James Ripley is a CFP® with 33 years of experience in the financial industry. He has been with Richey Advisors, Inc. dba RAI Wealth Management since 2006 and also worked at Gregory Advisors, Inc. since 2020. RAI Wealth Management serves individuals, high-net-worth clients, trusts and estates, employer-sponsored retirement plans, and charitable organizations. The firm emphasizes asset allocation and long-term total-return strategies primarily through mutual funds and ETFs, with discretionary management tailored to client risk profiles.

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 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related firms since 2011, including Seaport Global Securities LLC and GHS Trading LLC. Outside of his advisory role, he serves on the Investment Committee and the 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 provides institutional clients, advisers, and corporate and nonprofit entities with subscription-based investment research, combining fundamental and technical analysis to deliver company-specific reports, sector overviews, and bespoke projects. The firm does not engage in asset management or trade execution but offers ratings, price targets, and educational services tailored to client needs.

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 with Zor Capital, LLC, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His work history includes roles at Acer Capital, LLC and Terra Tech Corp. Outside of advising, he is a managing member of multiple businesses involved in real estate development and event management. 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 combines fundamental and technical analysis, typically favoring buy-and-hold strategies with periodic monitoring, while supporting a broad range of investment instruments and performance-based fee arrangements for qualified clients.

Angel Mendez is a CFP® and holds a Series 65 license, currently serving as an advisor at RAI Wealth Management with three years of industry experience. Prior to joining RAI Wealth Management, he worked at Gregory Advisors, Inc. for one year. Outside of his advisory roles, he operated Angel Mendez Landscaping for three years. RAI Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts and estates, employer-sponsored retirement plans, and charitable organizations. The firm uses a long-term, total-return investment approach focusing on strategic asset allocation, quarterly rebalancing, and primarily no-load or load-waived mutual funds and ETFs.

Jayce Lowe is a financial advisor at Lighthouse Financial Services Inc with 12 years of industry experience. He has been with Lighthouse Financial Services since 2017 and previously worked at Next Financial Group Inc for three years. He holds the Series 66 designation. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection and emphasizes asset allocation across multiple model strategies.

Kyung Choe is a CFP® professional with 13 years of experience in the financial services industry. He is currently the sole advisor at Apiis Wealth Management Corp. and has held roles at Allmerits Asset, LLC and Horter Investment Management, LLC, among others. Outside of his advisory work, Choe is involved in garment design and sales through DK Designtrend Inc., where he serves as president. Apiis Wealth Management Corp. provides discretionary portfolio management primarily through third‑party sub‑advisers, serving clients including pension plans, corporations, nonprofits, and individuals. The firm combines tactical and strategic asset allocation with oversight of sub‑advisers and offers additional consulting and retirement plan services.

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.

Larry Michaels is a financial advisor with Legacy Advisory Group, Inc. in Santa Ana, CA, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He previously worked at Crown Capital Securities, LP for 12 years and is also involved with Accounting & Legal Network. Legacy Advisory Group, Inc. is a small independent registered investment adviser managing approximately $53 million for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers ongoing portfolio management using a variety of analytical approaches and operates discretionary authority, with model portfolios reviewed internally and customized to client objectives.

Bryan Reynoso is a financial advisor at CS Tomasi Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Before entering the financial advisory field, his work history includes roles in various industries such as moving services and staffing. CS Tomasi Wealth Management offers discretionary wealth management, financial planning, and tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach that combines fundamental analysis with relative strength timing and an internal due-diligence process, managing approximately $110 million in assets across about 84 clients.

Martin Young is a CFP® with 16 years of industry experience. He is currently with FHWV Financial LLC and has previously worked at Ameriprise, H & R Block, Wells Fargo Clearing, and Wells Fargo Bank. FHWV Financial, LLC provides financial planning and turnkey managed-account services primarily to individual and high-net-worth clients. The firm operates mainly as a solicitor, referring clients to third-party registered investment advisers and implementing managed accounts through platform sponsors such as SEI and American Funds.

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 eight years of industry experience, currently serving at Sidoxia Capital Management, LLC since 2014. Based in Newport Beach, CA, he works alongside one other advisor at the firm. Sidoxia Capital Management offers discretionary portfolio management, financial planning, and investment consulting primarily to individuals, including high-net-worth and accredited investors, as well as institutional clients. The firm employs a customized “Fusion” investment approach that integrates fundamental research, quantitative screening, and an internal cash-flow ranking system across various asset classes, managing both separate accounts and private pooled investment vehicles.

Ajay Vadukul is a financial advisor with Endeavor Advisors LLC in Brea, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Lifetyme Financial Advisors and Transamerica Financial Advisors. Outside of advising, he is a licensed life and health insurance agent. Endeavor Advisors LLC offers investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm follows a long-term, Modern Portfolio Theory-informed approach and provides educational seminars and estate planning services that are less common among similar advisers.

Steve Rumsey is a financial advisor with Optimus Advisory Group in Dickson, TN, holding a Series 63 designation and 17 years of industry experience. He has been with Optimus Advisory Group since 2008. Outside of his advisory role, he is involved in the sale of life, fixed and term, health, and fixed annuities through various insurance companies. Optimus Advisory Group serves individuals, families, trusts, pension and profit-sharing plans, and other business entities with financial planning and investment management. The firm uses a combination of strategic asset allocation, market analysis, and proprietary algorithms to manage tactical ETF and mutual fund portfolios and also offers model portfolio services and investment signals to other advisors.

Nicholas Bautista is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Clearview Wealth Management since 2018 and previously worked at Bare Financial and Commonwealth Financial Network. Bautista is also the founder and CEO of a nonprofit organization that promotes free play soccer for adolescents. Clearview Wealth Management serves individual clients, trustees, and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm uses a variety of investment vehicles and analysis tools to tailor plans and portfolios, and also offers tax preparation services exclusively to its clients.

Jessica Roks is a CFP® certificant with 14 years of industry experience currently advising clients at JDM Financial Group LLC. She has previously worked at Empirical Wealth Management, Creative Planning, Tippett Moorhead & Haden, and M Holdings Securities, Inc. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions by offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes an asset-allocation approach using mutual funds and ETFs and integrates fundamental and behavioral finance analyses in its market evaluations.

Colette Sadlier is a financial advisor at Advanced Financial Strategies Inc. with a Series 65 designation and one year of industry experience. Her background includes roles in media and education at organizations such as CNBC, CBS News, and Pepperdine University. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, high-net-worth individuals and families, trusts, estates, and qualifying retirement plans. The firm focuses on strategic asset allocation combining passive exposures with active management and tactical adjustments, offering comprehensive financial planning, discretionary asset management, estate and business planning, and risk management services.

Helen Huang is a financial advisor at SVL Investment Management with 21 years of industry experience. She holds a Series 63 designation and has worked at Avantax Investment Services, Inc., Sung, Huang & Co, CPAs, LLP, and currently serves as a partner at H Huang & Co CPAs LLP. Outside of her advisory role, she is involved in managing Fountain Business Group LLC, which invests in real estate properties. SVL Investment Management provides research-oriented, fundamental portfolio management to individuals, pension and profit-sharing plans, trusts, endowments, and corporate entities. The firm employs a top-down, global investment process focused on capital conservation, low volatility, and multi-year holding periods, using a proprietary statistical valuation model alongside Modern Portfolio Theory diversification.