Joseph Kogon is a financial advisor at Parkwood Capital Management LLC in Newport Beach, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Ready Medi Inc., Adelante Medical Group, US Bank, and Grupo Karims. Parkwood Capital Management provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients. The firm uses a variety of analytical methods and investment vehicles, including ETFs, mutual funds, fixed income, and alternative strategies, while acting as a fiduciary for retirement plan accounts and IRAs.

Paul Hegener is the principal advisor at Veraison Asset Management, LLC in Newport Beach, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Veraison Asset Management and related entities since 2008. Outside of his advisory role, he is a part-owner of Safer Sports, Inc. and serves as Chief Risk Officer at Asterozoa Management. Veraison Asset Management provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and small institutions. The firm integrates fundamental, quantitative, and technical analysis to manage client portfolios across a range of asset classes, including equities, fixed income, ETFs, mutual funds, and alternative investments.

Vinee Mehta is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Truly Unbiased LLC. Her prior roles include positions at Nectarine, OneEleven, Origin Financial, Strome Group Inc, and Combs Enterprises. Truly Unbiased LLC provides financial planning and consulting services to individuals, high-net-worth clients, and business entities through flat-fee or hourly engagements. The firm operates on a primarily non-discretionary basis and focuses on tailored financial plans without managing or custodizing client investment accounts.

Geoffrey Fellows is a financial advisor at Embarcadero Capital Advisors, Inc. with 12 years of industry experience. He holds a Series 66 credential and has worked with several firms, including Edward Jones and LPL Financial. Fellows also operates as an independent insurance agent. Embarcadero Capital Advisors provides advisory services to individuals, trusts, estates, corporations, and employee benefit plans, focusing on strategic, primarily long-term portfolio management with integrated tax-aware advice and comprehensive financial planning.

Jason Hathaway is the principal advisor at Hathaway Capital Management, LLC in Newport Beach, CA, holding Series 63 and Series 65 credentials with 16 years of industry experience. He has held roles at multiple firms, including Legacy Wealth Advisors, LLC and Path Capital Partners, LLC. Hathaway is involved in managing pooled investment vehicles as a general partner and participates in investment operations and strategic decision-making across various stages and sectors. Hathaway Capital Management is an independent registered investment adviser managing approximately $41 million for around 25 clients. The firm provides discretionary portfolio management to individuals, corporations, multi-family offices, and other advisers, using a fundamentally driven, long-term approach that includes individual securities and due diligence on select private investments as part of OCIO services.

Brendan Cummins is a financial advisor at Asymmetric Advisors with a Series 65 designation and three years of industry experience. He has previously worked at Laguna Private Capital LLC and several insurance and service firms. Asymmetric Advisors is a fee-only, state-registered investment adviser serving individuals, trusts, estates, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis, offering strategies including short-term options credit spreads, proprietary ETF timing and rotation, and value stock selection.

Shannon Webb is a financial advisor at Webb Financial Group in Mission Viejo, CA, with 19 years of industry experience. He holds the Series 66 designation and has worked at FSC Securities Corporation prior to founding his firm in 2017. Webb Financial Group provides discretionary investment management and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily uses a passive investment approach with portfolios built from index mutual funds and ETFs, supplemented by fundamental, technical, cyclical, and charting analysis, managing approximately $84 million in discretionary assets across more than 200 client relationships.

Mark Olhoeft is the principal of Olhoeft Financial, LLC, an independent advisory firm based in San Juan Capistrano, CA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. In addition to his advisory role since 2006, he operates an affiliated CPA practice providing bookkeeping, tax preparation, and accounting services. Olhoeft Financial serves high-net-worth individuals, business owners, and charitable organizations, offering comprehensive financial planning and non-discretionary portfolio management. The firm’s investment approach focuses on broad, low-cost, globally diversified asset allocation with periodic rebalancing and emphasizes tax and estate planning considerations.

William Ratner is the sole advisor at Ratner & Associates LLC, holding a Series 66 designation with 16 years of industry experience. He has worked with Ratner & Associates since 2009. Outside of his advisory role, he is involved as a real estate investor and property manager. Ratner & Associates LLC is a small SEC-registered investment adviser formed in 2020 that provides portfolio management services primarily to high-net-worth individuals. The firm customizes portfolios based on clients’ goals, tax situations, time horizons, and risk tolerances, utilizing a range of investment vehicles and both long- and short-term trading strategies.

