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.

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.

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.

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 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.

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.

Sujit Naran is a financial advisor at SCN Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual Wealth Management Company and Broadridge LTX, among other firms. Sujit has also been involved with SoCal Builders and Design. SCN Capital is a state-registered investment adviser providing discretionary portfolio management and comprehensive financial planning to individuals, high net worth clients, corporations, and 401(k) plans. The firm bases portfolio construction on Modern Portfolio Theory, using low-cost ETFs, tax-efficient strategies, and fundamental analysis, and offers educational seminars on financial literacy free of charge.

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.

Michael Valiente is the principal advisor at Legacy & Wealth Financial Advisors in Irvine, CA, with 21 years of industry experience. He has operated his own advisory business since 2004 and founded Legacy & Wealth Financial Advisors in 2016. Valiente holds Series 63 and Series 65 licenses and is also licensed to sell insurance products. Legacy & Wealth Financial Advisors provides investment advisory and financial planning services to individuals, including high net worth clients, as well as corporations and other businesses. The firm offers discretionary portfolio management and a web-based automated portfolio program featuring proprietary model portfolios, combining automated management with active strategies tailored to client objectives and risk tolerance.

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.

Alex Sander Martins Alexandre is the sole advisor at AAlexander LLC, holding Series 63 and Series 65 licenses with several years of experience in banking and consulting roles prior to founding his firm. His previous positions include roles at Fibra Bank, Sofisa Bank, and BI&P Bank, as well as self-employment and consulting activities. AAlexander LLC is a fee-only, state-registered investment adviser serving individuals, including high-net-worth and international clients, as well as small businesses. The firm offers nondiscretionary portfolio management, financial planning, and investment strategy consultation, combining fundamental and technical analysis with a focus on long-term positions alongside shorter-term trades.

Tim Chen is a financial advisor at Anchor Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and MS Howells & Co. In addition to his advisory role, he is licensed as an insurance agent. Anchor Wealth Management is an independent firm providing discretionary asset management and investment advice to individuals, high-net-worth clients, and some corporate entities. The firm employs a combination of fundamental and technical analysis across a range of investment strategies, managing approximately $87 million across about 110 client relationships.

Alberto Guillen Salas is a CFA® charterholder with three years of industry experience. He has worked at Invesco and PAAMCO Prisma, and currently serves as CEO and CCO of Endure Capital LLC. He is also involved with Berilium Technology, Inc., where he provides automated online investment management services. Berilium Technologies is an independent, internet-based investment adviser offering algorithm-driven portfolio recommendations primarily composed of ETFs, mutual funds, and closed-end structures. The firm serves individual and high-net-worth investors through a proprietary platform that includes procedural safeguards and offers sub-advisory services to other advisers.

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.

Michael Ershaghi is a financial advisor at MPE Capital in Laguna Niguel, CA, holding a Series 65 designation with eight years of industry experience. He has been with MPE Capital since 2017 following a year as a self-employed advisor. MPE Capital manages approximately $842,000 in separately managed equity accounts for a select group of individual clients focused on long-term growth and capital appreciation. The firm employs a long-only, equity-exclusive investment approach with a concentrated portfolio strategy centered on businesses trading below intrinsic value, and utilizes performance-based fees for qualified clients.

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.