Lantz Bell is a financial advisor at Bell & Brown Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bell & Brown since 2015. Outside of his advisory work, he serves as a board member for North East of the Well, a ministry focused on issues affecting women such as human trafficking, addiction, and abuse. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million in assets. The firm emphasizes fundamental analysis and a long-term purchase strategy, typically maintaining diversified portfolios of large-cap equities, investment-grade fixed income, and cash equivalents.

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.

Robertina Gama is a financial advisor at GAMA Wealth Management, LLC in Irvine, CA, holding a Series 65 designation with six years of industry experience. She has been with GAMA Wealth Management since 2019. GAMA Wealth Management serves high-net-worth individuals through discretionary asset management via its wrap-fee program. The firm manages approximately $29.6 million in assets, emphasizes individualized portfolios with continuous supervision, and employs various strategies including fundamental analysis, options writing, and margin transactions.

Elias Hakimian is a financial advisor at Crystal Cove Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Crystal Cove Asset Management since 2005. Outside of his advisory role, he provides real estate consulting and analysis as a consultant for Coastal Realty and is a partial owner of CEEK Holdings LLC. Crystal Cove Asset Management is a California-registered firm serving individuals, foundations, and retirement plans with portfolio management, financial planning, and pension consulting. The boutique firm manages approximately $90 million across about 66 client relationships, employing customized strategies that include equities, ETFs, tactical fixed income, derivatives, and structured products.

Tami Simpson is a financial advisor with Wealth Financial Group West, Inc. in Costa Mesa, CA, holding CFP® and Series 65 credentials and bringing 18 years of industry experience. She has worked with several firms, including Gradient Advisors, LLC and Brokers International, and is also the owner of Simpson & Simpson Life Insurance Services, Inc. Wealth Financial Group West, Inc. provides discretionary asset management, financial planning, and third-party manager recommendations to individual and high-net-worth clients. The firm develops investment strategies based on client goals, time horizons, and risk tolerance, employing fundamental, technical, and cyclical analysis, and offers ongoing portfolio oversight and tailored financial plans.

Brian Walker is a financial advisor at SVL Investment Management with 29 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 22 years. Walker holds a Series 63 designation. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process, using top-down economic analysis, strategic asset allocation, and a proprietary multi-variable statistical valuation model to structure portfolios tailored to each client's objectives and risk tolerance.

Clifford Kolson is a financial advisor with Generational Wealth Strategies in Irvine, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Advantage Asset Management, Inc. since 1994. Outside of advising, Kolson is a licensed California real estate broker and also works as an insurance agent. Generational Wealth Strategies provides discretionary investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, non-public businesses, and charitable entities. The firm employs a structured investment approach that incorporates portfolio management, alternative exposures, and family-oriented services.

Ritwik Kumar is a financial advisor at Leyland Cypress, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at DBD Partners and RIGZ. Leyland Cypress, LLC provides investment monitoring and recommendation services primarily to individual clients and other entities, employing a quantitative ETF arbitrage strategy focused on asset allocation. The firm emphasizes daily account monitoring and frequent client reporting through a secure portal and quarterly written updates.

John West is a CFA® charterholder based in Newport Beach, CA, with 12 years of industry experience. He has been with Flatrock Wealth Partners LLC since 2022 and previously worked at Research Affiliates, LLC for 15 years. Flatrock Wealth Partners serves high net worth individuals, trusts, estates, foundations, and businesses, managing approximately $417.6 million across about 73 client relationships. The firm focuses on household-level, long-term wealth management that incorporates a broad range of assets and typically uses ETFs, mutual funds, and individual stocks along with fundamental and technical analysis.

Michael Thibodeaux is a financial advisor with Elevate Wealth Advisors, LLC in Newport Beach, CA. He holds a Series 65 designation and has been working in the financial services industry since 2020, including roles at World Financial Group and Elevate Financial Partners. Elevate Wealth Advisors, LLC provides discretionary investment management and portfolio trading for individual and high-net-worth clients. The firm employs an active, adaptive investment approach focused on fundamental analysis and offers participation in a private fund utilizing an ETF call-option long/short strategy.

