William Cuthbertson Jr. is a CFP® with 22 years of industry experience and has been the sole advisor at Fiscalis Advisory, Inc. since 2003. He also owns a tax preparation and consulting business focused primarily on serving the advisory clients of Fiscalis Advisory. Fiscalis Advisory provides fee-only financial planning, investment advisory, and tax-related services to a limited client base, utilizing an evidence-based, globally diversified investment approach with a non-discretionary advisory model.

Raffaele Mari is a CFP® professional with 12 years of experience at Global Wealth Management and over 35 years as a CPA through his separate tax consulting practice. He has served as the director of Tax Consulting Services since 1991, dedicating approximately 25% of his time to this role. Global Wealth Management provides financial planning, investment advisory, and investment management services primarily to individuals, including high-net-worth clients, trusts, estates, and retirement plan participants. The firm operates on a non-discretionary basis, focusing on diversified asset allocation strategies tailored to individual Investment Policy Statements and conducts regular portfolio reviews.

Vincent Brascia is the principal of Brascia Investment Management, Inc. in Mission Viejo, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2001. Outside of his advisory role, he teaches pickleball part time, offering private and group lessons in South Orange County. Brascia Investment Management provides personalized, fee-only investment management and financial planning to a select client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes asset allocation using primarily no-load or low-load mutual funds and ETFs, managing approximately $37 million across about 30 client relationships on a discretionary basis.

Michael Bienstock is a financial advisor at American Independent Securities Group, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Independent Securities Group since 2008. Outside of his advisory role, he is involved in several business ventures including Semaphore Brand Solutions, which connects new media talent with brands, and Semaphore Premier Licensing, which links influencers with product licensing opportunities. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an open-architecture approach to portfolio management, offering discretionary and non-discretionary account management, and integrates multiple custodial and advisory platforms.

Paul Barlow is a CFP® professional with 44 years of industry experience, currently serving as the sole advisor at Barlow, Paul David since 2016. He also owns Barlow Insurance Services, an insurance sales business he has operated since 1987. The firm provides discretionary investment management and financial planning services to individuals, trusts, and small businesses. Its approach is grounded in Modern Portfolio Theory, emphasizing long-term, passively managed, diversified model portfolios primarily composed of no-load mutual funds and ETFs.

Yohei Fukuda is a CFP® professional with 18 years of industry experience, operating as the sole advisor at Honest Wealth LLC in Irvine, CA. He has held ownership roles in several businesses, including Advanced Micro Precision, LLC, a sales and marketing consulting firm, and is involved as a passive investor in food service and music licensing companies. Fukuda also maintains a separate insurance practice brokering fixed insurance products. Honest Wealth LLC is a fee-only, independent investment adviser providing discretionary and non-discretionary portfolio management and financial planning primarily for individual investors, as well as trusts, estates, and retirement plans. The firm supports both household accounts and employer-sponsored retirement arrangements, using documented investment policy statements and a blend of fundamental and technical analysis for investment decisions, and offers pension consulting services that include plan monitoring and participant education.

Park Randazzo is a CFP®-certified financial advisor with 16 years of industry experience. He is the principal of Randazzo Capital Management, LLC, an independent advisory firm he founded in 2018. Prior to establishing his firm, Randazzo worked at SELECT Money Management, Inc., Select Portfolio Management, Inc., and Securities Equity Group from 2012 to 2018. He is also a licensed independent insurance agent in California. Randazzo Capital Management provides discretionary investment management and financial consulting to individuals and small businesses, managing approximately $23 million in client assets. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active managers and offers formal periodic communications including quarterly comprehensive portfolio reviews and market updates.

Richard Jensen Jr. is a financial advisor at Baker Jensen Investment Advisors, LLC with 31 years of industry experience. He has been with the firm since 1995 and holds the Series 63 designation. In addition to his advisory role, Mr. Jensen is an insurance agent, dedicating a small portion of his time to insurance sales. Baker Jensen Investment Advisors, LLC is an independent, single-advisor firm that provides discretionary portfolio management and access to third-party asset managers. The firm primarily serves individual investors but also accepts pension and profit-sharing plans as well as corporate clients, utilizing a Risk Optimize Portfolio Management program based on Modern Portfolio Theory.

Austin is Founder and Owner of Lee Financial Group LLC, an independent, Fee-Only™ advisory firm. He graduated with a bachelors in Mathematics and Economics from the University of California, Irvine. He graduated with a Master’s in Business Administration from the University of Southern California and a is Certified Financial Planner™ professional. Prior to LFG, Austin served as a financial planner for The Ayco Company, the Personal Financial Management branch of Goldman Sachs. Many of his clients were executives for Fortune 500 company and involved complex planning strategies around investment, tax, and estate planning. Most recently, he served as an Investment Advisor for Transamerica Financial Advisor, working with families of diverse financial backgrounds to determine the best solution for each household. Austin’s experience also extends to being a Corporate Finance business partner for various medical device companies. Throughout his tenure, he has had the opportunity to connect with various colleagues and health care providers, specifically, physicians and dentists. It was in those conversations that he discovered the unique financial planning challenges each group encountered and how he is able to leverage his experience in both Corporate Finance and Financial Planning to assist.

Jeremy Tate is a financial advisor at Tate Capital Group with 14 years of industry experience. He holds a Series 66 designation and previously worked at Balboa Wealth Partners and Morgan Stanley. Tate Capital Group is an independent firm providing discretionary and non-discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans. The firm employs a predominantly long-term investment approach supplemented by technical, fundamental, and quantitative analysis and offers access to a broad range of investment options and strategies.

