Shihui Nelson is a CFP® professional with one year of experience in financial advising at Youya Wealth. Prior to joining Youya Wealth, Nelson held roles at Taurus Financial, Tseng & Associates, Corning Inc., John G. Ullman & Associates, Inc., and Pearce & Gordon LLP. Nelson is also employed at Youya Law. Youya Wealth LLC provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach informed by Modern Portfolio Theory, combining passive and active investment vehicles and offering access to separately managed accounts and legal services through its affiliation with Youya Law.

David Hansen is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Drh Investments, Inc. in Thousand Oaks, CA, where he has worked since 2012. He holds Series 63 and Series 65 licenses and is one of two advisors at the firm. Drh Investments provides discretionary investment management to individuals, business entities, retirement plans, and non-profit organizations, as well as sub-advisory services to other registered investment advisers. The firm employs a concentrated equity strategy with options for hedging and short positions, using fundamental analysis and an unconstrained approach across sectors and geographies.

Neil Westerman is a financial advisor at Summit Wealth Management Group, Inc. with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, and Osaic FA, Inc. Westerman is currently affiliated with Summit and LPL Financial and participates in the firm's business operations. Summit Wealth Management Group is an SEC-registered independent advisory serving individuals and high-net-worth households with discretionary asset management and financial planning. The firm utilizes a blend of active and passive strategies, including individual securities, mutual funds, ETFs, and model portfolios, supported by technical analysis and regular account reviews.

Yi Zeng is a CFA® charterholder with nine years of industry experience. He is a managing member of Investamily, LLC and has served as Chief Financial Officer of New Dream Services Inc. since 2013. Outside of his advisory role, Zeng is a licensed insurance agent active in the Covered California health insurance marketplace and holds a real estate broker license in Illinois. Investamily, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs multiple analytical methods and a diverse set of strategies, including allocations to alternative investments, while delivering financial planning using the MoneyGuidePro platform.

Sarah Archer is a financial advisor with Vincimus Capital, LLC, holding a Series 65 credential and 16 years of industry experience. Prior to joining Vincimus Capital, she worked for Integrity Financial Corporation for 16 years. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and legacy planning for individuals, high net worth clients, business owners, and family offices. The firm employs a tactically diversified, macro-oriented investment approach that combines index and actively managed funds with allocations to vetted private-market managers and alternative investments.

Dean Julian is a financial advisor with Fischer Investment Strategies, LLC in Westlake Village, CA. He holds a Series 65 designation and has eight years of industry experience. Prior to his current role, he worked from 2001 to 2017 in an unspecified capacity. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing global diversification through passive mutual funds, ETFs, and laddered bond portfolios.

Jon Courtney Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently with Village Wealth Advisors in Westlake Village, CA, and previously worked at Our Wealth Guides, Inc. and Avalon, LLC. Village Wealth Advisors serves individual and high-net-worth clients, managing approximately $258 million in discretionary assets. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering multi-component financial planning and portfolio management supported by educational seminars and detailed client reporting.

Terri Mcgray is a CFP® with 37 years of industry experience, currently serving as the sole advisor at Longevity Capital Management. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and Edward Jones. She is also the author of the "Retire Right" series of books. Longevity Capital Management provides fee-based investment management and comprehensive financial planning to individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation strategy across various asset classes and integrates both standalone planning and combined advisory services for a relatively small client base.

Todd Much is a CFP® professional with 28 years of industry experience. He has been with CTS Financial Planning, Inc. since 1981 and has also worked at Certified Insurance Consultants, Inc. for over three decades. Todd holds Series 63 and Series 65 licenses. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, retirement and investment planning, discretionary asset management, and accounting and income tax preparation services. The firm employs an active, daily management investment approach using proprietary models and combines advisory services with in-house tax and accounting capabilities.

Montague Guild, Jr. is a financial advisor at Guild Investment Management, Inc. with 28 years of industry experience. He has been with the firm since 1978. Guild Investment Management serves individual investors, personal trusts, pension plans, and other institutional clients by providing discretionary portfolio management and financial planning services. The firm uses a combined top-down macro analysis and bottom-up security selection approach, actively adjusting exposures and employing derivatives and crypto-related exchange-traded products as part of its management strategy.

Joseph Garcia is a financial advisor with Pacific Financial Strategies, Inc. in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Pacific Financial Strategies in 2010, he worked at Concourse Financial Group Securities, Inc., Independent Advisers Group Corp, and Osaic FS, Inc. Outside of advisory work, he serves as CEO of a related business engaged in the sale of various insurance products. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by offering asset management, financial planning, and 401(k)/pension consulting. The firm uses a disciplined investment process involving bonds, ETFs, mutual funds, and select equities, with continuous portfolio supervision and a range of planning services including corporate-structure work and life-coaching.

