Jeremiah Chafkin is a financial advisor at Yayati Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked with Retirement Income Advisors dba Preservation Capital Management and AssetMark Financial Holdings. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, utilizing model-driven strategies based on Modern Portfolio Theory, options pricing, and proprietary technology. The firm offers Custom Strategies, options-based Overlay Solutions, and named strategies including the VOLT overlay, incorporating derivatives and margin to achieve targeted market exposure.

Laurie Dubchansky is a CFP® professional with nine years of experience in financial advising. She has been with Havaplan Financial in Newport Beach, CA, since 2016. Laurie is part of a two-advisor team at the firm. Havaplan Financial serves individual and high-net-worth clients, offering discretionary portfolio management and a range of financial planning services. The firm primarily uses passive investment management strategies with asset-class weighted portfolios built from index mutual funds and ETFs, supported by individualized Investment Policy Statements.

Thuy Tran is a financial advisor at KYUR, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Pinehill Capital LLC and Neuberger Berman Management. KYUR provides discretionary portfolio management and subadvisory services primarily to individual investors. The firm employs a blend of fundamental analysis, modern portfolio theory, behavioral finance, and quantitative methods, using proprietary algorithms to assess risk tolerance and construct portfolios, typically recommending ETFs and U.S. equities while offering broader investment options.

Gabriel Medina is a financial advisor at Bridge Capital Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sagewater Financial LLC, United Planners' Financial Services, and other firms. Medina also served in the Oregon and California Air National Guard for a combined 23 years. Bridge Capital Consulting provides investment management and financial planning services to individual clients, including high-net-worth individuals, business owners, families, and charitable organizations. The firm employs a top-down investment approach using model portfolios from SEI Investments Company and American Funds Service Company, combining in-house discretionary management with external manager programs.

Samuel Wida is a financial advisor with Stock Traders in Huntington Beach, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Stock Traders since 2000. Outside of his advisory role, he operates a certified tax preparation business from home. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm manages assets on a largely non-discretionary basis and employs a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.

Darren Crume is a financial advisor at Marathon Capital Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Granite Capital Wealth Management LLC and South Coast Investment Advisors, LLC. Crume is also a licensed real estate broker, though he does not actively use this license. Marathon Capital Management is an independent registered investment advisor serving individual clients, high net worth individuals, businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an emphasis on diversification, index-based core holdings, and fundamental security analysis.

Susan Miller is a financial advisor with Slaten Wealth Management in Anaheim, CA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Crown Capital Securities, LP, and has been with Slaten Financial and Slaten Wealth Management since 2008. Outside of her advisory role, she serves as president of Ballyhoo Ice Theatre Inc., a nonprofit focused on amateur competitive figure skating. Slaten Wealth Management provides fee-based investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach combining fundamental and technical analysis, offering custom portfolio management alongside third-party managed account oversight and integrating tax-related services and licensed insurance activities.

Michael Masciorini is a financial advisor at Ticino Wealth with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for nine years and Citigroup Global Markets for ten years. Ticino Wealth LLC provides wealth and investment management and financial planning primarily to individual and high-net-worth clients. The firm emphasizes customized, tax-aware, risk-adjusted portfolios that combine active and passive strategies, managing accounts directly without third-party asset managers.

Jeffrey Brown is a financial advisor at Bell & Brown Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2015. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across around 500 client relationships. The firm focuses on fundamental analysis and long-term investment strategies, typically maintaining diversified portfolios of large-cap equities and investment-grade fixed income, and is notable for its wrap fee program sponsorship and high assets per advisor.

Justin Cable is a financial advisor at Seaport Research Partners LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various affiliated entities since 2011. Outside of his advisory role, he serves on the Investment Committee and College of Business Advisory Board at the University of La Verne and is also active as a musician, performing, writing, and producing music. Seaport Research Partners LLC primarily serves institutional clients and other investment advisers by providing research and advisory services without engaging in trade execution or asset custody. The firm combines fundamental and technical analysis to deliver detailed investment recommendations and offers a subscription-style service model.

Scott Jones is a financial advisor at Sumnicht & Associates, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Sumnicht & Associates since 2007. He is also associated with Berry Network, Inc., where he has been involved since 1989. Sumnicht & Associates is a boutique family-wealth advisory firm serving high-net-worth families, trusts, foundations, and estates. The firm uses a multidisciplinary, team-based approach and primarily implements portfolios through ETF-based allocation models managed by an affiliated adviser, focusing on a small client roster and maintaining a family office relationship with a single family.

