Brian Mandel is a financial advisor at Align Wealth Advisors with two years of industry experience. He previously worked at Cambridge Investment Research and is also the principal of The Law Offices of Brian S. Mandel, Inc., where he has practiced law for over two decades. Align Wealth Advisors serves individual investors and employer retirement plans by offering asset management, financial planning, and ERISA-sponsored plan consulting. The firm constructs portfolios using strategic asset allocation and a core-satellite approach, providing quarterly reviews and tailoring recommendations to client objectives while managing assets on a non-discretionary basis.

Mitchell Fisher is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Pacific Sun Financial Corp since 2016. Prior to this, he worked for B. Riley Wealth Advisors, Inc. for nine years. In addition to his advisory role, he is involved in insurance sales and occasionally participates in promotional work and interviews as an author. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages accounts internally using fundamental analysis and tailored strategies, offering a wrap fee program and a range of investment and insurance products.

Jeff Lowe is a ChFC® credentialed financial advisor at Emerald Blue Advisors with 14 years of industry experience. He has been with Emerald Blue Advisors since 2013. In addition to his advisory role, he works as an independent insurance agent, selling traditional insurance products through unaffiliated carriers. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, quantitative, and modern portfolio theory-based strategies, offers educational seminars, and manages approximately $69 million in assets across a three-advisor team.

Edward Thomas is a financial advisor at Onitus Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America, Waddell & Reed, and LPL Enterprise. In addition to his advisory role, he provides tax preparation and accounting services through Hunter CPA. Onitus Capital serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, managing approximately $9.6 million for about 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing a variety of asset allocation strategies and monitoring third-party managers on an ongoing basis.

Patrick Mc Cann is a CFA® charterholder with one year of industry experience. He is currently with Spearhead Advisors, LLC and has previous experience at firms including 6 3 9, iTrust Capital, Happy Money, Kingfield, and Pimco. He is the founder and consultant of Brightwork Consulting, specializing in solar financial and construction consulting. Spearhead Advisors serves individual and high-net-worth clients with discretionary portfolio management and retirement plan consulting services. The firm emphasizes fundamental analysis to create customized portfolios and offers limited financial planning at no additional charge.

Peter Perez is a financial advisor at Nollenberger McCullough Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western International Securities, Inc. and Nollenberger Investment Management LLC. Nollenberger McCullough Investment Advisors provides discretionary investment management and fee-only financial planning primarily for high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm focuses on equity-based strategies and develops tailored Investment Policy Statements based on clients’ objectives, risk tolerance, and tax considerations.

Kyle De Paolo is a financial advisor with DePaolo & May Strategic Wealth LLC in Ladera Ranch, CA. He holds Series 65 and Series 63 licenses and has 16 years of industry experience, including 13 years at Mitchell Anthony Capital Management. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients by providing discretionary portfolio management and financial planning services. The firm’s investment approach combines multiple analytical methods and offers performance-based fee arrangements alongside standard asset-based fees.

Michael Cannivet is a CFA® charterholder with 18 years of industry experience. He has worked at Silverlight Asset Management, LLC since 2016 and previously held positions at CS Planning Corp., Palo Capital, Inc., and Fisher Investments. Silverlight Asset Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as partnership accounts and charitable organizations. The firm uses an equity-focused investment approach combining fundamental, technical, quantitative, and other analytic methods, offering both discretionary and non-discretionary management tailored to clients’ specific goals and risk tolerances.

Megan Morrice is a financial advisor at HIP Investor, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HIP Investor since 2016, including a prior one-year term, as well as EQIS Capital Management, Inc. and ValuesAdvisor, where she serves as Head of Operations. Morrice is also the Program Director for the Sustainable and Impact Finance Initiative at the University of California, Berkeley, Haas School of Business. HIP Investor, Inc. provides discretionary portfolio management and customized consulting to individuals, families, family offices, foundations, corporations, and financial intermediaries. The firm uses a proprietary methodology that incorporates human, social, and environmental metrics alongside fundamental analysis to align portfolios with clients’ sustainability preferences and time horizons.

