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.

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.

Jan Daly Wilson is a financial advisor at R.E.A.L. Coach with 10 years of industry experience. She holds a Series 65 designation and has a diverse professional background that includes roles in real estate brokerage, mortgage loan origination, and financial wellness consulting. Outside of her advisory work, she owns and operates Garden Park Firm-Fin-Rlty-Mtg-Csltg, where she provides education and consulting related to retirement readiness, real estate, insurance, and mortgage services. R.E.A.L. Coach serves primarily institutional and pooled-asset clients through non-discretionary co-advisory arrangements with third-party money managers, offering financial and retirement planning consultations along with qualified plan consulting and educational seminars. The firm emphasizes an evidence-based, passive asset allocation approach, combining investment management with active involvement in real estate, mortgage, and insurance services.

Pezhman Amini is a financial advisor with INTEG Financial Investment Advisory LLC in Irvine, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining INTEG, he worked at Northwestern Mutual in various capacities from 2024 to 2025. Outside of advisory work, he is the owner and president of ALEPH BAZAAR Inc., a retail e-commerce business. INTEG Financial Investment Advisory LLC serves individual investors with discretionary and non-discretionary portfolio management as well as comprehensive financial planning and consulting. The firm uses a combination of analytical methods and strategic asset allocation tailored to client objectives and integrates broad planning topics including philanthropy and business succession.

Charles Patton is a financial advisor at First Sigma Capital LLC with 11 years of industry experience. He holds the Series 65 designation and has been managing investments through Patton Investment Management LLC since 2015. Patton Investment Management LLC also operates as an exempt Commodity Trading Advisor, providing CTA services exclusively to current securities clients. First Sigma Capital LLC provides discretionary portfolio management for individual and high-net-worth clients, managing approximately $9.9 million on a discretionary basis. The firm uses a combination of technical, fundamental, and cyclical analysis in its investment approach and employs strategies that may involve higher risks such as short sales, leverage, frequent trading, and options.

Francisco Pantoja is the sole advisor at FJP Portfolio Management in Irvine, CA, holding Series 63 and Series 65 licenses with six years of industry experience. He has operated FJP Portfolio Management since 1998. FJP Portfolio Management provides fee-based, discretionary investment management primarily for individuals, high-net-worth clients, trusts, IRAs, and small-business retirement plans. The firm emphasizes a long-term, value-driven buy-and-hold investment approach with individualized portfolio construction and quarterly reports.

Reza Roshani Tabrizi is a financial advisor at ScionAI in Irvine, CA, holding a Series 65 designation with six years of industry experience. He has worked at ScionAI since 2019 and previously at IKUCARE LLC from 2017 to 2019. ScionAI provides discretionary portfolio management and advisory services to individual retail investors, private funds, and business entities, utilizing quantitative algorithms focused on financial quality and growth potential. The firm offers market-timing services, educational workshops, and consults private funds, employing performance-based compensation and customized portfolio solutions.

Patrick Powers is a financial advisor at WealthWise Asset Management LLC with a Series 65 designation and one year of industry experience. He has been involved in entrepreneurial activities through PowersTech, Inc. and Newport Thin Film Laboratory, Inc. outside of his advisory role. WealthWise Asset Management provides investment advisory and wealth-planning services to individuals, families, corporate executives, business owners, and trusts. The firm offers non-discretionary advice with a focus on long-term planning, using an hourly, flat-fee billing model and providing educational seminars.

Jason Hamilton is a CFP® with 10 years of experience in the financial industry. He is the sole advisor at Keep It Simple Financial Planning, an independent advisory firm based in Orange, CA, where he has worked since 2015. Keep It Simple Financial Planning serves individuals and couples approaching or in retirement, high-net-worth individuals, and employer plan sponsors. The firm offers comprehensive financial planning, discretionary portfolio management with a predominantly passive investment approach, and ongoing advice-only planning options. It also provides pension and employee-benefit consulting and conducts educational seminars and speaking engagements.

Joseph Barretto is a Certified Financial Planner® with 15 years of industry experience, currently operating as the sole advisor at Abacus Wealth International in Santa Ana, CA. He has managed his own advisory practice since 2020 and previously worked briefly at Cross Border Wealth, LLC. In addition to his advisory role, he is a licensed insurance agent. Abacus Wealth International provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as governments and nonprofits. The firm employs a Manager-of-Managers approach, developing personalized allocation strategies and overseeing third-party advisers to implement them, primarily on a non-discretionary basis.

Gerry Dransfeldt is the sole advisor at Gerry Dransfeldt RIA, Inc, an independent firm based in Yorba Linda, CA. He has 12 years of industry experience and has been operating his own RIA since 1998. The firm provides discretionary portfolio management to individual investors and trusts, focusing on high-quality, dividend-paying equities, MLPs, and REITs combined with option overlay strategies tailored to client risk profiles. It manages a small client base with frequent account reviews and does not vote client proxies or receive third-party compensation.

