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.

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.

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, holding Series 63 and Series 65 licenses with six years of industry experience. He has operated FJP Portfolio Management since 1998. FJP Portfolio Management provides fee-based, discretionary investment management primarily for individuals, high-net-worth clients, trusts, IRAs, and small-business retirement plans. The firm emphasizes a long-term, value-driven buy-and-hold investment approach with individualized portfolio construction and quarterly reports.

Reza Roshani Tabrizi is a financial advisor at ScionAI in Irvine, CA, holding a Series 65 designation with six years of industry experience. He has worked at ScionAI since 2019 and previously at IKUCARE LLC from 2017 to 2019. ScionAI provides discretionary portfolio management and advisory services to individual retail investors, private funds, and business entities, utilizing quantitative algorithms focused on financial quality and growth potential. The firm offers market-timing services, educational workshops, and consults private funds, employing performance-based compensation and customized portfolio solutions.

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.

Catherine Hsu is the principal of Magnolia Capital Asset Management LLC, holding a Series 66 designation and bringing 18 years of industry experience. Her prior roles include positions at Colorado Financial Service Corporation and Alpha Strategies Investment Consulting. She is also co-general partner of Senior Living LLC and managing member of an investment LLC. Magnolia Capital Asset Management LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, pension and profit-sharing plans, and corporate entities. The firm uses fundamental analysis and modern portfolio theory to manage investments across a broad range of securities with a long-term, non-discretionary approach tailored to each client’s Investment Policy Statement.

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.

Gerry Dransfeldt is the sole advisor at Gerry Dransfeldt RIA, Inc, an independent firm based in Yorba Linda, CA. He holds 13 years of industry experience and has been managing his own RIA since 1998. His firm provides discretionary portfolio management to individuals and trusts, focusing on customized accounts tailored to clients' risk profiles and investment goals. The investment approach emphasizes high-quality dividend-paying equities, master limited partnerships, real estate investment trusts, and option overlays, with active daily management and trading conducted on a discretionary basis.

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.