Bryan Ugalde is a financial advisor at FDP Wealth Management, LLC in Irvine, CA, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with FDP Wealth Management, Executive Insurance Agency, FDP Insurance Services, and Valmark Securities since 2010. Outside of advising, he serves as COO of FDP Insurance Services, overseeing the operation of the insurance and advisory business. FDP Wealth Management provides investment consulting and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, and institutional clients. The firm delivers non-discretionary advice focused on fundamental analysis and diversification, featuring a specialized life-insurance trust analysis process known as the TOLI Expert System.

Mark Shoemaker is a financial advisor with BSIAS Advisors, LLC in Anaheim, CA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Peter P. Brown in real estate for 16 years and has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and Brown-Shoemaker, CPA's since 1979. BSIAS Advisors, LLC provides discretionary and non-discretionary portfolio management primarily for individuals, families, trusts, and retirement accounts. The firm follows a fundamental, long-term buy-and-hold investment philosophy with tailored asset allocations and plans to offer income tax preparation services to existing clients starting in 2025.

Shiyi Zhang is a financial advisor at Illumine Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Leju USA LLC and in academic roles at the University of California and Walla Walla University. Outside of advising, Zhang has experience as an assistant manager in the retail sector. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and customizes allocations based on client objectives and risk tolerances.

Nitai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Tillys Inc and Chokshi & Shah CPA. Outside of advisory work, he serves as an assurance partner providing audit and accounting services through Nitai & Company Financial Group. Chokshi & Queen Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm provides tailored portfolio management using a mix of in-house analysis, third-party sub-advisors, and tactical and strategic asset allocation, alongside services such as tax-loss harvesting and retirement plan consulting.

Jordan Ver Hoeve is a financial advisor at Castle Capital Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Ameritas Advisory Services, Equity Services Inc, and National Life Group. Outside of finance, he is an independent artist. Castle Capital Management provides portfolio management and financial planning services to individuals and high-net-worth clients, employing fundamental analysis and modern portfolio theory with a range of investment strategies. The firm emphasizes customized Investment Policy Statements and delivers quarterly reporting through Fidelity Brokerage Services LLC.

Richard Lederer is a financial advisor at Lederer & Associates Investment Counsel with 38 years of industry experience. He has been with the firm since its founding in 1986 in Long Beach, California. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages equity, fixed-income, and balanced portfolios using distinct equity strategies focused on growth and income, maintaining concentrated portfolios with active monitoring and disciplined sell criteria.

Vladimir Pixa is a financial advisor with My Portfolio Guide, LLC in Seal Beach, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with My Portfolio Guide since 2010 and has also worked at Deloitte since 2009. My Portfolio Guide, LLC provides portfolio management and financial planning services to individual, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $201 million in assets and employs proprietary investment models tailored to clients' goals, tax situations, and risk tolerances, with a distinct use of short sales and tactical rebalancing.

Edward Schuh is a financial advisor at Inception Financial Services with eight years of industry experience. He holds a Series 65 designation and has worked at Inception Financial Services and AlphaStar Capital Management, LLC. He is also an independent licensed insurance agent. Inception Financial Services provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth individuals, and business entities, employing a combination of strategic and tactical asset allocation with long-term trading and various analytical approaches.

Nicholas Pardini is a financial advisor at Spearhead Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Elevate Wealth Advisors, Davos Investment Research, and Parallax Volatility Advisors. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, offering tailored equity-focused portfolios along with retirement plan consulting and advisory services for held-away assets. The firm emphasizes fundamental security analysis and periodic portfolio reviews, implementing customized restrictions and using an independent custodian for trade execution and reporting.

Darin Guthrie is a financial advisor with Opus Private Wealth Group, LLC in Orange, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Fidelity Investments, and TD Ameritrade. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities with investment advisory and financial planning services. The firm manages approximately $102 million in discretionary assets and offers a firm-sponsored wrap fee program alongside hourly financial planning, emphasizing individualized portfolio construction using a mix of fundamental and technical analysis.