Marianne Durham is a financial advisor at HF Advisory Group, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked with firms including Silversage Advisors and Geneos Wealth Management. Outside of her advisory role, she is also an insurance agent providing recommendations on life insurance, annuities, and long-term care insurance, and collaborates with a financial education nonprofit. HF Advisory Group, LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $321.5 million in discretionary assets and utilizes tools like Riskalyze and Redtail to document client objectives and risk tolerance.

Nicole Plumlee is a financial advisor with RBA Wealth Management, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at RBA Wealth Management since 2017 and previously at Purshe Kaplan Sterling Investments and Morgan Stanley Smith Barney. RBA Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and corporate entities with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of fundamental, cyclical, and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory, offering portfolios of individual equities, bonds, and ETFs through goal-based planning and regular rebalancing.

Jason Prattes is a financial advisor at Prattes Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial, LLC from 2010 to 2019 before founding Jason A. Prattes Financial Inc. in 2018. Prattes Wealth Partners provides investment management and financial planning services to individuals, family offices, institutions, and pooled investment vehicles. The firm employs a combination of fundamental, technical, and economic analysis in its investment process and acts as sponsor and manager of private funds, a role uncommon for similarly sized supported advisors.

Yvonne Oneill is a financial advisor with O’Neill Financial Management, Inc. in Lake Forest, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at O’Neill Financial Management since 2016 and serves on the board and finance and audit committee of The Wooden Floor, a nonprofit organization. Additionally, she is a council member at St. Kilian Catholic Church. O’Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and business clients. The firm employs a buy-and-hold investment strategy grounded in Modern Portfolio Theory, utilizing mainly passive mutual funds and ETFs, and offers tax and accounting services through a CPA principal under separate agreements.

Jeremy Portnoff is a Fee-Only financial planner with offices in Mission Viejo, CA and Metuchen, NJ and serving clients across the country. PortSalus Wealth Management provides comprehensive and objective financial planning, investment management, for pre-retirees within 5-10 years of and through retirement helping clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Portnoff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Armen Grigorian is a financial advisor with Redmount Capital Partners LLC in Newport Beach, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cobalt Commercial Credit, SellWise Inc., and Redmount Mergers and Acquisitions. He is also involved in business data and analytics as treasurer and secretary of SellWise Inc. Redmount Capital Partners provides asset management, financial planning, consulting, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, and business entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, offering discretionary and non-discretionary management, private-equity advisory, and performance-based fee arrangements.

Michael Farah is the principal of Farah Private Wealth Management, Inc in Costa Mesa, CA, holding a Series 63 designation and bringing 50 years of industry experience. He has led his firm since 2005. Farah also provides trustee services in a personal capacity and leads a charitable foundation. Farah Private Wealth Management offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm focuses on investment management using fundamental, technical, and charting analysis across various asset classes with both long- and short-term strategies.

Hicham Nasreddine is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He has worked at Emerald Blue Advisors since 2020 and previously held roles at Auto Nation, AXA Advisors, and GMIB SAL. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm manages discretionary accounts using a combination of model allocations, charting, fundamental and quantitative analysis, and modern portfolio theory, and provides educational seminars on various financial topics.

Collin Zines is a CFP® professional at Stephenson and Company, Inc. with seven years of industry experience. Prior to joining Stephenson and Company in 2025, he worked at AssetMark Financial Holdings and AssetMark Brokerage for six years. Stephenson and Company, Inc. is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm employs client-specific strategies based on strategic asset allocation and offers both discretionary and non-discretionary management alongside comprehensive financial planning and retirement consulting.

Jonathon Nguyen is a CFP® professional with 22 years of experience in financial advising. He has been with Advanced Financial Strategies Inc. since 2004. The firm serves highly compensated executives, affluent business owners, high net worth individuals, trusts, estates, and qualifying retirement plans, offering comprehensive financial planning, asset management, and related services. Their investment approach combines strategic asset allocation with tactical adjustments, utilizing a mix of passive and active managers alongside real assets and alternative investments.

Ryan Thomason is a Series 66 registered financial advisor with Optivest, Inc. in San Juan Capistrano, CA, and has 11 years of industry experience. He previously worked at City National Rochdale from 2014 to 2020 before joining Optivest and Gramercy Securities in 2020. Optivest provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm constructs customized portfolios using strategic asset allocation and tactical refinements, emphasizing diversification, due diligence, and ongoing monitoring.