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.

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 Ngo is a financial advisor at Advanced Financial Strategies Inc with a Series 65 credential and five years of industry experience. Her background includes roles in media and education, having worked at CNBC, CBS News, Entertainment Tonight, and Chapman University. Advanced Financial Strategies Inc serves highly compensated executives, affluent business owners, high net worth individuals, trusts, estates, and qualifying retirement plans. The firm offers comprehensive financial planning, estate and business planning, asset management, risk management, and qualified plan consulting, using a combination of strategic asset allocation and tactical adjustments with both passive and active investment approaches.

John Labriola is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Laguna Wealth Advisors, LLC since 2013 and at Sagent Wealth Management since 2010. He is also president and a partial owner of Fountain Valley Skating Center, a roller skating facility where he holds a board position and operates an on-site snack bar. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, and trusts, providing comprehensive portfolio management, retirement plan consulting, and estate-planning services. The firm employs a diversified investment approach including fundamental, technical, and cyclical analysis, and regularly utilizes third-party separately managed accounts tailored to client objectives and risk tolerances.

Robert Hicks is a financial advisor with Osage Pacific Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Osage Pacific Advisors since 2017 and is also the managing member of Alternative Asset Group LLC, a non-investment-related business. Osage Pacific Advisors provides investment management and financial planning services to individuals, trusts, estates, retirement plan participants, businesses, and private funds. The firm’s approach emphasizes overall asset allocation before individual security selection, using a mix of fundamental, cyclical, charting, and technical analysis, and generally favors longer-term holdings while employing options and other strategies when appropriate.

Evan Pan is a CFA® charterholder with 10 years of industry experience. He is currently with Tax Efficient Asset Management Solution, Inc. and has prior experience at Fuller Investment Management Company and TWW Invests, LLC. Evan serves as a board member and finance committee chair for two nonprofits, Options for Learning and Joni and Friends Foundation. Tax Efficient Asset Management Solution, Inc. provides tax-focused investment management, estate and financial planning, and alternative investment oversight for high-net-worth individuals and corporate clients. The firm employs a multi-phase advisory process emphasizing tax-aware portfolio optimization and estate integration, supported by formal affiliations with legal, insurance, and investment advisory practices.

Jay Alexander is the principal advisor at Greystone Wealth Management LLC in Huntington Beach, CA, with seven years of industry experience. He holds Series 63, 66, and 65 licenses and has worked at firms including AE Wealth Management LLC and Charles Schwab & Co., Inc. In addition to his advisory role, he owns and operates an affiliated insurance business. Greystone Wealth Management LLC serves individuals and families approaching or in retirement, offering discretionary asset management, comprehensive financial planning, and public educational seminars. The firm employs a tailored investment approach using fundamental analysis, modern portfolio theory, and a proprietary framework to coordinate wealth, income, strategy, and estate planning.

Kevin Winters is a CFP® with 26 years of industry experience, currently serving as an advisor at Flatrock Wealth Partners LLC since 2022. He previously worked at Pacific Investment Management Company LLC and PIMCO Investments LLC from 2006 to 2022. Winters also works on an interim basis as a consultant to these firms and is a co-general partner in a private real estate LLC. Flatrock Wealth Partners provides wealth management, discretionary investment management, financial planning, and insurance consulting to high-net-worth individuals, trusts, foundations, and businesses. The firm employs a customized, primarily long-term investment approach combining ETFs, mutual funds, individual equities, and selective alternative investments, managing approximately $232 million across about 51 client relationships.

Paul Matthews II is a financial advisor with RPM Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RPM since 2012 and also serves as president of 504 Imports & Distribution, a business importing primarily wine for wholesale and retail sales. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selective dividend-paying equities. The firm serves primarily individuals, affiliated trusts, foundations, and family offices, emphasizing bond origination, underwriting, and ongoing monitoring alongside a selective equity sleeve.

Michael Boulos is a financial advisor at Stewardship Wealth Management Solutions with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. He is also president of TME Financial, a holding company. Stewardship Wealth Management Solutions serves individuals, trusts, pension and profit-sharing plans, and business entities through asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, qualitative, quantitative, and technical analysis with various asset allocation strategies, offering both discretionary and non-discretionary management.

Christiane Tomasi is a CFP® with 28 years of experience in the financial services industry. She is the principal of CS Tomasi Wealth Management, where she has worked since 2017, and has also been affiliated with LPL Financial since 2010. In addition to her advisory work, she owns a tax preparation business that has been operating since 1994. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and tax preparation services primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach that combines fundamental analysis with rotational timing and due diligence to manage client portfolios held at LPL Financial.

Christy Schlegel is a financial advisor at Stewardship Wealth Management Solutions with a Series 65 credential and four years at the firm. Her prior work includes roles at New Life Preschool, Buffalo Exchange, and Julie Borba. Stewardship Wealth Management Solutions provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, qualitative, quantitative, and technical analysis with various asset allocation strategies, offering both discretionary and non-discretionary management.

Maximilian Mann is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. He is currently affiliated with Professional Financial Advisors Inc and has prior experience at Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of financial advising, Mann is involved in voiceover acting. Professional Financial Advisors, Inc. serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate, and tax-focused analyses along with portfolio asset management and consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise into its advisory model.

Keythe Ward Aguilar is a CFP® professional with 26 years of experience in the financial industry. He has been with ProCore Advisors, LLC since 2017 and previously worked for Partnervest Advisory Services LLC from 2009 to 2017. He holds Series 63 and Series 65 licenses and is involved part-time in non-variable insurance activities with various healthcare providers. ProCore Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm combines a retail-focused automated advisory platform with access to alternative investments and employs multiple analytical approaches to tailor client portfolios.

Kyle Soucy is a CFP® professional with nine years of industry experience, currently serving as the sole owner and managing member of Onitus Capital, LLC in Newport Beach, CA. His prior experience includes roles at Paulson Investment Company and Northern Lights Distributors. Outside of financial advising, he is a co-executive producer for Kharisma Entertainment, where he sources movie projects and occasionally performs small acting roles. Onitus Capital serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, managing approximately $9.6 million across around 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing a range of asset allocation strategies and monitoring third-party managers to align portfolios with client objectives.

Osvaldo Arambulo is a financial professional with the Series 66 designation and two years of industry experience. He is currently affiliated with CM First Capital Corp. in Huntington Beach, CA, having held previous roles at Cetera Advisors and Vector Office Solutions. Outside of finance, his work history includes roles in health research and education. CM First Capital Corp. provides investment advisory services to individuals, plans, trusts, and organizations. The firm emphasizes tailored portfolio management with a focus on closed-end funds, employing both fundamental and technical analysis along with various trading strategies to meet client objectives.

Vinh Tran is a financial advisor at KYUR, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with KYUR since 2016. In addition to his advisory role, he is involved in research consulting. KYUR provides discretionary portfolio management and acts as a subadvisor to other advisers, primarily serving individual investors. The firm employs a combination of fundamental analysis, behavioral finance, and quantitative methods, including proprietary algorithms, to tailor investment strategies that typically emphasize ETFs and U.S. equities alongside alternative instruments.