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.

Jason Hamilton is a CFP® with 10 years of experience in the financial industry. He is the sole advisor at Keep It Simple Financial Planning, an independent advisory firm based in Orange, CA, where he has worked since 2015. Keep It Simple Financial Planning serves individuals and couples approaching or in retirement, high-net-worth individuals, and employer plan sponsors. The firm offers comprehensive financial planning, discretionary portfolio management with a predominantly passive investment approach, and ongoing advice-only planning options. It also provides pension and employee-benefit consulting and conducts educational seminars and speaking engagements.

Stephen Gibbs is the sole advisor at Mahalo Advisory Services, LLC, an independent firm based in Huntington Beach, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 19 years with Mahalo Advisory Services. In addition to his advisory work, he is involved in insurance sales covering life, health, and annuities. Mahalo Advisory Services provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm manages portfolios primarily on a non-discretionary basis, using fundamental, technical, and cyclical analysis, and emphasizes documented goals, risk tolerance, and periodic client reviews.

Joseph Barretto is a Certified Financial Planner® with 15 years of industry experience, currently operating as the sole advisor at Abacus Wealth International in Santa Ana, CA. He has managed his own advisory practice since 2020 and previously worked briefly at Cross Border Wealth, LLC. In addition to his advisory role, he is a licensed insurance agent. Abacus Wealth International provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as governments and nonprofits. The firm employs a Manager-of-Managers approach, developing personalized allocation strategies and overseeing third-party advisers to implement them, primarily on a non-discretionary basis.

David Carlson, President of Sound Investment Management, LLC, is a CERTIFIED FINANCIAL PLANNER™ professional with a deep commitment to delivering exceptional wealth management services. Known for his seasoned wisdom, strategic guidance, and genuine care for his client's well-being, David stands out among financial advisors. With over 25 years of experience, David offers a robust background in financial planning, investment management, estate planning, philanthropic planning, foundation and trust administration, corporate finance, and real estate. He holds an MBA in Finance and Investments from the University of Southern California's Marshall School of Business and is a Chartered Financial Consultant® (ChFC®) from The American College of Financial Services. Additionally, as a Certified Kingdom Advisor® (CKA®), David integrates biblically-wise financial advice into his practice, aligning his professional expertise with his clients' values. David also earned a Bachelor of Arts from the Moody Bible Institute in Chicago. David is actively involved in the financial community as a member of the XY Planning Network, the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network. Beyond his professional life, David enjoys traveling, outdoor activities, and cherishing time with his wife and their three children.

Jason Tani is a financial advisor at Pure Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Innovation Partners LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. prior to his current role. Outside of investment advising, he is also an independent agent for health, medical, dental, and vision insurance through Pure Health Management. Pure Wealth Management provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach focused on non-correlation, concentrated holdings, and global diversification, primarily implementing portfolios with no-load and low-load mutual funds and ETFs.

Ed Wei is a financial advisor with Wayup Wealth Building Group in Newport Coast, CA. He holds a Series 65 designation and has 12 years of industry experience. Wei has been with Wayup Wealth Building Group since its founding in 2013. Wayup Wealth Building Group provides discretionary portfolio management primarily to high-net-worth individuals, including executives, entrepreneurs, professionals, and retirees. The firm emphasizes actively managed accounts invested in individual stocks and exchange-traded funds, using a flexible investment approach that blends concentrated positions with broader market diversification.

Rickie Ames is a CFP® professional with 40 years of experience at Ames Financial Services in Anaheim, CA. He is also an Enrolled Agent and provides tax preparation services during tax season, in addition to selling life insurance. Ames Financial Services offers financial planning, investment management, retirement, estate, and tax planning, as well as insurance planning and consulting to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs a needs-based investment approach using primarily no-load mutual funds and manages assets on a non-discretionary basis.

Mazi Malekafzali is a financial advisor at Afzali Investments, LLC, holding a Series 65 designation with seven years of industry experience. He has worked at Afzali Investments since 2019 and is also involved with the Palos Verdes Peninsula School District since 2018. Afzali Investments provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, and select entities such as trusts and charitable organizations. The firm employs a client-specific, long-term growth approach using fundamental, economic, and technical analysis, and distinguishes itself by utilizing margin and derivatives within separately managed accounts and negotiating performance-based fee arrangements.

Amin Khakiani is the sole advisor and owner of his independent firm, with 21 years of industry experience. The firm provides discretionary investment advisory and portfolio management services to individual investors and select institutions, including charitable organizations and foundations. It manages approximately $19.3 million in regulatory assets from a single office in Torrance, CA. The firm’s investment approach emphasizes diversified asset allocation across multiple asset classes, utilizing equities, mutual funds, and ETFs, with portfolios managed on a discretionary basis and reviewed quarterly.

Rainee Handley is a financial advisor at Wentworth-Baer Wealth Management in San Pedro, CA, holding CFP® and Series 65 credentials with one year of industry experience. Prior to joining Wentworth-Baer, Handley worked in various roles including positions at the Law Office of Raymond Green and Andrade & Associates Income Tax Service, Inc. Wentworth-Baer Wealth Management provides investment management and limited-scope financial planning to individual clients, including high-net-worth individuals. The firm uses personalized investment policies and asset-allocation-driven portfolios that combine passive and active vehicles, operating with a non-discretionary account supervision model and integrating behavioral finance training into its planning process.

