Benjamin Chang is the principal advisor at LW Pacific Investments LLC in Santa Ana, CA, with 10 years of industry experience. He holds a Series 65 designation and has been with LW Pacific Investments since 2014. Outside of his advisory role, Chang provides sales consulting services to Teletec Electronics Corp., a private manufacturing company, a business he has been involved in since 2005. LW Pacific Investments LLC offers customized investment advisory services to individual investors, including high-net-worth individuals and business owners. The firm employs a fundamental analysis and tactical asset management approach, utilizing ETFs, mutual funds, equities, debt securities, and REITs, and provides ongoing portfolio oversight and rebalancing through third-party custodians.

Donald Scrimgeour is a CFP® professional with 22 years of industry experience and has been the sole advisor at Core Capital Management, LLC since 2007. He holds a Series 66 license and is also a licensed life and health insurance producer in California. Outside of his advisory role, he has an ownership interest in an agricultural business operating in livestock and related products. Core Capital Management provides fee-based discretionary investment management, wealth management, and financial planning services to individuals, families, nonprofits, trusts, and business clients. The firm employs a fundamental, research-driven approach to asset allocation with active monitoring and may utilize derivatives and option strategies consistent with client objectives.

Delia Fernandez is the sole advisor at Fernandez Financial Advisory, LLC in Los Alamitos, CA, with 33 years of industry experience. She holds a Series 63 designation and has been with her firm since 1993. In addition to her advisory work, she has served as an adjunct instructor in the Personal Financial Planning Program at UC Irvine Extension since 1995. Fernandez Financial Advisory is a state-registered, fee-only firm serving individuals, families, trusts, estates, small businesses, and employee benefit plans. The firm employs a core-and-satellite investment approach using passive index and ETF exposures combined with selected active managers, managing client assets on a non-discretionary basis with client approval required for trades.

Dong Ngo is a financial advisor at 86 Republic, LLC, an independent firm based in Irvine, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining 86 Republic in 2020, he was self-employed for seven years. 86 Republic provides portfolio management services to individuals, high-net-worth clients, and investment companies. The firm employs a fundamental analysis approach with a long-term trading strategy, offering both discretionary and non-discretionary management across a range of asset classes including mutual funds, ETFs, equities, fixed income, real estate funds, and international securities.

Joshua Iversen is a financial advisor with Syzygy Financial LLC in Newport Beach, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Syzygy Financial since its founding in 2010. Syzygy Financial LLC is an independent registered investment adviser that provides portfolio management and financial planning primarily to individual clients, while also serving institutional clients. The firm manages approximately $775,906 in assets and offers ongoing portfolio management and financial planning services under asset-based fee arrangements.

Luan Vo is the sole advisor at Crimson Investment Managers, LLC in Westminster, CA, holding a Series 66 designation with 13 years of industry experience. He has worked at Pacific Southwest Financial since 2016 and founded Crimson Investment Managers in 2015. Outside of advisory services, he is a licensed insurance agent specializing in fixed insurance products for financial planning purposes. Crimson Investment Managers provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis methods. The firm employs a broad range of investment strategies, including access to private placements and venture capital, alongside options, short sales, and margin trading, managing approximately $17 million across about 28 clients.

John Gaines is a financial advisor with LPL Financial in Laguna Niguel, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience and has been with LPL Financial since 2001. Gaines also operates an independent investment advisory firm, providing financial planning and consulting services. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad platform that combines advisory operations with non-advisory product offerings.

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.

Jeffrey Tilson is a financial advisor with JST Investment Consulting in Seal Beach, CA, holding a Series 66 designation and 22 years of industry experience. He founded JST Investment Consulting in 2011 and previously worked at ProCore Advisors, LLC. JST Investment Consulting serves individuals, small businesses, high-net-worth clients, and pension/profit-sharing plans by providing ongoing portfolio management, financial planning, and educational workshops. The firm manages client accounts on a non-discretionary basis, tailoring recommendations to each client’s goals and risk tolerance through a combination of 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.

Dean Parsons is the principal advisor at Global Diversified Investments in Yucaipa, CA, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has led the firm since 2011. Parsons also serves as an adjunct professor and holds a doctoral degree. Global Diversified Investments provides financial planning and portfolio management for individuals, small businesses, and institutional clients, including insurance companies. The firm employs a globally diversified, risk-focused asset allocation strategy with a medium- to longer-term investment horizon and operates primarily on a non-discretionary basis. It also offers pension consulting and publishes market commentary and periodicals as part of its client communications.

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.

Clifford Downie is the sole advisor at Downie Financial Group in Mission Viejo, CA, holding a Series 66 designation with 22 years of industry experience. He previously worked at FSC Securities Corporation from 2013 to 2017 before founding his independent firm in 2017. Downie Financial Group is a state-registered independent investment adviser managing approximately $35 million in discretionary assets for around 133 individual and business clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs while incorporating fundamental and technical analysis, offers a range of financial planning services, and provides pro-bono educational seminars.

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 has worked at Aneuvia, LLC since 2019, following prior roles at Bellecapital International and as a self-employed advisor. Aneuvia, LLC provides discretionary portfolio management and advisory services to a select group of high-net-worth individuals, charitable organizations, other investment advisers, and insurance companies. The firm employs a three-step investment process combining fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending equities while using fixed income and ETFs for diversification.

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.

Arthur Thielen IV is the sole advisor at Thielen Capital Corporation, an independent firm based in Ladera Ranch, CA. He holds the Series 63 and Series 65 designations and has 23 years of industry experience. Thielen has led Thielen Capital Corporation since its founding in 2013. Thielen Capital Corporation provides discretionary portfolio management, financial planning, and retirement plan consulting to a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term investment strategies using both technical and fundamental analysis, and offers retirement plan consulting and participant allocation modeling alongside individual wealth management.

Pezhman Amini is a financial advisor at INTEG Financial Investment Advisory LLC with one year of industry experience. He previously worked at Northwestern Mutual in various roles from 2024 to 2025 and has over a decade of experience at Khorshad Health. Outside of advisory work, he owns and operates ALEPH BAZAAR Inc., a retail ecommerce business, and serves as an independent insurance agent for Allianz Life Insurance Co. INTEG Financial Investment Advisory LLC serves individual investors with discretionary and non-discretionary portfolio management and comprehensive financial planning services. The firm combines analytical methods and strategic asset allocation to manage client accounts, focusing on integrating investment management with broader planning topics such as philanthropy and business succession.