of her advisory role, she serves as president of Ballyhoo Ice Theatre Inc., a nonprofit focused on amateur competitive figure skating. Slaten Wealth Management provides fee-based investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach combining fundamental and technical analysis, offering custom portfolio management alongside third-party managed account oversight and integrating tax-related services and licensed insurance activities.

James Ripley is a CFP® professional with 34 years of experience in financial advising. He has been with RAI Wealth Management and its predecessor entities since 1992 and previously worked with Gregory Advisors, Inc. from 2020 to 2026. RAI Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and consulting services. The firm manages approximately $160 million in client assets, focusing on diversified portfolios primarily made up of mutual funds and ETFs, with an emphasis on tax management and regular portfolio rebalancing.

Justin Cable is a financial advisor at Seaport Research Partners LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various affiliated entities since 2011. Outside of his advisory role, he serves on the Investment Committee and 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 LLC primarily serves institutional clients and other investment advisers by providing research and advisory services without engaging in trade execution or asset custody. The firm combines fundamental and technical analysis to deliver detailed investment recommendations and offers a subscription-style service model.

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.

Angel Mendez is a CFP®-designated financial advisor at RAI Wealth Management with three years of industry experience. Prior to joining RAI Wealth Management in 2023, he worked at Gregory Advisors, Inc. and operated Angel Mendez Landscaping. RAI Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $160 million in client assets. The firm utilizes diversified portfolios focused on mutual funds and ETFs, employs third-party model portfolios and tax-management tools, and maintains unique referral and operational affiliations with other advisers.

Jayce Lowe is a financial advisor at Lighthouse Financial Services Inc with 12 years of industry experience. He has been with Lighthouse Financial Services since 2017 and previously worked at Next Financial Group Inc for three years. He holds the Series 66 designation. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection and emphasizes asset allocation across multiple model strategies.

Kyung Choe is a CFP® professional with 13 years of experience in the financial services industry. Currently with Apiis Wealth Management Corp., Choe has held roles at Allmerits Asset, LLC and Horter Investment Management, LLC among others. Outside of financial advising, Choe is president of a garment design and sales company and managing member of a non-investment related property management business. Apiis Wealth Management Corp. provides discretionary portfolio management primarily through third-party sub-advisers and offers retirement plan consulting and standalone financial consulting services. The firm serves a diverse client base including pension plans, corporations, nonprofits, and individuals, utilizing tactical and strategic asset allocation while maintaining oversight of sub-advisers.

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.

Martin Young is a CFP® professional with 16 years of experience in the financial services industry. He is currently with FHWV Financial LLC and has held positions at Ameriprise, H&R Block, Wells Fargo, and Citigroup Global Markets. FHWV Financial, LLC offers financial planning and turnkey managed-account services primarily to individual and high-net-worth clients. The firm acts mainly as a solicitor, referring clients to third-party advisers and implements managed accounts through platform sponsors, emphasizing non-discretionary advisory relationships and a close affiliation with an accounting practice.

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.

Ajay Vadukul is a financial advisor with Endeavor Advisors LLC and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has worked at several firms, including LifeTyme Financial Group, Transamerica Financial Advisors, and World Financial Group. He is also a licensed life and health insurance agent. Endeavor Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-based investment approach and offers educational seminars and estate planning facilitation uncommon among peers.

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.

Helen Huang is a financial advisor at Svl Investment Management with 22 years of industry experience. She holds a Series 63 designation and has worked at H Huang & Co CPAs LLP, Sung, Huang & Co, CPAs, LLP, and Avantax Investment Services, Inc. Outside of advising, she is a partner at H Huang & Co CPAs, LLP. Svl Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with strategic asset allocation and proprietary valuation models to manage discretionary portfolios.