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.

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.

Robertina Gama is a financial advisor at GAMA Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has been with the firm since 2019. GAMA Wealth Management primarily serves high-net-worth individuals, managing approximately $29.6 million across nine client accounts through a wrap-fee asset management program. The firm offers discretionary portfolio management using fundamental analysis and a range of investment strategies, maintaining a small, concentrated client base that includes a significant portion of non-U.S. clients.

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 CFP® with 19 years of industry experience, currently affiliated with Wealth Financial Group West, Inc. She has worked at multiple firms including Gradient Advisors, LLC and Brokers International. Simpson is also involved with Simpson & Simpson Life Insurance Services, Inc., where she has served in an insurance sales and services capacity. Wealth Financial Group West, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm combines model portfolios and external platforms with various security analysis methods and conducts ongoing portfolio monitoring, while also facilitating access to third-party managed programs.

Ryan Dugan is a Series 65-registered advisor at Morgan Stevens Asset Management, LLC with three years of industry experience. His background includes roles in mortgage lending and retail prior to joining Morgan Stevens. Morgan Stevens Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and corporate entities. The firm employs a diversified investment approach that integrates fundamental, technical, cyclical, and quantitative analysis along with modern portfolio theory to manage asset allocation and risk.

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 has held a Series 63 designation and has experience as a former insurance agent earning trailer commissions. 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 approach that incorporates strategic asset allocation, monthly rebalancing, and a proprietary valuation model with a long-term horizon.

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 with 12 years of industry experience. He is currently an advisor at Flatrock Wealth Partners LLC, where he has worked since 2022. His prior experience includes positions at Research Affiliates, LLC and Verus Advisory, Inc. Flatrock Wealth Partners provides discretionary wealth management and financial planning services to individuals, high-net-worth households, trusts, estates, foundations, and select businesses. The firm manages approximately $417.6 million in assets across 73 client relationships, focusing on customized, primarily long-term portfolios that integrate ETFs, mutual funds, individual equities, and alternative investments.

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 CFA® charterholder and holds a Series 65 license with five years of industry experience. She has worked at Illumine Investment Management, LLC since 2021 and previously held roles at Leju USA LLC and the University of California. Outside of advising, she has experience as an assistant manager in retail. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management alongside integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and customizes portfolios 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.

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 II is a financial advisor at Inception Financial Services with nine years of industry experience. He holds a Series 65 designation and has worked at Inception Financial Services since 2016, as well as at AlphaStar Capital Management, LLC from 2017 to 2023. Schuh is also a licensed insurance agent. Inception Financial Services provides portfolio management and investment advisory services to individuals, high-net-worth clients, and certain business entities, focusing on non-discretionary account management. The firm employs a variety of analytical methods and strategies, including long-term trading and tactical asset allocation, using a range of investment vehicles such as mutual funds, ETFs, and options.

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.

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.