Lora Rommel is a CFP® professional with 30 years of industry experience, currently serving at Ehrlich Financial Group. She previously worked at Ameriprise Financial Services, Inc. for 17 years. In addition to her advisory role, she is involved in insurance sales. Ehrlich Financial Group is a four-advisor team that provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized, long-term oriented investment approach using low-cost funds, individual securities, and independent managers, supported by fundamental and quantitative research methods.

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.

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 in Irvine, CA, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he worked at Tillys Inc and Chokshi & Shah CPA. Outside of advising, he serves as an assurance partner at Nitai & Company Financial Group, providing audit and accounting services. Chokshi & Queen Wealth Advisors serves individual investors, trusts, retirement plans, and institutions with asset management, financial planning, and retirement consulting. The firm combines fundamental, technical, and quantitative analysis in managing portfolios that include stocks, bonds, ETFs, mutual funds, and derivatives, and offers both discretionary management and standalone financial plans.

Jordan Ver Hoeve is a financial advisor with Castle Capital Management in Irvine, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Castle Capital Management, he worked at Ameritas Advisory Services, Equity Services Inc, and National Life Group. Outside of finance, he is also an independent artist. Castle Capital Management provides portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to construct tailored allocations and implements third-party strategies for custodial and self-directed brokerage accounts.

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.

Derek Campbell is a financial advisor at Twenty-Five Capital Partners with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Morgan Stanley Smith Barney LLC and Beacon Pointe Advisors, LLC. Before entering financial services, he was involved with the Philadelphia Phillies and the Colombian Professional Baseball League. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management and portfolio construction services to a range of clients, including individuals, high-net-worth individuals, trusts, retirement plans, and corporate entities. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up security selection, using a core-and-satellite framework that incorporates indexed, tax-efficient, and active strategies.

Andrew Geller is a financial advisor at Quantumvest, Inc. in Los Alamitos, CA. He holds a Series 65 credential and has recently started his career, with experience beginning in 2025. Prior to joining Quantumvest, he worked in non-financial roles at Saxum Surgical and Allied Universal. Quantumvest serves individual and high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and small businesses. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions, and provides discretionary portfolio management, retirement plan consulting, and wealth-planning services.

James Skorheim is a financial advisor at Skorheim Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has been involved in wealth management through various firms since 2010. Outside of his advisory role, Skorheim is the CFO of a CPA firm, where he performs managerial and accounting duties including business valuation. Skorheim Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to manage diversified portfolios, offering both long- and short-term trading strategies.

Christopher Baum is a CFA® and holds a Series 65 license with 13 years of industry experience. He has worked at Coastal Capital Advisors since 2020 and previously spent seven years at Private Management Group, INC. Christopher operates out of Irvine, CA. Coastal Capital Advisors serves individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans by providing discretionary investment management alongside comprehensive financial planning and wealth management. The firm employs a blend of active and passive, long-term, value-based asset allocation using customized portfolios and integrates outside specialists and services into client programs.

Robert Lingle is a financial advisor at Merus Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Growth Advisors, LLC, Capital Growth Securities LLC, and Pacific Alternative Investments, LLC. In addition to his advisory role, he is a managing partner at Pacific Alternative Investments, where he focuses on sourcing and marketing private investment offerings. Merus Advisors provides investment advisory and financial planning services primarily to individual clients and families, focusing on due diligence and monitoring of third-party managers rather than trade execution. The firm’s investment approach emphasizes diversification, low volatility, and tailored recommendations based on clients’ risk tolerance and goals.

Andrew Ryan is a financial advisor with Klein Pavlis & Peasley Financial, Inc. based in Irvine, CA. He holds a Series 66 designation and has seven years of industry experience. Ryan’s background includes roles at Magic Elite, Bank of America, Merrill, and KPP Financial. Outside of finance, he owns and operates a basketball coaching program focused on training youth fundamentals in Southern California. Klein Pavlis & Peasley Financial provides discretionary investment management services to individuals, including high-net-worth clients, and corporate entities. The firm emphasizes client education through public newsletters and online classes and integrates a third-party digital estate-planning service into its advisory process.

Jason Jacobi is a CFP® with 12 years of industry experience and is currently an advisor at Boyer Financial Services, Inc. Prior to joining Boyer in 2024, he worked at LPL Financial, Pacific Life Insurance Company, and Pacific Select Distributors Inc. He is co-owner of The Jacobi Group, a family-run PR and marketing firm, and serves as a non-executive board member advising Unbiased Inc. on the US RIA space. Boyer Financial Services is an SEC-registered, fee-based wealth management firm serving individuals, high-net-worth families, businesses, and trusts. The firm offers financial planning, portfolio management, and retirement-plan consulting, implementing tailored investment programs with ongoing monitoring and client education as key features.

Jason Topor is a financial advisor at Klein Pavlis & Peasley Financial, Inc. He holds a Series 65 designation and has 21 years of industry experience, all of which has been with his current firm since 2005. The firm provides discretionary portfolio management primarily for individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. Klein Pavlis & Peasley also offers a weekly periodical and public educational programming, distinguishing itself by integrating investment management with fee-based publications and educational services.