Donald Doungpanya is a financial advisor at Salt Capital Wealth Management, LLC with 22 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at various entities within the Salt Capital group since 2006, as well as Ameriprise earlier in his career. He currently serves as Principal and CEO of Salt Capital Wealth Management and Salt Capital Investment Advisors. Salt Capital Wealth Management provides investment consulting, portfolio management, and financial planning services to individual investors, business owners, and institutional clients. The firm utilizes a range of analytical approaches and investment strategies, offering customized portfolios that may include equities, fixed income, derivatives, and third-party sub-advisers, while maintaining a small, owner-operated structure.

Mark Yates is a CFP® professional with 22 years of industry experience, currently serving at Wealth Strategies Group. His background includes 16 years with Securities America Advisors, Inc. and running a sole proprietorship focused on health, life, and fixed annuity insurance sales. He is based in Newport Beach, CA. Wealth Strategies Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, estates, small businesses, and retirement plans. The firm uses a range of investment vehicles and analytical approaches, managing accounts on a discretionary basis and offering performance-based fee arrangements for qualified clients.

Ajay Khatri is a financial advisor at Alternity Investment Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including North Capital Mortgage and American Heritage Lending. In addition to his advisory role, Khatri is an independent mortgage broker and real estate salesperson, activities through which he receives commissions. Alternity Investment Advisors serves individuals, business owners, pensions, endowments, and non-profits, managing approximately $8.09 million across about 25 client relationships. The firm employs a primarily non-discretionary investment approach focused on long-term strategies and provides limited-scope retirement planning at no additional cost to existing clients.

Roger Kliminski is a financial advisor at Global Investment Solutions, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Global Investment Solutions since 1997. Global Investment Solutions provides discretionary portfolio management, variable annuity and variable life account management, and consulting services to individual and high-net-worth clients. The firm employs quantitative and technical investment strategies and licenses proprietary trading signals to other registered investment advisers.

Leslie Calhoun is a financial advisor with Optivest, Inc. in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Since 2007, Calhoun has been affiliated with both Optivest and Gramercy Securities, Inc. Calhoun is a 25% owner and principal partner of Optivest and serves on its board of directors. 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, while also offering consultative and concierge services.

Morgan Stevens is the CEO and sole advisor at Morgan Stevens Asset Management, LLC, an independent registered investment adviser based in Coto De Caza, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Stevens is also a licensed insurance agent and a registered representative of Northwestern Mutual Investment Services, LLC, offering insurance products and services in addition to his advisory role. He is affiliated as an investment adviser representative with another firm as well. Morgan Stevens Asset Management, LLC provides discretionary portfolio management and customized investment plans for individuals, high-net-worth clients, and business entities. The firm utilizes a diverse range of analytic methods and investment vehicles, including leverage, derivatives, private placements, and venture capital, managing accounts on a discretionary basis with regular portfolio reviews.

Orlando Espino Jr. is a financial advisor at Salt Capital Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at GT Securities, Inc., Salt Capital Global Securities, LLC, Morgan Stanley Private Bank, Morgan Stanley, and New York Life Insurance Company. Outside of his advisory role, he is involved with A&B Insurance and Financial, an agency focused on health, accident, and life insurance. Salt Capital Wealth Management provides investment consulting, portfolio management, and financial planning services to individual investors, business owners, and institutional clients. The firm employs a range of analytical approaches and strategies, including fundamental, quantitative, cyclical, and technical analysis, and offers a securities-backed lending program alongside various portfolio management options.

Tara Manista is a CFP® and ChFC® with seven years of industry experience. She is currently an advisor at Sachi Financial Planning in Newport Beach, CA, where she has worked since 2023. Her prior experience includes roles at Securian Financial Services Inc., Tax and Financial Services Inc., Minnesota Life, Beacon Hill Staffing, and Chapman University. Sachi Financial Planning serves individual, high-net-worth, and business clients with comprehensive financial planning and investment management, combining passive and active strategies and offering estate plan preparation and educational seminars. The firm operates as a fee-only adviser and utilizes AI-assisted tools for estate planning alongside its management on the Altruist platform.

Wade Slome is a financial advisor at Sidoxia Capital Management, LLC, holding the CFP®, CFA®, and Series 63 designations with 18 years of industry experience. He has been with Sidoxia since 2007. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional clients. The firm employs Fusion strategies that blend low-cost ETFs, equities, and fixed income with a focus on longer holding periods and tax-aware approaches, managing accounts on a discretionary basis.

Jordan Masciorini is a financial advisor at Ticino Wealth with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC for seven years. Prior to his financial services career, he was a web shop manager for four years. Ticino Wealth provides wealth and investment management and financial planning services to individual and high-net-worth clients. The firm employs a blended active and passive investment approach with an emphasis on tax-aware asset allocation and oversight of third-party asset managers.

