Brandon Clark is a CFP® with seven years of industry experience currently at The Clark Group Asset Management. His prior experience includes roles at Bank of America, Merrill, William Morris Endeavor, and Paradigm. Outside of financial advising, he works part-time as a tennis instructor at the Beverly Hills Tennis Center. The Clark Group Asset Management provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm utilizes a blend of fundamental and technical research to create tailored portfolios that include a range of asset classes and permit the use of derivatives and option strategies.

Chia Liang Lian is a CFA® charterholder and financial advisor at Crosslight Global Investment Partners, LLC with nine years of industry experience, including a prior role at Western Asset Management. After a two-year sabbatical, Lian joined Crosslight Global in 2026. Crosslight Global Investment Partners is a boutique advisory firm serving employer plan sponsors, RIAs, and individual clients with retirement plan consulting, private wealth management, sub‑advisory portfolio management, and project-based engagements such as litigation support. The firm uses a multi-asset, risk-managed investment approach that integrates fundamental, quantitative, and technical analysis alongside artificial intelligence and machine learning tools.

Iris Aillaud is a financial advisor at Sagent Wealth Management with five years of industry experience. She holds the Series 65 and Series 66 designations and has worked at Sagent Capital, LLC since 2019. Prior to that, she was employed at HomeMaker and Whirlpool. Sagent Wealth Management provides wealth management and advisory services to individuals, families, trusts, retirement plans, businesses, non-profits, and family offices. The firm integrates investment management with financial planning, retirement, and estate-planning coordination, utilizing a blend of proprietary model portfolios, customized strategies, and third-party managers.

Bradley Stephenson is a CFP® professional with 19 years of industry experience. He has been with Stephenson and Company, Inc. since 2016 and previously worked at Global Investment Solutions, LLC. The firm serves individuals, including high net worth clients, retirement plans, and other entities, offering fee-only investment management and financial planning. It employs strategic asset allocation across various securities and utilizes both fundamental and technical analysis in portfolio management.

Chad Wauschek is a CFP® professional with eight years of industry experience, currently serving with Pathway Advisors, LLC. He is a partner at Cwick, APC, a tax and accounting firm, where he dedicates most of his time, and also a partner at Dunlap Wauschek & Elfarra CPAs. His background includes roles at Independent Financial Group and involvement in tax and accounting services alongside his advisory work. Pathway Advisors, LLC is a supported registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, and businesses. The firm manages approximately $58 million in assets, offering portfolio management, financial planning, and pension consulting, with a notable focus on non-discretionary asset management and coordinated tax and accounting services through affiliated firms.

Jerome Slusiewicz is a financial advisor at Pacific Financial Planners, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western International Securities, Inc. for 13 years prior to his current role. He also conducts financial education workshops and seminars. Pacific Financial Planners provides investment management, financial planning, and consulting services to individuals, pension plans, estates, trusts, charitable organizations, corporate, and institutional clients. The firm employs a documented, purpose-based investing process focused on publicly traded securities and serves a diverse client base including banking institutions, insurance companies, and government entities.

Raymond Clark is a CFP® professional at The Clark Group Asset Management with 24 years of industry experience. He has been with the firm since 2005, serving as its president. The Clark Group Asset Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm employs a documented financial analysis process to tailor portfolios across various asset classes, utilizing both fundamental and technical research, and incorporates strategies such as shorting and option use.

Charles Mann is a financial advisor with Professional Financial Advisors Inc in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Professional Financial Advisors Inc since 1983 and is also associated with Independent Financial Group, LLC and NPB Financial Group, LLC. Mann holds officer and director positions at Professional Financial Advisors, Inc and Pacific Corporate Consultants, Inc, the latter providing pension-related services. Professional Financial Advisors, Inc serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate and tax-focused analyses, portfolio asset management, and ongoing consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise within its advisory model.

Patrick Morehead is a financial advisor with Quiver Financial Holdings LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Global Crossing Airlines, GoJet Airlines, and several financial firms. Outside of advising, he is also active as a real estate agent and insurance sales agent, and he owns an asset protection company for personal real estate. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by offering portfolio management, financial planning, consulting, and managed account services. The firm employs a range of investment strategies and operates a subscription newsletter providing macro commentary on emerging sectors and disruptive technologies.

Riley Stephenson is a CFP® and CFA® with 12 years of industry experience. He has been with Stephenson and Company, Inc. since 2016 and has worked with the affiliated entity, Stephenson and Company, since 2014. The firm serves individuals, including high net worth clients, retirement plans, and other entities, offering fee-only investment management and financial planning services. Stephenson and Company employs a strategic asset allocation approach across various securities and integrates fundamental, technical, and cyclical analysis in its investment process, managing approximately $312 million for about 236 clients.

