Jan Daly Wilson is a financial advisor at R.E.A.L. Coach with 10 years of industry experience. She holds a Series 65 designation and has a diverse professional background that includes roles in real estate brokerage, mortgage loan origination, and financial wellness consulting. Outside of her advisory work, she owns and operates Garden Park Firm-Fin-Rlty-Mtg-Csltg, where she provides education and consulting related to retirement readiness, real estate, insurance, and mortgage services. R.E.A.L. Coach serves primarily institutional and pooled-asset clients through non-discretionary co-advisory arrangements with third-party money managers, offering financial and retirement planning consultations along with qualified plan consulting and educational seminars. The firm emphasizes an evidence-based, passive asset allocation approach, combining investment management with active involvement in real estate, mortgage, and insurance services.

Pezhman Amini is a financial advisor with INTEG Financial Investment Advisory LLC in Irvine, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining INTEG, he worked at Northwestern Mutual in various capacities from 2024 to 2025. Outside of advisory work, he is the owner and president of ALEPH BAZAAR Inc., a retail e-commerce business. INTEG Financial Investment Advisory LLC serves individual investors with discretionary and non-discretionary portfolio management as well as comprehensive financial planning and consulting. The firm uses a combination of analytical methods and strategic asset allocation tailored to client objectives and integrates broad planning topics including 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 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 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 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 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.

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.

Gerry Dransfeldt is the sole advisor at Gerry Dransfeldt RIA, Inc, an independent firm based in Yorba Linda, CA. He has 12 years of industry experience and has been operating his own RIA since 1998. The firm provides discretionary portfolio management to individual investors and trusts, focusing on high-quality, dividend-paying equities, MLPs, and REITs combined with option overlay strategies tailored to client risk profiles. It manages a small client base with frequent account reviews and does not vote client proxies or receive third-party compensation.

John Weyhgandt is a financial advisor at Western States Investments in Corona, CA, holding a Series 65 designation with 12 years of industry experience. He has been associated with Western States Wealth Management since 2014 and Western States Financial since 1994. In addition to his advisory role, he is a licensed independent insurance agent and is authorized to sell Medicare Advantage and supplemental insurance plans. Western States Investments provides advisory services primarily through recommending and monitoring independent third-party investment managers for individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on asset allocation and Modern Portfolio Theory, delivering non-discretionary management and qualified retirement plan consulting to its clients.

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.