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 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.

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 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.

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 at Family Wealth Strategists, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovack Advisors, Inc., The Elements Financial Group, LLC, and The Pacific Financial Group, LLC. Family Wealth Strategists, LLC is an independent registered investment adviser that provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm focuses on long-term, fiduciary investment strategies, utilizing fundamental analysis along with quantitative and qualitative methods, and offers portfolios including mutual funds, ETFs, individual securities, and alternative investments.

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 principal of Treussard Capital Management in Newport Beach, CA, with two years of industry experience. He holds a Series 65 designation and previously worked at Research Affiliates and the Irvine Company. Treussard also provides consulting services to firms in a non-investment-related capacity, drawing on his background as a Ph.D. economist with expertise in quantitative modeling. Treussard Capital Management offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs an investment approach that integrates cyclical and fundamental analysis, modern portfolio theory, and quantitative modeling, using long-term strategies alongside tactical trading and derivatives to tailor portfolios to client risk tolerances.

Robert Silvernail is the founder and sole advisor of Hutchison Road Partners, LLC, holding CFP® and Series 65 credentials with 16 years of industry experience. He has led the firm since 2005 and has a background 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-informed analytical approach. The firm centralizes investment decisions and client reporting with Mr. Silvernail and employs a unique fee structure that includes hourly billing alongside percentage-of-assets 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.

Francisco Pantoja is the sole advisor at FJP Portfolio Management in Irvine, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience, with a firm history dating back to 1998. FJP Portfolio Management is a state-registered, fee-based investment adviser managing approximately $26.1 million for a small client base that includes individuals, high-net-worth clients, trusts, IRAs, and small-business retirement plans. The firm employs a long-term buy-and-hold strategy based on fundamental valuation methods and invests across multiple asset classes while managing risk through position limits and regular monitoring.

J Rogers III is a financial advisor with Alpha Strategies Investment Consulting, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Five 9 Securities, LLC, and has been with Alpha Strategies since 2009. Outside of his advisory role, he is involved in hospitality services through WM Development and serves as a managing partner in legal funding at Waterfall Funding Group. Alpha Strategies Investment Consulting provides investment consulting, manager selection, and due diligence services to ultra-high net worth families, single family offices, Tribal Nations, and institutional investors. The firm employs a post-modern portfolio approach that combines traditional and alternative assets, with an emphasis on manager selection and tailored client solutions.

Reza Roshani Tabrizi is a financial advisor at ScionAI with six years of industry experience. He holds a Series 65 credential and previously worked at Bloomberg LP and IKUCARE LLC. ScionAI provides discretionary portfolio management and consulting services to individual investors, private funds, and business entities. The firm uses quantitative algorithms focused on financial quality and growth potential, offering customized investment solutions, market-timing services, and educational workshops.