Michael Nahass is a financial advisor at Zor Capital, LLC with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and Terra Tech Corp before joining Zor Capital. Outside of advisory roles, Nahass is involved in real estate development and manages mixed-use commercial properties and event centers through separate business ventures. Zor Capital, LLC provides investment advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management and customized asset allocation. The firm uses a combination of fundamental and technical analysis, typically favoring buy-and-hold strategies with periodic monitoring, and offers both standard and performance-based fee arrangements for qualified clients.

Richard Cervisi is a Series 65-licensed advisor at Global Investment Solutions, LLC with seven years of industry experience. He has worked at Global Investment Solutions since 2019, following a brief retirement period from 2016 to 2019. Global Investment Solutions primarily serves individual and high-net-worth clients, offering discretionary asset management, ongoing consulting, and direct management of variable annuity and variable life subaccounts. The firm utilizes proprietary, rules-based investment programs supported by fundamental, technical, and cyclical analyses, managing portfolios on a discretionary basis with asset allocations driven by trend, momentum, and sentiment indicators.

Karly Bokosky is a financial advisor at Sachi Financial Planning with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in education for several years, including positions at Capo Unified School District and Placentia Yorba Linda School District. Sachi Financial Planning serves individual, high-net-worth, and business clients by providing investment management alongside comprehensive financial planning services. The firm combines passive and active portfolio management, offers estate plan preparation using a third-party AI-assisted service, and conducts educational seminars for groups.

Shane Hiller is a financial advisor at Sonoma Private Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill Lynch, Bank of America, Wells Fargo Advisors, Parallel Advisors, and Ameriprise Financial Services. In addition to his advisory role at Sonoma, he serves as a Private Bank Advisor for Comerica Bank, working with their private bank clients. Sonoma Private Wealth LLC offers portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios, sub-advisers, and customized asset-allocation strategies that incorporate ESG considerations through HIP Investor’s sustainability ratings.

Larry Michaels is a financial advisor with Legacy Advisory Group, Inc in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Crown Capital Securities, LP for 12 years and has been involved with Accounting & Legal Network since 2010. Legacy Advisory Group, Inc provides portfolio management and advisory services to individual and high-net-worth clients, pension, and profit-sharing plans, utilizing a model-informed investment process overseen by an internal committee. The firm offers discretionary and non-discretionary accounts and manages its own wrap-fee program, integrating multiple investment strategies.

Bryan Reynoso is a financial advisor at CS Tomasi Wealth Management with a Series 66 designation and one year of industry experience. He has worked at LPL Financial LLC and CS Tomasi Wealth Management since 2024. Prior to his financial career, Reynoso held positions in various industries including moving services and staffing. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term investment approach that combines fundamental analysis with rotational timing techniques to manage portfolios custodied at LPL Financial.

Martin Young is a CFP® professional with 16 years of experience in the financial industry. He is currently with FHWV Financial LLC and has prior experience at Ameriprise, H&R Block, Wells Fargo, and Citigroup Global Markets. FHWV Financial LLC provides financial planning and turnkey managed-account services primarily to individual and high-net-worth clients, focusing on non-discretionary advisory relationships and utilizing third-party program sponsors to implement investment strategies. The firm is notable for its close affiliation with an accounting practice, involving CPAs who split their time between financial and accounting services.

Pierre Ngo is a CFP® with 40 years of industry experience. He has been with Advanced Financial Strategies, Inc. since 2000 and Capital Synergy Partners, Inc. since 2010. Ngo is also president and owner of Advanced Financial Strategies & Insurance Services and holds ownership stakes in other business entities related to real estate where his firm is located. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, and high-net-worth individuals and families by offering comprehensive financial planning, discretionary asset management, estate planning, and risk-management services. The firm integrates strategic asset allocation with both passive and active investment approaches and employs technology platforms for portfolio management and documentation support.

Kevin Weaver is a CFP® professional with nine years of industry experience, currently serving at Sidoxia Capital Management, LLC since 2014. He is based in Newport Beach, CA. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional entities. The firm employs Fusion strategies combining ETFs, equities, and fixed income with an emphasis on tax-aware, longer-term management and discretionary portfolio oversight.