Jerome Slusiewicz is a financial advisor with Pacific Financial Planners, LLC in Laguna Niguel, CA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Western International Securities, Inc. and Wells Fargo Clearing prior to his current role. He also conducts financial education workshops and seminars. Pacific Financial Planners provides portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, and charitable organizations. The firm uses a purpose-based investing process and combines RIA asset management with licensed insurance brokerage activities, offering educational workshops and managing assets on both discretionary and non-discretionary bases.

Donald Campbell is a financial advisor at Twenty-Five Capital Partners with 42 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC, where he spent 14 and 11 years respectively. He holds Series 63 and Series 65 designations. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management and portfolio construction services to individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm combines top-down macroeconomic analysis with bottom-up security selection in a core-and-satellite framework, offering access to ETFs, mutual funds, private placements, and alternative investments.

John O'Neill III is a financial advisor at O'Neill Financial Management, Inc. in Lake Forest, CA, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2016. O'Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and business clients. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing broadly diversified, mainly passive mutual funds and ETFs, and offers additional tax preparation and accounting services through a CPA principal.

Robert Price is a CFP® professional with four years of industry experience, currently with Prosperity Wealth Planning LLC. His prior roles include positions at Apella Wealth and Inspired Financial. Outside of his advisory work, he coaches high school basketball. Prosperity Wealth Planning serves individual and high-net-worth clients as well as corporations, providing portfolio management, comprehensive financial planning, and specialized services such as family legacy and divorce planning. The firm employs a disciplined investment approach grounded in fundamental, quantitative, and technical analysis, with offerings that include educational seminars and a program for next-generation financial education.

Raymond Clark is a CFP® professional at The Clark Group Asset Management with 24 years of industry experience. He has been with the firm since 2005, serving as its president. The Clark Group Asset Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm employs a documented financial analysis process to tailor portfolios across various asset classes, utilizing both fundamental and technical research, and incorporates strategies such as shorting and option use.

Brandon Boyd is a financial advisor at Legacy Advisory Group, Inc. in Santa Ana, CA, holding a Series 66 designation with 17 years of industry experience. His career includes roles at LPL Financial, Crown Capital Securities, and Heritage Planning Financial Group, where he is also co-owner of a tax preparation and accounting practice. Legacy Advisory Group, Inc. provides portfolio management and advisory services to individual, high-net-worth clients, and retirement plans. The firm utilizes a model-informed investment process overseen by an internal committee and offers both discretionary and non-discretionary account management through a range of program-based services.

Eric Henrickson is a financial advisor at Solomon and Associates LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Solomon and Associates since 2021. Henrickson also serves as a professor at Argosy University and is president of Build America Management Company. Solomon and Associates provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, and small businesses. The firm uses asset-allocation driven strategies and employs fundamental, technical, and charting analysis to manage portfolios on a discretionary basis.

Robert Mcdonald is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with Fairway Capital Advisors in Newport Beach, CA, where he has worked since 2021. His prior roles include positions at Purshe Kaplan Sterling Investments, UBS Financial Services, and Merrill. Fairway Capital Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, and employer retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, typically operating on a non-discretionary basis with an emphasis on client approval and periodic monitoring.

Raymond Martin is a financial advisor at Martin Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has previously worked at LifePro Asset Management, LLC. In addition to his advisory role, Martin volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education. Martin Wealth Management, LLC offers financial planning and advisory services primarily to individual clients with a minimum account size of $100,000. The firm employs both fundamental and technical analysis to pursue long-term trading strategies tailored to client Investment Policy Statements and operates a co-advisory relationship with Matson Money.

Christopher Rhodes is a financial advisor at Pacific Specialty Investment Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pacific Specialty Income Group since 2016. Outside of his advisory role, Rhodes grows cactus from seed as the owner of Orange County Cactus. Pacific Specialty Investment Group provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $123 million and employs a custom-built portfolio approach using equities, ETFs, closed-end funds, REITs, and fixed-income ETFs, applying macroeconomic and monetary-cycle analysis alongside fundamental and technical research.

