Cynthia Sforza is a CFP® and holds a Series 66 license, with 18 years of industry experience. She is the sole advisor at Lucidity Wealth Advisors Inc., where she has worked since 2023. Her prior experience includes roles at Towneley Capital Management, Creative Planning, Bronfman E.L. Rothschild, and a position at the University of California, Irvine. Lucidity Wealth Advisors serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management and holistic wealth management services. The firm employs long-term investment strategies using primarily low-cost, diversified ETFs and mutual funds, alongside individual stocks and bonds, with continuous monitoring and annual reviews.

Richard Smyth is a CFA® charterholder and the sole advisor at Aionios Capital Partners, LLC with four years of industry experience. Prior to founding Aionios Capital Partners in 2021, he worked for Franklin/Templeton Distributors, Inc. for 27 years. He also serves as an adjunct professor, teaching investment analysis, portfolio management, and derivatives. Aionios Capital Partners offers comprehensive portfolio management, financial planning, and family office services primarily for individuals and high-net-worth families. The firm employs a multi-disciplinary investment approach and provides a range of alternative and private investments, with a distinctive focus on family office services and concierge capabilities.

Alfonso Aduna is the principal of Aduna Capital and holds Series 63 and Series 65 designations, with 11 years of industry experience. He previously worked at Nationwide Insurance and owns Aduna Travel LLC, a travel agency franchise under the Expedia Cruise Center brand. Aduna Capital is an independent firm offering discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process combining bottom-up and top-down analysis using fundamental and technical methods, managing portfolios that include equities, mutual funds, ETFs, fixed income, options, and derivatives.

Jeffrey Tilson is a financial advisor with JST Investment Consulting in Seal Beach, CA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Ameriprise and ProCore Advisors. JST Investment Consulting is an independent advisory firm serving individuals, small businesses, high-net-worth clients, and pension/profit-sharing plans. The firm provides ongoing portfolio management, financial planning, and educational workshops, managing client accounts on a non-discretionary basis with a process that integrates fundamental, technical, and cyclical analysis.

Brian Smith is a financial advisor at Axis Point Capital with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Asset Management, Arts & Sciences Investment Management, and The TCW Group. Axis Point Capital is an independent firm that offers fee-only investment management and performance-based advisory arrangements to individuals, trusts, estates, small businesses, and other clients. The firm specializes in a discretionary hedged equity strategy that combines a focused portfolio of long equity positions with options for hedging and selective short exposure.

My name is James, founder of HiFi Planning. I’ve spent my entire career as a financial planner and feel quite passionately about the work we do. I’ve seen good financial advice make meaningful differences in peoples’ lives many times over. I’ve also seen the financial advice industry fail to adapt to the needs of today’s working professionals. HiFi Planning is an attempt to change that. I’ve built my career at the intersection of financial planning and equity compensation, and am now sharing that expertise in an Advice-Only, DIY-friendly format. If you’ve been looking for a financial planner but aren’t interested in investment management or ongoing fees, I’d love to have a chat. When I’m not at my computer, you can usually find me around Long Beach throwing the frisbee with my dog, playing guitar at venues around town, or trying to get a laugh out of my sweet and patient wife, Lillian.

Scott Wetzel is the principal of Greenworth Investment Advisors, LLC, an independent firm based in Santa Ana, CA. He holds Series 63 and Series 65 licenses and has 13 years of experience in the financial industry. Prior to founding Greenworth Investment Advisors in 2011, he was president and partner at Ticon General Contractors, a commercial construction company, where he worked from 1998 to 2021. Greenworth Investment Advisors serves individual clients through fee-based portfolio management and hourly consultations. The firm employs a long-term, rules-based investment approach focusing on value investing and passive strategies, managing client accounts directly without outsourcing.

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.

Jared Metzger is a financial advisor at Aneuvia Capital with six years of industry experience. He holds a Series 65 designation and previously worked at Bellecapital International before joining Aneuvia, LLC. Jared operates out of Newport Beach, CA. Aneuvia, LLC offers discretionary portfolio management and advisory services to a select client base including high-net-worth individuals, charitable organizations, other advisers, and insurance companies. The firm employs a blend of fundamental and quantitative analysis alongside modern portfolio theory, focusing on equities and ETFs, and is notable for accepting performance-based fees while managing a concentrated group of accounts.

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.

Jeffrey Bunch is the sole advisor at Pacific Haven Financial, LLC, an independent registered investment adviser based in Torrance, CA. He holds a Series 63 designation and has 28 years of industry experience. Prior to founding Pacific Haven Financial in 2015, he provided tax preparation services to clients. Pacific Haven Financial serves individual and high-net-worth clients through discretionary asset management and standalone financial planning. The firm employs a fundamental analysis approach with both long- and short-term trading strategies, including the use of short sales and option writing, and manages approximately $45 million across about 78 client relationships.

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.

Robert Silvernail is the founder and sole adviser of Hutchison Road Partners, LLC, with 21 years at the firm and 17 years of industry experience. He holds the CFP® designation and Series 65 license. His background includes a long career in commercial real estate finance and troubled-asset work. Hutchison Road Partners provides investment management services primarily to pooled vehicles and institutional clients, focusing on a credit- and real-estate-centered analytical approach. The firm’s founder centralizes investment decisions and client reporting, also overseeing compliance, and offers a unique fee structure that includes hourly billing alongside traditional asset-based fees.

John Duncan is a financial advisor at Westerly Investments, Inc. in Newport Beach, CA, with 28 years of industry experience. He has been with Westerly Investments since 1996. Westerly Investments provides advisory services primarily to high-net-worth individuals, managing taxable, tax-deferred, trust, and family limited partnership accounts. The firm employs a disciplined, long-term investment approach with an emphasis on fundamental research and low turnover, and it offers both discretionary portfolio management and selective consulting services.

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.