Hamasseh Pourhamzeh is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and Instawork. Outside of finance, he sells secondhand clothing on Poshmark. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through discretionary portfolio management, fund advisory, and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kristopher Kardos is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo since 2016. In addition to his advisory role, he has worked at California State University, Fullerton since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Armen Guleserian Jr. is a CFP® professional affiliated with LPL Financial, with 31 years of industry experience. He has held roles at Citigroup Global Markets, Ameriprise Advisor Services, and Waddell & Reed, among others. His other business activities include managing personal rental property. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Irving Katz is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining Cambridge in 2020, he operated Katz Financial, LLC for over two decades. He is also active as an independent insurance agent and business exit planning consultant. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension plans and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

James Williams is a CFP® professional with 26 years of industry experience, currently advising at Cetera since 2023. He has previously worked at Cetera Wealth Services, LLC and founded Williams Financial Advisors, Inc., where he continues to serve as vice president and financial advisor. Outside of his advisory role, Williams is a board member of Casa de Ama, a home for special needs adults, contributing to its leadership and strategic governance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Michael Beattie is a Series 66-licensed financial advisor with Ameriprise in San Juan Capistrano, CA, holding 20 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice through a written Recommendation Report and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Dale Maas is a Series 66 licensed financial advisor with Edward Jones, based in Oceanside, CA, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved as a manager in real estate investment ventures, including a partnership focused on property development in Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Larry Newell is a financial advisor with LPL Financial in Dana Point, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2003, following a two-year tenure at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management on both discretionary and non-discretionary bases.

Patrick Horn is a CFP® with 30 years of industry experience and is currently affiliated with Cetera. His career includes roles at First Allied Advisory Services, Pacific West Financial Consultants, Brookstreet Securities, and Citicorp Investment Services. Outside of his advisory work, he serves as president of P&H Asset Management, Inc., which operates in the insurance sector. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party strategies across various program structures.

Jeffrey Dorman is a CFP® with 13 years of industry experience. He is the sole advisor at Navigate Financial LLC, where he has worked since 2025. Prior to this, he was with Navigate Wealth Management LLC and Dorman Skorheim Wealth Management LLC. Navigate Financial LLC is an independent firm based in Laguna Niguel, CA.

Forrest Morrow is the sole advisor at Evidence Based Investing, LLC and holds Series 63 and Series 65 licenses with 23 years of industry experience. He has been self-employed since 2015, operating his independent advisory firm during this time. In addition to advisory services, he provides financial planning including estate planning and risk management, with insurance products offered through a separate entity. Evidence Based Investing, LLC serves individual and high-net-worth clients by selecting and referring them to third-party investment managers rather than managing accounts directly. The firm conducts due diligence on advisers, does not take custody of assets, and is compensated through fee-sharing arrangements instead of asset-based fees.

Robert Coady is a financial advisor with Wealthmark Advisory Group, LLC in San Clemente, CA. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to founding Wealthmark Advisory Group in 2013, he has been associated with Wealthmark Financial & Insurance Services, Inc. since 1991. He is also an independent insurance agent specializing in disability, life, accident, and health insurance. Wealthmark Advisory Group is a single-advisor registered investment adviser providing discretionary portfolio management and financial planning to individuals and a select number of institutional clients, including corporations and retirement plans. The firm offers customized portfolio allocations using individual securities and mutual funds and delivers ERISA and retirement-plan consulting services.

Sashi Menon is a financial advisor at Menon/Brown Advisory Group with 39 years of industry experience. He has previously worked at FSC Securities Corporation and OSAIC. Menon holds Series 63 and Series 65 licenses. Menon/Brown Advisory Group serves individual clients, including high-net-worth households, as well as trusts, pension plans, foundations, government entities, and other institutional clients. The firm offers portfolio management and financial planning services, combining ongoing portfolio oversight with trust-related and pension consulting services.

Jonathan Moffat is a financial advisor at Aligned Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Aligned Advisors since 2015. Outside of his advisory role, he serves as secretary and board member of Launch Dental, LLC, a company focused on operations management for dental practices, and is a partner at DSO CFO, LLC, which provides bookkeeping and payroll services to dental offices. Aligned Advisors offers financial planning and advisory services primarily to high-net-worth individuals through a structured Financial Road Map process. The firm provides advice without exercising investment discretion, with clients responsible for implementing recommendations and using their chosen custodians or managers for execution.

Michael Belgard is a financial advisor at Aligned Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed and Axiom Property Management. Outside of finance, he directs plays for small community theater companies. Aligned Advisors provides financial planning and advisory services primarily to high-net-worth individuals through a structured Financial Road Map process. The firm delivers advice without investment discretion and relies on clients for implementation and oversight.