Marcos Chavira is the sole advisor at TaxDude Financial Advisor in Long Beach, CA, holding Series 63 and Series 66 registrations with 24 years of industry experience. He previously worked at H.D. Vest Advisory and Investment Services and operates his own accounting and tax preparation business. Outside of financial advising, Chavira owns Big Ass Fortune Cookie.com, where he bakes and sells oversized fortune cookies locally. TaxDude Financial Advisor provides non-discretionary investment management, financial planning, and educational workshops to a range of clients including individuals, trusts, and corporations. The firm’s investment approach is client-specific, combining fundamental analysis with long- and short-term strategies, and maintains a close affiliation with an accounting practice.

Raffaele Mari is a CFP® professional with 12 years of experience at Global Wealth Management and over 35 years as a CPA through his separate tax consulting practice. He has served as the director of Tax Consulting Services since 1991, dedicating approximately 25% of his time to this role. Global Wealth Management provides financial planning, investment advisory, and investment management services primarily to individuals, including high-net-worth clients, trusts, estates, and retirement plan participants. The firm operates on a non-discretionary basis, focusing on diversified asset allocation strategies tailored to individual Investment Policy Statements and conducts regular portfolio reviews.

Brian Cleugh is a Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Rhubarb Investments, LLC, an independent firm he has led since 2016. Prior to founding Rhubarb Investments, he worked at Flinn West from 2008 to 2021. Cleugh holds an active California real estate broker’s license, though he is not currently engaged in real estate activities. Rhubarb Investments provides discretionary portfolio management and individualized investment advice to both non-high-net-worth and high-net-worth individual clients. The firm employs a model-driven investment process that combines fundamental, quantitative, and qualitative analysis, with a focus on asset allocation across diverse proprietary portfolios. It also accepts performance-based fee arrangements for qualified clients and uses derivatives in managed accounts, practices that are relatively uncommon among similarly sized independent advisers.

I'm Jason Stein, CFP®, RICP®, founder of Bluepoint Wealth Advisors, an independent, fee-only firm serving Irvine and Orange County. I started my career at Vanguard in 2013 and spent years at large firms. I saw how hard it is to give personal advice when each advisor carries too many clients. I built Bluepoint around the opposite: fewer clients and more time with each one. I work with people approaching or in retirement who have spent their careers saving and making good decisions, but are at a stage of life where the decisions ahead change: when to claim Social Security, how to draw from savings, Roth conversions, and how those decisions fit together over time. As a fiduciary, I'm paid only by my clients. No commissions and no products to sell. We work together over the long term.

Kevin McGuan is the principal of Kevin P. McGuan, LLC, an independent advisory firm based in Long Beach, CA. He holds a Series 63 designation and has 37 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is the owner of a real estate investment trust. Kevin P. McGuan, LLC provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit sharing plans, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary portfolio management, employing a range of analytical techniques and tailored strategies, with ongoing account monitoring and periodic reviews.

Pablo Lopez is a financial advisor at PFL Partners LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with PFL Partners since 2017 and was self-employed for one year prior. Outside of investment advisory services, he provides Consulting CFO and strategic advisory services to early and mid-stage companies. PFL Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm focuses on evaluating and recommending third-party Outside Managers, employs passive investing and fundamental analysis strategies, and provides consulting CFO services as a distinct business line.

Suzan Hall is a financial advisor with Hall Financial Wellness in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Edward Jones and TRPC Advisory Services, Inc. Outside of her advisory work, she teaches group exercise classes at Los Cab Sports Village and the YMCA of Newport Beach, and owns an online jewelry store. Hall Financial Wellness primarily serves employer-sponsored retirement plans, focusing on fiduciary consulting and plan-level investment advice. The firm provides hands-on services such as employee education, plan design review, and ongoing plan oversight, with an emphasis on mutual-fund allocations and long-term investment strategies.

Yuanming Mao is a financial advisor at Sapphire Wealth Advisory in Westminster, CA, holding a Series 65 designation with one year of industry experience. Prior to founding Sapphire Wealth Advisory, Mao has been involved in various business activities including roles at Siam Sapphire Inc, Navigators Real Estate, Inc., Bittalk Tech Inc., and An Francis LLC. He also has experience in education, having worked at University of California, Berkeley and Long Beach City College. Sapphire Wealth Advisory provides investment advisory and financial planning services to individuals and families, including both retail and high-net-worth clients. The firm focuses on long-term, diversified portfolio construction using a variety of asset classes and offers non-discretionary portfolio management alongside financial planning on fixed-fee or hourly terms.

Edward Runyon is the sole advisor at Sagevest Financial Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led Sagevest since 2012. In addition to his advisory role, he is a licensed insurance agent. Sagevest Financial Advisors provides discretionary investment management and wealth management services primarily to high-net-worth individuals and corporate pension and profit-sharing plans. The firm employs a long-term, diversified investment approach using no-load mutual funds, index funds, and ETFs, tailoring portfolios to clients’ risk tolerance and conducting regular reviews.