Aaron Graff is an advisor at Cabin Advisors, LLC in Laguna Niguel, CA, holding a Series 66 designation. He has experience with Cabin Securities Inc and Cabin Advisors LLC since 2026, and previously worked with Capo Unified School District for ten years. He is also affiliated with DePauw University. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity monitoring, using an investment approach that includes fundamental, technical, and asset-allocation analysis.

Robert Sowder is a financial advisor with CLG LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Cetera Advisor Networks, LPL Financial, and H&R Block. Outside of his advisory work, he owns R.H. Sowder Enterprises, an S-Corporation structured for liability and tax purposes. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities by offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm uses a range of analytical methods and investment strategies, including discretionary and non-discretionary management, third-party sub-advisors, and derivative instruments, distinguishing itself with a diversified operational and product approach.

Jennifer Olson is a CFP® and CFA® at Apriem Advisors with 10 years of industry experience. She has been with Apriem Advisors since 2007, working within a team of 13 advisors based in Irvine, CA. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm uses a combination of Tactical Index, Passive Index, and Apriem Index approaches and offers additional services including standalone financial planning, estate-planning through third parties, and an online consolidation tool called Apriem Total View.

Gary Hicklin is a financial advisor at Lifetime Financial, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Horter Investment Management and operated as a self-employed life and annuity insurance sales agent. He also supervises information technology staff at the County of San Luis Obispo. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, alternative investment consulting, and fiduciary services for retirement plans. The firm develops individualized investment recommendations using various analysis methods and works with third-party sub-advisors to implement strategies.

Melissa Wright is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. She is currently with Compak Asset Management in Newport Beach, CA, where she has worked since 2021. Her prior experience includes roles at Securities America, Inc. and ALIGN WEALTH ADVISORS. Compak Asset Management provides discretionary investment management and financial planning to individuals, retirement plans, and trusts, utilizing model strategies and a combination of fundamental and technical analysis guided by an internal Investment Committee. The firm offers portfolio supervision, standalone financial plans, and access to separately managed accounts and alternative investments.

Xiao Qiu is a financial advisor at American Fundstars with two years of industry experience. They have been with American Fundstars Financial Group LLC since 2024. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and strategies, managing most client assets on a non-discretionary basis.

Alexander Dardick is a Series 65 licensed financial advisor with six years of industry experience. He is currently with JRS Investments and Wealth Preservation, LLC and has prior experience at firms including Trilogy Capital and Hightower Advisors. Outside of finance, he is involved with Tutorly, an online tutoring company focused on customized learning for K-12 students, where he serves as a Student Success Team Leader. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small business entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach and offers a broad range of investment options, typically managing accounts on a discretionary basis.

Matthew Melendez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2014. He also holds an Enrolled Agent credential and operates a tax preparation business, Melendez Company & Associates Inc., as well as a fixed insurance sales business. Capital Synergy Partners serves individual clients across various wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates with both RIA and broker-dealer registrations, delivering predominantly non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

John Borcich is a financial advisor at Vanguard Capital with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanguard Capital and its affiliated firms since 2009. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across about 180 client relationships. The firm implements investment decisions based on written client profiles and plans, emphasizing risk management through diversification, rebalancing, and selective use of covered-call strategies.

Ronald Hudspeth is a financial advisor at Yosemite Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Morgan Stanley Private Bank, N.A. Hudspeth joined Yosemite Capital Management in 2019 and is currently part of a seven-advisor team. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for about 266 clients. The firm offers customized portfolio management, comprehensive financial planning services, and access to private fund investments, employing a discretionary approach that includes model risk profiles and a formal manager-selection process.

Eric Bell is a financial advisor with Hamilton-Bates Investment Research, Inc. He holds Series 65 and Series 63 licenses and has 32 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and he has been involved with Bell Insurance Solutions, Inc. for over a decade. Bell serves as president of African Wealth Management, Inc., focusing primarily on marketing to African and African American clients, and he leads a nonprofit working to establish an assisted living facility in Kenya. Hamilton-Bates Investment Research, Inc. advises individuals, pension plans, charitable organizations, and businesses, managing approximately $61 million in client assets. The firm applies multiple analytic methods and offers discretionary portfolio management and model-based investment programs tailored to client needs.

Cole Ducote is a Series 65-licensed advisor with Apriem Advisors, based in Irvine, CA, and has worked in the financial industry for two years. He has been with Apriem Advisors across two periods, totaling five years, with prior experience at Seek Business Capital and Herc Rentals. Apriem Advisors provides wealth management and customized portfolio services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits. The firm employs a mix of tactical and passive investment approaches and offers additional services such as retirement plan advisory, charitable investment services, and an online portfolio consolidation tool.

Erin Nelsen is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. She has been with Asset Planning, Inc. since 2007. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

James Konon Jr. is a financial advisor with Hollencrest Capital Management, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Hollencrest since 2005. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach integrates Modern Portfolio Theory with a combination of traditional equities, fixed income, alternatives, private investments, and tax-aware strategies, and it actively sponsors and manages private funds and direct private investment transactions.

Noah Sosa is a financial advisor at Miramontes Capital, LLC in Newport Beach, CA, with two years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities Corp and has a background including roles in education and the food service industry. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages accounts on both discretionary and non-discretionary bases, using a range of investment approaches including active trading strategies and sub-advisors.

Jeffrey Barrera is an advisor at Miramontes Capital, LLC in Newport Beach, CA, with 28 years of industry experience. He holds Series 63 and 66 licenses and has worked at Raymond James Financial and Tax & Wealth Management, LLC. Barrera is also the owner and president of Retirement By Design, Inc., a support company. Miramontes Capital serves individuals, high-net-worth clients, and retirement plans by offering financial planning, portfolio management, and 529 account services. The firm manages accounts on both discretionary and non-discretionary bases and employs a range of investment strategies, including long- and short-term trading and options techniques.

Connor Campbell is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at PKS Investments and Cetera, with a seven-year tenure at CETERA Advisor Networks LLC. He serves as a board member of the 5 Ryan Foundation, a nonprofit organization focused on financial assistance and fundraising. CLG LLC works with individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including use of derivatives and third-party sub-advisors, and provides both discretionary and non-discretionary portfolio management.

Moeez Ansari is a financial advisor at Compak Asset Management with 26 years of industry experience. He holds the Series 66 designation and has been with Compak Asset Management since 1999 and Compak Securities Inc. since 2002. Ansari hosts a one-hour "Market Wrap" talk radio show for 20 hours per month, recorded live at the firm’s Newport Beach office. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion on a discretionary basis for over 1,000 clients. The firm offers investment supervisory services, financial planning, and retirement-plan advisory services, employing model-driven asset-allocation strategies and a tactical approach to portfolio management.

Joseph Lu is a CFA® charterholder with nine years of industry experience. He is currently a member of the Cutler Investment Group team at Cutler Investment Counsel, LLC. His prior experience includes roles at Yosemite Capital Management and Conscious Capital Advisors, LLC. He is also the managing partner of MM Integration, a business consulting and enterprise software development firm. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and 401(k) consulting, while utilizing third-party technology and AI tools to support research and account servicing.

Felicia Gopaul is a CFP® professional with 11 years of industry experience, currently affiliated with CSP Financial Group LLC in Irvine, CA. Her work history includes roles at Invest for Better, Financial Control Mastery, and a financial education company she runs called Shipt. Outside of advising, she operates this financial education business, which delivers educational services. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.