Peter Strzelecki is the sole advisor at Philadelphus Capital, an independent registered investment adviser. He holds a Series 65 designation and has 10 years of industry experience, including roles at PJ9K Advisors, Muntz Financial, NYLife Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he serves as an account executive involved in wholesale lending through AHL Funding. Philadelphus Capital offers discretionary portfolio management and tailored investment advice primarily to qualified and accredited investors. The firm employs a core-and-satellite investment strategy using low-cost ETFs along with individual securities and options, with accounts managed on a discretionary basis and client restrictions incorporated through written investment policy statements.

Bradley Johnson is a financial advisor at Evergreen Capital Holdings, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Park Street Partners. Outside of Evergreen Capital Holdings, he serves as Managing Partner of Evergreen Capital Management, LLC, focusing on private fund investments, and as Minority Partner of BID, LLC, which manages private real estate investments. Evergreen Capital Holdings, LLC provides discretionary portfolio management primarily to high-net-worth individuals and a limited number of registered investment advisers. The firm emphasizes equities, including publicly traded REITs and real estate-related companies, and employs long-term, short-term, and options strategies as part of a formalized investment process.

Corey Johnson is a financial advisor at Shorebird, LLC in Newport Beach, CA, holding a Series 65 designation with eight years of industry experience. He has worked at Shorebird Financial since 2017 and serves as Chief Analyst at Finch c/o CIP Holdings, LLC, a professional services firm specializing in accounting and finance. Prior to these roles, he was employed at General Atomics from 2011 to 2017. Shorebird, LLC is a single-advisor firm providing financial planning, ongoing advising, portfolio management, and referrals to third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm’s investment approach focuses on asset allocation, model portfolios, long-term purchase strategies, and periodic rebalancing tailored to client objectives and risk tolerance.

Mark Robertson is a CFP® professional with 39 years of experience in financial advising. He is the principal advisor at Maxim Capital Advisors, Inc., where he has worked since 1999. He previously worked at Royal Alliance Associates, Inc. from 1998 to 2023. Robertson is also president of Maxim Capital Insurance Services, a life insurance and annuities business serving financial planning clients. Maxim Capital Advisors, Inc. provides financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm uses Modern Portfolio Theory combined with strategic, fundamental, and tactical analysis, employing Morningstar tools for portfolio optimization. It manages primarily non-discretionary accounts and offers wrap fee and non-wrap investment options.

Arthur Wiederman is the sole advisor at Wiederman & Associates with 18 years of industry experience. He has been associated with Wiederman & Associates since 1984. In addition to his advisory work, he is the managing partner of Wiederman Madurowicz Partnership, a dental practice brokerage business in California, where he is involved in listing, marketing, and selling dental practices. Wiederman & Associates is a state-registered adviser providing comprehensive financial planning services to individuals and high-net-worth clients. The firm does not manage assets directly but refers clients requiring investment management to an unaffiliated adviser based on factors such as account size and risk tolerance.

Scott Doll is a financial advisor with Doll Capital Advisors Incorporated in San Juan Capistrano, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Doll Capital Advisors since 1998 and was previously with LPL Financial for 30 years. Doll Capital Advisors serves individuals, high-net-worth clients, and charities by providing comprehensive financial planning, single-issue consulting, discretionary portfolio management, and advice on retirement accounts. The firm constructs customized portfolios using six proprietary model portfolios and incorporates technical analysis alongside a mix of mutual funds, ETFs, stocks, and selective options strategies.

Jonathon Cohen is a financial advisor at Pacific Shores Investment Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has served as a financial advisor for In-N-Out Burger, Inc. since 2009, providing investment advice to principals. Pacific Shores Investment Advisors offers investment management services primarily to pooled or institutional accounts and high-net-worth clients. The firm employs a combination of fundamental and technical analysis within a Modern Portfolio Theory framework to construct diversified portfolios including individual securities, ETFs, and mutual funds.

Joseph Vedell is a financial advisor at XWealth with a Series 66 designation and three years of industry experience. His work history includes roles at Centaurus Financial INC., Wealth Management Advisers, and California Pizza Kitchen. Outside of his advisory role, Vedell is a licensed life and health insurance independent agent and an owner of VikingX Capital LLC, a strategic consulting and partnership company. XWealth provides portfolio management, financial planning, and concierge consulting services primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, quantitative, technical, and charting analyses, and combines investment management with hourly financial planning and fixed-fee consulting services.

Daniel Holt is a financial advisor with Holt Investment Partners LLC in Newport Beach, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Oppenheimer and Pilot Catastrophe Services. Outside of his advisory work, he owns and operates an independent insurance brokerage, Amethyst Insurance Agency LLC, which offers life, long-term care, and annuity products. Holt Investment Partners provides investment advisory services primarily to individuals, families, trusts, estates, and small business owners. The firm employs a long-term, diversified investment strategy using ETFs, fixed-income securities, individual equities, and cash equivalents, and maintains client accounts at Charles Schwab for custody and trading.

Jason Zhao is the sole advisor at MinorKey Management in Corona Del Mar, CA, holding Series 63 and Series 65 designations with nine years of industry experience. He has led MinorKey Management since its founding in 2016. MinorKey Management provides discretionary portfolio management primarily for pooled and institutional vehicles, while also serving individual and high-net-worth clients. The firm employs a value-oriented, event-driven, long/short strategy combining bottom-up fundamental research with a proprietary quantitative model, managing concentrated portfolios across various geographies and market capitalizations.