Drew Ruiz is the sole advisor at Stravida Wealth LLC, holding a Series 65 designation with one year of industry experience. He co-founded Illuminent Co., a digital marketing agency, where he advises on business development. Prior to his advisory role, he also co-founded Production Properties, a property management business. Stravida Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within an asset-allocation framework, combining passive and active strategies.

Troy Wirth is a CFP®-designated financial advisor with 27 years of industry experience. He is the principal of Ingen Strategies, LLC, an independent firm he has led since 2019. Prior to this, he worked at Eagle Strategies and New York Life Insurance Company for over two decades. Outside of advising, he owns Syxivm, a retail business specializing in men's and women's surf and sports apparel. Ingen Strategies serves individual investors as well as business and institutional clients, providing discretionary asset management and standalone financial planning. The firm offers tailored portfolios and a range of consulting services, including retirement and estate planning, and utilizes third-party money managers alongside model portfolios and the Betterment for Advisors platform for implementation.

Dan Carney is the principal and sole advisor at Carney Portfolio Management Inc. in Costa Mesa, CA. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Since 2005, he has led his independent advisory firm and also serves as Chief Investment Officer and board member of Midwest Insurance, a home insurance agency. Carney Portfolio Management, Inc. is an independent investment adviser serving individuals, high-net-worth clients, financial firms, corporate retirement plans, and charitable organizations. The firm employs a discretionary investment approach based on macroeconomic outlooks, fundamental analysis, and tailored asset allocation across equities, bonds, and cash equivalents.

Brian Spahr is the owner and principal of Spahr Financial Group, LLC, an independent advisory firm based in Huntington Beach, CA. He holds the CFP® designation and Series 63 license and has 23 years of industry experience. He founded Spahr Financial Group in 1992 and has been leading the firm since its inception. Spahr Financial Group provides investment management and financial planning services to individuals, including high-net-worth and accredited investors, as well as related trusts, estates, and select institutional clients. The firm employs a modern portfolio theory approach with customized asset-allocation models focused on low-cost index funds and ETFs, supplemented by fixed income, REITs, and sector exposures.

Ruixin Li is a financial advisor at Robin Lee Wealth Management with a Series 65 designation and recent experience in quantitative finance and financial mathematics. His work history includes roles as a Quantitative Financial Analyst at AmCan Capital LLC and current business assistant responsibilities at Faraday Future Intelligent Electric Inc. Prior to his advisory role, he held academic positions at North Carolina State University’s Mathematics and Financial Mathematics departments. Robin Lee Wealth Management provides investment advisory and financial planning services to individuals and families, including students and recent immigrants. The firm employs a disciplined approach focused on strategic asset allocation and diversified ETFs and mutual funds, tailoring advice to clients’ goals, time horizons, and risk tolerances.

Milind Pasari is a CFP®, CFA®, and Series 65-licensed advisor with 13 years of industry experience. He is the principal of Surya Capital, LLC, where he has worked since 2012, and also owns an accounting and tax practice, Pasari CPA PC. Prior to Surya Capital, he worked at BLC Tustin Inc. Surya Capital serves individual investors, including both high-net-worth and non-high-net-worth clients, providing ongoing investment and portfolio management with a range of strategies from long-term investing to short-term trading. The firm is affiliated with an accounting practice, allowing clients to receive both investment management and tax-related advice.

Matt Salehi is a financial advisor at Eagle Money Advisors with a Series 65 designation and three years of industry experience. His prior roles include multiple academic positions at institutions such as Cal State University, Fullerton, and the University of California, Riverside. Eagle Money Advisors serves individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations by offering financial planning, investment management, and educational services. The firm uses a goal-oriented investment process emphasizing asset allocation and fundamental analysis, employing both strategic and tactical approaches as well as market-timing adjustments.

Vladimir Kouznetsov is a CFP®-credentialed financial advisor with 12 years of industry experience. He is the principal and sole advisor at Retegy LLC, an independent firm based in Irvine, CA. In addition to his advisory role, Mr. Kouznetsov works as a software engineer at Stryker Corporation, a medical device company. Retegy LLC provides discretionary asset management and comprehensive financial planning services to individual and high-net-worth clients. The firm utilizes multiple analytical methods and a range of investment instruments, often working with third-party sub-advisors, and offers educational seminars and workshops as part of its client service approach.

