La Nedra Munson is a financial advisor at Avant Garde Capital with 13 years of industry experience. She holds the Series 65 designation and has been with Avant Garde Capital since 2012. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and related investment advisory services with an emphasis on direct oversight of client accounts. The firm offers educational seminars and workshops alongside its advisory services.

Scott Colton is a CFP® professional with 24 years of industry experience, currently serving at Colton Wealth Management since 2009. He holds Series 63 and Series 65 licenses and operates from Arcadia, CA. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a fee-only model and emphasizes a long-term, asset allocation-based approach using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, while also offering concurrent tax services alongside comprehensive financial planning.

Abigail Chao is a financial advisor at Cosmos Wealth, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services and tru Independence Asset Management. Outside of advising, she is employed by TELUS International. Cosmos Wealth is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and project-based consulting primarily for individual clients. The firm’s investment approach incorporates multiple analytical methods and includes options and alternative investments within client programs.

Ling Lu is a financial advisor at IFMGroup with 20 years of industry experience. He holds a Series 66 designation and has been with Investment & Financial Management Group since 2006. Outside of his advisory role, Ling Lu serves as president of a life insurance agency in Monrovia, CA. IFMGroup provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and manages roughly $4 million in assets across seven client accounts.

William Pugh is a Series 66 credentialed financial advisor with 21 years of industry experience. He is currently with Vela Consulting, LLC and has previously worked at Apriem Advisors and Columbia Capital Securities, Inc. In addition to his advisory role, he acts as an independent insurance agent for life, health, and disability insurance. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans, managing approximately $47 million in assets. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversification, long-term allocations, and periodic rebalancing, and offers customized portfolio management and financial planning services.

George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.

Robert Kalter is the principal of Tres Wealth Management Group, LLC, an independent registered investment adviser based in Chino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes operating Kalter Insurance Services and serving as president of Kalter Financial Group, a CPA firm. Outside of investment advisory, he is actively involved in insurance sales and accounting services. Tres Wealth Management Group serves individuals, high-net-worth clients, and select corporate or business entities, managing approximately $57 million across 151 accounts. The firm provides tailored portfolio management and pension planning, employing a documented investment process that includes long- and short-term trading strategies and a combination of charting, fundamental, technical, and cyclical analysis.

Michael Lagos is a CFP® professional with 38 years of industry experience. He is the president of Lagos Wealth Advisors, where he has worked since 1995, and has also been affiliated with Madison Avenue Securities, LLC since 2022. In addition to his advisory role, he is involved in a referral business focused on securing R&D and ERC tax credits through partnerships with CPA and law firms. Lagos Wealth Advisors serves individual clients, including high-net-worth individuals, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, and advisory referral services. The firm employs the AssetMark platform and third-party managers to implement customized investment strategies and manages a Next Level IRA program using a quantitative and qualitative scoring process for mutual funds.

West Cohan is a CFP® with 11 years of industry experience and currently serves at InvestLinc Wealth Services. He has worked with InvestLinc in various forms since 2013. Outside of his advisory role, Mr. Cohan is the CFO and founder of Lémore, a skincare company. InvestLinc Wealth Services provides wealth management and investment advisory services to high-net-worth individuals, families, and related entities. The firm designs tailored multi-asset portfolios, incorporating fundamental, technical, and quantitative analysis, and offers access to both traditional and alternative investments.

Joshua is a Tenured Professor of Business who works with people across the country on their finances. He has over 20 years of financial services experience including as a credit union executive and a partner in an independent tech stock research firm during the late 90s. Joshua has been quoted in Forbes, Consumer Reports, CNBC, US News & World Report, and many other media. Joshua works with all types of people, but he does specialize in helping people navigate two of the great adventures in life: growing a business and building a family. Through comprehensive financial planning, he guides business owners, young professionals, and other clients toward living their great life, both now and in the future. From Joshua: ------------------ I believe financial planning should be a profession rather than an industry - that advisors should act more like doctors than car salesmen. When you go to a doctor, you expect the best diagnosis for your health, not to be sold a product. The same should be true of your financial planner. Before I began my journey to becoming a financial advisor, I wanted to make sure I would be entering a profession. Teaching is a profession because it is dedicated to improving the lives of the students, not enriching the professors. Sadly, what I saw in much of financial planning was an industry that created products and hired sales representatives to push the products. But I also saw a noble version of financial planning as a service profession where a trusted advisor helped guide clients toward their life goals. I take an integrated approach that considers your entire financial picture. Planning goes beyond investments and retirement to incorporate cash flow analysis, tax planning, risk management, business advising, career development, debt management, estate planning, and more. I view money as a tool to help you achieve your great life, both now and in the future. I begin by understanding your life goals and then develop your plan to help you achieve them. Every plan and every recommendation is designed with one goal in mind: to get you to your goals.