Curtis Hollowell is a financial advisor at Redmount Capital Partners LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cobalt Commercial Credit, LLC and Redmount Mergers and Acquisitions, LLC. Outside of advising, he serves as president of SellWise Inc., a business data and analytics company. 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 manages approximately $36.9 million across discretionary and non-discretionary arrangements and offers private-equity advisory services with an investment approach combining fundamental analysis, Modern Portfolio Theory, and a variety of trading strategies.

Marshall Eichenauer Jr. is a financial advisor with Sagent Wealth Management in Laguna Beach, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Sagent Wealth Management since 2008. Outside of advisory work, he acts as a licensed life insurance agent. Sagent Wealth Management provides wealth management and advisory services to individuals, families, trusts, retirement plans, businesses, non-profits, and family offices. The firm integrates investment management with financial, retirement, and estate planning, using a mix of proprietary model portfolios, customized investments, and third-party managers.

Barbara Crane is a financial advisor with Crane Investments Inc in Laguna Beach, CA. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. She has been with Crane Investments since 1992. Crane Investments serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies and maintains conservative cash management practices, with a focus on continuous, individualized portfolio supervision.

Michael Calkins is a financial advisor at Laguna Financial Advisory with 17 years of industry experience. He holds a Series 66 designation and has worked at Laguna Financial Advisory since 2011 and Grove Point Investments, LLC from 2010 to 2025. Outside of his advisory role, he coaches Little League baseball in South Mission Viejo. Laguna Financial Advisory serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm manages approximately $82 million in assets across 330 client relationships, employing both fundamental and technical analysis to create customized or predefined portfolio models aligned with client goals and risk tolerances.

Ralph Linzmeier Jr. is a financial advisor with Moran Tice Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes significant tenure at Morgan Stanley and Citigroup Global Markets. Moran Tice Capital Management provides discretionary portfolio management primarily for accredited, high-net-worth, and institutional investors, combining private fund advisory with separately managed accounts. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities and employs research-supported trading across public and private instruments.

Michael Banta is a financial advisor at Banta Asset Management LP with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banta Asset Management since 2007. The firm serves individual and high-net-worth investors, as well as trusts, estates, pension plans, charitable organizations, and businesses, providing discretionary investment management alongside financial planning and consulting. Banta Asset Management typically uses exchange-traded funds in client portfolios and emphasizes customized portfolio construction based on client objectives, risk tolerance, and time horizon.

Mark Chandik is a ChFC® designated advisor with FDP Wealth Management, LLC in Irvine, CA, bringing 41 years of industry experience. He has held roles at ValMark Advisers, Inc., FDP Insurance Services, Inc., and Valmark Securities, Inc. Additionally, Chandik is the author of *10 Financial Strategies for the Smart Investor* and serves as president of The Grand Monarch HOA, a condominium association in Dana Point, CA. FDP Wealth Management provides investment consulting and comprehensive financial planning primarily for individuals, trusts, estates, and retirement plans, as well as corporate and institutional clients. The firm offers non-discretionary advice using fundamental analysis and diversification-focused asset allocation, and it features a specialized life-insurance trust analysis process called the TOLI Expert System.

Mark Banta is a financial advisor at Banta Asset Management LP with 27 years of industry experience. He has been with Banta Asset Management since 2007 and holds Series 63 and Series 65 licenses. Banta Asset Management serves individual and high-net-worth investors, trusts, estates, pension plans, charitable organizations, and businesses. The firm offers discretionary investment management along with financial planning and consulting, typically implementing portfolios primarily through exchange-traded funds while advising on individual equities, fixed-income securities, municipal bonds, and other instruments.

Terry Anderson is a Certified Financial Planner® with 44 years of industry experience. He is currently with Laguna Financial Advisory, where he has worked since 2011, and previously spent 24 years at Grove Point Investments, LLC. Anderson also serves as a FINRA arbitrator. Laguna Financial Advisory serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities, managing approximately $82 million in assets. The firm uses both fundamental and technical analysis to build customized portfolios and provides comprehensive financial planning across tax, retirement, estate, and insurance topics.

Matthew Mcmanus is a financial advisor at Optivest, Inc. with 18 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Gramercy Securities, Mass Mutual Investors Services, METLIFE Securities, LPL Financial, and Stifel. He is a 25% shareholder and registered advisory agent at Optivest. Optivest serves individuals and families, including high-net-worth clients, as well as trusts, foundations, and business entities, offering money management, family office services, and advice on real estate, mortgages, and private business transactions. The firm’s investment approach combines strategic asset allocation with tactical portfolio construction across various asset classes, supported by thorough due diligence and integrated financial planning tools.