Mohammad Popal is a financial advisor at Solid State Wealth Advisory Group with 15 years of industry experience. He holds the Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he is involved in freelance photography. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth individuals, and businesses. The firm offers discretionary investment management, financial planning, and consulting services, employing a client-tailored approach using various analytical methods and may appoint sub-advisors to manage client portfolios.

Matthew Bradley is a CFP® with 25 years of experience in the financial services industry. He has worked at RBA Wealth Management, LLC since 2017 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Bradley is also a licensed agent for fixed and traditional insurance products. RBA Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and corporate entities through wealth management, financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment process based on fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework, managing portfolios with equities, bonds, and ETFs through goal-based planning and regular rebalancing.

Nicholas Yrizarry is a financial advisor at Align Wealth Advisors with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research, Securities America, and Securities Service Network. Outside of his advisory work, he is involved in performing arts as a guitar player. Align Wealth Advisors serves individual and high-net-worth clients by providing asset management, financial planning, ERISA plan consulting, and referrals to third-party managers. The firm builds tailored portfolios using a variety of investment vehicles and typically operates on a non-discretionary basis with regular portfolio reviews.

Aria Khalili is a financial advisor with Pariax Private Wealth Management in Newport Beach, CA, holding a Series 66 designation and 28 years of industry experience. She has worked at Bank of America and Merrill Lynch prior to joining Pariax in 2019. Outside of her advisory role, she serves as an officer of Runway Motorcars, LLC, and is president of Nawk Development Inc, a real estate development company. Pariax Private Wealth Management offers discretionary portfolio management and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm employs a range of asset allocation strategies and combines fundamental, technical, cyclical, qualitative, and sector analysis to tailor investments to client objectives and risk tolerance.

Scott Walker is a CFP® with 19 years of industry experience, affiliated with Walker Financial Advisors Inc. He has been with the firm since 1986. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, including retirees, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware, balanced asset allocation strategy and also serves as a third-party administrator and advisor for governmental 457(b) plans.

Antoine Lena is a financial advisor at Twenty-Five Capital Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and UBS Financials. Outside of his advisory role, he oversees a family investment LLC focused on managing his family's assets. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management services to institutional and pooled-vehicle clients, and sponsors a wrap fee program. The firm employs a core-satellite investment approach that integrates top-down macroeconomic analysis with bottom-up security selection across public and private markets.

John Oneill Jr. is a financial advisor with O'Neill Financial Management, Inc. in Lake Forest, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with O'Neill Financial Management since 2016. O'Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and other business clients. The firm emphasizes a Modern Portfolio Theory and buy-and-hold investment approach, focusing on broadly diversified, mainly passive mutual funds and ETFs, with portfolios managed primarily on a non-discretionary basis.

James Skorheim is a financial advisor at Skorheim Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been involved in wealth management since 2014, along with operating a CPA firm specializing in forensic accounting and litigation support. Skorheim is also a licensed attorney in California, though he does not practice law. Skorheim Wealth Management provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to construct diversified portfolios and manages approximately $71 million in discretionary assets.

Mark Aguilar is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with ProCore Advisors, LLC and also works part-time as a boat captain for City Cruises by Hornblower. ProCore Advisors provides investment advisory and planning services to individuals, trusts, estates, businesses, and retirement plans. The firm combines an automated advisory platform with access to alternatives and private placements, employing a variety of analytical approaches and third-party support tools.

David Wagner is a CFP® with 19 years of industry experience, currently serving at Tidecrest Wealth Management, LLC since 2024. His prior experience includes roles at Bank of America, Merrill Lynch, and Morgan Stanley. Outside of his advisory work, he is the treasurer of the Charitable CDM Girls Volleyball Foundation and participates in his wife's interior design business as treasurer. Tidecrest Wealth Management provides investment advisory and planning services to individuals, corporations, trusts, employee benefit plans, and charitable organizations. The firm employs a multi-disciplinary investment process using quantitative, fundamental, technical, and economic analysis, offering both discretionary and non-discretionary management with a focus on detailed operational support for private placements.

Urmimala Dasgupta is a financial advisor at Veda Financial Investment Advisory with 12 years of industry experience. She holds a Series 65 designation and has worked at Veda Financial Inc. since 2017, following two years at Veda Value Funds. Veda Financial is a California-registered investment adviser that provides discretionary, value-oriented portfolio management and financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach and customizes portfolios based on clients’ time horizons and liquidity needs.