Gary Rennie is a CFP® professional with 17 years of industry experience. He has been with Rennie & Associates, an independent firm based in Irvine, CA, since 2008. Rennie & Associates provides comprehensive financial planning services to individual and high-net-worth clients, covering insurance, estate, tax, education, investment, and retirement matters. The firm employs a long-term, buy-and-hold investment approach using no-load mutual funds and ETFs, offering written plans and ongoing retainer services without discretionary trading or asset custody.

Stephen Patel is the founder of Patels and Company Capital in Irvine, CA. He holds the CFA® designation and Series 63 license and has one year of experience as a financial advisor. Prior to founding his firm, he worked for Toyota North America and currently serves as Sr. Manager of Investments at Southern California Edison, where he oversees pension and other trust assets. Patels and Company Capital provides portfolio management and investment consulting to a range of clients including individuals, families, trusts, businesses, and nonprofit organizations. The firm employs a research-driven approach with customized investment policies and offers services across public and private markets, including due diligence and modeling for private investments and diversified portfolio construction for public markets.

Dong Ngo is a financial advisor at 86 Republic, LLC, an independent firm based in Irvine, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining 86 Republic in 2020, he was self-employed for seven years. 86 Republic provides portfolio management services to individuals, high-net-worth clients, and investment companies. The firm employs a fundamental analysis approach with a long-term trading strategy, offering both discretionary and non-discretionary management across a range of asset classes including mutual funds, ETFs, equities, fixed income, real estate funds, and international securities.

Joshua Iversen is a financial advisor with Syzygy Financial LLC in Newport Beach, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Syzygy Financial since its founding in 2010. Syzygy Financial LLC is an independent registered investment adviser that provides portfolio management and financial planning primarily to individual clients, while also serving institutional clients. The firm manages approximately $775,906 in assets and offers ongoing portfolio management and financial planning services under asset-based fee arrangements.

John Gaines is a financial advisor with LPL Financial in Laguna Niguel, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience and has been with LPL Financial since 2001. Gaines also operates an independent investment advisory firm, providing financial planning and consulting services. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad platform that combines advisory operations with non-advisory product offerings.

Andrew Blackburn is a CFA® charterholder and the sole advisor at Laguna Coast Capital in Irvine, CA, with five years of industry experience. Prior to founding Laguna Coast Capital in 2021, he worked at Direxion Asia Limited for six years and took a two-year retirement from 2019 to 2021. Laguna Coast Capital offers discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, and businesses. The firm focuses on constructing tailored portfolios using low-cost mutual funds, ETFs, and selected individual securities, applying fundamental, technical, and cyclical analysis with a predominantly long-term orientation while allowing opportunistic trading strategies.

Clifford Downie is the sole advisor at Downie Financial Group in Mission Viejo, CA, holding a Series 66 designation with 22 years of industry experience. He previously worked at FSC Securities Corporation from 2013 to 2017 before founding his independent firm in 2017. Downie Financial Group is a state-registered independent investment adviser managing approximately $35 million in discretionary assets for around 133 individual and business clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs while incorporating fundamental and technical analysis, offers a range of financial planning services, and provides pro-bono educational seminars.

Kevin Lam is a financial advisor at Eldridge Street Asset Management, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Eldridge Street Asset Management since 2015. Eldridge Street Asset Management provides discretionary investment management to individuals, high net worth clients, and trusts, offering tailored asset allocation, security selection, and Investment Policy Statements. The firm employs a combination of fundamental, technical, cyclical, and charting analysis with both long-term core holdings and tactical asset allocation strategies.

Arthur Thielen IV is the sole advisor at Thielen Capital Corporation, an independent firm based in Ladera Ranch, CA. He holds the Series 63 and Series 65 designations and has 23 years of industry experience. Thielen has led Thielen Capital Corporation since its founding in 2013. Thielen Capital Corporation provides discretionary portfolio management, financial planning, and retirement plan consulting to a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term investment strategies using both technical and fundamental analysis, and offers retirement plan consulting and participant allocation modeling alongside individual wealth management.

Pezhman Amini is a financial advisor at INTEG Financial Investment Advisory LLC with one year of industry experience. He previously worked at Northwestern Mutual in various roles from 2024 to 2025 and has over a decade of experience at Khorshad Health. Outside of advisory work, he owns and operates ALEPH BAZAAR Inc., a retail ecommerce business, and serves as an independent insurance agent for Allianz Life Insurance Co. INTEG Financial Investment Advisory LLC serves individual investors with discretionary and non-discretionary portfolio management and comprehensive financial planning services. The firm combines analytical methods and strategic asset allocation to manage client accounts, focusing on integrating investment management with broader planning topics such as philanthropy and business succession.

