David Andresen is a financial advisor with Granite Capital Wealth Management LLC in Goodyear, AZ. He holds a Series 65 registration and has five years of industry experience. Prior to joining Granite Capital, he worked at M5 Capital Management LLC and M5 Capital Investments LP for 12 years each. Outside of advisory services, he is co-owner of Aladdan Construction Corp. Granite Capital Wealth Management provides individualized portfolio management to individuals, high-net-worth clients, and corporate entities, and serves as a sub-advisor to other registered advisers. The firm manages a private fund using a proprietary options-focused strategy that emphasizes active trading and risk management.

Kim Magana is a financial advisor at Marathon Capital Management, LLC with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Marathon Capital Management since 2004. Marathon Capital Management, LLC is an independent registered investment advisor serving individual clients, including many high net worth individuals, as well as select businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with a focus on diversification, index-based core holdings, and fundamental security analysis.

Emanuel Avina is a financial advisor with Avina Financial Group, Inc. in Bellflower, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Ameriprise Financial Services and Purshe Kaplan Sterling Investments. He is also involved with Avina Insurance Services, Inc., where he serves as a general agent focusing on life insurance and fixed annuities. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses with financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and focuses on mutual funds and ETFs, providing ongoing account monitoring and participant education.

Victor Espino is a financial advisor with Meridian Venture Partners, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Meridian, he worked at Universal Wealth, Encompass More Asset Management LLC, and Transamerica Financial Advisors, Inc. Outside of advising, he owns and operates The Tax Council, an accounting firm. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses multiple methods of analysis and offers a range of strategies, including cryptocurrency exposure and specialty investments such as real estate and venture capital funds.

Derek Munchow is a CFP® and ChFC® with 23 years of experience in financial advisory. He has worked at Augustus Wealth, LLC since 2022 and previously spent 20 years at Ameriprise Financial Services, Inc. in Long Beach, CA. Augustus Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and sector analysis with multiple asset-allocation approaches, and offers specialty planning services including RSU and stock option analysis and cost segregation studies.

Jeffrey Joslin is a financial advisor at Stock Traders with 40 years of industry experience. He has been with Stock Traders since 1994 and holds a Series 63 designation. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm employs a non-discretionary investment approach using a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.

Michael Martin is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Goldman Lancaster since 2013 and has also maintained a relationship with LPL Financial since 2007. Outside of his advisory work, he provides occasional support for a small family business, A Bite of Good. Goldman Lancaster serves individual investors, corporations, non-profits, trusts, estates, and retirement plans through portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $321 million for about 382 clients, offering tailored investment strategies that include ETFs, mutual funds, stocks, bonds, and annuities, with both discretionary and non-discretionary services.

David Jones is a CFP® with 21 years of industry experience, currently serving at Flatrock Wealth Partners LLC. He previously worked at Yosemite Capital Management LLC and Securities Equity Group. Outside of his advisory role, he is licensed to sell fixed life and annuities and occasionally teaches business law classes at Concordia University as a substitute. Flatrock Wealth Partners provides wealth management services to high net worth individuals, trusts, estates, foundations, and businesses, managing approximately $417.6 million across about 73 client relationships. The firm’s investment approach is long-term and household-level, incorporating a broad range of assets and utilizing ETFs, mutual funds, individual stocks, and private investment funds as appropriate.

Gary Vyneman is the president of Probitas Financial and holds a Series 66 designation with 21 years of industry experience. His background includes roles at TCFG Investment Advisors, United Planners' Financial Services of America, and independent insurance services. Outside of finance, he is involved as treasurer and board member of Viewpoint Church and owns a roasted nuts business. Probitas Financial provides investment advice and portfolio management primarily to individual clients, including high-net-worth individuals, and certain ERISA-based retirement accounts. The firm emphasizes individualized investment policy development with an asset-allocation focus and implements portfolios on a non-discretionary basis through turnkey asset manager platforms.

Brent Greenshields is a financial advisor at Greenshields Capital LLC with 33 years of industry experience. He has held roles at Cambridge Investment Research, Inc. since 2017, serving as Principal and Chief Compliance Officer, and previously worked at Questar Asset Management and Questar Capital Corporation. He is also licensed as an independent insurance agent. Greenshields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing about $177 million across roughly 140 accounts. The firm offers discretionary portfolio management and retirement plan advisory services, typically using a long-term investment approach based on a combination of fundamental, quantitative, technical, and cyclical analysis.