Easton Miller is a financial advisor at Miller Financial Services, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Smith Financial Services and Chapman University. Outside of his advisory role, Miller provides tax consulting and tax planning services as a licensed tax consultant. Miller Financial Services, Inc. is a fee-only registered investment adviser that serves employer-sponsored retirement plans, plan sponsors, and corporate clients. The firm offers investment management, financial planning, and retirement plan consulting, with an investment approach that combines passive and active strategies emphasizing asset allocation and fundamental analysis.

William Kieran is a financial advisor at Kevin Kennedy, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sei from 2015 to 2023. Kevin Kennedy, LLC provides financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI Investment Management Corporation’s model portfolios and mutual fund managers for security selection and offers primarily non-discretionary services without taking custody of client assets.

Mario Zita is a financial advisor at Laguna Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Daniel Wealth Advisors and GameDay Wealth Group. Outside of finance, he is the sole owner of two companies in development stages: Mano's LLC, which is focused on researching and potentially bottling Italian pasta sauces, and Tremble Entertainment LLC, which is involved in creative projects such as books and films. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, trusts, and individuals nearing or in retirement. The firm offers comprehensive portfolio management, retirement plan consulting, SMA selection and oversight, and estate-planning services, using a combination of fundamental, technical, charting, and cyclical analysis tailored to client objectives and risk tolerances.

Shane Hiller is a financial advisor at Sonoma Private Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill Lynch, Bank of America, Wells Fargo Advisors, Parallel Advisors, and Ameriprise Financial Services. In addition to his advisory role at Sonoma, he serves as a Private Bank Advisor for Comerica Bank, working with their private bank clients. Sonoma Private Wealth LLC offers portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios, sub-advisers, and customized asset-allocation strategies that incorporate ESG considerations through HIP Investor’s sustainability ratings.

John Labriola is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Laguna Wealth Advisors, LLC since 2013 and at Sagent Wealth Management since 2010. He is also president and a partial owner of Fountain Valley Skating Center, a roller skating facility where he holds a board position and operates an on-site snack bar. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, and trusts, providing comprehensive portfolio management, retirement plan consulting, and estate-planning services. The firm employs a diversified investment approach including fundamental, technical, and cyclical analysis, and regularly utilizes third-party separately managed accounts tailored to client objectives and risk tolerances.

Maximilian Mann is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. He is currently affiliated with Professional Financial Advisors Inc and has prior experience at Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of financial advising, Mann is involved in voiceover acting. Professional Financial Advisors, Inc. serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate, and tax-focused analyses along with portfolio asset management and consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise into its advisory model.

Nicholas Gower is a financial advisor at HIP Investor, Inc. with one year of industry experience. He holds a Series 65 credential and serves as Senior Vice President of HIP Investor Inc. In addition, he is President of HIP Investor Ratings LLC, a firm that produces and licenses investment ratings and research for a variety of market participants. Outside of his advisory role, Gower is involved in these two businesses, splitting his time between them. HIP Investor Inc. provides investment advisory and portfolio management services to individuals, families, family offices, foundations, corporations, and registered investment advisers. The firm combines fundamental security analysis with a proprietary impact framework that integrates human, social, and environmental metrics alongside financial factors, implementing its approach through model portfolios, separately managed accounts, and consulting engagements.

Richard Mcfadden is a financial advisor with Quiver Financial Holdings LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Quiver Financial Holdings since 2020 and previously worked at American Trust Investment Services, Inc. Mcfadden is also CEO of Quiver Financial Insurance Services and manages a non-investment related consulting role at North Beach Auto, LLC. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations, offering portfolio management, financial planning, consulting, and managed account services. The firm provides a subscription newsletter focused on macro commentary and emerging sectors, employing a variety of investment strategies tailored to client goals and risk tolerances.

Eric Cedergreen is a financial advisor at The Clark Group Asset Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Clark Group since 2005. The Clark Group Asset Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and other business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and analyses. The firm employs a documented financial analysis to tailor portfolios across various asset classes, incorporating fundamental and technical research and strategies such as shorting and options, with ongoing monitoring and rebalancing to match client risk tolerances.

Peter Crane is a financial advisor at Crane Investments Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Crane Investments since 1992. Outside of his advisory work, he serves as co-trustee of the James J. Patrick Trust. Crane Investments serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs tailored asset management strategies that incorporate fundamental, technical, cyclical, and charting analysis, and maintains conservative cash management practices.