Michael Valiente is the principal advisor at Legacy & Wealth Financial Advisors in Irvine, CA, with 21 years of industry experience. He has operated his own advisory business since 2004 and founded Legacy & Wealth Financial Advisors in 2016. Valiente holds Series 63 and Series 65 licenses and is also licensed to sell insurance products. Legacy & Wealth Financial Advisors provides investment advisory and financial planning services to individuals, including high net worth clients, as well as corporations and other businesses. The firm offers discretionary portfolio management and a web-based automated portfolio program featuring proprietary model portfolios, combining automated management with active strategies tailored to client objectives and risk tolerance.

Alex Sander Martins Alexandre is the sole advisor at AAlexander LLC, holding Series 63 and Series 65 licenses with several years of experience in banking and consulting roles prior to founding his firm. His previous positions include roles at Fibra Bank, Sofisa Bank, and BI&P Bank, as well as self-employment and consulting activities. AAlexander LLC is a fee-only, state-registered investment adviser serving individuals, including high-net-worth and international clients, as well as small businesses. The firm offers nondiscretionary portfolio management, financial planning, and investment strategy consultation, combining fundamental and technical analysis with a focus on long-term positions alongside shorter-term trades.

Tim Chen is a financial advisor at Anchor Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and MS Howells & Co. In addition to his advisory role, he is licensed as an insurance agent. Anchor Wealth Management is an independent firm providing discretionary asset management and investment advice to individuals, high-net-worth clients, and some corporate entities. The firm employs a combination of fundamental and technical analysis across a range of investment strategies, managing approximately $87 million across about 110 client relationships.

Alberto Guillen Salas is a CFA® charterholder with three years of industry experience. He has worked at Invesco and PAAMCO Prisma, and currently serves as CEO and CCO of Endure Capital LLC. He is also involved with Berilium Technology, Inc., where he provides automated online investment management services. Berilium Technologies is an independent, internet-based investment adviser offering algorithm-driven portfolio recommendations primarily composed of ETFs, mutual funds, and closed-end structures. The firm serves individual and high-net-worth investors through a proprietary platform that includes procedural safeguards and offers sub-advisory services to other advisers.

Charles Patton is a financial advisor at First Sigma Capital LLC with 11 years of industry experience. He holds the Series 65 designation and has been managing investments through Patton Investment Management LLC since 2015. Patton Investment Management LLC also operates as an exempt Commodity Trading Advisor, providing CTA services exclusively to current securities clients. First Sigma Capital LLC provides discretionary portfolio management for individual and high-net-worth clients, managing approximately $9.9 million on a discretionary basis. The firm uses a combination of technical, fundamental, and cyclical analysis in its investment approach and employs strategies that may involve higher risks such as short sales, leverage, frequent trading, and options.

Michael Ershaghi is a financial advisor at MPE Capital in Laguna Niguel, CA, holding a Series 65 designation with eight years of industry experience. He has been with MPE Capital since 2017 following a year as a self-employed advisor. MPE Capital manages approximately $842,000 in separately managed equity accounts for a select group of individual clients focused on long-term growth and capital appreciation. The firm employs a long-only, equity-exclusive investment approach with a concentrated portfolio strategy centered on businesses trading below intrinsic value, and utilizes performance-based fees for qualified clients.

Francisco Pantoja is the sole advisor at FJP Portfolio Management in Irvine, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience, with a firm history dating back to 1998. FJP Portfolio Management is a state-registered, fee-based investment adviser managing approximately $26.1 million for a small client base that includes individuals, high-net-worth clients, trusts, IRAs, and small-business retirement plans. The firm employs a long-term buy-and-hold strategy based on fundamental valuation methods and invests across multiple asset classes while managing risk through position limits and regular monitoring.

J Rogers III is a financial advisor with Alpha Strategies Investment Consulting, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Five 9 Securities, LLC, and has been with Alpha Strategies since 2009. Outside of his advisory role, he is involved in hospitality services through WM Development and serves as a managing partner in legal funding at Waterfall Funding Group. Alpha Strategies Investment Consulting provides investment consulting, manager selection, and due diligence services to ultra-high net worth families, single family offices, Tribal Nations, and institutional investors. The firm employs a post-modern portfolio approach that combines traditional and alternative assets, with an emphasis on manager selection and tailored client solutions.

Reza Roshani Tabrizi is a financial advisor at ScionAI with six years of industry experience. He holds a Series 65 credential and previously worked at Bloomberg LP and IKUCARE LLC. ScionAI provides discretionary portfolio management and consulting services to individual investors, private funds, and business entities. The firm uses quantitative algorithms focused on financial quality and growth potential, offering customized investment solutions, market-timing services, and educational workshops.

David Simpson is the principal of Simpson Capital Management in Laguna Niguel, CA, where he has worked since 1999. He holds the CFA designation and has 24 years of industry experience. Simpson Capital Management is an independent, fee-only investment advisory firm serving individuals, families, and institutions. The firm manages approximately $20 million across about 70 clients, employing a disciplined investment approach based on economic and fundamental analysis, using exchange-listed securities and diversified asset allocation strategies tailored to client objectives.