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.

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.

John Labriola is a CFP® practitioner with over thirty-two years of experience in the financial industry. He has been with Laguna Wealth Advisors, LLC since 2013 and previously worked at Sagent Wealth Management and Merrill. Outside of finance, he is involved as president and partial owner of Fountain Valley Skating Center, a recreational roller skating facility. Laguna Wealth Advisors serves high-net-worth individuals, retirement plans, business entities, and trusts, offering portfolio management, retirement plan consulting, and estate-planning services. The firm uses a blend of fundamental and technical analysis with tailored client allocations and incorporates third-party SMA oversight in its investment approach.

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.

Jay Alexander is a financial advisor at Greystone Wealth Management LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at AE Wealth Management LLC, Stronghold Capital Partners LLC, and Charles Schwab & Co., Inc. Alexander is also an owner and insurance agent involved in annuities sales through Greystone Wealth Advisors LLC. Greystone Wealth Management LLC is an independent, fee-based registered investment adviser serving individuals and families near or in retirement, along with trusts, small businesses, and estates. The firm provides discretionary asset management and comprehensive financial planning, focusing on retirement income, tax-efficient distributions, and Social Security optimization through a coordinated retirement planning framework.

Kevin Winters is a CFP® with 26 years of industry experience. He is currently a financial advisor at Flatrock Wealth Partners LLC, where he has worked since 2022. His prior roles include positions at PIMCO Investments LLC and AllianceBernstein L.P. Winters also serves as a consultant to PIMCO and is a co-general partner in a private real estate LLC. Flatrock Wealth Partners provides discretionary wealth management and financial planning 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 long-term portfolios using ETFs, mutual funds, individual equities, and other investment vehicles.

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 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. for 18 years and Purshe Kaplan Sterling Investments for three years. He is also president of TME Financial, a holding company. Stewardship Wealth Management Solutions provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm uses a multi-method analytical approach to portfolio management, including fundamental, qualitative, quantitative, sector, and technical analysis, and offers services ranging from asset management to retirement plan consulting.

Christiane Tomasi is a CFP® professional with 29 years of experience in the financial industry. She is the founder of CS Tomasi Wealth Management and has worked at LPL Financial since 2010. In addition to her advisory work, she owns and operates a tax preparation service. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach combines fundamental analysis with a rotational timing technique and ongoing portfolio supervision, managing approximately $110 million in assets across about 84 clients.

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 holds a Series 66 license with eight years of industry experience. He is affiliated with Professional Financial Advisors Inc and has previously worked at Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of financial advising, Mann is active in voiceover acting and reading for various roles. Professional Financial Advisors, Inc. serves individual clients including high-net-worth individuals and business owners, providing comprehensive financial planning, retirement, estate, and tax-focused analyses alongside portfolio asset management. The firm’s investment approach is conservative and allocation-driven, emphasizing client-directed, non-discretionary management and integrating tax and accounting expertise into its advisory services.