Brian Walker is a financial advisor at SVL Investment Management with 29 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 22 years. Walker holds a Series 63 designation. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process, using top-down economic analysis, strategic asset allocation, and a proprietary multi-variable statistical valuation model to structure portfolios tailored to each client's objectives and risk tolerance.

Peter Voss is a financial advisor at Clearwave Capital with 41 years of industry experience. He holds a Series 63 designation and previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a significant portion of his time selling fixed insurance products, including health insurance and employee benefits. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, asset-allocation strategies, and use of sub-advisors to support implementation and oversight.

Andrey Danilenko is a Series 65-licensed financial advisor with 22 years of industry experience. He has been managing FortRoss Capital Management, LLC since 2003. In addition to his advisory role, Mr. Danilenko is a Managing Partner at Tagora Capital LLP, a consulting firm based in the United Kingdom. FortRoss Capital Management serves private investment companies and high-net-worth individuals, specializing in hedge-fund–style advisory services. The firm employs a quantitative market-timing strategy across multiple asset classes and focuses on concentrated, short-term trading with discretionary mandates.

Armand Batocabe is a financial advisor with Golden State Capital Inc., holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. His prior roles include positions at LTNG Capital, X Capital Advisors, SecureVest Financial Group, Argentis Advisors, ACB Partners, and Blue Sky MLS. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on non-discretionary portfolio management, private investment recommendations, and due-diligence consulting. The firm emphasizes private-market allocation and combines fundamental, technical, and quantitative analysis within a long-term investment framework.

Mark Shoemaker is a financial advisor with BSIAS Advisors, LLC in Anaheim, CA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Peter P. Brown in real estate for 16 years and has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and Brown-Shoemaker, CPA's since 1979. BSIAS Advisors, LLC provides discretionary and non-discretionary portfolio management primarily for individuals, families, trusts, and retirement accounts. The firm follows a fundamental, long-term buy-and-hold investment philosophy with tailored asset allocations and plans to offer income tax preparation services to existing clients starting in 2025.

Kayla Phillips is a CFP® and holds a Series 66 license, with two years of experience in financial advising. She has worked at Purposeful Strategic Partners since 2025 and previously held roles at St. Clair Financial and RW Baird. Purposeful Strategic Partners serves individuals and small businesses, offering financial planning, investment management, business coaching, and retirement plan advising. The firm emphasizes strategic asset allocation with low-cost funds and ETFs, ongoing client education, and supports clients through a variety of engagement models, including subscriptions and assets-under-management.

Cody Darrow is a financial advisor with Darrow Wealth Group in Ontario, CA, holding a Series 65 designation and four years of industry experience. He previously worked with Ameritas Advisory Services and Capstone Partners. Darrow is also an independent licensed insurance agent. Darrow Wealth Group provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm typically directs client assets to third-party managers, creates tailored Investment Policy Statements, and offers ongoing planning supported by eMoney software and quarterly reviews.

Mark Deily is a financial advisor with RBA Wealth Management, LLC, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has been president and manager of Deily & Company PC CPAs for over a decade and worked previously at Davidson, Deily and Company PC, CPA for 19 years. Outside of his advisory role, he serves as a CPA and holds a Life & Health Insurance license with United Health Care. RBA Wealth Management provides financial planning, investment management, and retirement plan consulting to a diverse client base including individuals, trusts, and corporate entities. The firm uses a goal-based investment approach that integrates fundamental and behavioral analysis within a Modern Portfolio Theory asset allocation framework.

Frank Mercuri III is a financial advisor at Attivo Legacy Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Equivita Life Settlements, LLC since 2018 and Mercuri Asset Management, LLC since 2010. Outside of advising, he operates a licensed insurance agency and is involved in life settlements and trust services. Attivo Legacy Advisors provides portfolio management and comprehensive financial planning to individuals, retirement and corporate plans, trusts, estates, and other business entities. The firm manages assets on a non-discretionary basis, offers customized investment portfolios aligned with client risk profiles, and incorporates insurance products as part of its services.

Garrett Cunningham is a financial advisor with Clearwave Capital who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a portion of his time selling individual and group medical, dental, fixed life, and disability insurance products. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a diversified investment process that includes fundamental and quantitative analysis, asset allocation strategies, and may use margin, options, and alternative investments, often working with sub-advisors to implement and oversee accounts.