Shahab Tabatabai is the sole advisor at S & L Financial Management, an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has over three years of industry experience, with prior roles including work at Heart for Serving and God's Pantry. Outside of his advisory work, he holds a compensated ministerial role. S & L Financial Management provides discretionary portfolio management and project-based financial counseling to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a concentrated value strategy focused on long-term capital appreciation and utilizes both fundamental and technical analysis within a tactical allocation framework.

Larry Beltramo is a CFP® with 15 years of experience in financial advising. He has led Beltramo Financial Services, Inc. since 2010. The firm offers personalized financial planning and discretionary investment management to individuals and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Its investment approach uses a core-and-satellite framework with passive index funds and ETFs as the core, complemented by selective active funds, and portfolios are managed under written investment policy statements.

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.

Bryan Gould is a financial advisor with Ultra Advisory Group in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at Northwest Asset Management, Wells Fargo Clearing, and WELLS FARGO Advisors, LLC prior to founding his current firm. He is also licensed to sell insurance in California. Ultra Advisory Group provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth households, family offices, and institutional clients. The firm emphasizes customized investment programs, including a distinctive wrap fee program offered across multiple custodians.

Benjamin Chang is the principal advisor at LW Pacific Investments LLC in Santa Ana, CA, with 10 years of industry experience. He holds a Series 65 designation and has been with LW Pacific Investments since 2014. Outside of his advisory role, Chang provides sales consulting services to Teletec Electronics Corp., a private manufacturing company, a business he has been involved in since 2005. LW Pacific Investments LLC offers customized investment advisory services to individual investors, including high-net-worth individuals and business owners. The firm employs a fundamental analysis and tactical asset management approach, utilizing ETFs, mutual funds, equities, debt securities, and REITs, and provides ongoing portfolio oversight and rebalancing through third-party custodians.

Delia Fernandez is the sole advisor at Fernandez Financial Advisory, LLC in Los Alamitos, CA, with 33 years of industry experience. She holds a Series 63 designation and has been with her firm since 1993. In addition to her advisory work, she has served as an adjunct instructor in the Personal Financial Planning Program at UC Irvine Extension since 1995. Fernandez Financial Advisory is a state-registered, fee-only firm serving individuals, families, trusts, estates, small businesses, and employee benefit plans. The firm employs a core-and-satellite investment approach using passive index and ETF exposures combined with selected active managers, managing client assets on a non-discretionary basis with client approval required for trades.

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.

Luan Vo is the sole advisor at Crimson Investment Managers, LLC in Westminster, CA, holding a Series 66 designation with 13 years of industry experience. He has worked at Pacific Southwest Financial since 2016 and founded Crimson Investment Managers in 2015. Outside of advisory services, he is a licensed insurance agent specializing in fixed insurance products for financial planning purposes. Crimson Investment Managers provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis methods. The firm employs a broad range of investment strategies, including access to private placements and venture capital, alongside options, short sales, and margin trading, managing approximately $17 million across about 28 clients.

Cynthia Sforza is a CFP® and holds a Series 66 license, with 18 years of industry experience. She is the sole advisor at Lucidity Wealth Advisors Inc., where she has worked since 2023. Her prior experience includes roles at Towneley Capital Management, Creative Planning, Bronfman E.L. Rothschild, and a position at the University of California, Irvine. Lucidity Wealth Advisors serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management and holistic wealth management services. The firm employs long-term investment strategies using primarily low-cost, diversified ETFs and mutual funds, alongside individual stocks and bonds, with continuous monitoring and annual reviews.

Alfonso Aduna is a financial advisor at Aduna Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Insurance. Outside of finance, he owns a travel agency franchise, Expedia Cruise Center, through Aduna Travel LLC. Aduna Capital provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a four-part investment process combining bottom-up and top-down analysis and incorporates options and derivatives strategies in client accounts.

Carla Martinez is a financial advisor at AGF Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AGF Advisors since 2010, following a decade at Buenfuturo LLC. AGF Advisors serves small- and medium-sized retirement plan sponsors and individual investors, providing retirement-plan consulting, financial planning, and managed-account services. The firm manages client portfolios on a non-discretionary basis with a conservative investment approach and offers bilingual seminars and customized participant communications as part of its pension-consulting practice.