Bryan Duckett is a financial advisor at Duckett Wealth Management in Irvine, CA, with 27 years of industry experience. He holds a Series 66 designation and has worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC. He has been with Duckett Wealth Management since 2022. Duckett Wealth Management provides discretionary investment management and financial planning services to individuals, businesses, retirement plans, foundations, trusts, and other institutions. The firm uses model portfolios based on fundamental analysis and diversified exposures, offers estate-planning support, and manages client assets on a discretionary basis without imposing a minimum account size.

James Oghigian is a financial advisor with Pavion Blue Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Pavion Blue Capital provides discretionary and non-discretionary portfolio management, retirement plan consulting, and advisory services to a diverse client base including high-net-worth individuals, trusts, and charitable organizations. The firm employs an opportunistic, value-oriented investment philosophy focused on long-term total return and customizes portfolios using fundamental analysis.

Richard Lewis is a CFA charterholder with seven years of industry experience. He has worked at White Stork Asset Management LLC since 2018 and previously at Raj Vasudevan LLC from 2016 to 2018. He is based in Irvine, CA. White Stork Asset Management provides discretionary investment management to individuals, non-profit organizations, and institutions, focusing mainly on equities and U.S. Treasury securities. The firm’s bottom-up, fundamental investment approach emphasizes undervalued market leaders for long-term holding, active allocation, and risk controls at the position level, serving a client base that includes a notable share of non-U.S. investors.

Michael Vaughn is a Series 65-licensed financial advisor with Vaughn Investment Advisors Inc. in Tustin, CA, where he has worked since 2007. He has 12 years of industry experience. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets. The firm serves individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations, using a team-based investment process that combines top-down macro analysis with bottom-up security selection and emphasizes diversification through ETFs and ETNs.

John Cooke is a Certified Financial Planner® with 24 years of industry experience. He has been with Cooke Wealth Management, LLC since 2003, where he serves as one of two advisors. Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients with discretionary investment management, financial planning, and financial coaching. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory and integrates a Christian stewardship perspective into its planning process.

David Hutchison is a CFA® charterholder with 18 years of industry experience. He has been with Triad Investment Management, LLC since 2013. He serves on the Investment Advisory Committee for CalOptima, a health insurance provider, where he helps oversee investment consultants and outside managers for corporate cash management. 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 roughly $120 million across about 40 client relationships.

Keith Bong is a CFA® charterholder with 24 years of industry experience. He has worked at Sidoxia Capital Management, LLC since 2014 and previously spent 12 years at Topper Capital Management, Inc. Bong is also a CPA who provides accounting and tax services seasonally and may teach college-level finance courses. Additionally, he serves as a managing member of a private investment company, Portola Capital Group LLC. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional accounts. The firm employs Fusion strategies that combine low-cost ETFs, individual equities, and fixed income, emphasizing long-term holding periods and tax-aware management.

Charles Mann is a financial advisor with Professional Financial Advisors Inc. in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Professional Financial Advisors Inc. since 1983, as well as at NPB Financial Group, LLC and Independent Financial Group, LLC. Mann also serves as an officer and director for Pacific Corporate Consultants, Inc., a pension services firm. Professional Financial Advisors, Inc. serves individual clients, including high-net-worth individuals and business owners, providing comprehensive financial planning, retirement, estate, and tax analyses along with portfolio asset management. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise into its advisory process.

Lantz Bell is a financial advisor at Bell & Brown Wealth Advisors, LLC with 43 years of industry experience. He has worked at Bell & Brown Wealth Advisors since 2015 and previously spent nine years at RBC Capital Markets. He serves as a board member for North East of the Well, a ministry focused on issues related to women, including human trafficking, addiction, and abuse. Bell & Brown Wealth Advisors provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across 500 client relationships. The firm employs a long-term investment strategy focused on fundamentally analyzed large-cap equities and investment-grade fixed income, and is noted for its role as a wrap fee program sponsor and the high assets and client relationships managed per advisor.

Mickey Payne is a financial advisor at Advisors on Call in Newport Beach, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His work history includes roles at Wealth Management & Business Concepts, Emmaus Capital Management, and William Jordan Investments Inc. Outside of advisory services, he is president of Teleios Back Office Solutions, providing bookkeeping and consulting services to raise capital for alternative investments. Advisors on Call offers personalized investment advisory and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement and pension plans. The firm focuses on tailored asset allocation, manager selection, and ongoing risk assessment, serving both high net worth clients and institutional clients with discretionary and non-discretionary agreements.