Panos Grivakis is a financial advisor with Lakewood Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include a decade at JPMorgan Chase Bank and partnerships in fast food restaurant businesses where he contributes to business strategy and leadership. Lakewood Financial Group provides comprehensive wealth management to high-net-worth individuals and families, using a strategic-core with tactical-overlay investment approach and offering access to private funds and structured products.

John Ramey III is a financial advisor at Yayati Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including D.H. Hill Advisors, BlueArc Capital Management, and operates Ramey Capital, Inc. since 2015. Yayati Asset Management specializes in quantitative portfolio management for institutional clients, individual investors, and trusts. The firm uses a model-driven approach incorporating Modern Portfolio Theory, options strategies, and proprietary technology to construct ETF- and stock-based portfolios.

Roger Dasilva is a financial advisor at Hermosa Wealth Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including United First Partners LLC and MML Investors Services. Outside his advisory role, he owns and operates Realm Business and Tax Advisory, a tax preparation business. Hermosa Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to tailor investment programs and offers educational seminars and workshops to the public.

John Heldman is a CFA® charterholder with 26 years of industry experience. He has been with Triad Investment Management, LLC since 2008, where he is one of two advisors at the firm. 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 approximately $120 million across about 40 client relationships.

Avinash Mirchandani is the sole advisor at Alternity Investment Advisors with 11 years of industry experience. He has been with Alternity Investments since 2015 and also owns Accountax Solutions, where he provides tax preparation and bookkeeping services as an Enrolled Agent. Alternity Investment Advisors is an independent firm serving individuals, business owners, pensions, endowments, and nonprofits. The firm focuses on long-term investing and combines charting, fundamental, technical, and cyclical analysis to develop portfolio recommendations, which are implemented on a primarily non-discretionary basis to allow clients to maintain trading authority.

Joseph Richard is a financial advisor at Anchor Financial Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California Life agent and engages in life and health insurance sales. Anchor Financial Group is a state-registered advisory firm offering personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm employs strategies based on fundamental analysis and broad diversification, blending passive and active investments with various alternative asset classes.

David Dardashti is a financial advisor at Spearhead Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Elevate Wealth Advisors, LLC and Mulholland Vista Capital Advisors, LLC. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, with services including retirement plan consulting and advisory work for held-away assets. The firm focuses on fundamentally driven, equity-focused portfolios tailored to each client and serves certain pension plan sponsors under ERISA arrangements.

Joon Hyon is a financial advisor with Yayati Asset Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Yayati Asset Management in 2023, he worked at Savos Investments / AssetMark from 2013 to 2021. He has an ownership stake in the holding company of Yayati Asset Management and is involved in the technology subsidiary, Yayati LLC, where he performs trading and service functions. Yayati Asset Management provides quantitative portfolio management services to institutional clients and individual investors, employing a model-driven approach that includes Modern Portfolio Theory, option pricing, and proprietary optimization techniques. The firm offers strategies that incorporate derivatives and leverage, along with tax-focused solutions such as its VOLT overlay strategy.

Jessica Henderson is a financial advisor at South Bay Financial Partners in Torrance, CA, holding a Series 65 designation with two years of industry experience. She has worked at South Bay Financial Partners since 2021 and previously spent five years at Pillars Community Health. South Bay Financial Partners serves individual clients, high-net-worth families, small businesses, trusts, and pooled income funds with integrated financial services including customized financial planning, investment advice, tax preparation, and small-business planning. The firm emphasizes a buy-and-hold investment approach tailored to client goals and risk tolerance, and provides financial coaching, therapy, and extensive client education through workshops, courses, and an online platform.

Eric Wong is a CFA® charterholder with 37 years of industry experience. He is a principal at Pavion Blue Capital, LLC, where he has worked since 2019. Prior to joining Pavion Blue Capital, he held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Pavion Blue Capital provides discretionary and non-discretionary portfolio management and retirement plan consulting for individuals, trusts, estates, corporations, and asset-based loan accounts. The firm employs a disciplined, value-based investment approach focused on long-term total return across a broad range of asset classes and tailors investment strategies to the specific objectives and restrictions of each client.