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.

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.

Victor Clement is the president and COO of Financial Essentials 4 Life, Inc., an independent firm based in Cerritos, CA. He holds the Series 66 designation and has 13 years of industry experience, including prior roles at Regal Investment Advisors, LLC, Regulus Financial Group, LLC, and The Society For Financial Awareness. Outside of his advisory work, he serves as treasurer for Grace Presbyterian Church and is involved in film production as head of production at Land Dragon Films. Financial Essentials 4 Life, Inc. provides personalized financial planning and investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes tactical asset allocation with global diversification, offering discretionary portfolio management and stand-alone financial plans, and supports insurance and estate-planning services through third-party platforms.

Donald Scrimgeour is a CFP® professional with 23 years of industry experience, serving as the sole advisor at Core Capital Management, LLC since 2007. He holds a Series 66 license and is also a licensed life and health insurance producer in California. Outside of financial advisory, he has a business interest in livestock and agricultural products through a Colorado-based LLC. Core Capital Management is a small independent firm managing approximately $12.5 million across individual, family, trust, nonprofit, and corporate clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing active asset-allocation strategies and the use of derivatives and options in separately managed accounts.

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.

Frank Sciotto is a financial advisor at Integrated Capital Management, Inc. in Carson, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Integrated Capital Management since 2017 and also manages two outside businesses: Integrated Capital Solutions, a business consulting and real estate brokerage firm, and Bar41 Beverages, a company that develops and sells wine-based cocktails. Integrated Capital Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, focusing on equities, ETFs, and derivative strategies across about 20 client relationships. The firm employs a mix of charting, fundamental and technical analysis, and offers discretionary investment management with regular portfolio reviews.

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.

Richard Smyth is a CFA® charterholder and the sole advisor at Aionios Capital Partners, LLC with four years of industry experience. Prior to founding Aionios Capital Partners in 2021, he worked for Franklin/Templeton Distributors, Inc. for 27 years. He also serves as an adjunct professor, teaching investment analysis, portfolio management, and derivatives. Aionios Capital Partners offers comprehensive portfolio management, financial planning, and family office services primarily for individuals and high-net-worth families. The firm employs a multi-disciplinary investment approach and provides a range of alternative and private investments, with a distinctive focus on family office services and concierge capabilities.

Jeffrey Tilson is a financial advisor with JST Investment Consulting in Seal Beach, CA, holding a Series 66 designation and 22 years of industry experience. He founded JST Investment Consulting in 2011 and previously worked at ProCore Advisors, LLC. JST Investment Consulting serves individuals, small businesses, high-net-worth clients, and pension/profit-sharing plans by providing ongoing portfolio management, financial planning, and educational workshops. The firm manages client accounts on a non-discretionary basis, tailoring recommendations to each client’s goals and risk tolerance through a combination of fundamental, technical, and cyclical analysis.

Brian Smith is a financial advisor at Axis Point Capital with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Asset Management, Arts & Sciences Investment Management, and The TCW Group. Axis Point Capital is an independent firm that offers fee-only investment management and performance-based advisory arrangements to individuals, trusts, estates, small businesses, and other clients. The firm specializes in a discretionary hedged equity strategy that combines a focused portfolio of long equity positions with options for hedging and selective short exposure.

My name is James, founder of HiFi Planning. I’ve spent my entire career as a financial planner and feel quite passionately about the work we do. I’ve seen good financial advice make meaningful differences in peoples’ lives many times over. I’ve also seen the financial advice industry fail to adapt to the needs of today’s working professionals. HiFi Planning is an attempt to change that. I’ve built my career at the intersection of financial planning and equity compensation, and am now sharing that expertise in an Advice-Only, DIY-friendly format. If you’ve been looking for a financial planner but aren’t interested in investment management or ongoing fees, I’d love to have a chat. When I’m not at my computer, you can usually find me around Long Beach throwing the frisbee with my dog, playing guitar at venues around town, or trying to get a laugh out of my sweet and patient wife, Lillian.

Dean Parsons is the principal advisor at Global Diversified Investments in Yucaipa, CA, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has led the firm since 2011. Parsons also serves as an adjunct professor and holds a doctoral degree. Global Diversified Investments provides financial planning and portfolio management for individuals, small businesses, and institutional clients, including insurance companies. The firm employs a globally diversified, risk-focused asset allocation strategy with a medium- to longer-term investment horizon and operates primarily on a non-discretionary basis. It also offers pension consulting and publishes market commentary and periodicals as part of its client communications.

Scott Wetzel is the principal of Greenworth Investment Advisors, LLC, an independent firm based in Santa Ana, CA. He holds Series 63 and Series 65 licenses and has 13 years of experience in the financial industry. Prior to founding Greenworth Investment Advisors in 2011, he was president and partner at Ticon General Contractors, a commercial construction company, where he worked from 1998 to 2021. Greenworth Investment Advisors serves individual clients through fee-based portfolio management and hourly consultations. The firm employs a long-term, rules-based investment approach focusing on value investing and passive strategies, managing client accounts directly without outsourcing.

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.

Thomas Lydon is the principal of Global Trends Investments with 29 years of industry experience. He has previously worked at VettaFi LLC and operated Lydon Media LLC dba ETF Trends for 17 years. Lydon serves on the boards of U.S. Global Investors, Inc. and Guggenheim Investments Mutual Funds, and holds trustee roles with NEOS Investments LLC and The 2023 ETF Series Trust, along with hosting webcasts and podcasts related to ETFs. Global Trends Investments provides discretionary advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities, managing $48.4 million in assets primarily through exchange-traded funds. The firm employs a trend-following investment approach based on technical analysis, using moving averages to guide portfolio decisions.

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.