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.

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 at INTEG Financial Investment Advisory LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various roles during 2024 and 2025. Outside of advisory work, he is the owner and president of ALEPH BAZAAR Inc., a retail e-commerce business, and serves as an independent insurance agent. INTEG Financial Investment Advisory LLC serves individual investors by providing portfolio management and comprehensive financial planning, including retirement, estate, tax, insurance, education, philanthropy, debt management, and business succession planning. The firm employs a mix of analytical methods and strategic asset allocation to address client objectives and maintains a small, focused client base.

Jeffrey Olsen is a financial advisor with 22 years of industry experience, currently operating as the founder of Family Wealth Strategists, LLC in Newport Beach, CA. He holds Series 63 and Series 65 designations and has previously worked at firms including The Pacific Financial Group, The Elements Financial Group, and Kovack Advisors. Family Wealth Strategists, LLC is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and written financial planning services. The firm employs a long-term, fiduciary-focused investment process using fundamental and quantitative analysis, offering portfolios with low-cost mutual funds, ETFs, and other securities, and utilizing institutional platforms and turnkey asset management programs.

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.

Jonathan Treussard is the sole advisor at Treussard Capital Management and holds a Series 65 license with three years of industry experience. Prior to founding his firm in 2023, he worked at the Irvine Company for two years and Research Affiliates for seven years. He also provides consulting services to firms outside of investment management, leveraging his background as a Ph.D. economist and expertise in quantitative modeling. Treussard Capital Management is an independent investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, utilizing a combination of cyclical, fundamental, and quantitative analysis along with modern portfolio theory. It distinguishes itself by employing derivatives and options strategies, including leverage and long/short positions, within separately managed accounts.

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.

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.

Stephen Gibbs is the sole advisor at Mahalo Advisory Services, LLC, an independent firm based in Huntington Beach, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 19 years with Mahalo Advisory Services. In addition to his advisory work, he is involved in insurance sales covering life, health, and annuities. Mahalo Advisory Services provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm manages portfolios primarily on a non-discretionary basis, using fundamental, technical, and cyclical analysis, and emphasizes documented goals, risk tolerance, and periodic client reviews.

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.

Jason Tani is a financial advisor at Pure Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Innovation Partners LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. prior to his current role. Outside of investment advising, he is also an independent agent for health, medical, dental, and vision insurance through Pure Health Management. Pure Wealth Management provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach focused on non-correlation, concentrated holdings, and global diversification, primarily implementing portfolios with no-load and low-load mutual funds and ETFs.

Gerry Dransfeldt is the sole advisor at Gerry Dransfeldt RIA, Inc, an independent firm based in Yorba Linda, CA. He holds 13 years of industry experience and has been managing his own RIA since 1998. His firm provides discretionary portfolio management to individuals and trusts, focusing on customized accounts tailored to clients' risk profiles and investment goals. The investment approach emphasizes high-quality dividend-paying equities, master limited partnerships, real estate investment trusts, and option overlays, with active daily management and trading conducted on a discretionary basis.

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.

Rainee Handley is a CFP® professional at Wentworth-Baer Wealth Management with two years of experience in financial advisory and related roles. Prior to joining Wentworth-Baer, Handley worked at the Law Office of Raymond Green and Ashland Investment Advisors. Wentworth-Baer Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm offers customized portfolios using both passive and active investment vehicles, operates on a fee-only basis, and emphasizes client approval for trading decisions.

Marcos Chavira is the sole advisor at TaxDude Financial Advisor, an independent firm based in Long Beach, CA. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to founding TaxDude Financial Advisor, he worked at H.D. Vest Advisory Services and Valic Financial Advisors. Outside of financial advising, he owns Big Ass Fortune Cookie.com, a business selling oversized fortune cookies. TaxDude Financial Advisor offers investment management, financial planning, and educational workshops to individuals, trusts, estates, corporations, and other business entities. The firm operates on a non-discretionary basis, tailoring investment decisions to client goals, time horizons, and risk tolerances, and is notable for its close affiliation with an operating accounting and tax practice.

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.

Brian Cleugh is a Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Rhubarb Investments, LLC, an independent firm he has led since 2016. Prior to founding Rhubarb Investments, he worked at Flinn West from 2008 to 2021. Cleugh holds an active California real estate broker’s license, though he is not currently engaged in real estate activities. Rhubarb Investments provides discretionary portfolio management and individualized investment advice to both non-high-net-worth and high-net-worth individual clients. The firm employs a model-driven investment process that combines fundamental, quantitative, and qualitative analysis, with a focus on asset allocation across diverse proprietary portfolios. It also accepts performance-based fee arrangements for qualified clients and uses derivatives in managed accounts, practices that are relatively uncommon among similarly sized independent advisers.