Karen Jones is a financial advisor at Summit Wealth Management Group, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Screaming Eagle Wealth Management, Commonwealth Financial Network, Mass Mutual Investors Services, Massachusetts Mutual Greater Pacific, and MetLife Securities Inc. Summit Wealth Management Group is an SEC-registered independent advisory firm serving individuals and high-net-worth households with discretionary asset management and financial planning services. The firm offers customized portfolio construction using a blend of individual securities, mutual funds, ETFs, and model portfolios, combining active and passive strategies through LPL Financial-sponsored programs, including a wrap-fee program on the LPL Strategic Wealth Management platform.

Michael Garner is a CFP® with 21 years of experience in financial advising, currently serving at MFA Wealth Services. He has held roles at Cornerstone Law Center since 2005 and has also operated under his own practice. In addition to his financial advisory work, Garner is an attorney and real estate broker involved in real estate sales and property management in Thousand Oaks, CA. MFA Wealth Services is a registered investment adviser managing approximately $293 million in client assets for individuals, high-net-worth clients, trusts, business owners, and corporations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering personalized financial planning, portfolio management, and third-party money manager selection.

Justin Krane is a CFP®-certified financial advisor with 28 years of industry experience. He is a principal at Krane Financial Solutions, where he has worked since 2010, and previously operated Kranestorming, LLC from 2015 to 2023. Krane Financial Solutions provides investment management, financial and retirement planning, qualified retirement plan advisory, and business consulting/CFO services to individuals, retirement plans, trusts, and business clients. The firm combines tactical allocation with fundamental and technical analysis and offers a Financial Life Experience™ program, business consulting, and public speaking engagements alongside its portfolio management and planning services.

Lauren Trumbull is a financial advisor at Krane Financial Solutions and holds the Series 65 designation. She has two years of industry experience and has worked in various roles across multiple sectors, including prior positions at Howa, Curtis DMD, and Red Bull North America. Krane Financial Solutions provides investment management, financial and retirement planning, and consulting services to individuals, qualified retirement plans, trusts, estates, and business clients. The firm employs a tactical allocation strategy using both fundamental and technical analysis to create customized portfolios and offers education-focused features such as plan participant seminars and client newsletters.

Kon Son is a financial advisor with TEAM Elevated Asset Management holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley and several asset management firms. Outside of his advisory work, he serves as CFO of a wealth management company. TEAM Elevated Asset Management is a privately owned advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities. The firm manages approximately $34.9 million across about 67 client accounts, offering discretionary portfolio management through its proprietary wrap-fee program that integrates fundamental and technical analysis with tactical asset allocation.

Don Ivey is a financial advisor with Inflection Advisors in Camarillo, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at Dimensional Fund Advisors and Voya Financial Partners prior to joining Inflection Advisors and Inflection Retirement Services in 2022. Inflection Advisors provides investment management and comprehensive financial planning to individuals, corporations, pension plans, and charitable organizations. The firm uses a Modern Portfolio Theory-based approach, constructing diversified, low-cost portfolios primarily from index ETFs and mutual funds with a long-term, buy-and-hold strategy and periodic rebalancing.

Ian Goldey is a financial advisor at GoTo Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and was previously principal at Goldey Capital LLC from 2011 to 2017. Outside of advising, he is the CEO and co-founder of Asset Planet, a FINTECH SaaS software company, where he assists in software function design. GoTo Financial serves individual and high-net-worth clients, trusts, estates, and charitable organizations with portfolio asset management, financial planning, and consulting. The firm emphasizes continuous supervision and combines fundamental, technical, and macroeconomic analysis to create diversified portfolios tailored to client goals.

Morgan Phillips is a financial advisor at Vincimus Capital, LLC with three years of industry experience. He previously worked at Finch Investment Group and Hancock Whitney. Phillips is a member of GP Jax Surf LLC, involved in managing the development of a surf precinct and wave pool in Jacksonville, FL. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and legacy planning to individuals, high net worth clients, business owners, and family offices. The firm employs a tactically diversified, macro-oriented investment approach that combines index and actively managed funds with allocations to private-market managers and alternative investments.

Christina Zins is a CFP® professional with 10 years of industry experience. She is affiliated with Summit Wealth Management Group, Inc. and has worked there since 2020, alongside a tenure at LPL Financial from 2016 to 2020. Summit Wealth Management Group is an SEC-registered independent advisory firm serving individuals and high-net-worth households with discretionary asset management and financial planning. The firm utilizes a blend of active and passive strategies, technical analysis, and offers wrap-fee programs through the LPL platform.