John Weyhgandt is a financial advisor at Western States Investments in Corona, CA, holding a Series 65 designation with 12 years of industry experience. He has been associated with Western States Wealth Management since 2014 and Western States Financial since 1994. In addition to his advisory role, he is a licensed independent insurance agent and is authorized to sell Medicare Advantage and supplemental insurance plans. Western States Investments provides advisory services primarily through recommending and monitoring independent third-party investment managers for individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on asset allocation and Modern Portfolio Theory, delivering non-discretionary management and qualified retirement plan consulting to its clients.

Rickie Ames is a CFP® professional with 40 years of experience at Ames Financial Services in Anaheim, CA. He is also an Enrolled Agent and provides tax preparation services during tax season, in addition to selling life insurance. Ames Financial Services offers financial planning, investment management, retirement, estate, and tax planning, as well as insurance planning and consulting to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs a needs-based investment approach using primarily no-load mutual funds and manages assets on a non-discretionary basis.

David Van Overeem is a financial advisor with RMR Capital Management LLC in Tustin, CA, holding a Series 66 designation and 27 years of industry experience. Prior to founding RMR Capital Management in 2016, he worked at Ameriprise from 1999 to 2016. Outside of finance, he plays drums in a cover band. RMR Capital Management LLC provides individualized investment advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm emphasizes a conservative fixed-income approach with tailored portfolios and manages approximately $171 million in discretionary assets for about 72 clients, often offering complimentary financial planning and consultations.

Zhenzhe Wang is a financial advisor at Stonebridge Wealth Management LLC with three years of industry experience and holds a Series 66 designation. Prior to founding Stonebridge Wealth Management, he worked at Cetera and East West Bank. He is also the CEO of Ochre Holdings Alpha LLC, which operates preschools. Stonebridge Wealth Management LLC is an independent adviser providing discretionary separately managed account services to individuals and various legal entities. The firm uses proprietary quantitative and model-based investment methods and offers performance-based fee arrangements that are uncommon among similar independent advisers.

Yuanming Mao is a financial advisor at Sapphire Wealth Advisory in Westminster, CA, holding a Series 65 designation with one year of industry experience. Prior to founding Sapphire Wealth Advisory, Mao has been involved in various business activities including roles at Siam Sapphire Inc, Navigators Real Estate, Inc., Bittalk Tech Inc., and An Francis LLC. He also has experience in education, having worked at University of California, Berkeley and Long Beach City College. Sapphire Wealth Advisory provides investment advisory and financial planning services to individuals and families, including both retail and high-net-worth clients. The firm focuses on long-term, diversified portfolio construction using a variety of asset classes and offers non-discretionary portfolio management alongside financial planning on fixed-fee or hourly terms.

Harry Woo is a financial advisor registered with SC Advisory. He holds Series 63 and Series 65 licenses and has over 10 years of industry experience, including a decade at Ares Management. His current independent advisory firm, founded in 2026, focuses on investment management for individuals, small businesses, and nonprofit organizations. SC Advisory provides fee-only investment management services with no account minimums, specializing in diversified portfolios that include equities, fixed income, and digital asset ETFs such as those holding Bitcoin. The firm emphasizes low-cost index funds, offers discretionary portfolio management, and addresses the unique risks associated with digital assets.

Paminder Gujral is a financial advisor with Robert Gujral CPA in Villa Park, CA, holding eight years of industry experience. She is also a certified public accountant, dedicating part of her time to preparing financial statements and tax returns. Gujral maintains separate records for her advisory and accounting practices, with some clients receiving both services. Robert Gujral CPA is an independent firm providing discretionary portfolio management to individuals, trusts, and IRAs, managing approximately $34.9 million across 53 clients. The firm emphasizes broad-market and technology ETFs, selected large-cap technology stocks, and a rules-based portfolio construction approach, with accounts reviewed at least weekly.

Paul Lo is a Certified Financial Planner (CFP®) with 35 years of industry experience. He is the sole advisor at Hypo Financial Services and Investment Adviser, an independent firm where he has worked since 2012, with prior roles at firms including Unicredit Financial Services and Key West Investments. Outside of investment advising, he works as an independent contractor with fixed life insurance companies such as Assurity, AIG American General, and Allianz. Hypo Financial Services and Investment Adviser provides portfolio management and financial planning primarily to individual clients, utilizing a strategic, long-term asset allocation approach supplemented by tactical adjustments. The firm employs both fundamental and technical analysis in selecting securities and offers discretionary and non-discretionary management services.

David Sweet is a CFP® professional with 23 years of industry experience. He has been with DES Financial Group, LLC since 2014 and has also maintained an affiliation with LPL Financial since 2009. DES Financial Group provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm constructs portfolios using a range of securities including stocks, bonds, mutual funds, ETFs, options, and alternative investments, and employs active strategies such as options and short sales while tailoring portfolios based on clients’ goals, time horizon, and risk tolerance.