Rohit Singh is the principal and investment advisor representative at Hexeum Capital, an independent firm based in Newport Beach, CA. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to founding Hexeum Capital in 2018, Singh worked at firms including Four Points Capital Partners and Primerica Financial Services. Outside of his advisory role, he owns and manages a hotel through Shivshakti LLC. Hexeum Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations by providing customized financial planning, investment consultation, and management primarily through third-party portfolio managers. The firm also offers corporate consulting, workplace retirement plan advice, and educational workshops on retirement and estate planning topics.

Brent Seehusen is a financial advisor at White Sail Advisors LLC with four years of industry experience. He holds a Series 65 designation and has been with White Sail Advisors since 2021. Prior to this, he worked at loanDepot.com LLC for five years. Outside of advisory work, he is involved in a rental property business. White Sail Advisors LLC provides discretionary asset management, financial planning, and assets-under-advisement services to individuals, high net worth clients, trusts, and estates. The firm uses a tailored investment approach incorporating fundamental, cyclical, and technical analysis, with regular portfolio reviews and rebalancing.

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.

Charles Dzama is the sole advisor at CDFinancial, an independent firm where he has worked since 2012. He holds a Series 65 designation and has 14 years of industry experience. In addition to his advisory role, he operates a life insurance agency as a separate business. CDFinancial provides discretionary asset management along with financial planning and consulting services primarily to individual clients. The firm manages approximately $99.7 million in client assets and serves over 250 clients, employing a mix of investment strategies tailored to each client’s goals and risk tolerance.

Scott Devens is the principal of Devens Wealth Management in Newport Beach, CA, with 27 years of industry experience. He previously worked at Merrill Lynch from 1999 to 2024 and Bank of America from 2011 to 2024. Devens Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach focused on fundamental analysis and primarily uses low-cost exchange-traded funds, while offering continuous account monitoring and bundled financial planning.

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.

Erik Thurnher is a CFP® with 30 years of experience in financial advising. He has worked at MedCentric Financial Network since 2000 and was previously with Mercer Global Advisors Inc. and Newport Financial Advisors, Inc. MedCentric Financial Network operates an internet-based referral network connecting healthcare professionals and other highly compensated individuals with pre-screened, independent fee-only financial advisors. The firm focuses on vetting advisors based on credentials, compliance, experience, and fee-only compensation, without providing direct financial planning or portfolio management services.

Philip Lang is a CFP®-certified financial advisor with 22 years of industry experience, currently serving as the sole advisor at Accel Advisors, Inc. in Costa Mesa, CA, where he has worked since 2014. In addition to providing investment advice, his firm offers financial consulting services to companies on topics such as risk assessment, financial organization, and financial decision making. Accel Advisors, Inc. provides financial planning, discretionary portfolio management, and consulting services to both individual and corporate clients. The firm manages approximately $5.13 million in discretionary assets, employing a mix of fundamental and technical analysis with both long- and short-term trading strategies, primarily focusing on equities and investment company securities.

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. He has held teaching positions at several colleges, including Rancho Santiago Canyon Community College District, South Orange County Community College District, and Citrus College. Salehi also earned an Ed.D. and has worked in academic roles at Cal State University, Fullerton, and the University of California, Riverside. Eagle Money Advisors is a California-registered, fee-only investment adviser that provides customized investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm uses an asset-allocation framework combining fundamental analysis, strategic and tactical allocation, and value-oriented techniques across traditional and alternative asset classes, and incorporates market-timing adjustments within its management approach.

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.

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.

Richard Ligotti is a financial advisor with Laguna Niguel Summit Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with the firm since 2016. In addition to his advisory role, Ligotti is a licensed independent insurance agent offering life, long-term care, and indexed annuities. Laguna Niguel Summit Wealth Management provides financial, retirement, and insurance guidance primarily to mass-affluent and some high-net-worth individuals, families, small businesses, and pension and nonprofit plans. The firm offers planning services and insurance recommendations, referring clients to third-party investment managers and strategically utilizing turnkey asset management programs.

Ethan Namvar is a financial advisor at Centricity Financial LLC with 17 years of industry experience. He holds a Series 65 designation and has been affiliated with Centricity Financial since 2007. Namvar also serves as a Lecturer at the University of California, Berkeley, Haas School of Business, teaching approximately six hours per week during one quarter each year. Centricity Financial, LLC is a single-advisor independent registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, and a pooled investment vehicle. The firm employs a multifaceted investment approach that includes quantitative, fundamental, technical, and qualitative analysis, and offers both discretionary and non-discretionary mandates along with standalone consulting services.

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.

Ryan Mc Kee is a financial advisor at Catalyst Wealth Advisors LLC in Newport Beach, CA, holding a Series 66 designation with eight years of industry experience. He has worked at several firms including Securian Financial Services, Tax & Financial Group, Firefly Capital, and managed the McKee Family Office before joining Catalyst Wealth Advisors in 2018. Catalyst Wealth Advisors LLC offers discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of Fundamental Analysis and Modern Portfolio Theory to create diversified, risk-based portfolios, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual equities, fixed income, interval funds, options, and private placements.