Stuart Scholten is a financial advisor with Accelerate Retirement, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Accelerate Investment Advisors LLC since 2024, following a decade at Kestra Investment Services, LLC and 12 years at NFP Retirement, Inc. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm constructs customized portfolios using a variety of investment vehicles and offers comprehensive retirement services, including plan design and fiduciary support.

Ronald Hudspeth is a financial advisor with Yosemite Capital Management in Newport Beach, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His career includes roles at CW Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Charles Schwab. Yosemite Capital Management is a team-based SEC-registered investment adviser with six advisors managing approximately $369 million for around 266 clients. The firm offers customized portfolio management, a range of financial planning services, and third-party manager oversight, typically using model risk profiles and a mix of ETFs, mutual funds, and alternative strategies.

Eric Bell is a financial advisor at Hamilton-Bates Investment Research, Inc. with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Park Avenue Securities, Guardian Life Insurance, and J.P. Morgan Private Wealth Advisors. Beyond advising, he serves on the board of the Small Business Development Corporation of Orange County and is president of two organizations: African Wealth Management, Inc., which focuses on marketing to Africans and African Americans, and Kanyiri-Bell Upendo, a nonprofit developing an assisted living facility in Kenya. Hamilton-Bates Investment Research advises individuals, pension plans, charitable organizations, and businesses, managing approximately $61 million in discretionary assets. The firm employs a combination of fundamental, technical, and quantitative analysis and offers both strategic and tactical asset allocation programs tailored through individualized portfolio management and model portfolios.

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.

Matthew Merwin is a CFP® with 43 years of industry experience and has been with Financial Management Network Inc since 1991. He also serves at FMN Capital Corporation, where he has worked since 1995. Outside of his advisory role, Merwin owns interests in realty service and commercial real estate firms and serves as a special trustee for the Baughman Opportunity Trust. Financial Management Network provides portfolio management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a strategic asset allocation approach with active management components and offers additional services such as income tax preparation and bookkeeping.

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.

Matthew Jensen is a financial advisor at US Capital Global Wealth Management, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at MarshBerry Capital LLC, Cutler Investment Group, Helium Advisors LLC, Artis Advisors, and Heller Capital Resources. Jensen is also a licensed real estate agent in California but is not currently practicing. US Capital Global Wealth Management provides investment management, consulting, and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to build asset allocation models and select managers, utilizing a range of securities including ETFs, stocks, bonds, mutual funds, and alternative investments.

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.

Curtis Farrell is a CFP® with over 41 years of industry experience. He has been affiliated with Financial Management Network, Inc. since 1993 and FMN Capital Corporation since 1995. Outside of his advisory work, he serves on the boards of the Western Pension Benefit Council’s Orange County chapter and Friends of the Santa Ana Zoo. Financial Management Network provides portfolio management, financial planning, and consulting services to individuals and institutions, including high-net-worth clients and corporate pension plans. The firm employs a strategic asset allocation approach combined with active management and offers additional services such as income tax preparation and bookkeeping support.

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.

Elizabeth Mcelravey is a CFP® professional with 33 years of experience in the financial services industry. She is currently with CLG LLC and has held positions at Purshe Kaplan Sterling Investments and Cetera, among others. In addition to her advisory work, she owns McElravey Financial Planning, which focuses on expense management services. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement consulting. The firm employs a variety of analytical methods and investment strategies, utilizing third-party sub-advisors and derivative instruments to manage portfolios with both discretionary and non-discretionary approaches.

John Deardorff IV is a CFP® professional with 16 years of industry experience, currently serving at Compak Asset Management since 2015. His prior roles include positions at Mercer Global Advisors, Integrated Wealth Management, and TD Ameritrade. Deardorff is based in Newport Beach, CA, and holds Series 65 and Series 66 licenses. Compak Asset Management provides discretionary investment management and financial planning services to individuals, retirement plans, and trusts. The firm utilizes model strategies guided by an internal Investment Committee and employs fundamental and technical analysis, offering access to separately managed accounts, structured notes, and alternative investments.

Sheldon Singleton is a financial advisor at Chicago Capital Management Advisors, LLC with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including American Trust Investment Services, Inc., WestPark Capital, Inc., and Delta Investment Management, LLC. Outside of his advisory role, he owns and operates financial and insurance agencies, including Robotic Financial Concepts LLC and SR Singleton Health Insurance Services, focusing on life and health insurance sales and services. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process with a range of tailored model strategies and offers services including options hedging, third-party manager access, and management of held-away assets.

Christian Canzone is a financial advisor with Miramontes Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and Northwestern Mutual. Outside of finance, he operated Christian Canzone Photography for five years. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm utilizes a range of investment approaches, including long- and short-term trading and options strategies, and operates as a wrap fee program sponsor with affiliated broker-dealer and insurance entities.

Joshua Valdivia is a CFP® and holds a Series 66 license with four years of industry experience. He is affiliated with Financial Management Network Inc and FMN Capital Corp, where he has worked since 2020 and 2021 respectively. Outside of his advisory role, he owns Valdivia Financial Services LLC, a personal S corporation licensed for life, health, and variable insurance products in California. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm employs a strategic asset allocation framework with active management components and offers additional services such as tax preparation and bookkeeping.